Plan5500

Terra Bella, 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, Terra Bella, CA has 3 loaded benefit plan(s) reported by 2 plan sponsor(s), with $219,591,992 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
2
Latest filing year
2023

What stands out in Terra Bella

  • 3 loaded plans hold $219.6M in reported assets across 2 sponsors.
  • The largest, Porterville Citrus, Inc. Employee Stock Ownership Plan, holds 100% of reported Terra Bella plan assets.
  • Plans cover 979 participants — about 326 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$219.4MSummed across loaded plans$219,425,325
Total reported assets$219.6M$219,591,992
Total reported participants979
Total reported liabilities$166.7K$166,667

Reported net position

Reported assets = net assets + liabilities (summed)$219.6M total assets
Net assets$219.4MLiabilities$166.7K
Contributions & income
Employer contributions$4.3M
Participant contributionsNot reported
Total income / additions$27.1M
Expenses & distributions
Benefits paid / distributions$6.1M
Total expenses$6.1M
Net increase / (decrease)$21M

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 Terra Bella, 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

Terra Bella market comparison

Largest plan share of assets100%Porterville Citrus, Inc. Employee Stock Ownership Plan
Participants per plan326Average across loaded plans
Plan sponsors2
Ranked by reported assets

Largest loaded plans in Terra Bella

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

  1. 1
    Porterville Citrus, Inc. Employee Stock Ownership Plan$219.6M
    Porterville Citrus, Inc. · 2023
  2. 2
    Porterville Citrus, Inc. Health And Welfare Plannot reported in the loaded dataset
    Porterville Citrus, Inc. · 2023
  3. 3
    Sierra Forest Products Group Health And Life Plannot reported in the loaded dataset
    Sierra Forest Products · 2023

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

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Terra Bella, CA?
3 plan(s) reported by 2 sponsor(s) are loaded for Terra Bella, CA.

Related Form 5500 pages