Tracy, 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, Tracy, CA has 27 loaded benefit plan(s) reported by 23 plan sponsor(s), with $105,502,598 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 27
- Plan sponsors
- 23
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $105,502,598
- Total reported liabilities (EOY)
- $0
- Total reported net assets (EOY)
- $105,502,598
Contributions & income
- Employer contributions
- $2,541,549
- Participant contributions
- $6,131,058
- Total income / additions
- $24,890,027
Expenses & distributions
- Benefits paid / distributions
- $8,336,910
- Total expenses
- $8,765,347
- Net increase / (decrease)
- $16,124,680
Coverage
- Total reported participants
- 3,450
- Plans with financial statements
- 18
- Plans with provider compensation
- 5
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Tracy, 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.
Largest loaded plans by reported assets
| Plan | Sponsor | Reported assets (EOY) | Year |
|---|---|---|---|
| Musco Family Olive Co. 401(K) And Profit Sharing Plan | Musco Olive Products, Inc. | $44,571,205 | 2023 |
| Pacific Medical, Inc. 401(K) Plan | Pacific Medical, Inc. | $19,752,747 | 2023 |
| Macpherson Western Tool & Supply Co., Inc. 401(K) Plan | Macpherson Western Tool & Supply Co., Inc. | $10,259,170 | 2023 |
| Zinus, Inc. 401(K) Plan | Zinus, Inc. | $5,496,350 | 2023 |
| Bz Medical Corporation Pension Plan | Bz Medical Corporation | $5,383,037 | 2023 |
| Premiercare Physicians 401(K) Profit Sharing Plan And Trust | Premiercare Physicians (A California General Partnership) | $5,376,344 | 2023 |
| San Joaquin Valley Haygrowers 401(K) Profit Sharing Plan & Trust | San Joaquin Valley Haygrowers | $4,886,715 | 2023 |
| Bayside Solutions Inc 401k Profit Sharing Plan & Trust | Bayside Solutions Inc | $3,052,961 | 2023 |
| Triple D Hardware Company 401(K) Plan | Triple D Hardware Company | $2,424,165 | 2023 |
| Technical Equipment Sales Inc 401(K) Profit Sharing Plan & Trust | Technical Equipment Sales Inc | $2,375,273 | 2023 |
| Gtrv-Vans 401(K) Plan | Gtrv-Vans | $520,851 | 2023 |
| Glenbrook Capital, Inc. Profit Sharing Plan | Glenbrook Capital, Inc. | $519,523 | 2023 |
| Sapphire Innovative Marketing Solutions Inc. Retirement Plan | Sapphire Innovative Marketing Solutions Inc. | $431,934 | 2023 |
| Covestment, Inc. 401(K) Plan | Covestment, Inc. | $319,115 | 2023 |
| Agagigago Corp. Retirement Plan | Agagigago Corp. | $120,101 | 2023 |
| Syncrasy Inc | Syncrasy Inc | $13,106 | 2023 |
| 110 For Life, Inc. 401(K) Profit Sharing Plan | 110 For Life, Inc. | $1 | 2023 |
| Lighthouse Real Estate & Development, Inc. 401(K) Plan | Lighthouse Real Estate & Development, Inc. | $0 | 2023 |
| Glassfab Tempering Services, Inc. Health & Welfare Plan | Glassfab Tempering Services, Inc. | not reported in the loaded dataset | 2023 |
| Tracy Delta Solid Waste Management Welfare Plan | Tracy Delta Solid Waste Management | not reported in the loaded dataset | 2023 |
| Tracy Learning Center Health And Welfare Benefit | Tracy Learning Center | not reported in the loaded dataset | 2023 |
| Zinus, Inc. Health And Welfare Benefits Plan | Zinus, Inc. | not reported in the loaded dataset | 2023 |
| Miguel C Mendoza, Inc. Erisa | Miguel C Mendoza, Inc. | not reported in the loaded dataset | 2023 |
| Musco Family Olive Products, Inc. Welfare Benefits Plan | Musco Family Olive Products, Inc. | not reported in the loaded dataset | 2023 |
| Macpherson Western Tool & Supply Co., Inc. Welfare Plan | Macpherson Western Tool & Supply Co., Inc. | not reported in the loaded dataset | 2023 |
Largest plans in Tracy → · Tracy plans by participants → · Tracy plans with financial data → · Tracy plans with provider compensation → · $1B+ plans in Tracy →
Related Form 5500 pages
- All CA Form 5500 filings
- Musco Family Olive Co. 401(K) And Profit Sharing Plan (plan 001)
- Musco Olive Products, Inc. — all reported plans
- Pacific Medical, Inc. 401(K) Plan (plan 001)
- Pacific Medical, Inc. — all reported plans
- Macpherson Western Tool & Supply Co., Inc. 401(K) Plan (plan 002)
- Macpherson Western Tool & Supply Co., Inc. — all reported plans
- Zinus, Inc. 401(K) Plan (plan 002)
- Zinus, Inc. — all reported plans
- Bz Medical Corporation Pension Plan (plan 002)
- Bz Medical Corporation — all reported plans
- Premiercare Physicians 401(K) Profit Sharing Plan And Trust (plan 001)
- Premiercare Physicians (A California General Partnership) — all reported plans
- San Joaquin Valley Haygrowers 401(K) Profit Sharing Plan & Trust (plan 002)
- San Joaquin Valley Haygrowers — all reported plans
- Bayside Solutions Inc 401k Profit Sharing Plan & Trust (plan 001)
- Bayside Solutions Inc — all reported plans
- Triple D Hardware Company 401(K) Plan (plan 001)
- Triple D Hardware Company — all reported plans
- Technical Equipment Sales Inc 401(K) Profit Sharing Plan & Trust (plan 001)
- Technical Equipment Sales Inc — all reported plans
- Gtrv-Vans 401(K) Plan (plan 001)
- Gtrv-Vans — all reported plans
- Glenbrook Capital, Inc. Profit Sharing Plan (plan 001)
- Glenbrook Capital, Inc. — all reported plans
- Sapphire Innovative Marketing Solutions Inc. Retirement Plan (plan 001)
- Sapphire Innovative Marketing Solutions Inc. — all reported plans
- Covestment, Inc. 401(K) Plan (plan 001)
- Covestment, Inc. — all reported plans
- Agagigago Corp. Retirement Plan (plan 001)
- Agagigago Corp. — all reported plans
- Methodology
- Data sources