Plan5500

Winnetka, 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, Winnetka, CA has 3 loaded benefit plan(s) reported by 3 plan sponsor(s), with $1,031,179 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
3
Plan sponsors
3
Latest filing year
2023

What stands out in Winnetka

  • 3 loaded plans hold $1M in reported assets across 3 sponsors.
  • The largest, Ana Family Pharmacy Retirement Plan, holds 53% of reported Winnetka plan assets.
  • Plans cover 249 participants — about 83 per plan.
  • 67% 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$1MSummed across loaded plans$1,031,179
Total reported assets$1M$1,031,179
Total reported participants249
Total reported liabilitiesNot reported

Reported net position

Reported assets = net assets + liabilities (summed)$1M total assets
Net assets$1MLiabilities—
Contributions & income
Employer contributions$0
Participant contributions$0
Total income / additions$600.5K
Expenses & distributions
Benefits paid / distributions$0
Total expenses$0
Net increase / (decrease)$600.5K

Data coverage

Plans with financial statements2 / 3 (67%)
Plans with provider compensation0 / 3 ()

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

Winnetka market comparison

Largest plan share of assets53%Ana Family Pharmacy Retirement Plan
Participants per plan83Average across loaded plans
Plan sponsors3
Ranked by reported assets

Largest loaded plans in Winnetka

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

  1. 1
    Ana Family Pharmacy Retirement Plan$549.2K
    Ana Family Pharmacy · 2023
  2. 2
    Casaba Corp. 401(K) Plan$482K
    Casaba Corp. · 2023
  3. 3
    Valley Village Health And Welfare Benefitsnot reported in the loaded dataset
    Valley Village · 2023

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

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Winnetka, CA?
3 plan(s) reported by 3 sponsor(s) are loaded for Winnetka, CA.

Related Form 5500 pages