Temecula, 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, Temecula, CA has 58 loaded benefit plan(s) reported by 45 plan sponsor(s), with $444,489,679 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
58
Plan sponsors
45
Latest filing year
2023

What stands out in Temecula

  • 58 loaded plans hold $444.5M in reported assets across 45 sponsors.
  • The largest, Pechanga Development Corporation 401(K) Plan, holds 43% of reported Temecula plan assets.
  • Plans cover 26,006 participants — about 448 per plan.
  • 69% of loaded plans report full Schedule H/I financial statements.
  • 24% report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$427.3MSummed across loaded plans$427,291,127
Total reported assets$444.5M$444,489,679
Total reported participants26K26,006
Total reported liabilities$17.2M$17,198,552

Reported net position

Reported assets = net assets + liabilities (summed)$444.5M total assets
Net assets$427.3MLiabilities$17.2M
Contributions & income
Employer contributions$16.5M
Participant contributions$40.6M
Total income / additions$113.6M
Expenses & distributions
Benefits paid / distributions$36M
Total expenses$38.3M
Net increase / (decrease)$75.2M

Data coverage

Plans with financial statements40 / 58 (69%)
Plans with provider compensation14 / 58 (24%)

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

Temecula market comparison

Largest plan share of assets43%Pechanga Development Corporation 401(K) Plan
Participants per plan448Average across loaded plans
Plan sponsors45
Ranked by reported assets

Largest loaded plans in Temecula

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

  1. 1
    Pechanga Development Corporation · 2023
  2. 2
    Cryogenic Industries, Inc. · 2023
  3. 3
    Fff Enterprises, Inc. · 2023
  4. 4
    Perceptyx, Inc. · 2023
  5. 5
    Rancho Health Mso, Inc. · 2023
  6. 6
  7. 7
    Z-Golf Course Food And Beverage · 2023
  8. 8
    Southwest Traders, Inc · 2023
  9. 9
    Raintree Systems, Inc. · 2023
  10. 10
  11. 11
    Keeton Construction Co., Inc. · 2023
  12. 12
    Freedom Forever LLC · 2023
  13. 13
  14. 14
    Murrieta Development Co., Inc. · 2023
  15. 15
    Stk Architecture, Inc. · 2023
  16. 16
    Murrieta Development Co., Inc. · 2023
  17. 17
    Pechanga Resorts Incorporated · 2023
  18. 18
    Leonard Roofing, Inc. · 2023
  19. 19
    Alliance Propane, Inc. · 2023
  20. 20
    Portals Entertainment Group · 2023
  21. 21
    New California Bathroom Corp · 2023
  22. 22
  23. 23
    Ms3 Visual Communications · 2023
  24. 24
    James And Rebecca Prouty Enterprises, Inc. · 2023
  25. 25
    Maxlb Inc. · 2023

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Temecula, CA?
58 plan(s) reported by 45 sponsor(s) are loaded for Temecula, CA.

Related Form 5500 pages