How many Form 5500 benefit plans are loaded for Truckee, CA?

14 plan(s) reported by 13 sponsor(s) are loaded for Truckee, CA.

Truckee, 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, Truckee, CA has 14 loaded benefit plan(s) reported by 13 plan sponsor(s), with $34,443,807 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans: 14
Plan sponsors: 13
Latest filing year: 2023

What stands out in Truckee

14 loaded plans hold $34.4M in reported assets across 13 sponsors.
The largest, Mountain Hardware And Sports Employee Stock Ownership Plan, holds 34% of reported Truckee plan assets.
Plans cover 876 participants — about 63 per plan.
86% of loaded plans report full Schedule H/I financial statements.
7% report Schedule C provider compensation.

Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$33.7MSummed across loaded plans$33,745,479

Total reported assets$34.4M$34,443,807

Total reported participants876

Total reported liabilities$816.1K$816,140

Reported net position

Reported assets = net assets + liabilities (summed)$34.4M total assets

Net assets$33.7MLiabilities$816.1K

Contributions & income

Employer contributions$1.9M

Participant contributions$1M

Total income / additions$6.3M

Expenses & distributions

Benefits paid / distributions$3M

Total expenses$3.1M

Net increase / (decrease)$3.2M

Data coverage

Plans with financial statements12 / 14 (86%)

Plans with provider compensation1 / 14 (7%)

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

Truckee market comparison

Largest plan share of assets34%Mountain Hardware And Sports Employee Stock Ownership Plan

Participants per plan63Average across loaded plans

Plan sponsors13

Ranked by reported assets

Largest loaded plans in Truckee

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

1
Mountain Hardware And Sports Employee Stock Ownership Plan$11.7M
Mountain Hardware And Sports, Inc. · 2023
2
Truckee-Tahoe Lumber Co. 401(K) Profit Sharing Plan$6.4M
Truckee-Tahoe Lumber Co. · 2023
3
Marsh Ventures Inc 401(K) Profit Sharing Plan & Trust$6.3M
Marsh Ventures Inc · 2023
4
Ryan Group Architects 401(K) Plan$2.8M
Ryan Group Architects · 2023
5
Tahoe Club Company, LLC 401(K) Savings & Retirement Plan$2.4M
Tahoe Club Company, LLC · 2023
6
Proh2o 401(K) Plan$1.9M
Proh2o Heating & Plumbing, Inc. · 2023
7
Sierra Mountain Home Care Company 401(K) Plan$1.9M
Sierra Mountain Home Care Company · 2023
8
Second Home Care, Inc. 401(K) Plan$503.6K
Second Home Care, Inc. · 2023
9
Sierra Summit Investments Inc 401(K) Plan$192K
Sierra Summit Investments Inc · 2023
10
Tahoe Vacation Home Services, Inc. 401(K) Plan$100.1K
Tahoe Vacation Home Services, Inc. · 2023
11
S&L Pps, Inc. 401(K) Plan$97.4K
S&L Pps, Inc. · 2023
12
Blackheart Bike Company 401(K) Plan$1.6K
Blackheart Bike Company · 2023
13
Telehealth Inc. Health And Welfare Plannot reported in the loaded dataset
Telehealth Services, Inc · 2023
14
Mountain Hardware & Sports, Inc.not reported in the loaded dataset
Mountain Hardware And Sports, Inc. · 2023

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

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Frequently asked questions

How many Form 5500 benefit plans are loaded for Truckee, CA?: 14 plan(s) reported by 13 sponsor(s) are loaded for Truckee, CA.