Yuma, 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, Yuma, AZ has 35 loaded benefit plan(s) reported by 27 plan sponsor(s), with $521,280,638 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 35
- Plan sponsors
- 27
- Total reported assets (EOY)
- $521,280,638
- Latest filing year
- 2023
Largest loaded plans by reported assets
| Plan | Sponsor | Reported assets (EOY) | Year |
|---|---|---|---|
| Yuma Regional Medical Center Pension Plan | Yuma Regional Medical Center | $170,946,708 | 2023 |
| Yuma Regional Medical Center 401(K) Plan | Yuma Regional Medical Center | $154,163,938 | 2023 |
| Gowan Group 401(K) Profit Sharing Plan | Gowan Company, LLC | $80,169,933 | 2023 |
| Keithly-Williams Seeds, Inc. 401(K) Profit Sharing Plan | Keithly-Williams Seeds, Inc. | $19,107,118 | 2023 |
| Sunset Community Health Center, Inc. 403(B) Plan | Sunset Community Health Center, Inc | $17,451,186 | 2023 |
| Skyview Cooling Company 401(K) Profit Sharing Plan | Skyview Cooling Company | $15,993,077 | 2023 |
| Pasquinelli Produce Co. Profit Sharing Plan | Pasquinelli Produce Co. | $9,430,729 | 2023 |
| Barkley Ag Enterprises, LLC 401(K) Profit Sharing Plan And Trust Agreement | Barkley Ag Enterprises, LLC | $8,431,278 | 2023 |
| Principle Engineering Group, Inc. 401(K) Profit Sharing Plan | Principle Engineering Group, Inc. | $8,072,124 | 2023 |
| Bill Alexander Automotive Group 401(K) Profit Sharing Plan | Bill Alexander Ford Lincoln Mercury, Inc. | $6,980,202 | 2023 |
| Shay Oil Company, Inc. 401(K) Profit Sharing Plan | Shay Oil Company, Inc. | $4,947,571 | 2023 |
| A. E. A. Federal Credit Union 401(K) Plan And Trust | A.E.A. Federal Credit Union | $4,924,025 | 2023 |
| The Dune Companies 401(K) Profit Sharing Plan | The Dune Company Of Yuma | $4,765,983 | 2023 |
| Natural Delights 401(K) Plan | Bard Valley Date Growers Association (Bvdga) | $4,606,352 | 2023 |
| The Jacobson Companies, Inc. Profit Sharing Plan | The Jacobson Companies, Inc. | $3,079,368 | 2023 |
| 401(A) Thrift Plan Of Achieve Human Services, Inc. | Achieve Human Services, Inc. | $2,815,628 | 2023 |
| Sprague'S Sports, Inc. Employee Stock Ownership Plan | Sprague'S Sports, Inc. | $2,320,205 | 2023 |
| Yuma Primary Care, Pllc Profit Sharing Plan | Yuma Primary Care, Pllc | $1,177,602 | 2023 |
| Yuma Area Housing Opportunity Inc Retirement Plan | Yuma Area Housing Opportunity, Inc. | $964,153 | 2023 |
| Interstate Battery Of Desert Cities Retirement Plan | M&C Distributing, Inc. | $758,110 | 2023 |
| Elevate110 Signs & Graphics, Inc. 401(K) Plan | Elevate110 Signs & Graphics, Inc. | $128,610 | 2023 |
| Quijada Family Retirement Plan | Quijada Family, Inc. | $46,738 | 2023 |
| Pasquinelli Produce Company Welfare Benefit Plan | Pasquinelli Produce Co. | not reported in the loaded dataset | 2023 |
| Skyview Cooling Company Erisa Plan | Skyview Cooling Company | not reported in the loaded dataset | 2023 |
| Bill Alexander Automotive Group Welfare Benefits Plan | Bill Alexander Ford Lincoln Mercury, Inc. | not reported in the loaded dataset | 2023 |
Largest plans in Yuma → · Yuma plans with financial data → · $1B+ plans in Yuma → · Providers by reported compensation →
Related Form 5500 pages
- All AZ Form 5500 filings
- Yuma Regional Medical Center Pension Plan (plan 001)
- Yuma Regional Medical Center — all reported plans
- Yuma Regional Medical Center 401(K) Plan (plan 002)
- Gowan Group 401(K) Profit Sharing Plan (plan 001)
- Gowan Company, LLC — all reported plans
- Keithly-Williams Seeds, Inc. 401(K) Profit Sharing Plan (plan 001)
- Keithly-Williams Seeds, Inc. — all reported plans
- Sunset Community Health Center, Inc. 403(B) Plan (plan 001)
- Sunset Community Health Center, Inc — all reported plans
- Skyview Cooling Company 401(K) Profit Sharing Plan (plan 001)
- Skyview Cooling Company — all reported plans
- Pasquinelli Produce Co. Profit Sharing Plan (plan 001)
- Pasquinelli Produce Co. — all reported plans
- Barkley Ag Enterprises, LLC 401(K) Profit Sharing Plan And Trust Agreement (plan 001)
- Barkley Ag Enterprises, LLC — all reported plans
- Principle Engineering Group, Inc. 401(K) Profit Sharing Plan (plan 001)
- Principle Engineering Group, Inc. — all reported plans
- Bill Alexander Automotive Group 401(K) Profit Sharing Plan (plan 001)
- Bill Alexander Ford Lincoln Mercury, Inc. — all reported plans
- Shay Oil Company, Inc. 401(K) Profit Sharing Plan (plan 003)
- Shay Oil Company, Inc. — all reported plans
- A. E. A. Federal Credit Union 401(K) Plan And Trust (plan 002)
- A.E.A. Federal Credit Union — all reported plans
- The Dune Companies 401(K) Profit Sharing Plan (plan 002)
- The Dune Company Of Yuma — all reported plans
- Natural Delights 401(K) Plan (plan 001)
- Bard Valley Date Growers Association (Bvdga) — all reported plans
- The Jacobson Companies, Inc. Profit Sharing Plan (plan 001)
- The Jacobson Companies, Inc. — all reported plans
- Methodology
- Data sources