Tarzana, 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, Tarzana, CA has 18 loaded benefit plan(s) reported by 16 plan sponsor(s), with $70,910,583 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
18
Plan sponsors
16
Latest filing year
2023

What stands out in Tarzana

  • 18 loaded plans hold $70.9M in reported assets across 16 sponsors.
  • The largest, Tarzana Treatment Centers, Inc. Tax Deferred Savings Plan, holds 29% of reported Tarzana plan assets.
  • Plans cover 1,206 participants — about 67 per plan.
  • 100% of loaded plans report full Schedule H/I financial statements.
  • 6% report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$70.9MSummed across loaded plans$70,912,338
Total reported assets$70.9M$70,910,583
Total reported participants1.2K1,206
Total reported liabilities$1K$1,030

Reported net position

Reported assets = net assets + liabilities (summed)$70.9M total assets
Net assets$70.9MLiabilities$1K
Contributions & income
Employer contributions$3M
Participant contributions$2.4M
Total income / additions$14M
Expenses & distributions
Benefits paid / distributions$13.4M
Total expenses$13.8M
Net increase / (decrease)$240.3K

Data coverage

Plans with financial statements18 / 18 (100%)
Plans with provider compensation1 / 18 (6%)

Totals sum the latest loaded 2023 public Form 5500 filing per plan for Tarzana, 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

Tarzana market comparison

Largest plan share of assets29%Tarzana Treatment Centers, Inc. Tax Deferred Savings Plan
Participants per plan67Average across loaded plans
Plan sponsors16
Ranked by reported assets

Largest loaded plans in Tarzana

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

  1. 1
    Tarzana Treatment Centers, Inc. · 2023
  2. 2
    Valley Dermatologic Medical Group, Inc. · 2023
  3. 3
    Law Offices Of Sahag Majarian Ii, Apc · 2023
  4. 4
    Valley Regional Arrhythmia Center, Inc. · 2023
  5. 5
    6 Angels, LLC · 2023
  6. 6
    Boris D. Ratiner, M.D., Inc. · 2023
  7. 7
    Paley Commercial Real Estate, Inc. · 2023
  8. 8
    G & D Capital, L.L.C. · 2023
  9. 9
    San Fernando Valley Urological Associates · 2023
  10. 10
    Uri Ben-Zur, M.D., Inc. · 2023
  11. 11
    Six5 Productions, Inc. · 2023
  12. 12
    Francke & Associates, Inc. · 2023
  13. 13
    Francke & Associates, Inc. · 2023
  14. 14
    Boris D. Ratiner, M.D., Inc. · 2023
  15. 15
    Homestead Organic, Inc. · 2023
  16. 16
    Music Asset Management Inc · 2023
  17. 17
    Gans Ink & Supply Co., Inc. · 2023
  18. 18
    Alan Pearlstein Ins Services Inc · 2023

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Tarzana, CA?
18 plan(s) reported by 16 sponsor(s) are loaded for Tarzana, CA.

Related Form 5500 pages