Safford, 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, Safford, AZ has 6 loaded benefit plan(s) reported by 4 plan sponsor(s), with $33,021,006 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 6
- Plan sponsors
- 4
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $33,021,006
- Total reported liabilities (EOY)
- $0
- Total reported net assets (EOY)
- $33,021,006
Contributions & income
- Employer contributions
- $1,605,463
- Participant contributions
- $2,874,359
- Total income / additions
- $9,811,706
Expenses & distributions
- Benefits paid / distributions
- $3,206,115
- Total expenses
- $3,355,012
- Net increase / (decrease)
- $6,456,694
Coverage
- Total reported participants
- 1,725
- Plans with financial statements
- 4
- Plans with provider compensation
- 2
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Safford, 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 |
|---|---|---|---|
| Mt. Graham Regional Medical Center, Inc.403(B) Savings Plan | Mt Graham Regional Medical Center Inc. | $23,280,070 | 2023 |
| Open Loop Energy, Inc. Retirement Savings Plan | Open Loop Energy, Inc. | $7,142,441 | 2023 |
| Haralson Group 401(K) Plan | Haralson'S Tire Co., Inc. | $2,568,187 | 2023 |
| Jmkw Holdings, Inc. 401(K) Plan | Jmkw Holdings, Inc. | $30,308 | 2023 |
| Mt. Graham Welfare Benefit Plan | Mount Graham Regional Medical Center, Inc. | not reported in the loaded dataset | 2023 |
| Open Loop Energy, Inc. Wrap Benefit Plan | Open Loop Energy, Inc. | not reported in the loaded dataset | 2023 |
Largest plans in Safford → · Safford plans by participants → · Safford plans with financial data → · Safford plans with provider compensation → · $1B+ plans in Safford →
Related Form 5500 pages
- All AZ Form 5500 filings
- Mt. Graham Regional Medical Center, Inc.403(B) Savings Plan (plan 001)
- Mt Graham Regional Medical Center Inc. — all reported plans
- Open Loop Energy, Inc. Retirement Savings Plan (plan 001)
- Open Loop Energy, Inc. — all reported plans
- Haralson Group 401(K) Plan (plan 001)
- Haralson'S Tire Co., Inc. — all reported plans
- Jmkw Holdings, Inc. 401(K) Plan (plan 001)
- Jmkw Holdings, Inc. — all reported plans
- Mt. Graham Welfare Benefit Plan (plan 501)
- Open Loop Energy, Inc. Wrap Benefit Plan (plan 502)
- Methodology
- Data sources