Ventura, 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, Ventura, CA has 78 loaded benefit plan(s) reported by 58 plan sponsor(s), with $1,338,713,923 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 78
- Plan sponsors
- 58
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $1,338,713,923
- Total reported liabilities (EOY)
- $14,451,184
- Total reported net assets (EOY)
- $1,324,262,739
Contributions & income
- Employer contributions
- $47,133,308
- Participant contributions
- $87,695,921
- Total income / additions
- $348,271,826
Expenses & distributions
- Benefits paid / distributions
- $103,958,993
- Total expenses
- $106,555,599
- Net increase / (decrease)
- $241,716,227
Coverage
- Total reported participants
- 28,366
- Plans with financial statements
- 56
- Plans with provider compensation
- 23
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Ventura, 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 |
|---|---|---|---|
| Community Memorial Health System 403(B) Plan | Community Memorial Health System | $389,946,827 | 2023 |
| Patagonia Works 401(K) Plan | Patagonia Works | $364,615,965 | 2023 |
| The Trade Desk 401(K) Plan | The Trade Desk, Inc. | $213,933,637 | 2023 |
| Taft Electric Company Employee Stock Ownership Plan | Taft Electric Company, Inc. | $43,261,298 | 2023 |
| E. J. Harrison & Sons, Inc. & Affiliated Employers Profit Sharing 401k Plan | E.J.Harrison & Sons, Inc. | $42,970,908 | 2023 |
| Rincon Consultants, Inc. 401(K) And Profit Sharing Plan | Rincon Consultants, Inc. | $32,448,201 | 2023 |
| Ventura Orthopedics Medical Group, Inc. 401(K) Profit Sharing Plan | Ventura Orthopedics Medical Group, Inc. | $31,310,575 | 2023 |
| Smart Local 104, District 3 401(A) Plan | Smart Local 104, District 3 401(A) | $23,054,446 | 2023 |
| Vsolvit LLC 401(K) Profit Sharing Plan | Vsolvit LLC | $18,308,488 | 2023 |
| Ventura County Credit Union 401(K) Profit Sharing Plan | Ventura County Credit Union | $17,205,948 | 2023 |
| Ventura Coastal, LLC. 401(K) Savings Plan | Ventura Coastal, LLC. | $16,462,236 | 2023 |
| Automotive Racing Products, Inc. Profit Sharing Plan | Automotive Racing Products, Inc. | $16,066,249 | 2023 |
| Exaktime Innovations, Inc. 401(K) Profit Sharing Plan | Exaktime Innovations, Inc. | $15,558,286 | 2023 |
| Taft Electric Company, Inc. 401(K) Profit Sharing Plan | Taft Electric Company, Inc. | $13,324,211 | 2023 |
| Camg, Inc. 401(K) Profit Sharing Plan | Cardiology Associates Medical Group, Inc. | $13,025,308 | 2023 |
| 403(B) Thrift Plan Of The Arc Of Ventura County, Inc. | The Arc Of Ventura County, Inc | $11,481,212 | 2023 |
| Accutech Data Supplies, Inc. 401(K) And Profit Sharing Plan | Accutech Data Supplies, Inc. | $11,319,506 | 2023 |
| Livingston Memorial Visiting Nurse Association Retirement Savings Plan | Livingston Memorial Visiting Nurse Association | $9,469,801 | 2023 |
| Metson Marine Services, Inc. 401(K) Plan & Trust | Metson Marine Services, Inc. | $6,146,295 | 2023 |
| Sloanled 401(K) Plan | The Sloan Company | $5,734,877 | 2023 |
| Douglas A. Woodburn, M.D. 401(K) Profit Sharing Plan | Douglas A. Woodburn, M.D. | $5,242,063 | 2023 |
| Central Coast Vascular 401(K) Profit Sharing Plan And Trust | Central Coast Vascular, Inc. | $3,980,188 | 2023 |
| Lassens Health Foods 401(K) Plan | Lassens Health Foods | $3,569,829 | 2023 |
| Strand Products Employee Stock Ownership Plan And Trust | Strand Products Incorporated | $3,019,175 | 2023 |
| Interstate Td Investments, LLC Profit Sharing Plan | Interstate Td Investments, LLC | $2,403,122 | 2023 |
Largest plans in Ventura → · Ventura plans by participants → · Ventura plans with financial data → · Ventura plans with provider compensation → · $1B+ plans in Ventura →
Related Form 5500 pages
- All CA Form 5500 filings
- Community Memorial Health System 403(B) Plan (plan 002)
- Community Memorial Health System — all reported plans
- Patagonia Works 401(K) Plan (plan 003)
- Patagonia Works — all reported plans
- The Trade Desk 401(K) Plan (plan 001)
- The Trade Desk, Inc. — all reported plans
- Taft Electric Company Employee Stock Ownership Plan (plan 005)
- Taft Electric Company, Inc. — all reported plans
- E. J. Harrison & Sons, Inc. & Affiliated Employers Profit Sharing 401k Plan (plan 002)
- E.J.Harrison & Sons, Inc. — all reported plans
- Rincon Consultants, Inc. 401(K) And Profit Sharing Plan (plan 002)
- Rincon Consultants, Inc. — all reported plans
- Ventura Orthopedics Medical Group, Inc. 401(K) Profit Sharing Plan (plan 001)
- Ventura Orthopedics Medical Group, Inc. — all reported plans
- Smart Local 104, District 3 401(A) Plan (plan 001)
- Smart Local 104, District 3 401(A) — all reported plans
- Vsolvit LLC 401(K) Profit Sharing Plan (plan 001)
- Vsolvit LLC — all reported plans
- Ventura County Credit Union 401(K) Profit Sharing Plan (plan 001)
- Ventura County Credit Union — all reported plans
- Ventura Coastal, LLC. 401(K) Savings Plan (plan 002)
- Ventura Coastal, LLC. — all reported plans
- Automotive Racing Products, Inc. Profit Sharing Plan (plan 001)
- Automotive Racing Products, Inc. — all reported plans
- Exaktime Innovations, Inc. 401(K) Profit Sharing Plan (plan 001)
- Exaktime Innovations, Inc. — all reported plans
- Taft Electric Company, Inc. 401(K) Profit Sharing Plan (plan 004)
- Camg, Inc. 401(K) Profit Sharing Plan (plan 001)
- Cardiology Associates Medical Group, Inc. — all reported plans
- Methodology
- Data sources