Benicia, 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, Benicia, CA has 14 loaded benefit plan(s) reported by 11 plan sponsor(s), with $107,811,819 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
14
Plan sponsors
11
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$107,811,819
Total reported liabilities (EOY)
$290,292
Total reported net assets (EOY)
$107,521,527

Contributions & income

Employer contributions
$3,645,969
Participant contributions
$4,080,571
Total income / additions
$23,888,544

Expenses & distributions

Benefits paid / distributions
$4,303,707
Total expenses
$4,648,350
Net increase / (decrease)
$19,240,194

Coverage

Total reported participants
2,471
Plans with financial statements
10
Plans with provider compensation
4

Totals sum the latest loaded 2023 public Form 5500 filing per plan for Benicia, 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

Largest loaded plans in Benicia, CA
PlanSponsorReported assets (EOY)Year
Rix Industries 401(K) Profit Sharing PlanRix Industries$26,004,8602023
Dunlop Manufacturing Inc 401k Profit Sharing PlanDunlop Manufacturing Inc$23,239,8052023
C.E. Toland & Son Profit Sharing PlanC. E. Toland & Son$18,251,8122023
Benicia Arsenal 401(K) PlanUnico Mechanical Corp.$11,723,6422023
Valley Fine Foods 401kValley Fine Foods Company, Inc.$11,231,3252023
Water One 401(K) PlanWater One$4,787,0042023
Delta Tech Service, Inc. Employee Stock Ownership PlanDelta Tech Service, Inc.$4,433,3032023
Benicia Plumbing, Inc. 401(K) PspBenicia Plumbing, Inc.$4,269,2272023
Danco Waterproofing, Inc. Profit Sharing PlanDanco Waterproofing, Inc.$2,368,9222023
World Projects Corporation 401(K) PlanWorld Projects Corporation$1,501,9192023
Valley Fine Foods Employee Benefit PlanValley Fine Foods Company, LLCnot reported in the loaded dataset2023
Rix Industries Welfare Benefit PlanRix Industriesnot reported in the loaded dataset2023
Dunlop Manufacturing Employee Benefit PlanDunlop Manufacturing, Inc.not reported in the loaded dataset2023
Sharjo LLC Dba Servicemaster Restore Welfare Benefit PlanSharjo LLCnot reported in the loaded dataset2023

Related Form 5500 pages