Plan5500

Sonora, CA Form 5500 retirement and benefit plan filings

City Form 5500 summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Sonora, CA has 6 loaded benefit plan(s) reported by 6 plan sponsor(s), with $3,435,256 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
6
Plan sponsors
6
Latest filing year
2023

What stands out in Sonora

  • 6 loaded plans hold $3.4M in reported assets across 6 sponsors.
  • The largest, Condor Earth Technologies, Inc. Employee Stock Ownership Plan, holds 53% of reported Sonora plan assets.
  • Plans cover 234 participants — about 39 per plan.
  • 83% of loaded plans report full Schedule H/I financial statements.
  • report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$3.4MSummed across loaded plans$3,395,071
Total reported assets$3.4M$3,435,256
Total reported participants234
Total reported liabilities$40.2K$40,185

Reported net position

Reported assets = net assets + liabilities (summed)$3.4M total assets
Net assets$3.4MLiabilities$40.2K
Contributions & income
Employer contributions$126.5K
Participant contributions$65.9K
Total income / additions$310.2K
Expenses & distributions
Benefits paid / distributions$227.4K
Total expenses$237.4K
Net increase / (decrease)$72.8K

Data coverage

Plans with financial statements5 / 6 (83%)
Plans with provider compensation0 / 6 ()

Totals sum the latest loaded 2023 public Form 5500 filing per plan for Sonora, CA plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Computed from loaded plans

Sonora market comparison

Largest plan share of assets53%Condor Earth Technologies, Inc. Employee Stock Ownership Plan
Participants per plan39Average across loaded plans
Plan sponsors6
Ranked by reported assets

Largest loaded plans in Sonora

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    Condor Earth Technologies, Inc. Employee Stock Ownership Plan$1.8M
    Condor Earth Technologies, Inc. · 2023
  2. 2
    Benton Roberson Cpas Llp 401k Plan$799.1K
    Benton Roberson Cpas Llp · 2023
  3. 3
    American River Touring Assoc Profit Sharing Plan$504K
    American River Touring Assoc. · 2023
  4. 4
    Tri-Technic, Inc. Employee Stock Ownership Plan$246.2K
    Tri-Technic, Inc. · 2023
  5. 5
    Rustic Rose Mercantile Retirement Plan$69K
    Rustic Rose Mercantile · 2023
  6. 6
    Prieto Automotive, Inc. Welfare Benefits Plannot reported in the loaded dataset
    Prieto Automotive, Inc. · 2023

Largest plans in Sonora → · Sonora plans by participants → · Sonora plans with financial data → · Sonora plans with provider compensation → · $1B+ plans in Sonora →

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Sonora, CA?
6 plan(s) reported by 6 sponsor(s) are loaded for Sonora, CA.

Related Form 5500 pages