Delano, 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, Delano, CA has 16 loaded benefit plan(s) reported by 12 plan sponsor(s), with $52,397,019 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
16
Plan sponsors
12
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$52,397,019
Total reported liabilities (EOY)
$0
Total reported net assets (EOY)
$52,397,019

Contributions & income

Employer contributions
$2,646,142
Participant contributions
$3,945,831
Total income / additions
$14,068,008

Expenses & distributions

Benefits paid / distributions
$3,435,272
Total expenses
$3,650,540
Net increase / (decrease)
$10,417,468

Coverage

Total reported participants
12,907
Plans with financial statements
6
Plans with provider compensation
5

Totals sum the latest loaded 2023 public Form 5500 filing per plan for Delano, 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 Delano, CA
PlanSponsorReported assets (EOY)Year
Komoto Pharmacy, Inc. 401(K) Profit Sharing PlanKomoto Pharmacy, Inc.$16,451,3292023
Sunview 401(K) PlanSunview Vineyards Of California, Inc.$11,144,8592023
Jasmine Vineyards, Inc. Profit Sharing PlanJasmine Vineyards, Inc.$9,945,4722023
Munger Bros., LLC 401(K) PlanMunger Bros., LLC$7,626,6102023
Campbell Brothers 401(K) Profit Sharing PlanFour Star Management, LLC$6,355,6382023
Alvaro T. Caceres, M.D., Inc. Defined Benefit Pension PlanAlvaro T. Caceres, M.D., Inc.$873,1112023
Wonderful College Prep Academy Employee Benefits PlanWonderful College Prep Academynot reported in the loaded dataset2023
Elite Ag Labor Services, Inc. Health & Welfare PlanElite Ag Labor Services, Inc.not reported in the loaded dataset2023
Sunviewcare 1Asv Wines, Inc.not reported in the loaded dataset2023
Vision Benefit Plan Of Sunview Vineyards Of California, Inc.Sunview Vineyards Of California, Inc.not reported in the loaded dataset2023
Group Life Insurance Benefit Plan For Hourly EmployeesSunview Vineyards Of California, Inc.not reported in the loaded dataset2023
SunviewcareSunview Vineyards Of California, Inc.not reported in the loaded dataset2023
Munger Brothers LLC Health And Welfare PlanMunger Bros., LLCnot reported in the loaded dataset2023
Marko Zaninovich, Inc. & Related EntitiesMarko Zaninovich, Inc. & Related Entitiesnot reported in the loaded dataset2023
Jasmine Vineyards, Inc. Health & Welfare PlanJasmine Vineyards, Inc.not reported in the loaded dataset2023
Crop Management Co. Health And Welfare PlanCrop Management Conot reported in the loaded dataset2023

Related Form 5500 pages