Upland, 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, Upland, CA has 30 loaded benefit plan(s) reported by 24 plan sponsor(s), with $387,081,475 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 30
- Plan sponsors
- 24
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $387,081,475
- Total reported liabilities (EOY)
- $5,545,347
- Total reported net assets (EOY)
- $381,536,128
Contributions & income
- Employer contributions
- $29,472,268
- Participant contributions
- $30,606,004
- Total income / additions
- $113,856,327
Expenses & distributions
- Benefits paid / distributions
- $55,574,804
- Total expenses
- $59,005,795
- Net increase / (decrease)
- $54,850,532
Coverage
- Total reported participants
- 12,200
- Plans with financial statements
- 25
- Plans with provider compensation
- 9
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Upland, 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 |
|---|---|---|---|
| San Antonio Regional Hospital Savings Plan | San Antonio Regional Hospital | $173,824,754 | 2023 |
| San Antonio Regional Hospital Retirement Plan | San Antonio Regional Hospital | $77,509,569 | 2023 |
| Lewis Management Corp. 401(K) Plan | Lewis Management Corp. | $59,106,389 | 2023 |
| Holliday Rock Co., Inc. 401(K) Profit Sharing Plan | Holliday Rock Co., Inc. | $27,506,016 | 2023 |
| Mladen Buntich Construction Co., Inc. 401(K) Retirement Plan | Mladen Buntich Construction Co., Inc. | $10,996,342 | 2023 |
| Analytik Jena Us 401(K) Plan | Analytik Jena Us LLC | $9,589,237 | 2023 |
| Hollins Management Group, Inc.401(K) Plan | Hollins Management Group, Inc. | $6,873,460 | 2023 |
| Oaktree Funding Corp 401(K) Profit Sharing Plan & Trust | Oaktree Funding Corp | $4,433,897 | 2023 |
| Appliance Enameling & Service Profit Sharing Plan | Appliance Enameling & Service | $4,032,106 | 2023 |
| Inland Rheumatology And Osteop 401(K) Profit Sharing Plan & Trust | Inland Rheumatology And Osteop | $3,034,728 | 2023 |
| Advanced Systems Services, Inc., Ddc/ 401k Plan | Advanced System Services, Inc. | $2,601,517 | 2023 |
| W. Steven Heise Defined Benefit Pension Plan | W. Steven Heise | $2,451,997 | 2023 |
| San Antonio Regional Hospital, Inc. Welfare Benefits Plan (Formerly San Antonio Community Hospital | San Antonio Regional Hospital | $2,105,827 | 2023 |
| V Dudziak Inc. Retirement Plan | V Dudziak Inc. | $1,400,000 | 2023 |
| 3mrana Corporation Profit Sharing Plan | 3mrana Corporation | $370,249 | 2023 |
| Skyglo Retirement Plan | Skyglo, Inc | $343,304 | 2023 |
| Capaquarian Management Inc. Retirement Plan | Capaquarian Management Inc. | $292,009 | 2023 |
| Appliance Enameling & Service Employee Stock Ownership Plan | Appliance Enameling & Service | $230,185 | 2023 |
| Sdf Investments, Inc. 401(K) Plan | Sdf Investments, Inc. | $153,451 | 2023 |
| Mountain View Scribe Services LLC-401k Plan | Mountain View Scribe Services Gr | $77,349 | 2023 |
| 212 Solutions, Inc. 401(K) Profit Sharing Plan | 212 Solutions, Inc. | $70,279 | 2023 |
| B & D Construction Co. , Inc. Insurance Program | B &D Construction Co., Inc. | $59,167 | 2023 |
| Sakana No Kisetsu Corp 401(K) Plan | Sakana No Kisetsu Corp | $10,905 | 2023 |
| Joint Venture Partners, Inc. 401(K) Plan | Joint Venture Partners, Inc. | $8,738 | 2023 |
| Paychex Pooled Employer 401(K) Plan - 529765 | Upland Community Housing Inc | $0 | 2023 |
Largest plans in Upland → · Upland plans by participants → · Upland plans with financial data → · Upland plans with provider compensation → · $1B+ plans in Upland →
Related Form 5500 pages
- All CA Form 5500 filings
- San Antonio Regional Hospital Savings Plan (plan 002)
- San Antonio Regional Hospital — all reported plans
- San Antonio Regional Hospital Retirement Plan (plan 001)
- Lewis Management Corp. 401(K) Plan (plan 001)
- Lewis Management Corp. — all reported plans
- Holliday Rock Co., Inc. 401(K) Profit Sharing Plan (plan 003)
- Holliday Rock Co., Inc. — all reported plans
- Mladen Buntich Construction Co., Inc. 401(K) Retirement Plan (plan 002)
- Mladen Buntich Construction Co., Inc. — all reported plans
- Analytik Jena Us 401(K) Plan (plan 001)
- Analytik Jena Us LLC — all reported plans
- Hollins Management Group, Inc.401(K) Plan (plan 001)
- Hollins Management Group, Inc. — all reported plans
- Oaktree Funding Corp 401(K) Profit Sharing Plan & Trust (plan 001)
- Oaktree Funding Corp — all reported plans
- Appliance Enameling & Service Profit Sharing Plan (plan 002)
- Appliance Enameling & Service — all reported plans
- Inland Rheumatology And Osteop 401(K) Profit Sharing Plan & Trust (plan 001)
- Inland Rheumatology And Osteop — all reported plans
- Advanced Systems Services, Inc., Ddc/ 401k Plan (plan 001)
- Advanced System Services, Inc. — all reported plans
- W. Steven Heise Defined Benefit Pension Plan (plan 001)
- W. Steven Heise — all reported plans
- San Antonio Regional Hospital, Inc. Welfare Benefits Plan (Formerly San Antonio Community Hospital (plan 501)
- V Dudziak Inc. Retirement Plan (plan 001)
- V Dudziak Inc. — all reported plans
- 3mrana Corporation Profit Sharing Plan (plan 001)
- 3mrana Corporation — all reported plans
- Methodology
- Data sources