Visalia, 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, Visalia, CA has 53 loaded benefit plan(s) reported by 40 plan sponsor(s), with $507,106,527 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 53
- Plan sponsors
- 40
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $507,106,527
- Total reported liabilities (EOY)
- $970,813
- Total reported net assets (EOY)
- $505,319,976
Contributions & income
- Employer contributions
- $18,819,070
- Participant contributions
- $25,698,713
- Total income / additions
- $114,715,628
Expenses & distributions
- Benefits paid / distributions
- $37,617,957
- Total expenses
- $39,217,793
- Net increase / (decrease)
- $75,497,835
Coverage
- Total reported participants
- 17,574
- Plans with financial statements
- 35
- Plans with provider compensation
- 18
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Visalia, 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 |
|---|---|---|---|
| California Dairies, Inc. 401(K) Savings Plan | California Dairies, Inc. | $100,496,310 | 2023 |
| Visalia Medical Clinic, Inc. 401(K) Profit Sharing Plan | Visalia Medical Clinic, Inc. | $81,869,225 | 2023 |
| Family Healthcare Network 403(B) Plan | Family Healthcare Network | $54,057,785 | 2023 |
| San Joaquin Valley College, Inc. 401(K) Profit Sharing Plan | San Joaquin Valley College, Inc. | $46,720,871 | 2023 |
| American Incorporated 401(K) Plan | American Incorporated | $32,152,017 | 2023 |
| Quad Knopf, Inc. 401(K) Savings Plan | Quad Knopf, Inc. | $22,378,102 | 2023 |
| Fairway Market Iii 401(K) Profit Sharing Plan | Fairway Market Iii | $19,337,135 | 2023 |
| Lawrence Tractor Company, Inc. 401(K) Profit Sharing Plan | Lawrence Tractor Company, Inc. | $18,675,098 | 2023 |
| Self-Help Enterprises Employees' 401(K) Retirement Plan | Self-Help Enterprises | $18,102,024 | 2023 |
| Voltage Multipliers, Inc. 401(K) Plan | Voltage Multipliers, Inc. | $15,676,229 | 2023 |
| Foundation For Medical Care Of Tulare & Kings Counties, Inc. 401(K) Profit Sharing Plan | Foundation For Medical Care Of Tulare & Kings Counties, Inc. | $10,167,995 | 2023 |
| Bueno Beverage Company 401(K) Profit Sharing Plan | Sequoia Beverage Company, A Limited Partnership Dba Bueno Beverage Co | $9,006,701 | 2023 |
| Community Services & Employment Training, Inc. Retirement Plan | Community Services & Employment Training, Inc. | $9,006,408 | 2023 |
| Proteus, Inc. 403(B) Plan | Proteus, Inc. | $8,597,268 | 2023 |
| Visalia Ob/Gyn Medical Associates, Inc. 401(K) Plan | Visalia Ob/Gyn Medical Associates, Inc. | $7,061,576 | 2023 |
| Milan Institute Profit Sharing 401k Plan | Amarillo College Of Hairdressing | $7,002,171 | 2023 |
| Groppetti Automotive 401(K) Profit Sharing Plan | Gaf Holdings, Inc. | $6,485,847 | 2023 |
| The Contractors Retirement Plan | Visalia Ceramic Tile, Inc. | $6,231,658 | 2023 |
| Sequoia Transportation Services, Inc. 401(K) Plan | Sequoia Transportation Services, Inc. | $5,318,102 | 2023 |
| American Ambulance Of Visalia 401(K) Profit Sharing Plan | C.H.L. Ems, Inc. | $5,307,879 | 2023 |
| A & P Ag Structures, Inc. Employee Stock Ownership Plan | A & P Ag Structures, Inc. | $4,157,274 | 2023 |
| Kaweah Container 401(K) Plan | Kaweah Container, Inc. | $3,706,196 | 2023 |
| Milan Institute Employee Stock Ownership Plan | Amarillo College Of Hairdressing, Inc. | $3,298,474 | 2023 |
| James B. Preston, A Professional Corporation Profit Sharing Plan | James B. Preston, A Professional Corporation | $2,825,016 | 2023 |
| Ebms, Inc. Dba Hermes Wealth Strategies Cash Balance Pension Plan | Ebms, Inc. Dba Hermes Wealth Strategies | $2,451,799 | 2023 |
Largest plans in Visalia → · Visalia plans by participants → · Visalia plans with financial data → · Visalia plans with provider compensation → · $1B+ plans in Visalia →
Related Form 5500 pages
- All CA Form 5500 filings
- California Dairies, Inc. 401(K) Savings Plan (plan 001)
- California Dairies, Inc. — all reported plans
- Visalia Medical Clinic, Inc. 401(K) Profit Sharing Plan (plan 003)
- Visalia Medical Clinic, Inc. — all reported plans
- Family Healthcare Network 403(B) Plan (plan 002)
- Family Healthcare Network — all reported plans
- San Joaquin Valley College, Inc. 401(K) Profit Sharing Plan (plan 001)
- San Joaquin Valley College, Inc. — all reported plans
- American Incorporated 401(K) Plan (plan 001)
- American Incorporated — all reported plans
- Quad Knopf, Inc. 401(K) Savings Plan (plan 001)
- Quad Knopf, Inc. — all reported plans
- Fairway Market Iii 401(K) Profit Sharing Plan (plan 001)
- Fairway Market Iii — all reported plans
- Lawrence Tractor Company, Inc. 401(K) Profit Sharing Plan (plan 001)
- Lawrence Tractor Company, Inc. — all reported plans
- Self-Help Enterprises Employees' 401(K) Retirement Plan (plan 002)
- Self-Help Enterprises — all reported plans
- Voltage Multipliers, Inc. 401(K) Plan (plan 002)
- Voltage Multipliers, Inc. — all reported plans
- Foundation For Medical Care Of Tulare & Kings Counties, Inc. 401(K) Profit Sharing Plan (plan 002)
- Foundation For Medical Care Of Tulare & Kings Counties, Inc. — all reported plans
- Bueno Beverage Company 401(K) Profit Sharing Plan (plan 001)
- Sequoia Beverage Company, A Limited Partnership Dba Bueno Beverage Co — all reported plans
- Community Services & Employment Training, Inc. Retirement Plan (plan 001)
- Community Services & Employment Training, Inc. — all reported plans
- Proteus, Inc. 403(B) Plan (plan 001)
- Proteus, Inc. — all reported plans
- Visalia Ob/Gyn Medical Associates, Inc. 401(K) Plan (plan 001)
- Visalia Ob/Gyn Medical Associates, Inc. — all reported plans
- Methodology
- Data sources