Valencia, 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, Valencia, CA has 98 loaded benefit plan(s) reported by 69 plan sponsor(s), with $1,158,994,910 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 98
- Plan sponsors
- 69
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $1,158,994,910
- Total reported liabilities (EOY)
- $1,804,421
- Total reported net assets (EOY)
- $1,157,190,489
Contributions & income
- Employer contributions
- $27,358,862
- Participant contributions
- $54,817,906
- Total income / additions
- $239,772,169
Expenses & distributions
- Benefits paid / distributions
- $121,943,521
- Total expenses
- $125,389,069
- Net increase / (decrease)
- $114,383,100
Coverage
- Total reported participants
- 31,475
- Plans with financial statements
- 68
- Plans with provider compensation
- 32
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Valencia, 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 |
|---|---|---|---|
| Henry Mayo Newhall Memorial Hospital & Foundation Retirement Plan | Henry Mayo Newhall Hospital | $162,956,011 | 2023 |
| Logix Employment Services, Inc. Employee Savings Plan | Logix Employment Services,Inc. | $148,376,665 | 2023 |
| Sunkist Match Plus Savings Plan | Sunkist Growers, Inc. | $108,024,209 | 2023 |
| California Institute Of The Arts Retirement Plan | California Institute Of The Arts | $89,928,942 | 2023 |
| Sunkist Retirement Plan - A | Sunkist Retirement Board | $85,509,000 | 2023 |
| Sunkist Investment Trust | Sunkist Retirement Board | $82,067,000 | 2023 |
| Eckert & Ziegler Isotope Products Savings And Investment Plan | Eckert & Ziegler Isotope Products, Inc. | $44,094,120 | 2023 |
| Fralock, LLC 401(K) Plan | Fralock, LLC | $26,379,242 | 2023 |
| Adept Fasteners, Inc. 401(K) Profit Sharing Plan And Trust | Adept Fasteners, Inc. | $26,201,221 | 2023 |
| Shield Healthcare Centers, Inc. Employee 401 (K) Savings Plan | Shield Healthcare Centers, Inc. | $22,788,196 | 2023 |
| Scorpion 401(K) Plan | Scorpion Enterprises, LLC | $22,291,815 | 2023 |
| Sharpe Executive Group, Inc. Employee Stock Ownership Plan | Sharpe Executive Group, Inc. | $20,331,317 | 2023 |
| Asc Process System, Inc. 401(K) Plan | Asc Process System, Inc. | $17,091,413 | 2023 |
| The Newhall Land And Farming Co Retirement Plan | Five Point Communities Management, Inc | $15,940,625 | 2023 |
| Classic Wire Cut Company, Inc. 401(K) Plan | Classic Wire Cut Company Inc | $15,818,022 | 2023 |
| Farber Hass Hurley Llp 401(K) Plan | Farber Hass Hurley Llp | $15,056,720 | 2023 |
| Avita Medical Americas LLC 401(K) Profit Sharing Plan And Trust | Avita Medical Americas LLC | $14,585,476 | 2023 |
| B & B Manufacturing Co., Inc. 401(K) Plan | B & B Manufacturing Co., Inc. | $14,248,679 | 2023 |
| Advantage Media Services, LLC 401(K) Plan | Advantage Media Services, LLC | $13,942,910 | 2023 |
| Hrd Aero Systems, Inc. 401(K) Plan | Hrd Aero Systems, Inc. | $13,601,605 | 2023 |
| Majorel Usa, Inc | Majorel Usa, Inc. | $12,752,832 | 2023 |
| Sunvair Aerospace Group, Inc. 401(K) Plan | Sunvair Aerospace Group, Inc. | $12,557,378 | 2023 |
| Gothic Landscaping, Inc. 401(K) Retirement Savings Plan | Gothic Landscaping, Inc. | $12,199,115 | 2023 |
| Medical Technology Solutions, LLC 401(K) Plan | Medical Technology Solutions LLC | $11,859,632 | 2023 |
| Mechanix Wear, LLC 401k Retirement Plan | Mechanix Wear, LLC | $10,752,634 | 2023 |
Largest plans in Valencia → · Valencia plans by participants → · Valencia plans with financial data → · Valencia plans with provider compensation → · $1B+ plans in Valencia →
Related Form 5500 pages
- All CA Form 5500 filings
- Henry Mayo Newhall Memorial Hospital & Foundation Retirement Plan (plan 001)
- Henry Mayo Newhall Hospital — all reported plans
- Logix Employment Services, Inc. Employee Savings Plan (plan 001)
- Logix Employment Services,Inc. — all reported plans
- Sunkist Match Plus Savings Plan (plan 336)
- Sunkist Growers, Inc. — all reported plans
- California Institute Of The Arts Retirement Plan (plan 001)
- California Institute Of The Arts — all reported plans
- Sunkist Retirement Plan - A (plan 333)
- Sunkist Retirement Board — all reported plans
- Sunkist Investment Trust (plan 001)
- Sunkist Retirement Board — all reported plans
- Eckert & Ziegler Isotope Products Savings And Investment Plan (plan 001)
- Eckert & Ziegler Isotope Products, Inc. — all reported plans
- Fralock, LLC 401(K) Plan (plan 001)
- Fralock, LLC — all reported plans
- Adept Fasteners, Inc. 401(K) Profit Sharing Plan And Trust (plan 001)
- Adept Fasteners, Inc. — all reported plans
- Shield Healthcare Centers, Inc. Employee 401 (K) Savings Plan (plan 001)
- Shield Healthcare Centers, Inc. — all reported plans
- Scorpion 401(K) Plan (plan 001)
- Scorpion Enterprises, LLC — all reported plans
- Sharpe Executive Group, Inc. Employee Stock Ownership Plan (plan 003)
- Sharpe Executive Group, Inc. — all reported plans
- Asc Process System, Inc. 401(K) Plan (plan 001)
- Asc Process System, Inc. — all reported plans
- The Newhall Land And Farming Co Retirement Plan (plan 001)
- Five Point Communities Management, Inc — all reported plans
- Classic Wire Cut Company, Inc. 401(K) Plan (plan 001)
- Classic Wire Cut Company Inc — all reported plans
- Methodology
- Data sources