Chico, 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, Chico, CA has 66 loaded benefit plan(s) reported by 54 plan sponsor(s), with $1,141,474,206 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 66
- Plan sponsors
- 54
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $1,141,474,206
- Total reported liabilities (EOY)
- $500,496
- Total reported net assets (EOY)
- $1,140,973,710
Contributions & income
- Employer contributions
- $36,941,729
- Participant contributions
- $56,731,875
- Total income / additions
- $246,321,518
Expenses & distributions
- Benefits paid / distributions
- $86,630,445
- Total expenses
- $89,766,203
- Net increase / (decrease)
- $156,555,315
Coverage
- Total reported participants
- 28,783
- Plans with financial statements
- 51
- Plans with provider compensation
- 14
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Chico, 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 |
|---|---|---|---|
| Enloe Medical Center Retirement Savings Plan | Enloe Medical Center | $358,460,925 | 2023 |
| Enloe Medical Center Defined Contribution Retirement Plan | Enloe Medical Center | $217,930,922 | 2023 |
| Sierra Nevada Brewing 401(K) Plan | Sierra Nevada Brewing Co. | $193,615,849 | 2023 |
| Tri-Counties Bank 401(K) Plan | Tri-Counties Bank | $69,076,300 | 2023 |
| Interwest Insurance Services, LLC 401(K) Profit Sharing Plan | Interwest Insurance Services, LLC | $63,317,838 | 2023 |
| Trico Bancshares Employee Stock Ownership Plan | Trico Bancshares | $49,978,730 | 2023 |
| Victor Community Support Services, Inc. Retirement Plan | Victor Community Support Services, Inc. | $25,040,334 | 2023 |
| Ubeo West Region 401k Profit Sharing Plan | Ubeo West Region LLC | $24,867,810 | 2023 |
| Enloe Medical Center Pension Plan | Enloe Medical Center | $15,722,781 | 2023 |
| Lulus Fashion Lounge 401k Plan | Lulus Fashion Lounge Holdings Inc | $14,479,559 | 2023 |
| Chuck Patterson, Inc. 401(K) Profit Sharing Plan | Chuck Patterson, Inc. | $10,091,241 | 2023 |
| Rolls Anderson & Rolls Profit Sharing Plan | Rolls Anderson & Rolls | $9,884,255 | 2023 |
| Modern Building, Inc. 401(K) Profit Sharing Plan | Modern Building, Inc. | $7,630,402 | 2023 |
| Peters Habib Mckenna & Juhl-Rhodes Llp 401k Profit Sharing Plan | Peters Habib Mckenna & Juhl-Rhodes Llp | $7,123,512 | 2023 |
| Victor Community Support Services 403(B) Plan | Victor Community Support Services, Inc. | $6,515,217 | 2023 |
| Northstate Cardiology Consultants 401k Profit Sharing Plan | Northstate Cardiology Consultants | $5,784,931 | 2023 |
| California Olive Ranch Inc. 401(K) Profit Sharing Plan | California Olive Ranch Inc. | $5,253,980 | 2023 |
| Far Western Land & Investment 401(K) Profit Sharing Plan | Far Western Land & Investment Co., Inc. | $5,077,626 | 2023 |
| Cleanrite, Inc. 401(K) Profit Sharing Plan | Cleanrite, Inc. | $4,620,874 | 2023 |
| Victor Treatment Centers 403(B) Plan | Victor Treatment Centers, Inc. | $4,518,060 | 2023 |
| Steven K Sterzer Md Inc Profit Sharing Plan | Steven K Sterzer Md Inc | $4,079,058 | 2023 |
| River Partners Retirement Savings Plan | River Partners | $3,482,706 | 2023 |
| Collier Hardware Profit Sharing Plan | Collier Hardware | $3,364,541 | 2023 |
| Ridge Eye Care 401(K) Profit Sharing Plan | Ridge Eye Care, Inc. | $3,292,144 | 2023 |
| Western Woods 401(K) Profit Sharing Plan | Western Woods, Inc. | $3,092,483 | 2023 |
Largest plans in Chico → · Chico plans by participants → · Chico plans with financial data → · Chico plans with provider compensation → · $1B+ plans in Chico →
Related Form 5500 pages
- All CA Form 5500 filings
- Enloe Medical Center Retirement Savings Plan (plan 002)
- Enloe Medical Center — all reported plans
- Enloe Medical Center Defined Contribution Retirement Plan (plan 003)
- Sierra Nevada Brewing 401(K) Plan (plan 001)
- Sierra Nevada Brewing Co. — all reported plans
- Tri-Counties Bank 401(K) Plan (plan 002)
- Tri-Counties Bank — all reported plans
- Interwest Insurance Services, LLC 401(K) Profit Sharing Plan (plan 001)
- Interwest Insurance Services, LLC — all reported plans
- Trico Bancshares Employee Stock Ownership Plan (plan 003)
- Trico Bancshares — all reported plans
- Victor Community Support Services, Inc. Retirement Plan (plan 001)
- Victor Community Support Services, Inc. — all reported plans
- Ubeo West Region 401k Profit Sharing Plan (plan 001)
- Ubeo West Region LLC — all reported plans
- Enloe Medical Center Pension Plan (plan 001)
- Lulus Fashion Lounge 401k Plan (plan 001)
- Lulus Fashion Lounge Holdings Inc — all reported plans
- Chuck Patterson, Inc. 401(K) Profit Sharing Plan (plan 001)
- Chuck Patterson, Inc. — all reported plans
- Rolls Anderson & Rolls Profit Sharing Plan (plan 001)
- Rolls Anderson & Rolls — all reported plans
- Modern Building, Inc. 401(K) Profit Sharing Plan (plan 002)
- Modern Building, Inc. — all reported plans
- Peters Habib Mckenna & Juhl-Rhodes Llp 401k Profit Sharing Plan (plan 002)
- Peters Habib Mckenna & Juhl-Rhodes Llp — all reported plans
- Victor Community Support Services 403(B) Plan (plan 002)
- Methodology
- Data sources