Plan5500

Terminal Island, 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, Terminal Island, CA has 3 loaded benefit plan(s) reported by 3 plan sponsor(s), with $28,801,496 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
3
Plan sponsors
3
Latest filing year
2023

What stands out in Terminal Island

  • 3 loaded plans hold $28.8M in reported assets across 3 sponsors.
  • The largest, Yusen Savings & Retirement Plan, holds 100% of reported Terminal Island plan assets.
  • Plans cover 313 participants — about 104 per plan.
  • 33% 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$28.8MSummed across loaded plans$28,801,496
Total reported assets$28.8M$28,801,496
Total reported participants313
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$28.8M total assets
Net assets$28.8MLiabilities$0
Contributions & income
Employer contributions$762.9K
Participant contributions$999.1K
Total income / additions$7.1M
Expenses & distributions
Benefits paid / distributions$632.6K
Total expenses$625.6K
Net increase / (decrease)$6.5M

Data coverage

Plans with financial statements1 / 3 (33%)
Plans with provider compensation0 / 3 ()

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

Terminal Island market comparison

Largest plan share of assets100%Yusen Savings & Retirement Plan
Participants per plan104Average across loaded plans
Plan sponsors3
Ranked by reported assets

Largest loaded plans in Terminal Island

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

  1. 1
    Yusen Savings & Retirement Plan$28.8M
    Yusen Terminals LLC · 2023
  2. 2
    Everport Terminal Services, Inc. Health & Welfare Plannot reported in the loaded dataset
    Everport Terminal Services, Inc. · 2023
  3. 3
    So. Cal Ship Services Health And Welfare Plannot reported in the loaded dataset
    So. Cal Ship Services · 2023

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

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Terminal Island, CA?
3 plan(s) reported by 3 sponsor(s) are loaded for Terminal Island, CA.

Related Form 5500 pages