Whittier, 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, Whittier, CA has 51 loaded benefit plan(s) reported by 38 plan sponsor(s), with $1,080,316,321 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 51
- Plan sponsors
- 38
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $1,080,316,321
- Total reported liabilities (EOY)
- $36,596
- Total reported net assets (EOY)
- $1,080,279,725
Contributions & income
- Employer contributions
- $19,734,684
- Participant contributions
- $65,855,919
- Total income / additions
- $241,921,027
Expenses & distributions
- Benefits paid / distributions
- $68,157,448
- Total expenses
- $73,557,789
- Net increase / (decrease)
- $168,363,238
Coverage
- Total reported participants
- 54,553
- Plans with financial statements
- 37
- Plans with provider compensation
- 18
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Whittier, 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 |
|---|---|---|---|
| Pih Health, Inc. 403(B) Plan | Pih Health, Inc | $351,748,851 | 2023 |
| Whittier College 403(B) Plan | Whittier College | $139,401,107 | 2023 |
| Los Angeles Truck Centers, LLC 401(K) Plan | Los Angeles Truck Centers, LLC | $117,495,106 | 2023 |
| Interhealth Corp. Retirement Plan | Pih Health | $116,810,519 | 2023 |
| Intercommunity Health Associates, Inc. 401(K) Plan | Intercommunity Health Associates, Inc. | $110,846,082 | 2023 |
| Oltmans Companies Profit Sharing Plan | Oltmans Companies | $90,602,157 | 2023 |
| Miller Castings, Inc. Employee Stock Ownership Plan | Miller Castings, Inc. | $26,193,945 | 2023 |
| Intercommunity Emergency Medical Group 401k Profit Sharing Plan | Intercommunity Emergency Medical Group | $22,695,443 | 2023 |
| Southern California University Of Health Sciences Money Purchase Pension Plan | So Calif University Of Health Sciences | $13,356,277 | 2023 |
| Bewley, Lasslebn & Miller Money Purchase Pension Plan | Bewley, Lassleben & Miller, Llp | $12,191,908 | 2023 |
| Miller Castings, Inc. 401(K) Plan | Miller Castings, Inc. | $10,712,480 | 2023 |
| Don Friday King, M.D., Inc. Profit Sharing Plan | Don Friday King, M.D., Inc. C/O Preferred Dermatology | $9,788,900 | 2023 |
| Quaker City Plating, Ltd 401k Plan | Quaker City Plating & Silversmith | $8,146,149 | 2023 |
| The Whole Child 401(K) Plan | The Whole Child | $5,658,277 | 2023 |
| First Pacific Bank 401(K) Plan | First Pacific Bank | $5,071,557 | 2023 |
| Kesheng Wu, M.D., Inc. Defined Benefit Pension Plan | Kesheng Wu, M.D., Inc. | $5,000,465 | 2023 |
| Mdh Network 401(K) Plan | Mdh Network, Inc. | $4,486,674 | 2023 |
| Nephrology Internal Medicine 401k Profit Sharing Plan | Whittier Internal & Nephrology Medical Group, Inc. | $4,031,277 | 2023 |
| The Clearman'S Restaurant Group 401k Retirement Plan | J. Foley Enterprises, Inc. | $3,728,016 | 2023 |
| Fred R. Rippy, Inc. 401(K) And Profit Sharing Plan | Fred R. Rippy, Inc. | $2,795,522 | 2023 |
| The Family 401(K) Plan | Denco Family, Inc. | $2,347,754 | 2023 |
| Spiritt Family Services 403(B) Plan | Spiritt Family Services | $2,278,040 | 2023 |
| Ernie Z. Park, Inc. Money Purchase Pension Plan | Ernie Z. Park Inc | $2,213,561 | 2023 |
| Emeriti Retiree Health Plan For Whittier College | Whittier College | $2,163,717 | 2023 |
| Friendly Hills Country Club Employees' 401(K) Plan | Friendly Hills Country Club | $2,148,233 | 2023 |
Largest plans in Whittier → · Whittier plans by participants → · Whittier plans with financial data → · Whittier plans with provider compensation → · $1B+ plans in Whittier →
Related Form 5500 pages
- All CA Form 5500 filings
- Pih Health, Inc. 403(B) Plan (plan 002)
- Pih Health, Inc — all reported plans
- Whittier College 403(B) Plan (plan 001)
- Whittier College — all reported plans
- Los Angeles Truck Centers, LLC 401(K) Plan (plan 001)
- Los Angeles Truck Centers, LLC — all reported plans
- Interhealth Corp. Retirement Plan (plan 001)
- Intercommunity Health Associates, Inc. 401(K) Plan (plan 001)
- Intercommunity Health Associates, Inc. — all reported plans
- Oltmans Companies Profit Sharing Plan (plan 001)
- Oltmans Companies — all reported plans
- Miller Castings, Inc. Employee Stock Ownership Plan (plan 002)
- Miller Castings, Inc. — all reported plans
- Intercommunity Emergency Medical Group 401k Profit Sharing Plan (plan 001)
- Intercommunity Emergency Medical Group — all reported plans
- Southern California University Of Health Sciences Money Purchase Pension Plan (plan 001)
- So Calif University Of Health Sciences — all reported plans
- Bewley, Lasslebn & Miller Money Purchase Pension Plan (plan 001)
- Bewley, Lassleben & Miller, Llp — all reported plans
- Miller Castings, Inc. 401(K) Plan (plan 001)
- Don Friday King, M.D., Inc. Profit Sharing Plan (plan 002)
- Don Friday King, M.D., Inc. C/O Preferred Dermatology — all reported plans
- Quaker City Plating, Ltd 401k Plan (plan 001)
- Quaker City Plating & Silversmith — all reported plans
- The Whole Child 401(K) Plan (plan 001)
- The Whole Child — all reported plans
- First Pacific Bank 401(K) Plan (plan 001)
- First Pacific Bank — all reported plans
- Methodology
- Data sources