Plan5500

Sun Lakes, 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 Lakes, AZ has 4 loaded benefit plan(s) reported by 2 plan sponsor(s), with $55,012,890 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
4
Plan sponsors
2
Latest filing year
2023
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$55MSummed across loaded plans$55,012,890
Total reported assets$55M$55,012,890
Total reported participants2.7K2,736
Total reported liabilitiesNot reported

Reported net position

Reported assets = net assets + liabilities (summed)$55M total assets
Net assets$55MLiabilities—
Contributions & income
Employer contributions$992.7K
Participant contributions$4.4M
Total income / additions$12.8M
Expenses & distributions
Benefits paid / distributions$3.7M
Total expenses$3.8M
Net increase / (decrease)$9M

Data coverage

Plans with financial statements3 / 4 (75%)
Plans with provider compensation3 / 4 (75%)

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

Largest plan share of assets87%Robson Communities, Inc. & Participating Companies 401k Retirement Plan & Trust
Participants per plan684Average across loaded plans
Plan sponsors2
Ranked by reported assets

Largest loaded plans in Sun Lakes

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

  1. 1
    Robson Communities, Inc. & Participating Companies 401k Retirement Plan & Trust$47.9M
    Robson Communities, Inc. · 2023
  2. 2
    Robson Communities, Inc. Homeowners Associations 401(K) Retirement Plan$6.5M
    Robson Communities, Inc. · 2023
  3. 3
    Children'S Speciality Clinic, Ltd. Employee Profit Sharing Plan$695.1K
    Children'S Specialty Clinic,Ltd Profit Sharing Plan · 2023
  4. 4
    Robson Communities Health Care Plannot reported in the loaded dataset
    Robson Communities Inc · 2023

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

Related Form 5500 pages