Cerritos, 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, Cerritos, CA has 61 loaded benefit plan(s) reported by 44 plan sponsor(s), with $509,825,558 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
61
Plan sponsors
44
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$509,825,558
Total reported liabilities (EOY)
$17,960
Total reported net assets (EOY)
$509,807,598

Contributions & income

Employer contributions
$16,639,246
Participant contributions
$38,712,832
Total income / additions
$136,431,205

Expenses & distributions

Benefits paid / distributions
$28,436,747
Total expenses
$29,924,266
Net increase / (decrease)
$106,506,939

Coverage

Total reported participants
21,069
Plans with financial statements
35
Plans with provider compensation
19

Totals sum the latest loaded 2023 public Form 5500 filing per plan for Cerritos, 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 Cerritos, CA
PlanSponsorReported assets (EOY)Year
Atkinson, Andelson, Loya, Ruud & Romo Profit Sharing And 401(K) PlansAtkinson, Andelson, Loya, Ruud & Romo, A Professional Corporation$226,589,7702023
Kabafusion 401(K) PlanKabafusion Holdings, L.L.C.$34,944,3592023
Browning 401(K) Savings PlanDick Browning, Inc.$30,353,0422023
Auditboard, Inc. 401(K) PlanAuditboard, Inc.$24,853,6782023
Eminent Inc. 401(K) PlanEminent Inc.$17,524,6622023
The Oncology Institute Retirement PlanToi Management, LLC$16,958,9312023
Royal Plywood Co., LLC Profit Sharing PlanRoyal Plywood Company, LLC$16,879,9682023
Captek Softgel International, Inc. 401(K) PlanCaptek Softgel International, Inc.$16,748,1932023
Razor Usa, LLC Employees' 401(K) PlanRazor Usa, LLC$15,161,0892023
Chugh, Llp 401k PlanChugh, Llp$13,936,9942023
Sun West Mortgage Co., 401(K) PlanSun West Mortgage Company, Inc.$13,500,2342023
Caremore Medical Group, Inc. 401(K) PlanCaremore Medical Group, Inc.$11,896,5022023
Oec Shipping Los Angeles, Inc. 401(K) PlanOec Shipping Los Angeles, Inc.$11,738,2292023
Chugh, Llp Profit Sharing PlanChugh, Llp$10,301,8662023
International Coatings Co., Inc. 401(K) PlanInternational Coatings Co., Inc.$10,012,6602023
Capitol Distribution Company LLC Profit Sharing 401(K) PlanCapitol Distribution Company, LLC$9,369,2372023
Golden Star Technology, Inc. 401(K) Profit Sharing PlanGolden Star Technology, Inc.$7,454,6772023
The Ecology Group 401(K) PlanEcology Auto Parts, Inc.$5,146,8172023
Corelis, Inc. 401(K) PlanCorelis, Inc.$3,405,1862023
Secure Transportation 401(K) PlanSecure Transportation Company, Inc.$3,102,2772023
Biospace Inc 401(K) PlanBiospace Inc, Dba Inbody$2,751,3812023
Valley Christian School System 403(B) PlanValley Christian School System$2,691,6342023
Pradip Patel,Dds,Inc Profit Sharing PlanPradip Patel,Dds Inc$1,815,1102023
David L. Sparks, D.D.S., Inc. 401k Profit Sharing PlanDavid L. Sparks, D.D.S., Inc.$1,373,8322023
Mcr Innovations, Inc. 401(K) Profit Sharing PlanMcr Innovations, Inc.$338,3232023

Related Form 5500 pages