Yorba Linda, 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, Yorba Linda, CA has 19 loaded benefit plan(s) reported by 19 plan sponsor(s), with $36,674,727 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 19
- Plan sponsors
- 19
- Latest filing year
- 2023
What stands out in Yorba Linda
- 19 loaded plans hold $36.7M in reported assets across 19 sponsors.
- The largest, Ixi Technology Inc. 401k Profit Sharing Plan, holds 20% of reported Yorba Linda plan assets.
- Plans cover 475 participants — about 25 per plan.
- 89% of loaded plans report full Schedule H/I financial statements.
- report Schedule C provider compensation.
Reported financial aggregate
Reported net position
Data coverage
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Yorba Linda, 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.
Yorba Linda market comparison
Largest loaded plans in Yorba Linda
Bars show each plan's reported end-of-year assets relative to the largest.
- 1
- 2
- 3Pacifictech Molded Products Inc · 2023
- 4
- 5West Coast Pipeline Specialists, Inc. · 2023
- 6
- 7
- 8
- 9
- 10
- 11
- 12
- 13
- 14
- 15
- 16
- 17
- 18Office Solutions Business Products & Services, LLC Welfare Plansnot reported in the loaded datasetOffice Solutions Business Products & Services, LLC · 2023
- 19
Largest plans in Yorba Linda → · Yorba Linda plans by participants → · Yorba Linda plans with financial data → · Yorba Linda plans with provider compensation → · $1B+ plans in Yorba Linda →
Frequently asked questions
- How many Form 5500 benefit plans are loaded for Yorba Linda, CA?
- 19 plan(s) reported by 19 sponsor(s) are loaded for Yorba Linda, CA.
Related Form 5500 pages
- All CA Form 5500 filings
- Ixi Technology Inc. 401k Profit Sharing Plan (plan 001)
- Ixi Technology Inc. — all reported plans
- Cathco, Inc. Employees' Profit-Sharing Plan (plan 001)
- Cathco, Inc. — all reported plans
- Pacifictech Molded Products Inc Defined Benefit Pension Plan (plan 001)
- Pacifictech Molded Products Inc — all reported plans
- Tantra Djaya, D.D.S., Inc. 401k Plan (plan 002)
- Tantra Djaya, D.D.S., Inc. — all reported plans
- West Coast Pipeline Specialists, Inc. Profit Sharing Plan (plan 001)
- West Coast Pipeline Specialists, Inc. — all reported plans
- Nasser Company, Inc. Flexplus Retirement Savings Plan (plan 001)
- Nasser Company, Inc. — all reported plans
- Luce Communications 401(K) Plan (plan 001)
- Luce Communications, LLC — all reported plans
- Jeffrey D. Potter, D.D.S., Inc. 401k Plan (plan 001)
- Jeffrey D. Potter, D.D.S., Inc. — all reported plans
- Bpi Real Estate Inc. (plan 001)
- Bpi Real Estate Inc. — all reported plans
- Bird Brains, Inc. 401(K) Plan (plan 001)
- Bird Brains, Inc. — all reported plans
- Benjamin Y Leong Md Inc 401(K) Profit Sharing Plan & Trust (plan 001)
- Benjamin Y Leong Md Inc — all reported plans
- Moon Jelly Retirement Plan (plan 001)
- Moon Jelly, Inc. — all reported plans
- Jim & Bob Enterprises, Inc. 401(K) Profit Sharing Plan (plan 001)
- Jim & Bob Enterprises, Inc. — all reported plans
- Fast Data Corporation Retirement Plan (plan 001)
- Fast Data Corporation — all reported plans
- Snow Circle Corp. Profit Sharing Plan (plan 001)
- Snow Circle Corp. — all reported plans
- Methodology
- Data sources