Westlake Village, 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, Westlake Village, CA has 84 loaded benefit plan(s) reported by 64 plan sponsor(s), with $1,236,763,202 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
84
Plan sponsors
64
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$1,236,763,202
Total reported liabilities (EOY)
$2,607,074
Total reported net assets (EOY)
$1,237,089,530

Contributions & income

Employer contributions
$56,814,664
Participant contributions
$91,105,386
Total income / additions
$351,617,133

Expenses & distributions

Benefits paid / distributions
$175,616,678
Total expenses
$179,318,182
Net increase / (decrease)
$172,298,951

Coverage

Total reported participants
230,446
Plans with financial statements
59
Plans with provider compensation
20

Totals sum the latest loaded 2023 public Form 5500 filing per plan for Westlake Village, 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

Largest loaded plans in Westlake Village, CA
PlanSponsorReported assets (EOY)Year
Securitas Security Services Usa Incentive Savings And Retirement PlanSecuritas Security Services Usa, In$466,889,0672023
Securitas Technology Corporation 401(K) Savings PlanSecuritas Technology Corporation$168,592,0872023
Guitar Center, Inc. 401(K) PlanGuitar Center, Inc.$157,752,4022023
401(K) Plan For Employees Of Castle & Cooke, Inc. And Participating Divisions And SubsidiariesCastle & Cooke, Inc.$108,734,8082023
Warner Pacific Insurance Services, Inc. Retirement PlanWarner Pacific Insurance Service$45,463,9102023
Oaks Christian School 403(B) PlanOaks Christian School$37,587,0492023
Sperber Landscape Companies And Subsidiaries 401(K) PlanSperber Landscape Companies, LLC$37,039,3452023
Testan Law Apc 401(K) Profit Sharing PlanTestan Law Apc$22,434,3532023
Velocity Commercial Capital, LLC 401(K) PlanVelocity Commercial Capital, LLC$17,010,5812023
Arcutis 401(K) PlanArcutis Biotherapeutics, Inc.$16,527,0622023
Input 1, LLC Savings And Retirement PlanInput 1, LLC$12,810,3412023
Dole Packaged Foods, LLC Hourly Employees 401(K) PlanDole Packaged Foods, LLC$12,576,6822023
Aia Holdings, Inc. 401(K) Profit Sharing PlanAia Holdings, Inc.$11,711,8432023
Vargo Physical Therapy Inc 401(K) Profit Sharing Plan & TrustVargo Physical Therapy Inc$9,960,0642023
Rapattoni Corporation 401(K) Profit Sharing PlanRapattoni Corporation$8,525,7922023
Perry Hay Profit Sharing PlanPerry Hay Llp$7,885,2622023
Glenn D. Cohen, M.D., Inc. Discretionary Defined Contribution/401(K) PlanGlenn D. Cohen, M.D., Inc.$7,835,4042023
Callsource 401(K) PlanCallsource$7,606,9322023
Dignified Home Loans LLC 401(K) Profit Sharing PlanDignified Home Loans, LLC$7,039,3482023
Liden, Nestle, Soled & Associates, Inc. 401(K) Profit Sharing PlanLiden, Nestle, Soled & Associates, Inc.$5,890,9282023
Energy Vault 401(K) PlanEnergy Vault, Inc.$5,419,7232023
Rantec Microwave Systems, Inc Employee Stock Ownership PlanRantec Microwave Systems, Inc.$4,871,5162023
So Cal Infectious Disease Med Grp Profit Sharing PlanSo Cal Infectious Disease Med Grp$4,828,5202023
Zeolla Marble Company, Inc. Profit Sharing & Health/Disability PlanZeolla Marble Company, Inc.$4,636,9382023
Stowell, Zeilenga, Ruth, Vaughn & Treiger Llp 401(K) PlanStowell, Zeilenga, Ruth, Vaughn & Treiger Llp$4,476,2962023

Related Form 5500 pages