Casa Grande, AZ 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, Casa Grande, AZ has 9 loaded benefit plan(s) reported by 7 plan sponsor(s), with $33,748,778 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 9
- Plan sponsors
- 7
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $33,748,778
- Total reported liabilities (EOY)
- $0
- Total reported net assets (EOY)
- $33,748,778
Contributions & income
- Employer contributions
- $1,047,053
- Participant contributions
- $2,819,574
- Total income / additions
- $8,820,513
Expenses & distributions
- Benefits paid / distributions
- $3,852,097
- Total expenses
- $3,991,825
- Net increase / (decrease)
- $4,828,688
Coverage
- Total reported participants
- 1,767
- Plans with financial statements
- 5
- Plans with provider compensation
- 3
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Casa Grande, AZ 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 |
|---|---|---|---|
| Fertilizer Company Of Arizona, Inc. 401(K) Profit Sharing Plan | Fertilizer Company Of Arizona, Inc. | $17,135,086 | 2023 |
| Sun Life Family Health Center, Inc. 403(B) Plan | Sun Life Family Health Center, Inc. | $16,245,994 | 2023 |
| Casa Grande Mobility Inc. Retirement Plan | Casa Grande Mobility Inc. | $211,208 | 2023 |
| J L Bowers Inc 401k Trust | J L Bowers, Inc | $109,900 | 2023 |
| Salt And Sound Retirement Plan | Salt And Sound, Inc. | $46,590 | 2023 |
| National Vitamin Company Benefit Plans | National Vitamin Company | not reported in the loaded dataset | 2023 |
| Pgccs Insured Welfare Plan | Pinal Gila Community Child Services | not reported in the loaded dataset | 2023 |
| Sun Life Family Health Center Medical Benefits Plan | Sun Life Family Health Center | not reported in the loaded dataset | 2023 |
| Fertilizer Co. Of Arizona, Inc. Welfare Benefits Plan | Fertilizer Company Of Arizona, Inc. | not reported in the loaded dataset | 2023 |
Largest plans in Casa Grande → · Casa Grande plans by participants → · Casa Grande plans with financial data → · Casa Grande plans with provider compensation → · $1B+ plans in Casa Grande →
Related Form 5500 pages
- All AZ Form 5500 filings
- Fertilizer Company Of Arizona, Inc. 401(K) Profit Sharing Plan (plan 001)
- Fertilizer Company Of Arizona, Inc. — all reported plans
- Sun Life Family Health Center, Inc. 403(B) Plan (plan 002)
- Sun Life Family Health Center, Inc. — all reported plans
- Casa Grande Mobility Inc. Retirement Plan (plan 001)
- Casa Grande Mobility Inc. — all reported plans
- J L Bowers Inc 401k Trust (plan 001)
- J L Bowers, Inc — all reported plans
- Salt And Sound Retirement Plan (plan 001)
- Salt And Sound, Inc. — all reported plans
- National Vitamin Company Benefit Plans (plan 501)
- National Vitamin Company — all reported plans
- Pgccs Insured Welfare Plan (plan 502)
- Pinal Gila Community Child Services — all reported plans
- Sun Life Family Health Center Medical Benefits Plan (plan 501)
- Fertilizer Co. Of Arizona, Inc. Welfare Benefits Plan (plan 506)
- Methodology
- Data sources