Escondido, 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, Escondido, CA has 82 loaded benefit plan(s) reported by 64 plan sponsor(s), with $628,860,931 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 82
- Plan sponsors
- 64
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $628,860,931
- Total reported liabilities (EOY)
- $145,075,717
- Total reported net assets (EOY)
- $487,613,984
Contributions & income
- Employer contributions
- $27,165,944
- Participant contributions
- $33,934,635
- Total income / additions
- $167,320,804
Expenses & distributions
- Benefits paid / distributions
- $46,653,447
- Total expenses
- $52,921,616
- Net increase / (decrease)
- $114,399,188
Coverage
- Total reported participants
- 20,592
- Plans with financial statements
- 58
- Plans with provider compensation
- 30
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Escondido, 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 |
|---|---|---|---|
| Erickson-Hall Holding Co. Esop | Erickson-Hall Construction Company | $86,883,886 | 2023 |
| Superior Ready Mix Concrete, L.P. Profit Sharing/401(K) Plan | Superior Ready Mix Concrete Lp | $83,153,062 | 2023 |
| Blanchard Training & Development Inc. 401(K) Plan | Blanchard Training & Development Inc. | $55,569,584 | 2023 |
| Neighborhood Healthcare 403(B) Retirement Plan | Neighborhood Healthcare | $48,756,193 | 2023 |
| Graybill Medical Group, Inc. 401(K) Profit Sharing Plan | Graybill Medical Group, Inc. | $45,551,278 | 2023 |
| Erickson-Hall Construction Company 401(K) Profit Sharing Plan And Trust | Erickson-Hall Construction Company | $29,006,086 | 2023 |
| Stone Brewing Co., LLC 401(K) Plan | Stone Brewing Co., LLC | $27,070,177 | 2023 |
| Henry Avocado Corporation | Henry Avocado Corporation | $21,043,690 | 2023 |
| The Elizabeth Hospice 401(K) Plan | The Elizabeth Hospice | $17,953,473 | 2023 |
| Baker Electric 401(K) Retirement Savings Plan V | Baker Electric & Renewables LLC | $15,718,005 | 2023 |
| West-Tech Contracting, Inc. 401(K) Plan | West-Tech Contracting, Inc. | $14,472,176 | 2023 |
| Baker Electric Employee Stock Ownership Plan | Baker Electric, Inc. | $13,009,929 | 2023 |
| San Diego Symphony Orchestra Musicians' Pension Plan | San Diego Symphony Orchestra Association | $12,751,614 | 2023 |
| Southland Paving Inc. Employees Profit Sharing/401(K) Plan | Southland Paving Inc. | $12,464,815 | 2023 |
| Liveone 401(K) Retirement Plan | Liveone, Inc. | $12,158,830 | 2023 |
| J.R. Filanc Construction Company, Inc. 401(K) Plan | J.R. Filanc Construction Company, Inc. | $11,982,415 | 2023 |
| Toyesco 401(K) Plan | Myers Automotive Group, Inc. Dba | $10,357,426 | 2023 |
| Freeberg Industrial Fabrication Corporation 401(K) Plan | Freeberg Industrial Fabrication Corporation | $10,147,357 | 2023 |
| Ars National Services 401(K) Savings Plan | Ars National Services Inc. | $9,777,273 | 2023 |
| Eleven Western Builders, Inc. Employee Savings & Protection Plan | Eleven Western Builders, Inc. | $9,638,969 | 2023 |
| Laser Electric, Inc. 401(K) Plan | Laser Electric, Inc. | $9,598,222 | 2023 |
| The Crowley Car Company Dealership Group 401(K) Plan & Trust | The Automotive Group, Inc. | $9,288,029 | 2023 |
| Quality Chevrolet 401(K) Retirement Plan | Hidden Valley Investments, Inc. Dba Quality Chevrolet | $8,068,654 | 2023 |
| Mission Pools Of Escondido 401(K) Plan | Mission Pools Of Escondido, Inc. | $6,172,496 | 2023 |
| 401(K) Profit Sharing Plan For Employees Of Interfaith Community Services, Inc. | Interfaith Community Services, Inc. | $5,806,309 | 2023 |
Largest plans in Escondido → · Escondido plans by participants → · Escondido plans with financial data → · Escondido plans with provider compensation → · $1B+ plans in Escondido →
Related Form 5500 pages
- All CA Form 5500 filings
- Erickson-Hall Holding Co. Esop (plan 003)
- Erickson-Hall Construction Company — all reported plans
- Superior Ready Mix Concrete, L.P. Profit Sharing/401(K) Plan (plan 002)
- Superior Ready Mix Concrete Lp — all reported plans
- Blanchard Training & Development Inc. 401(K) Plan (plan 003)
- Blanchard Training & Development Inc. — all reported plans
- Neighborhood Healthcare 403(B) Retirement Plan (plan 002)
- Neighborhood Healthcare — all reported plans
- Graybill Medical Group, Inc. 401(K) Profit Sharing Plan (plan 003)
- Graybill Medical Group, Inc. — all reported plans
- Erickson-Hall Construction Company 401(K) Profit Sharing Plan And Trust (plan 002)
- Erickson-Hall Construction Company — all reported plans
- Stone Brewing Co., LLC 401(K) Plan (plan 001)
- Stone Brewing Co., LLC — all reported plans
- Henry Avocado Corporation (plan 001)
- Henry Avocado Corporation — all reported plans
- The Elizabeth Hospice 401(K) Plan (plan 001)
- The Elizabeth Hospice — all reported plans
- Baker Electric 401(K) Retirement Savings Plan V (plan 005)
- Baker Electric & Renewables LLC — all reported plans
- West-Tech Contracting, Inc. 401(K) Plan (plan 002)
- West-Tech Contracting, Inc. — all reported plans
- Baker Electric Employee Stock Ownership Plan (plan 006)
- San Diego Symphony Orchestra Musicians' Pension Plan (plan 001)
- San Diego Symphony Orchestra Association — all reported plans
- Southland Paving Inc. Employees Profit Sharing/401(K) Plan (plan 002)
- Southland Paving Inc. — all reported plans
- Liveone 401(K) Retirement Plan (plan 001)
- Liveone, Inc. — all reported plans
- Methodology
- Data sources