Atwater, CA 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, Atwater, CA has 7 loaded benefit plan(s) reported by 4 plan sponsor(s), with $113,752,557 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 7
- Plan sponsors
- 4
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $113,752,557
- Total reported liabilities (EOY)
- $0
- Total reported net assets (EOY)
- $113,752,557
Contributions & income
- Employer contributions
- $5,742,462
- Participant contributions
- $5,082,199
- Total income / additions
- $28,298,544
Expenses & distributions
- Benefits paid / distributions
- $7,235,477
- Total expenses
- $7,701,195
- Net increase / (decrease)
- $20,597,349
Coverage
- Total reported participants
- 4,747
- Plans with financial statements
- 4
- Plans with provider compensation
- 4
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Atwater, CA 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 |
|---|---|---|---|
| Golden Valley Health Centers Retirement Plan | Golden Valley Health Centers | $45,808,459 | 2023 |
| Golden Valley Health Centers 403(B) Plan | Golden Valley Health Centers | $44,122,611 | 2023 |
| Joseph Gallo Farms 401(K) Plan | Gallo Cattle Company Dba Joseph Gallo Farms | $14,145,835 | 2023 |
| Castle Family Health Centers, Inc. 403(B) Plan | Castle Family Health Centers, Inc. | $9,675,652 | 2023 |
| Joseph Gallo Farms | Joseph Gallo Farms | not reported in the loaded dataset | 2023 |
| Castle Family Health Centers Health And Welfare Plan | Castle Family Health Centers | not reported in the loaded dataset | 2023 |
| Golden Valley Health Centers Health & Welfare Plan | Golden Valley Health Centers | not reported in the loaded dataset | 2023 |
Largest plans in Atwater → · Atwater plans by participants → · Atwater plans with financial data → · Atwater plans with provider compensation → · $1B+ plans in Atwater →
Related Form 5500 pages
- All CA Form 5500 filings
- Golden Valley Health Centers Retirement Plan (plan 001)
- Golden Valley Health Centers — all reported plans
- Golden Valley Health Centers 403(B) Plan (plan 002)
- Joseph Gallo Farms 401(K) Plan (plan 001)
- Gallo Cattle Company Dba Joseph Gallo Farms — all reported plans
- Castle Family Health Centers, Inc. 403(B) Plan (plan 002)
- Castle Family Health Centers, Inc. — all reported plans
- Joseph Gallo Farms (plan 501)
- Joseph Gallo Farms — all reported plans
- Castle Family Health Centers Health And Welfare Plan (plan 501)
- Golden Valley Health Centers Health & Welfare Plan (plan 503)
- Methodology
- Data sources