Plan5500

Winton, 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, Winton, CA has 2 loaded benefit plan(s) reported by 2 plan sponsor(s), with $4,451,602 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
2
Plan sponsors
2
Latest filing year
2023

What stands out in Winton

  • 2 loaded plans hold $4.5M in reported assets across 2 sponsors.
  • The largest, Employee Benefit Plan Of Central Valley Opportunity Center, Incorporated, holds 100% of reported Winton plan assets.
  • Plans cover 187 participants — about 94 per plan.
  • 50% of loaded plans report full Schedule H/I financial statements.
  • 50% report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$4.4MSummed across loaded plans$4,421,300
Total reported assets$4.5M$4,451,602
Total reported participants187
Total reported liabilities$30.3K$30,302

Reported net position

Reported assets = net assets + liabilities (summed)$4.5M total assets
Net assets$4.4MLiabilities$30.3K
Contributions & income
Employer contributions$194.4K
Participant contributions$100K
Total income / additions$1.2M
Expenses & distributions
Benefits paid / distributions$478.8K
Total expenses$505.3K
Net increase / (decrease)$658.6K

Data coverage

Plans with financial statements1 / 2 (50%)
Plans with provider compensation1 / 2 (50%)

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

Winton market comparison

Largest plan share of assets100%Employee Benefit Plan Of Central Valley Opportunity Center, Incorporated
Participants per plan94Average across loaded plans
Plan sponsors2
Ranked by reported assets

Largest loaded plans in Winton

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

  1. 1
    Employee Benefit Plan Of Central Valley Opportunity Center, Incorporated$4.5M
    Central Valley Opportunity Center, Incorporated · 2023
  2. 2
    Ph Ranchnot reported in the loaded dataset
    Ph Ranch · 2023

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

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Winton, CA?
2 plan(s) reported by 2 sponsor(s) are loaded for Winton, CA.

Related Form 5500 pages