Gilbert, 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, Gilbert, AZ has 123 loaded benefit plan(s) reported by 107 plan sponsor(s), with $328,619,756 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 123
- Plan sponsors
- 107
- Total reported assets (EOY)
- $328,619,756
- Latest filing year
- 2023
Largest loaded plans by reported assets
| Plan | Sponsor | Reported assets (EOY) | Year |
|---|---|---|---|
| Isagenix International LLC 401(K) Profit Sharing Plan And Trust | Isagenix International LLC | $41,546,778 | 2023 |
| Phoenix Logistics, LLC 401(K) Plan | Phoenix Logistics, LLC | $34,983,385 | 2023 |
| Sdm Retirement Plan | Fiduciary Wise, LLC | $33,308,094 | 2023 |
| Unicon, Inc. 401(K) Plan | Unicon, Inc. | $23,430,154 | 2023 |
| Hunter Contracting Co. Inc. Profit Sharing Plan & Trust | Hunter Contracting Co., Inc. | $19,291,774 | 2023 |
| Ekstra 401(K) Plan Fbo Jesse Engineering Company | Fiduciary Wise, LLC Fbo Jesse Engineering Company | $13,885,984 | 2023 |
| Cpr Advisor K Mep Fiduciary Wise LLC | Fiduciary Wise LLC Fbo Arcelormittal Texas Hbi, LLC | $12,343,983 | 2023 |
| Iowa Senior 401(K) Pooled Employer Plan | Fiduciary Wise, LLC | $12,002,405 | 2023 |
| Wallcor 401(K) Plan | Wallcor Inc. | $10,542,958 | 2023 |
| Pella Windows & Doors Mountain West 401(K) Retirement Savings Plan | Freebird Desert Mountain Company, LLC | $9,642,230 | 2023 |
| Cpr Advisor K Mep Fiduciary Wise LLC | Fiduciary Wise, LLC Fbo Psn Services, LLC | $9,351,335 | 2023 |
| Ab Staffing Solutions, LLC 401(K) Plan | Ab Staffing Solutions, LLC | $7,668,250 | 2023 |
| Henry Brown Auto Group 401(K) Retirement Plan | Henry Brown Auto Group, LLC | $7,221,316 | 2023 |
| Preferred Employer Plan Ii | Fiduciary Wise, LLC | $7,192,046 | 2023 |
| A To Z Equipment Rentals & Sales Profit Sharing/401(K) Plan | Effem Corporation | $6,407,212 | 2023 |
| Barrett Financial Group, L.L.C. 401k Plan | Barrett Financial Group, L.L.C. | $5,849,718 | 2023 |
| Gilbert Christian Schools Inc. Defined Contribution Plan | Gilbert Christian Schools Inc. | $5,778,314 | 2023 |
| Sonoran Schools 401(K) Profit Sharing Plan | Sonoran Schools | $5,623,826 | 2023 |
| San Tan Ford 401(K) | San Tan Auto Partners, LLC | $5,591,324 | 2023 |
| The Open 401k Mep Fiduciary Wise LLC | Fiduciary Wise LLC Fbo Woodcreek Provider Services, LLC | $4,418,872 | 2023 |
| Perform Air International, Inc. 401(K) Profit Sharing Plan | Perform Air International, Inc. | $4,382,321 | 2023 |
| Ekstra 401(K) Plan For Aegis Land Title Group, LLC | Fiduciary Wise, LLC | $4,334,728 | 2023 |
| Ryan Mechanical Co. 401(K) Profit Sharing Plan | Ryan Mechanical Company | $4,217,308 | 2023 |
| John B Hancock 401(K) Plan | Hancock Roofing & Construction, LLC Dba Hancock Claims Consultants | $4,172,693 | 2023 |
| Arizona Charter Solutions 401k Plan | Arizona Charter Solutions | $3,988,954 | 2023 |
Largest plans in Gilbert → · Gilbert plans with financial data → · $1B+ plans in Gilbert → · Providers by reported compensation →
Related Form 5500 pages
- All AZ Form 5500 filings
- Isagenix International LLC 401(K) Profit Sharing Plan And Trust (plan 001)
- Isagenix International LLC — all reported plans
- Phoenix Logistics, LLC 401(K) Plan (plan 001)
- Phoenix Logistics, LLC — all reported plans
- Sdm Retirement Plan (plan 003)
- Fiduciary Wise, LLC — all reported plans
- Unicon, Inc. 401(K) Plan (plan 001)
- Unicon, Inc. — all reported plans
- Hunter Contracting Co. Inc. Profit Sharing Plan & Trust (plan 001)
- Hunter Contracting Co., Inc. — all reported plans
- Ekstra 401(K) Plan Fbo Jesse Engineering Company (plan 300)
- Fiduciary Wise, LLC Fbo Jesse Engineering Company — all reported plans
- Cpr Advisor K Mep Fiduciary Wise LLC (plan 340)
- Fiduciary Wise LLC Fbo Arcelormittal Texas Hbi, LLC — all reported plans
- Iowa Senior 401(K) Pooled Employer Plan (plan 401)
- Wallcor 401(K) Plan (plan 001)
- Wallcor Inc. — all reported plans
- Pella Windows & Doors Mountain West 401(K) Retirement Savings Plan (plan 001)
- Freebird Desert Mountain Company, LLC — all reported plans
- Cpr Advisor K Mep Fiduciary Wise LLC (plan 340)
- Fiduciary Wise, LLC Fbo Psn Services, LLC — all reported plans
- Ab Staffing Solutions, LLC 401(K) Plan (plan 001)
- Ab Staffing Solutions, LLC — all reported plans
- Henry Brown Auto Group 401(K) Retirement Plan (plan 001)
- Henry Brown Auto Group, LLC — all reported plans
- Preferred Employer Plan Ii (plan 001)
- Fiduciary Wise, LLC — all reported plans
- A To Z Equipment Rentals & Sales Profit Sharing/401(K) Plan (plan 001)
- Effem Corporation — all reported plans
- Methodology
- Data sources