Plan5500

Yucaipa, 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, Yucaipa, CA has 5 loaded benefit plan(s) reported by 5 plan sponsor(s), with $3,320,461 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
5
Plan sponsors
5
Latest filing year
2023

What stands out in Yucaipa

  • 5 loaded plans hold $3.3M in reported assets across 5 sponsors.
  • The largest, Jb Wagg Inc. 401(K) Plan, holds 39% of reported Yucaipa plan assets.
  • Plans cover 464 participants — about 93 per plan.
  • 80% 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$3.3MSummed across loaded plans$3,320,461
Total reported assets$3.3M$3,320,461
Total reported participants464
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$3.3M total assets
Net assets$3.3MLiabilities$0
Contributions & income
Employer contributions$2.4K
Participant contributions$6.8K
Total income / additions$487K
Expenses & distributions
Benefits paid / distributions$245K
Total expenses$290.2K
Net increase / (decrease)$196.7K

Data coverage

Plans with financial statements4 / 5 (80%)
Plans with provider compensation0 / 5 ()

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

Yucaipa market comparison

Largest plan share of assets39%Jb Wagg Inc. 401(K) Plan
Participants per plan93Average across loaded plans
Plan sponsors5
Ranked by reported assets

Largest loaded plans in Yucaipa

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

  1. 1
    Jb Wagg Inc. 401(K) Plan$1.3M
    Jb Wagg Inc. · 2023
  2. 2
    Beaumont Concrete Company Profit Sharing Plan$978.1K
    Beaumont Concrete Company · 2023
  3. 3
    Construction Station Flooring And Design Inc. 401(K) Plan$547.1K
    Construction Station Flooring And Design Inc. · 2023
  4. 4
    Out Of The Sun Enterprises, Inc. 401(K) Plan$498.4K
    Out Of The Sun Enterprises, Inc. · 2023
  5. 5
    Sorenson Engineering, Inc. Medical, Dental, Life Disabilitynot reported in the loaded dataset
    Sorenson Engineering, Inc. · 2023

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

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Yucaipa, CA?
5 plan(s) reported by 5 sponsor(s) are loaded for Yucaipa, CA.

Related Form 5500 pages