Plan5500

Sun City, 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, Sun City, AZ has 6 loaded benefit plan(s) reported by 4 plan sponsor(s), with $11,526,553 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

What stands out in Sun City

  • 6 loaded plans hold $11.5M in reported assets across 4 sponsors.
  • The largest, Royal Oaks 403b Plan, holds 79% of reported Sun City plan assets.
  • Plans cover 1,403 participants — about 234 per plan.
  • 50% of loaded plans report full Schedule H/I financial statements.
  • 33% report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$11.5MSummed across loaded plans$11,488,391
Total reported assets$11.5M$11,526,553
Total reported participants1.4K1,403
Total reported liabilities$38.2K$38,162

Reported net position

Reported assets = net assets + liabilities (summed)$11.5M total assets
Net assets$11.5MLiabilities$38.2K
Contributions & income
Employer contributions$618.9K
Participant contributions$953.8K
Total income / additions$3.4M
Expenses & distributions
Benefits paid / distributions$2.2M
Total expenses$2.3M
Net increase / (decrease)$1.2M

Data coverage

Plans with financial statements3 / 6 (50%)
Plans with provider compensation2 / 6 (33%)

Totals sum the latest loaded 2023 public Form 5500 filing per plan for Sun City, 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.

Computed from loaded plans

Sun City market comparison

Largest plan share of assets79%Royal Oaks 403b Plan
Participants per plan234Average across loaded plans
Plan sponsors4
Ranked by reported assets

Largest loaded plans in Sun City

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

  1. 1
    Royal Oaks 403b Plan$9.1M
    People Of Faith Inc. · 2023
  2. 2
    Recreation Centers Of Sun City Employees 401(K) Plan$2.4M
    Recreation Centers Of Sun City, Inc. · 2023
  3. 3
    Grand Business Solutions, Inc. 401(K) Profit Sharing Plan$43.1K
    Grand Business Solutions, Inc. · 2023
  4. 4
    Recreation Centers Of Sun City, Inc. Employee Benefits Plannot reported in the loaded dataset
    Recreation Centers Of Sun City, Inc. · 2023
  5. 5
    Recreation Centers Of Sun City West Employee Wellfare Benefit Plannot reported in the loaded dataset
    Recreation Centers Of Sun City West · 2023
  6. 6
    People Of Faith Inc. Dba Royal Oaks Lifecare Community Group Benefit Plannot reported in the loaded dataset
    People Of Faith Inc. · 2023

Largest plans in Sun City → · Sun City plans by participants → · Sun City plans with financial data → · Sun City plans with provider compensation → · $1B+ plans in Sun City →

Related Form 5500 pages