Plan5500

Sun City West, 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 West, AZ has 3 loaded benefit plan(s) reported by 3 plan sponsor(s), with $14,614,006 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
3
Plan sponsors
3
Latest filing year
2023
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$14.6MSummed across loaded plans$14,614,006
Total reported assets$14.6M$14,614,006
Total reported participants215
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$14.6M total assets
Net assets$14.6MLiabilities$0
Contributions & income
Employer contributions$556.3K
Participant contributions$737.2K
Total income / additions$3M
Expenses & distributions
Benefits paid / distributions$1.2M
Total expenses$1.3M
Net increase / (decrease)$1.7M

Data coverage

Plans with financial statements3 / 3 (100%)
Plans with provider compensation1 / 3 (33%)

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

Largest plan share of assets85%Recreation Centers Of Sun City West, Inc. Retirement Plan
Participants per plan72Average across loaded plans
Plan sponsors3
Ranked by reported assets

Largest loaded plans in Sun City West

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

  1. 1
    Recreation Centers Of Sun City West, Inc. Retirement Plan$12.4M
    Recreation Centers Of Sun City West Inc. · 2023
  2. 2
    Grandview Surgical Associates, P.C. Profit Sharing Plan$2M
    Grandview Surgical Associates, P.C. · 2023
  3. 3
    Boxology Corp 401(K) Plan$150K
    Boxology Corp · 2023

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

Related Form 5500 pages