Mesa, 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, Mesa, AZ has 212 loaded benefit plan(s) reported by 171 plan sponsor(s), with $1,845,997,167 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 212
- Plan sponsors
- 171
- Total reported assets (EOY)
- $1,845,997,167
- Latest filing year
- 2023
Largest loaded plans by reported assets
| Plan | Sponsor | Reported assets (EOY) | Year |
|---|---|---|---|
| Empire Retirement Savings Plan | Empire Southwest LLC | $416,779,340 | 2023 |
| Unify Inc. Pension Plan | Unify Inc. | $231,882,281 | 2023 |
| Mitel 401(K) Plan | Mitel (Delaware), Inc. | $202,803,500 | 2023 |
| Rvr Employee Stock Ownership Plan | Rvr, Inc. | $160,501,848 | 2023 |
| Flex Technology Group 401(K) Profit Sharing Plan And Trust | Flexprint, LLC | $109,799,942 | 2023 |
| Southwestern Financial Corporation Employee Stock Ownership Plan | Southwestern Financial Corporation | $85,662,090 | 2023 |
| Verra Mobility 401(K) Plan | Vm Consolidated, Inc. | $78,447,142 | 2023 |
| Nammo Us 401(K) Plan | Nammo Incorporated | $50,624,699 | 2023 |
| Tri-City Cardiology Consultants, P.C. 401(K) Plan | Tri-City Cardiology Consultants, P.C. | $36,577,721 | 2023 |
| Unwired Revolution, Inc. Employee Stock Ownership And 401(K) Plan | Unwired Revolution, Inc. | $28,641,921 | 2023 |
| Md Helicopters, LLC Voluntary Investment Plan | Md Helicopters, LLC | $27,000,293 | 2023 |
| Community Bridges, Inc. 401(K) Plan | Community Bridges, Inc. | $26,391,063 | 2023 |
| Charter One 401(K) Plan | Charter One, LLC | $23,205,934 | 2023 |
| The Mahoney Group 401(K) Plan And Trust | Southwestern Financial Corp. | $21,689,864 | 2023 |
| Bingham Companies Profit Sharing And 401(K) Plan | Bingham Equipment Company | $20,547,090 | 2023 |
| Eps Group 401(K) Plan | Eps Group, Inc. | $20,209,076 | 2023 |
| Central Arizona Medical Associates, P.C. Profit Sharing Plan | Central Arizona Medical Associates | $15,206,647 | 2023 |
| Central Arizona Supply, Inc. 401 (K) Plan | Central Arizona Supply, Inc. | $12,892,035 | 2023 |
| Udall Shumway Plc 401(K) Profit Sharing Plan | Udall Shumway Plc | $12,582,269 | 2023 |
| Copa Health 403(B) Retirement Plan | Copa Health, Inc. | $12,009,444 | 2023 |
| A New Leaf Retirement Plan | A New Leaf, Inc. | $11,272,667 | 2023 |
| Pm & M Electric 401(K) Plan | Pm & M Electric, Inc. Dba Titan Solar Power | $9,453,066 | 2023 |
| Stateserv Medical LLC 401(K) Profit Sharing Plan & Trust | Stateserv Medical LLC | $9,442,826 | 2023 |
| Integrity Building, Corp. Employee Stock Ownership Plan | Integrity Building, Corp. | $9,168,354 | 2023 |
| Child Crisis Arizona 401(K) Plan | Child Crisis Arizona | $8,899,566 | 2023 |
Largest plans in Mesa → · Mesa plans with financial data → · $1B+ plans in Mesa → · Providers by reported compensation →
Related Form 5500 pages
- All AZ Form 5500 filings
- Empire Retirement Savings Plan (plan 002)
- Empire Southwest LLC — all reported plans
- Unify Inc. Pension Plan (plan 001)
- Unify Inc. — all reported plans
- Mitel 401(K) Plan (plan 001)
- Mitel (Delaware), Inc. — all reported plans
- Rvr Employee Stock Ownership Plan (plan 001)
- Rvr, Inc. — all reported plans
- Flex Technology Group 401(K) Profit Sharing Plan And Trust (plan 001)
- Flexprint, LLC — all reported plans
- Southwestern Financial Corporation Employee Stock Ownership Plan (plan 003)
- Southwestern Financial Corporation — all reported plans
- Verra Mobility 401(K) Plan (plan 001)
- Vm Consolidated, Inc. — all reported plans
- Nammo Us 401(K) Plan (plan 001)
- Nammo Incorporated — all reported plans
- Tri-City Cardiology Consultants, P.C. 401(K) Plan (plan 004)
- Tri-City Cardiology Consultants, P.C. — all reported plans
- Unwired Revolution, Inc. Employee Stock Ownership And 401(K) Plan (plan 003)
- Unwired Revolution, Inc. — all reported plans
- Md Helicopters, LLC Voluntary Investment Plan (plan 001)
- Md Helicopters, LLC — all reported plans
- Community Bridges, Inc. 401(K) Plan (plan 001)
- Community Bridges, Inc. — all reported plans
- Charter One 401(K) Plan (plan 001)
- Charter One, LLC — all reported plans
- The Mahoney Group 401(K) Plan And Trust (plan 002)
- Bingham Companies Profit Sharing And 401(K) Plan (plan 001)
- Bingham Equipment Company — all reported plans
- Methodology
- Data sources