Plan5500

Winchester, 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, Winchester, CA has 4 loaded benefit plan(s) reported by 4 plan sponsor(s), with $1,942,198 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
4
Plan sponsors
4
Latest filing year
2023

What stands out in Winchester

  • 4 loaded plans hold $1.9M in reported assets across 4 sponsors.
  • The largest, 88 Consulting Enterprise Retirement Plan, holds 43% of reported Winchester plan assets.
  • Plans cover 8 participants — about 2 per plan.
  • 100% of loaded plans report full Schedule H/I financial statements.
  • report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$1.9MSummed across loaded plans$1,942,198
Total reported assets$1.9M$1,942,198
Total reported participants8
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$1.9M total assets
Net assets$1.9MLiabilities$0
Contributions & income
Employer contributions$31.4K
Participant contributions$40.6K
Total income / additions$413K
Expenses & distributions
Benefits paid / distributions$1.9K
Total expenses$2K
Net increase / (decrease)$411K

Data coverage

Plans with financial statements4 / 4 (100%)
Plans with provider compensation0 / 4 ()

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

Winchester market comparison

Largest plan share of assets43%88 Consulting Enterprise Retirement Plan
Participants per plan2Average across loaded plans
Plan sponsors4
Ranked by reported assets

Largest loaded plans in Winchester

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

  1. 1
    88 Consulting Enterprise Retirement Plan$833.4K
    88 Consulting Enterprise, Inc · 2023
  2. 2
    Cjg Carlson Corp. 401(K) Plan$817.6K
    Cjg Carlson Corp. · 2023
  3. 3
    Triffo Family Enterprises Inc. Retirement Plan$198.8K
    Triffo Family Enterprises Inc. · 2023
  4. 4
    Verbalvine, Inc. Profit Sharing Plan$92.4K
    Verbalvine, Inc. · 2023

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

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Winchester, CA?
4 plan(s) reported by 4 sponsor(s) are loaded for Winchester, CA.

Related Form 5500 pages