Plan5500

Ware Malcomb — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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, Ware Malcomb (EIN 95-2905859) is a plan sponsor located in Irvine, CA with 2 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
95-2905859
Location
Irvine, CA
Loaded plans
2
Latest filing year
2023

This is a company / sponsor profile — aggregate totals across all of this employer's loaded plans. Open an individual plan below for its own full financial statement.

What stands out for Ware Malcomb

  • 2 loaded plans hold $47M in reported assets.
  • The largest, Ware Malcomb 401(K) Plan, holds 100% of this company's reported plan assets.
  • Plans cover 1,619 reported participants.
  • 1 of 2 plans report full financial statements.
  • 1 report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$47MSummed across loaded plans$46,958,194
Total reported assets$47M$46,958,194
Total reported participants1.6K1,619
Total reported liabilitiesNot reported

Reported net position

Reported assets = net assets + liabilities (summed)$47M total assets
Net assets$47MLiabilities—
Contributions & income
Employer contributions$705.4K
Participant contributions$5.1M
Total income / additions$13.9M
Expenses & distributions
Benefits paid / distributions$3.1M
Total expenses$3.3M
Net increase / (decrease)$10.5M

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 this company's 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

Portfolio comparison

Largest plan share of assets100%Ware Malcomb 401(K) Plan
Participants per plan810Average across loaded plans
Loaded plans2
Ranked by reported assets

Largest loaded plans

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

  1. 1
    Ware Malcomb 401(K) Plan$47M
    Plan #001 · 798 participants · 2023
  2. 2
    Ware Malcomb Employee Health & Welfare Plannot reported in the loaded dataset
    Plan #501 · 821 participants · 2023

All loaded plans by assets → · By participants → · With financial statements → · With provider compensation →

EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for Ware Malcomb. Open one for its full reported snapshot.

  1. 2023
    Ware Malcomb 401(K) Plan798 participants · 2Sch HSch C
    View filing →
  2. 2023
    Ware Malcomb Employee Health & Welfare Plan821 participants · 2No schedules
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Ware Malcomb report on Form 5500?
Ware Malcomb (EIN 95-2905859) reports 2 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Ware Malcomb?
The Employer Identification Number (EIN) reported for Ware Malcomb is 95-2905859.
What is the latest Form 5500 filing year for Ware Malcomb?
The latest loaded Form 5500 filing year for Ware Malcomb is 2023.

Related Form 5500 pages