Duarte, 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, Duarte, CA has 20 loaded benefit plan(s) reported by 13 plan sponsor(s), with $1,807,670,272 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 20
- Plan sponsors
- 13
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $1,807,670,272
- Total reported liabilities (EOY)
- $0
- Total reported net assets (EOY)
- $1,807,469,112
Contributions & income
- Employer contributions
- $72,302,387
- Participant contributions
- $79,261,820
- Total income / additions
- $422,715,392
Expenses & distributions
- Benefits paid / distributions
- $105,994,969
- Total expenses
- $107,123,173
- Net increase / (decrease)
- $315,592,219
Coverage
- Total reported participants
- 43,819
- Plans with financial statements
- 13
- Plans with provider compensation
- 7
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Duarte, 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 |
|---|---|---|---|
| City Of Hope National Medical Center Tax-Deferred Annuity Plan | City Of Hope National Medical Center | $728,568,726 | 2023 |
| City Of Hope National Medical Center Defined Contribution Retirement Plan | City Of Hope National Medical Center | $389,084,267 | 2023 |
| City Of Hope Medical Group 401k Retirement Savings Plan | City Of Hope Medical Group, Inc. | $313,017,402 | 2023 |
| City Of Hope National Medical Center Research Staff Organization Tax-Deferred Annuity Plan | City Of Hope National Medical Center | $190,875,328 | 2023 |
| Humangood 401(K) Plan | Humangood Norcal | $134,985,591 | 2023 |
| Retirement Plan For Employees Of Southern California Presbyterian Homes | Southern California Presbyterian Homes | $23,730,156 | 2023 |
| Tanner Research, Inc. Profit Sharing 401(K) Plan | Tanner Research, Inc. | $14,456,720 | 2023 |
| Delafield Corporation 401(K) Profit Sharing Plan & Trust | Delafield Corporation | $9,787,639 | 2023 |
| Accesshope 401(K) Defined Contribution Plan | Accesshope, LLC | $1,680,840 | 2023 |
| Titanium LLC 401(K) Profit Sharing Plan & Trust | Titanium LLC | $761,343 | 2023 |
| Bumble Fitness Corporation Retirement Plan | Bumble Fitness Corporation | $391,815 | 2023 |
| Global Aerospace Corporation 401(K) Plan | Global Aerospace Corp. | $201,160 | 2023 |
| D&D Bbq Corp 401(K) Plan | D&D Bbq Corp | $129,285 | 2023 |
| We Pack It All, LLC Dba Wepackitall Employee Benefit(S) Plan | We Pack It All, LLC | not reported in the loaded dataset | 2023 |
| Value Windows & Doors Welfare Plan | Value Windows & Doors, Inc. | not reported in the loaded dataset | 2023 |
| City Of Hope Medical Group, Inc. Welfare Benefits Plan | City Of Hope Medical Group, Inc. | not reported in the loaded dataset | 2023 |
| City Of Hope Medical Group, Ltd | City Of Hope Medical Group, Ltd | not reported in the loaded dataset | 2023 |
| Humangood Employee Benefit Plan | Humangood Norcal | not reported in the loaded dataset | 2023 |
| City Of Hope Trainee And Affiliate Benefit Program | City Of Hope | not reported in the loaded dataset | 2023 |
| City Of Hope National Medical Center Group Benefits Plan | City Of Hope National Medical Center | not reported in the loaded dataset | 2023 |
Largest plans in Duarte → · Duarte plans by participants → · Duarte plans with financial data → · Duarte plans with provider compensation → · $1B+ plans in Duarte →
Related Form 5500 pages
- All CA Form 5500 filings
- City Of Hope National Medical Center Tax-Deferred Annuity Plan (plan 001)
- City Of Hope National Medical Center — all reported plans
- City Of Hope National Medical Center Defined Contribution Retirement Plan (plan 006)
- City Of Hope Medical Group 401k Retirement Savings Plan (plan 001)
- City Of Hope Medical Group, Inc. — all reported plans
- City Of Hope National Medical Center Research Staff Organization Tax-Deferred Annuity Plan (plan 002)
- Humangood 401(K) Plan (plan 002)
- Humangood Norcal — all reported plans
- Retirement Plan For Employees Of Southern California Presbyterian Homes (plan 009)
- Southern California Presbyterian Homes — all reported plans
- Tanner Research, Inc. Profit Sharing 401(K) Plan (plan 001)
- Tanner Research, Inc. — all reported plans
- Delafield Corporation 401(K) Profit Sharing Plan & Trust (plan 001)
- Delafield Corporation — all reported plans
- Accesshope 401(K) Defined Contribution Plan (plan 001)
- Accesshope, LLC — all reported plans
- Titanium LLC 401(K) Profit Sharing Plan & Trust (plan 001)
- Titanium LLC — all reported plans
- Bumble Fitness Corporation Retirement Plan (plan 001)
- Bumble Fitness Corporation — all reported plans
- Global Aerospace Corporation 401(K) Plan (plan 001)
- Global Aerospace Corp. — all reported plans
- D&D Bbq Corp 401(K) Plan (plan 001)
- D&D Bbq Corp — all reported plans
- We Pack It All, LLC Dba Wepackitall Employee Benefit(S) Plan (plan 501)
- We Pack It All, LLC — all reported plans
- Value Windows & Doors Welfare Plan (plan 501)
- Value Windows & Doors, Inc. — all reported plans
- Methodology
- Data sources