West Covina, 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, West Covina, CA has 34 loaded benefit plan(s) reported by 29 plan sponsor(s), with $872,305,765 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 34
- Plan sponsors
- 29
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $872,305,765
- Total reported liabilities (EOY)
- $72,974,525
- Total reported net assets (EOY)
- $799,331,240
Contributions & income
- Employer contributions
- $302,492,101
- Participant contributions
- $22,121,366
- Total income / additions
- $407,138,617
Expenses & distributions
- Benefits paid / distributions
- $311,069,548
- Total expenses
- $329,399,133
- Net increase / (decrease)
- $77,739,484
Coverage
- Total reported participants
- 44,200
- Plans with financial statements
- 28
- Plans with provider compensation
- 22
Totals sum the latest loaded 2023 public Form 5500 filing per plan for West Covina, 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 |
|---|---|---|---|
| Tile Industry Retirement Savings Trust Fund | Board Of Trustees, Tile Industry Retirement Savings | $165,971,302 | 2023 |
| Brick Masons' Pension Trust Fund | Board Of Trustees Of The Brick Masons' Pension Trust | $148,082,252 | 2023 |
| Operating Engineers Local 501 Security Fund | Board Of Trustees Of Operating Engineers | $130,281,600 | 2023 |
| Teamsters And Food Employers Security Trust Fund | Teamsters And Food Employers Security Trust Fund | $73,749,659 | 2023 |
| International Union Of Operating Engineers Local 501 Individual Account Plan Trust Fund | Board Of Trustees Of Int'L Union Of Operating Engineers Local 501 Indi | $67,011,938 | 2023 |
| Southern California Bricklayers Pension Fund | Board Of Trustees Of The Southern California | $38,058,403 | 2023 |
| Heat And Frost Insulators And Asbestos Workers Health And Welfare Trust Fund | Board Of Trustees, Heat And Frost Insulators And | $33,308,756 | 2023 |
| Producers' Health Benefits Plan | Board Of Trustees Of The Producers' Health Benefits Plan | $25,254,691 | 2023 |
| The Tile Industry Health & Welfare Fund | Board Of Trustees, The Tile Industry Health & | $23,652,759 | 2023 |
| So. Ca. Soft Drink Industry And Teamsters Health & Health And Welfare Trust | Board Of Trustees So Ca Soft Drink Industry And Teamsters Health & Wel | $22,586,704 | 2023 |
| Concorde Battery Corporation'S 401(K) Profit Sharing Plan | Concorde Battery Corporation | $18,517,146 | 2023 |
| Local Union 1710 Ibew Pension Trust Fund | Board Of Trustees, Local Union 1710 Ibew Pension | $16,739,928 | 2023 |
| Envision Motors 401(K) Plan | Envision Motors Management, LLC | $14,965,672 | 2023 |
| Options For Learning 403(B) Plan | Options For Learning | $12,867,354 | 2023 |
| Bricklayers Local No. 11 Of Calif Pension Trust | Board Of Trustees, Bricklayers And Allied Craftsmen | $12,476,062 | 2023 |
| Harris & Ruth Painting Contracting Employee Stock Ownership Plan | Harris & Ruth Painting Contracting | $12,012,065 | 2023 |
| East Valley Community Health Center Inc. 403(B) Plan | East Valley Community Health Center, Inc. | $12,001,422 | 2023 |
| Brick Masons Health And Welfare Trust Fund | Board Of Trustees Of Brick Masons Health And Welfare Trust Fund | $10,497,893 | 2023 |
| Sgv Perinatal Medical Group, Inc. 401(K) Plan | San Gabriel Valley Perinatal Medical Group, Inc. | $9,476,743 | 2023 |
| Fariborz Rodef Dds, Inc. 401(K) Plan | Fariborz Rodef Dds, Inc. | $6,257,084 | 2023 |
| Progressive Management Systems Employee Stock Ownership Plan | R. M. Galicia, Inc. | $6,106,085 | 2023 |
| Santa Barbara Masonry Local 5 Pension Plan | Santa Barbara Masonry Local 5 Pension Plan | $5,359,176 | 2023 |
| Local Union 1710 Ibew Welfare Fund | Board Of Trustees, Local Union 1710 Ibew Welfare Fund | $4,173,248 | 2023 |
| Success Education Colleges 401k Plan | Southwest College Of Medical - D | $2,090,712 | 2023 |
| Duncan Howard, D.D.S., A Prof. Corp. Profit Sharing Plan | Duncan Howard, D.D.S., A Prof. Corp | $749,526 | 2023 |
Largest plans in West Covina → · West Covina plans by participants → · West Covina plans with financial data → · West Covina plans with provider compensation → · $1B+ plans in West Covina →
Related Form 5500 pages
- All CA Form 5500 filings
- Tile Industry Retirement Savings Trust Fund (plan 001)
- Board Of Trustees, Tile Industry Retirement Savings — all reported plans
- Brick Masons' Pension Trust Fund (plan 001)
- Board Of Trustees Of The Brick Masons' Pension Trust — all reported plans
- Operating Engineers Local 501 Security Fund (plan 501)
- Board Of Trustees Of Operating Engineers — all reported plans
- Teamsters And Food Employers Security Trust Fund (plan 501)
- Teamsters And Food Employers Security Trust Fund — all reported plans
- International Union Of Operating Engineers Local 501 Individual Account Plan Trust Fund (plan 001)
- Board Of Trustees Of Int'L Union Of Operating Engineers Local 501 Indi — all reported plans
- Southern California Bricklayers Pension Fund (plan 002)
- Board Of Trustees Of The Southern California — all reported plans
- Heat And Frost Insulators And Asbestos Workers Health And Welfare Trust Fund (plan 501)
- Board Of Trustees, Heat And Frost Insulators And — all reported plans
- Producers' Health Benefits Plan (plan 501)
- Board Of Trustees Of The Producers' Health Benefits Plan — all reported plans
- The Tile Industry Health & Welfare Fund (plan 501)
- Board Of Trustees, The Tile Industry Health & — all reported plans
- So. Ca. Soft Drink Industry And Teamsters Health & Health And Welfare Trust (plan 501)
- Board Of Trustees So Ca Soft Drink Industry And Teamsters Health & Wel — all reported plans
- Concorde Battery Corporation'S 401(K) Profit Sharing Plan (plan 001)
- Concorde Battery Corporation — all reported plans
- Local Union 1710 Ibew Pension Trust Fund (plan 001)
- Board Of Trustees, Local Union 1710 Ibew Pension — all reported plans
- Envision Motors 401(K) Plan (plan 001)
- Envision Motors Management, LLC — all reported plans
- Options For Learning 403(B) Plan (plan 002)
- Options For Learning — all reported plans
- Bricklayers Local No. 11 Of Calif Pension Trust (plan 002)
- Board Of Trustees, Bricklayers And Allied Craftsmen — all reported plans
- Methodology
- Data sources