Union City, 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, Union City, CA has 27 loaded benefit plan(s) reported by 19 plan sponsor(s), with $160,185,186 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
19
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$160,185,186
Total reported liabilities (EOY)
$90,298
Total reported net assets (EOY)
$160,094,888

Contributions & income

Employer contributions
$5,163,255
Participant contributions
$12,054,026
Total income / additions
$39,298,090

Expenses & distributions

Benefits paid / distributions
$13,346,794
Total expenses
$13,658,887
Net increase / (decrease)
$25,639,203

Coverage

Total reported participants
4,586
Plans with financial statements
18
Plans with provider compensation
8

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

Largest loaded plans in Union City, CA
PlanSponsorReported assets (EOY)Year
Mizuho Osi 401(K) Savings PlanMizuho Orthopedic Systems, Inc$67,873,5802023
Selway Savings PlanSelway Machine Tool Company, Inc.$22,318,0122023
Emerald Packaging, Inc. Employees' 401(K) Profit Sharing PlanEmerald Packaging, Inc.$20,852,5392023
Gcm 401(K) PlanGcm Medical And Oem, Inc.$11,799,0282023
La Terra Fina Usa 401(K) PlanLa Terra Fina Usa, LLC$11,744,2992023
Selway Machine Tool Co., Inc. Employee Stock Ownership PlanSelway Machine Tool Co., Inc.$8,908,6512023
Tournesol Siteworks, LLC 401(K) PlanTournesol Siteworks, LLC$6,016,1322023
Proficium Inc Cash Balance PlanProficium Inc$4,852,2802023
Ascend Rehab 401(K) PlanAscend Rehab Services, Inc.$2,895,7202023
Care From Heart Retirement PlanCare From Heart$1,587,6082023
Ascend Rehab Profit Sharing PlanAscend Rehab Services, Inc.$564,9152023
Gha Design Inc. 401(K) PlanGha Design, Inc.$187,2052023
Affordable Property Management Profit Sharing PlanAffordable Property Management$173,2962023
Bioalgo Usa LLC 401(K) Profit Sharing Plan & TrustBioalgo Usa LLC$151,0922023
Aces Up Casino Parties 401(K) PlanAces Up Casino Parties LLC$138,1482023
Rd Go Retirement PlanRd Go Inc$86,3992023
Nayosha Corp. Pension Transfer Trust PlanNayosha Corp$36,2822023
Fricke-Parks Press, Inc. Employee Stock Ownership Plan And TrustFricke-Parks Press, Inc$02023
Ascend Rehab Services, Inc. Benefit PlanAscend Rehab Services, Inc.not reported in the loaded dataset2023
La Terra Fina Usa, LLC Health And Welfare PlanLa Terra Fina Usa, LLCnot reported in the loaded dataset2023
Tiburcio Vasquez Health Center, Inc. Health & Welfare PlanTiburcio Vasquez Health Center, Incnot reported in the loaded dataset2023
Daylight Foods Employee Health And Welfare Benefits PlanDaylight Foodsnot reported in the loaded dataset2023
Western Allied Mechanical, Inc. Employee Benefits PlanWestern Allied Mechanical, Inc.not reported in the loaded dataset2023
Emerald Packaging Health And Welfare PlanEmerald Packaging, Inc.not reported in the loaded dataset2023
Selway Machine Tool Co. , Inc. Health And Welfare PlanSelway Machine Tool Co., Inc.not reported in the loaded dataset2023

Related Form 5500 pages