Plan5500

Victorville, 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, Victorville, CA has 13 loaded benefit plan(s) reported by 13 plan sponsor(s), with $25,618,495 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
13
Plan sponsors
13
Latest filing year
2023

What stands out in Victorville

  • 13 loaded plans hold $25.6M in reported assets across 13 sponsors.
  • The largest, Ashok Melvani, M.D., Inc. 401(K) Profit Sharing Plan, holds 27% of reported Victorville plan assets.
  • Plans cover 948 participants — about 73 per plan.
  • 77% of loaded plans report full Schedule H/I financial statements.
  • 23% report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$25.6MSummed across loaded plans$25,618,495
Total reported assets$25.6M$25,618,495
Total reported participants948
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$25.6M total assets
Net assets$25.6MLiabilities$0
Contributions & income
Employer contributions$929.5K
Participant contributions$1.1M
Total income / additions$4.8M
Expenses & distributions
Benefits paid / distributions$1.1M
Total expenses$1.2M
Net increase / (decrease)$3.6M

Data coverage

Plans with financial statements10 / 13 (77%)
Plans with provider compensation3 / 13 (23%)

Totals sum the latest loaded 2023 public Form 5500 filing per plan for Victorville, 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.

Computed from loaded plans

Victorville market comparison

Largest plan share of assets27%Ashok Melvani, M.D., Inc. 401(K) Profit Sharing Plan
Participants per plan73Average across loaded plans
Plan sponsors13
Ranked by reported assets

Largest loaded plans in Victorville

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    Ashok Melvani, M.D., Inc. 401(K) Profit Sharing Plan$7M
    Ashok Melvani, M.D., Inc. · 2023
  2. 2
    Jamboor Medical Corp 401(K) P/S Plan$4.9M
    Jamboor Medical Corp · 2023
  3. 3
    Bipinchandra V. Bhagat. M.D., Inc. Defined Benefit Pension Plan$4.7M
    Bipinchandra V. Bhagat. M.D., Inc. · 2023
  4. 4
    Sunil Patel, D.O., Inc. Defined Benefit Pension Plan$3.3M
    Sunil Patel, D.O., Inc. · 2023
  5. 5
    Excelsior Charter Group Erisa 403b Plan$2.9M
    Excelsior Charter Group · 2023
  6. 6
    Lifetime Solutions, Inc. 401(K) P/S Plan$2.3M
    Lifetime Solutions, Inc. · 2023
  7. 7
    Ray Joye Machine & Fabrication Inc 401(K) Plan$262.5K
    Ray Joye Machine & Fabrication Inc · 2023
  8. 8
    Power Tree Service 401k Trust$209.4K
    Power Tree Service · 2023
  9. 9
    The Aranda Corporation Retirement Plan$134K
    The Aranda Corporation · 2023
  10. 10
    Rosee Fresh 401k$87
    Rosee Fresh Corporation · 2023
  11. 11
    Envision Foods Employee Health & Welfarenot reported in the loaded dataset
    Envision Foods, LLC · 2023
  12. 12
    The Jamboor Medical Corp Dba Desert Cities Dialysis Welfare Benefit Plannot reported in the loaded dataset
    Jamboor Medical Corporation Dba Desert Cities Dialysis · 2023
  13. 13
    Comav LLC, Employee Benefit Plannot reported in the loaded dataset
    Comav, LLC · 2023

Largest plans in Victorville → · Victorville plans by participants → · Victorville plans with financial data → · Victorville plans with provider compensation → · $1B+ plans in Victorville →

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Victorville, CA?
13 plan(s) reported by 13 sponsor(s) are loaded for Victorville, CA.

Related Form 5500 pages