Brea, 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, Brea, CA has 104 loaded benefit plan(s) reported by 69 plan sponsor(s), with $2,538,651,133 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 104
- Plan sponsors
- 69
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $2,538,651,133
- Total reported liabilities (EOY)
- $215,890,699
- Total reported net assets (EOY)
- $2,322,760,434
Contributions & income
- Employer contributions
- $80,026,572
- Participant contributions
- $129,879,385
- Total income / additions
- $801,508,211
Expenses & distributions
- Benefits paid / distributions
- $249,208,792
- Total expenses
- $258,272,215
- Net increase / (decrease)
- $543,235,996
Coverage
- Total reported participants
- 55,156
- Plans with financial statements
- 67
- Plans with provider compensation
- 40
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Brea, 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 |
|---|---|---|---|
| Envista Holdings Corporation Savings Plan | Envista Holdings Corporation | $522,969,935 | 2023 |
| Proponent Employee Stock Ownership Plan | Kirkhill Aircraft Parts Co | $459,575,826 | 2023 |
| Ventura Foods, LLC Profit Sharing 401(K) Plan | Ventura Foods, LLC | $301,060,377 | 2023 |
| Coolsys, Inc. 401(K) Plan | Coolsys, Inc. | $183,925,689 | 2023 |
| Griffith Company Employee Stock Ownership Plan | Griffith Company | $153,538,259 | 2023 |
| Air Treatment Corporation Employee Stock Ownership Plan | Air Treatment Corporation | $122,901,407 | 2023 |
| Hinderliter, De Llamas & Associates Esop | Hinderliter De Llamas & Associates | $63,195,824 | 2023 |
| Safran Passenger Innovations LLC. 401k Plan And Trust | Safran Passenger Innovations LLC | $60,406,592 | 2023 |
| Elite Associates Holding, Inc. Employee Stock Ownership Plan And Trust | Elite Associates Holding, Inc. | $50,789,841 | 2023 |
| American Financial Network, Inc. 401(K) Profit Sharing Plan | American Financial Network, Inc. | $43,005,191 | 2023 |
| Viewsonic Corporation 401(K) Plan And Trust | Viewsonic Corporation | $39,422,353 | 2023 |
| Champions Group 401(K) Plan | Champions Group | $33,287,215 | 2023 |
| Air Treatment 401(K) Plan | Air Treatment Corporation | $30,133,429 | 2023 |
| New Dream Network, LLC | New Dream Network, LLC | $28,739,327 | 2023 |
| Adelfi Cu 401(K) Plan | Adelfi Credit Union | $27,409,850 | 2023 |
| Hill Brothers Chemical Company 401(K) Profit Sharing Plan | Hill Brothers Chemical Company | $27,214,684 | 2023 |
| Kprs 401(K) Profit Sharing Plan | Kprs Construction | $25,495,326 | 2023 |
| The Innovation Institute, LLC 401(K) Profit Sharing Plan | The Innovation Institute, LLC | $23,064,969 | 2023 |
| American First Credit Union 401(K) Plan | American First Credit Union | $22,973,809 | 2023 |
| Ngi 401(K) Savings Plan | Nevell Group, Inc | $17,795,647 | 2023 |
| Proponent 401(K) Retirement Savings Plan | Proponent, Inc. | $16,942,168 | 2023 |
| Ventura Foods, LLC Profit Sharing 401(K) Plan For Production Employees | Ventura Foods, LLC | $15,337,851 | 2023 |
| Nisum Technologies, Inc. 401k Plan | Nisum Technologies, Inc. | $14,741,356 | 2023 |
| Alatus Aerosystems 401(K) Plan | Alatus Aerosystems | $14,353,607 | 2023 |
| Caran Precision Eng. & Mfg. Corp. Retirement Savings Plan | Caran Precision Eng. & Mfg. Corp. | $14,295,193 | 2023 |
Largest plans in Brea → · Brea plans by participants → · Brea plans with financial data → · Brea plans with provider compensation → · $1B+ plans in Brea →
Related Form 5500 pages
- All CA Form 5500 filings
- Envista Holdings Corporation Savings Plan (plan 001)
- Envista Holdings Corporation — all reported plans
- Proponent Employee Stock Ownership Plan (plan 002)
- Kirkhill Aircraft Parts Co — all reported plans
- Ventura Foods, LLC Profit Sharing 401(K) Plan (plan 001)
- Ventura Foods, LLC — all reported plans
- Coolsys, Inc. 401(K) Plan (plan 001)
- Coolsys, Inc. — all reported plans
- Griffith Company Employee Stock Ownership Plan (plan 004)
- Griffith Company — all reported plans
- Air Treatment Corporation Employee Stock Ownership Plan (plan 005)
- Air Treatment Corporation — all reported plans
- Hinderliter, De Llamas & Associates Esop (plan 002)
- Hinderliter De Llamas & Associates — all reported plans
- Safran Passenger Innovations LLC. 401k Plan And Trust (plan 001)
- Safran Passenger Innovations LLC — all reported plans
- Elite Associates Holding, Inc. Employee Stock Ownership Plan And Trust (plan 004)
- Elite Associates Holding, Inc. — all reported plans
- American Financial Network, Inc. 401(K) Profit Sharing Plan (plan 001)
- American Financial Network, Inc. — all reported plans
- Viewsonic Corporation 401(K) Plan And Trust (plan 001)
- Viewsonic Corporation — all reported plans
- Champions Group 401(K) Plan (plan 003)
- Champions Group — all reported plans
- Air Treatment 401(K) Plan (plan 001)
- New Dream Network, LLC (plan 001)
- New Dream Network, LLC — all reported plans
- Adelfi Cu 401(K) Plan (plan 002)
- Adelfi Credit Union — all reported plans
- Methodology
- Data sources