Wheat Ridge, CO 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, Wheat Ridge, CO has 23 loaded benefit plan(s) reported by 20 plan sponsor(s), with $224,458,725 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 23
- Plan sponsors
- 20
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $224,458,725
- Total reported liabilities (EOY)
- $20,652,299
- Total reported net assets (EOY)
- $203,806,426
Contributions & income
- Employer contributions
- $8,509,318
- Participant contributions
- $9,952,874
- Total income / additions
- $60,861,105
Expenses & distributions
- Benefits paid / distributions
- $13,033,375
- Total expenses
- $14,482,083
- Net increase / (decrease)
- $46,379,022
Coverage
- Total reported participants
- 4,092
- Plans with financial statements
- 19
- Plans with provider compensation
- 6
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Wheat Ridge, CO 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.
Largest loaded plans by reported assets
| Plan | Sponsor | Reported assets (EOY) | Year |
|---|---|---|---|
| Jefferson Center For Mental Health Savings Plan | Jefferson Center For Mental Health | $41,410,777 | 2023 |
| Tda Research, Inc. Retirement Plan | Tda Research, Inc. | $38,940,200 | 2023 |
| Western Nephrology And Metabolic Bone Disease, P.C. Employee Profit-Sharing Plan And Trust | Western Nephrology & Metabolic Bone Disease, P.C. | $30,598,792 | 2023 |
| Hukariascendent, Inc. 401(K) Profit Sharing Plan | Hukariascendent, Inc. | $24,885,973 | 2023 |
| Pebcor Holdings Corporation Employee Stock Ownership Plan | Pebcor Holdings Corporation | $23,689,153 | 2023 |
| Stride Community Health Center 401(K) Plan | Stride Community Health Center | $22,450,925 | 2023 |
| Peterson Company Profit-Sharing Plan | Peterson Company | $18,249,977 | 2023 |
| George T. Sanders Co. 401(K) Profit Sharing Plan | George T. Sanders Company | $9,333,599 | 2023 |
| Four Seasons Heating, Inc. 401(K) Plan | Four Seasons Heating, Inc. | $7,580,103 | 2023 |
| Solitario Zinc Corp | Solitario Zinc Corp. | $1,817,353 | 2023 |
| Denventures Inc. 401(K) Plan | Denventures Inc. | $1,582,556 | 2023 |
| Kanai Investments Lllp Profit Sharing Plan | Kanai Investments Lllp | $807,067 | 2023 |
| Seyco, Inc. Retirement Plan | Seyco, Inc. | $703,190 | 2023 |
| Thomas P Campbell Md Pc Profit Sharing Plan | Thomas P. Campbell, Md Pc | $679,132 | 2023 |
| Brighton Up Retirement Plan | Brighton Up, Inc. | $519,295 | 2023 |
| Taka'Oa Inc. Retirement Plan | Takaoa Inc. | $455,982 | 2023 |
| Reidman, Inc. Profit Sharing Plan | Reidman, Inc. | $294,308 | 2023 |
| Jwe Insurance Retirement Plan | Samudio Insurance Agency, Inc. | $250,932 | 2023 |
| Larkin Enterprises, Inc. 401(K) Plan | Larkin Enterprises, Inc. | $209,411 | 2023 |
| Tda Research, Inc. Health And Welfare Plan | Tda Research, Inc. | not reported in the loaded dataset | 2023 |
| Family Tree Health And Welfare Benefit Plan | Family Tree, Inc. | not reported in the loaded dataset | 2023 |
| Gts Welfare Benefit Plan | George T. Sanders Company | not reported in the loaded dataset | 2023 |
| Jefferson Center Health & Welfare Plan | Jefferson Center For Mental Health | not reported in the loaded dataset | 2023 |
Largest plans in Wheat Ridge → · Wheat Ridge plans by participants → · Wheat Ridge plans with financial data → · Wheat Ridge plans with provider compensation → · $1B+ plans in Wheat Ridge →
Related Form 5500 pages
- All CO Form 5500 filings
- Jefferson Center For Mental Health Savings Plan (plan 001)
- Jefferson Center For Mental Health — all reported plans
- Tda Research, Inc. Retirement Plan (plan 001)
- Tda Research, Inc. — all reported plans
- Western Nephrology And Metabolic Bone Disease, P.C. Employee Profit-Sharing Plan And Trust (plan 001)
- Western Nephrology & Metabolic Bone Disease, P.C. — all reported plans
- Hukariascendent, Inc. 401(K) Profit Sharing Plan (plan 001)
- Hukariascendent, Inc. — all reported plans
- Pebcor Holdings Corporation Employee Stock Ownership Plan (plan 002)
- Pebcor Holdings Corporation — all reported plans
- Stride Community Health Center 401(K) Plan (plan 001)
- Stride Community Health Center — all reported plans
- Peterson Company Profit-Sharing Plan (plan 002)
- Peterson Company — all reported plans
- George T. Sanders Co. 401(K) Profit Sharing Plan (plan 002)
- George T. Sanders Company — all reported plans
- Four Seasons Heating, Inc. 401(K) Plan (plan 001)
- Four Seasons Heating, Inc. — all reported plans
- Solitario Zinc Corp (plan 001)
- Solitario Zinc Corp. — all reported plans
- Denventures Inc. 401(K) Plan (plan 001)
- Denventures Inc. — all reported plans
- Kanai Investments Lllp Profit Sharing Plan (plan 002)
- Kanai Investments Lllp — all reported plans
- Seyco, Inc. Retirement Plan (plan 001)
- Seyco, Inc. — all reported plans
- Thomas P Campbell Md Pc Profit Sharing Plan (plan 003)
- Thomas P. Campbell, Md Pc — all reported plans
- Brighton Up Retirement Plan (plan 001)
- Brighton Up, Inc. — all reported plans
- Methodology
- Data sources