Sun Valley, 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, Sun Valley, CA has 26 loaded benefit plan(s) reported by 18 plan sponsor(s), with $234,278,889 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 26
- Plan sponsors
- 18
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $234,278,889
- Total reported liabilities (EOY)
- $705,172
- Total reported net assets (EOY)
- $233,573,717
Contributions & income
- Employer contributions
- $8,746,485
- Participant contributions
- $11,782,378
- Total income / additions
- $54,326,691
Expenses & distributions
- Benefits paid / distributions
- $27,449,393
- Total expenses
- $29,459,855
- Net increase / (decrease)
- $24,866,836
Coverage
- Total reported participants
- 8,273
- Plans with financial statements
- 18
- Plans with provider compensation
- 12
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Sun Valley, 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.
Largest loaded plans by reported assets
| Plan | Sponsor | Reported assets (EOY) | Year |
|---|---|---|---|
| Pmc Global, Inc. And Subsidiaries Employees' Retirement Savings Plan | Pmc Global, Inc. | $74,252,334 | 2023 |
| Industrial Metal Supply Company 401(K) Plan | Industrial Metal Supply Company | $32,161,540 | 2023 |
| Hawker Pacific Aerospace 401(K) Plan | Hawker Pacific Aerospace | $22,216,733 | 2023 |
| Concrete Block Employers Pension Plan | Board Of Trustees Of Concrete Block Employers Tr | $21,747,317 | 2023 |
| Angelus Block Company, Inc. 401(K) Plan | Angelus Block Company, Inc. | $20,462,948 | 2023 |
| Wet Design 401(K) Plan | Wet Enterprises, Inc. | $18,148,594 | 2023 |
| Pmc Consolidated Pension Plan Covering Certain Employee Groups | Pmc Specialties Group, Inc. | $16,216,047 | 2023 |
| Pacifica Hospital Of The Valley 401(K) Plan | Pacifica Of The Valley Corporation Dba | $13,277,552 | 2023 |
| L.A. Hydro-Jet 401(K) Plan | L.A. Hydro-Jet & Rooter Service, Inc. | $3,671,550 | 2023 |
| Sccp Health And Welfare Benefit Plan | Angelus Block Company | $3,358,751 | 2023 |
| Creative Automation Employees Incentive Profit Sha | Jack J. Engel Manufacturing, Inc. | $3,213,802 | 2023 |
| Kitcor Corporation Profit Sharing Plan | Kitcor Corporation | $3,065,850 | 2023 |
| Apex Manufacturing Company, Inc. Profit Sharing Plan | Apex Manufacturing Company Inc | $984,545 | 2023 |
| The Teen Project Inc 401k Plan | The Teen Project Inc | $729,524 | 2023 |
| Alert Plating Company Profit Sharing Plan | Alert Plating Company | $693,298 | 2023 |
| Pacific Outdoor Living Employee Stock Ownership Plan | Pacific Pavingstone, Inc. | $77,531 | 2023 |
| West Efx Inc Defined Benefit Pension Plan | West Efx Inc | $973 | 2023 |
| West Efx Inc Profit Sharing Plan | West Efx Inc | $0 | 2023 |
| Pacifica Hospital Of The Valley Medical Plan | Pacifica Hospital Of The Valley | not reported in the loaded dataset | 2023 |
| Sun Valley Specialty Healthcare Welfare Benefits Plan | Sun Valley Specialty Healthcare | not reported in the loaded dataset | 2023 |
| Industrial Metal Supply Co. Employee Benefit Plan | Norman Industrial Materials Inc. | not reported in the loaded dataset | 2023 |
| Villa Scalabrini Retirement Center & Special Care Unit Wrap Benefit Plan | Villa Scalabrini Retirement Center & Special Care Unit | not reported in the loaded dataset | 2023 |
| Hawker Pacific Aerospace Group Insurance Plan | Hawker Pacific Aerospace | not reported in the loaded dataset | 2023 |
| Wet Enterprises, Inc. Health And Welfare Plan | Wet Enterprises, Inc. | not reported in the loaded dataset | 2023 |
| Pmc Global, Inc. And Subsidiaries Health Benefits Plan | Pmc Global, Inc. And Subsidiaries | not reported in the loaded dataset | 2023 |
Largest plans in Sun Valley → · Sun Valley plans by participants → · Sun Valley plans with financial data → · Sun Valley plans with provider compensation → · $1B+ plans in Sun Valley →
Related Form 5500 pages
- All CA Form 5500 filings
- Pmc Global, Inc. And Subsidiaries Employees' Retirement Savings Plan (plan 001)
- Pmc Global, Inc. — all reported plans
- Industrial Metal Supply Company 401(K) Plan (plan 003)
- Industrial Metal Supply Company — all reported plans
- Hawker Pacific Aerospace 401(K) Plan (plan 003)
- Hawker Pacific Aerospace — all reported plans
- Concrete Block Employers Pension Plan (plan 001)
- Board Of Trustees Of Concrete Block Employers Tr — all reported plans
- Angelus Block Company, Inc. 401(K) Plan (plan 001)
- Angelus Block Company, Inc. — all reported plans
- Wet Design 401(K) Plan (plan 002)
- Wet Enterprises, Inc. — all reported plans
- Pmc Consolidated Pension Plan Covering Certain Employee Groups (plan 004)
- Pmc Specialties Group, Inc. — all reported plans
- Pacifica Hospital Of The Valley 401(K) Plan (plan 002)
- Pacifica Of The Valley Corporation Dba — all reported plans
- L.A. Hydro-Jet 401(K) Plan (plan 001)
- L.A. Hydro-Jet & Rooter Service, Inc. — all reported plans
- Sccp Health And Welfare Benefit Plan (plan 501)
- Creative Automation Employees Incentive Profit Sha (plan 001)
- Jack J. Engel Manufacturing, Inc. — all reported plans
- Kitcor Corporation Profit Sharing Plan (plan 001)
- Kitcor Corporation — all reported plans
- Apex Manufacturing Company, Inc. Profit Sharing Plan (plan 001)
- Apex Manufacturing Company Inc — all reported plans
- The Teen Project Inc 401k Plan (plan 001)
- The Teen Project Inc — all reported plans
- Alert Plating Company Profit Sharing Plan (plan 001)
- Alert Plating Company — all reported plans
- Methodology
- Data sources