El Cajon, 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, El Cajon, CA has 57 loaded benefit plan(s) reported by 46 plan sponsor(s), with $514,604,919 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 57
- Plan sponsors
- 46
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $514,604,919
- Total reported liabilities (EOY)
- $205,985,604
- Total reported net assets (EOY)
- $308,596,392
Contributions & income
- Employer contributions
- $14,434,264
- Participant contributions
- $21,655,687
- Total income / additions
- $34,011,398
Expenses & distributions
- Benefits paid / distributions
- $35,493,375
- Total expenses
- $39,635,629
- Net increase / (decrease)
- -$5,624,231
Coverage
- Total reported participants
- 18,268
- Plans with financial statements
- 41
- Plans with provider compensation
- 17
Totals sum the latest loaded 2023 public Form 5500 filing per plan for El Cajon, 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 |
|---|---|---|---|
| Taylor-Listug, Inc. Employee Stock Ownership Plan | Taylor-Listug, Inc. | $106,384,473 | 2023 |
| The Sycuan Band Of The Kumeyaay Nation 401k Retirement Savings Plan | The Sycuan Band Of The Kumeyaay Nation | $94,961,352 | 2023 |
| Taylor Guitars Saving And Retirement Plan | Taylor-Listug, Inc. Dba Taylor Guitars | $57,170,254 | 2023 |
| California Sheet Metal Works, Inc. Employee Stock Ownership Plan | California Sheet Metal Works, Inc. | $28,403,764 | 2023 |
| Tessitura Network, Inc. Retirement Plan | Tessitura Network, Inc. | $26,244,760 | 2023 |
| Nan Mckay And Associates, Inc. 401(K) Profit Sharing Plan | Nan Mckay And Associates, Inc. | $22,310,479 | 2023 |
| Trex Enterprises 401(K) Savings Plan | Trex Enterprises Corporation | $21,767,693 | 2023 |
| K Motors, Inc. 401(K) Plan | K Motors, Inc. | $16,581,231 | 2023 |
| Cass Arrieta 401(K) Plan | Cass Construction, Inc. | $15,283,953 | 2023 |
| Veridiam, Inc. Retirement Savings Plan | Veridiam, Inc. | $13,928,007 | 2023 |
| Micro-Mode Products, Inc. 401(K) Plan | Micro-Mode Products, Inc. | $12,156,691 | 2023 |
| Collins Plumbing, Inc. Prevailing Wage 401(K)Employee Stock Ownership Plan | Collins Plumbing, Inc. | $9,663,232 | 2023 |
| Hamann 401(K) Profit Sharing Plan | Hamann Construction, Inc. | $9,579,529 | 2023 |
| Aka Head Start, Inc. Tax Sheltered Annuity | Aka Head Start, Inc. | $9,365,056 | 2023 |
| Sun Coast Homes, Inc. Profit Sharing Plan | Sun Coast Homes, Inc. | $8,991,166 | 2023 |
| Schilling Paradise Corp. 401(K) Prevailing Wage Plan | Schilling Paradise Corp. | $6,586,857 | 2023 |
| Pacific Production Plumbing 401(K) Profit Sharing Plan & Trust | Pacific Production Plumbing | $6,224,135 | 2023 |
| The Home Of Guiding Hands 403(B) Plan | Home Of Guiding Hands | $5,923,697 | 2023 |
| El Cajon Ford 401(K) Profit Sharing Plan | El Cajon Motors D/B/A El Cajon Ford | $5,792,497 | 2023 |
| Mcalister Benefit Plan | Mcalister Institute For Treatment & Education, Inc. | $5,630,573 | 2023 |
| Alpha Mechanical Pension Plan And Trust | Alpha Mechanical, Inc. | $5,471,510 | 2023 |
| Gardner Outdoor And Pool Remodeling 401(K) Plan | Gardner Pool Company, Inc. | $4,453,513 | 2023 |
| Semper Solaris 401(K) Plan | Semper Solaris Construction, Inc. | $4,220,266 | 2023 |
| World Terminal Parking, Inc. Profit Sharing Plan | World Terminal Parking, Inc. | $3,133,706 | 2023 |
| Intellicept 401(K) Plan | Intellicept | $2,512,764 | 2023 |
Largest plans in El Cajon → · El Cajon plans by participants → · El Cajon plans with financial data → · El Cajon plans with provider compensation → · $1B+ plans in El Cajon →
Related Form 5500 pages
- All CA Form 5500 filings
- Taylor-Listug, Inc. Employee Stock Ownership Plan (plan 002)
- Taylor-Listug, Inc. — all reported plans
- The Sycuan Band Of The Kumeyaay Nation 401k Retirement Savings Plan (plan 001)
- The Sycuan Band Of The Kumeyaay Nation — all reported plans
- Taylor Guitars Saving And Retirement Plan (plan 001)
- California Sheet Metal Works, Inc. Employee Stock Ownership Plan (plan 005)
- California Sheet Metal Works, Inc. — all reported plans
- Tessitura Network, Inc. Retirement Plan (plan 001)
- Tessitura Network, Inc. — all reported plans
- Nan Mckay And Associates, Inc. 401(K) Profit Sharing Plan (plan 002)
- Nan Mckay And Associates, Inc. — all reported plans
- Trex Enterprises 401(K) Savings Plan (plan 001)
- Trex Enterprises Corporation — all reported plans
- K Motors, Inc. 401(K) Plan (plan 001)
- K Motors, Inc. — all reported plans
- Cass Arrieta 401(K) Plan (plan 003)
- Cass Construction, Inc. — all reported plans
- Veridiam, Inc. Retirement Savings Plan (plan 001)
- Veridiam, Inc. — all reported plans
- Micro-Mode Products, Inc. 401(K) Plan (plan 001)
- Micro-Mode Products, Inc. — all reported plans
- Collins Plumbing, Inc. Prevailing Wage 401(K)Employee Stock Ownership Plan (plan 001)
- Collins Plumbing, Inc. — all reported plans
- Hamann 401(K) Profit Sharing Plan (plan 001)
- Hamann Construction, Inc. — all reported plans
- Aka Head Start, Inc. Tax Sheltered Annuity (plan 002)
- Aka Head Start, Inc. — all reported plans
- Sun Coast Homes, Inc. Profit Sharing Plan (plan 001)
- Sun Coast Homes, Inc. — all reported plans
- Methodology
- Data sources