Plan5500

Tehachapi, 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, Tehachapi, CA has 6 loaded benefit plan(s) reported by 6 plan sponsor(s), with $653,503 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 Tehachapi

  • 6 loaded plans hold $653.5K in reported assets across 6 sponsors.
  • The largest, Farmworkers Institute For Education And Leadership Development 403(B) Plan, holds 40% of reported Tehachapi plan assets.
  • Plans cover 355 participants — about 59 per plan.
  • 83% of loaded plans report full Schedule H/I financial statements.
  • 17% report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$653.5KSummed across loaded plans$653,503
Total reported assets$653.5K$653,503
Total reported participants355
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$653.5K total assets
Net assets$653.5KLiabilities$0
Contributions & income
Employer contributions$462
Participant contributions$190.6K
Total income / additions$102.7K
Expenses & distributions
Benefits paid / distributions$23.6K
Total expenses$31.9K
Net increase / (decrease)$70.8K

Data coverage

Plans with financial statements5 / 6 (83%)
Plans with provider compensation1 / 6 (17%)

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

Tehachapi market comparison

Largest plan share of assets40%Farmworkers Institute For Education And Leadership Development 403(B) Plan
Participants per plan59Average across loaded plans
Plan sponsors6
Ranked by reported assets

Largest loaded plans in Tehachapi

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

  1. 1
    Farmworkers Institute For Education And Leadership Development 403(B) Plan$260.7K
    Farmworkers Institute Of Education & Leadership Development, Inc. · 2023
  2. 2
    Kc Vonjon, Inc. 401(K) Plan$155.8K
    Kc Vonjon, Inc. · 2023
  3. 3
    Dust Han Enterprises Retirement Plan$134K
    Dust Han Enterprises · 2023
  4. 4
    Studer Enterprises 401(K) Plan$97.1K
    Studer Enterprises · 2023
  5. 5
    T Squared Design And Drafting 401(K) Plan$5.9K
    T Squared Design And Drafting · 2023
  6. 6
    Airstreams Renewables, Inc. Life Benefit Plannot reported in the loaded dataset
    Airstreams Renewables, Inc. · 2023

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

What to inspect next

Frequently asked questions

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

Related Form 5500 pages