Tulare, 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, Tulare, CA has 17 loaded benefit plan(s) reported by 13 plan sponsor(s), with $115,436,728 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 17
- Plan sponsors
- 13
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $115,436,728
- Total reported liabilities (EOY)
- $44,892
- Total reported net assets (EOY)
- $115,391,836
Contributions & income
- Employer contributions
- $3,420,722
- Participant contributions
- $6,682,258
- Total income / additions
- $25,705,874
Expenses & distributions
- Benefits paid / distributions
- $12,467,135
- Total expenses
- $13,329,741
- Net increase / (decrease)
- $12,376,133
Coverage
- Total reported participants
- 3,409
- Plans with financial statements
- 12
- Plans with provider compensation
- 5
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Tulare, 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 |
|---|---|---|---|
| J.D. Heiskell Holdings, LLC 401(K) Plan | J.D. Heiskell Holdings, LLC | $63,715,107 | 2023 |
| Altura Centers For Health 401(K) Plan | Altura Centers For Health | $14,889,501 | 2023 |
| Adair & Evans, An Accountancy Corporation 401(K) Profit Sharing Plan | Adair & Evans, An Accountancy Corporation | $12,838,192 | 2023 |
| Valmetal 401k Plan | Valmetal Tulare, Inc. | $11,772,455 | 2023 |
| Horizon Nut, LLC 401k Profit Sharing Plan | Horizon Nut, LLC | $4,234,794 | 2023 |
| Cain Trucking Inc Profit Sharing Plan | Cain Trucking Inc | $3,916,245 | 2023 |
| New Era Farm Service, Inc. Profit Sharing Plan | New Era Farm Service Inc | $2,292,829 | 2023 |
| Redwood Companies, Inc. 401(K) Plan | Redwood Companies, Inc. | $1,080,238 | 2023 |
| Mjl Investment Company 401(K) Plan | Mjl Investment Company | $607,839 | 2023 |
| Amdal In-Home Care | Amdal In Home Care Inc | $89,528 | 2023 |
| Assurity Accident & Life Insurance Section 125 Cafeteria Plan | Linder Equipment Company | $0 | 2023 |
| Linder Equipment Company Flexible Benefits Plan | Linder Equipment Company | $0 | 2023 |
| Wakefield Farms, Llp Health Benefit Plan | Wakefield Farms, Llp | not reported in the loaded dataset | 2023 |
| Altura Centers For Health Wrap Benefit Plan | Altura Centers For Health | not reported in the loaded dataset | 2023 |
| J. D. Heiskell Holdings, LLC Flexible Benefits Plan & Trust | J. D. Heiskell Holdings, LLC | not reported in the loaded dataset | 2023 |
| Staff Benefits Management Inc. | Prime Ag Labor Source | not reported in the loaded dataset | 2023 |
| Linder Equipment Company Irc Section 125 Cafeteria Plan | Linder Equipment Company | not reported in the loaded dataset | 2023 |
Largest plans in Tulare → · Tulare plans by participants → · Tulare plans with financial data → · Tulare plans with provider compensation → · $1B+ plans in Tulare →
Related Form 5500 pages
- All CA Form 5500 filings
- J.D. Heiskell Holdings, LLC 401(K) Plan (plan 001)
- J.D. Heiskell Holdings, LLC — all reported plans
- Altura Centers For Health 401(K) Plan (plan 001)
- Altura Centers For Health — all reported plans
- Adair & Evans, An Accountancy Corporation 401(K) Profit Sharing Plan (plan 001)
- Adair & Evans, An Accountancy Corporation — all reported plans
- Valmetal 401k Plan (plan 001)
- Valmetal Tulare, Inc. — all reported plans
- Horizon Nut, LLC 401k Profit Sharing Plan (plan 001)
- Horizon Nut, LLC — all reported plans
- Cain Trucking Inc Profit Sharing Plan (plan 001)
- Cain Trucking Inc — all reported plans
- New Era Farm Service, Inc. Profit Sharing Plan (plan 001)
- New Era Farm Service Inc — all reported plans
- Redwood Companies, Inc. 401(K) Plan (plan 001)
- Redwood Companies, Inc. — all reported plans
- Mjl Investment Company 401(K) Plan (plan 001)
- Mjl Investment Company — all reported plans
- Amdal In-Home Care (plan 001)
- Amdal In Home Care Inc — all reported plans
- Assurity Accident & Life Insurance Section 125 Cafeteria Plan (plan 502)
- Linder Equipment Company — all reported plans
- Linder Equipment Company Flexible Benefits Plan (plan 508)
- Wakefield Farms, Llp Health Benefit Plan (plan 501)
- Wakefield Farms, Llp — all reported plans
- Altura Centers For Health Wrap Benefit Plan (plan 501)
- J. D. Heiskell Holdings, LLC Flexible Benefits Plan & Trust (plan 501)
- Methodology
- Data sources