Plan5500

Exeter, 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, Exeter, CA has 3 loaded benefit plan(s) reported by 2 plan sponsor(s), with $70,249,701 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
3
Plan sponsors
2
Latest filing year
2023
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$70.2MSummed across loaded plans$70,249,701
Total reported assets$70.2M$70,249,701
Total reported participants4.1K4,119
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$70.2M total assets
Net assets$70.2MLiabilities$0
Contributions & income
Employer contributions$7K
Participant contributions$42.8K
Total income / additions$11.6M
Expenses & distributions
Benefits paid / distributions$51.7M
Total expenses$53M
Net increase / (decrease)-$41.4M

Data coverage

Plans with financial statements2 / 3 (67%)
Plans with provider compensation1 / 3 (33%)

Totals sum the latest loaded 2023 public Form 5500 filing per plan for Exeter, 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.

Computed from loaded plans

Exeter market comparison

Largest plan share of assets99%Retirement Plan For Employees Of Sun Pacific Shippers, L.P.
Participants per plan1,373Average across loaded plans
Plan sponsors2
Ranked by reported assets

Largest loaded plans in Exeter

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    Retirement Plan For Employees Of Sun Pacific Shippers, L.P.$69.6M
    Sun Pacific Shippers, L.P. · 2023
  2. 2
    Van Hofwegen Construction, Inc. 401(K) Profit Sharing Plan$699.1K
    Van Hofwegen Construction, Inc. · 2023
  3. 3
    Sun Pacific Group Health Plannot reported in the loaded dataset
    Sun Pacific Shippers, L.P. · 2023

Largest plans in Exeter → · Exeter plans by participants → · Exeter plans with financial data → · Exeter plans with provider compensation → · $1B+ plans in Exeter →

Related Form 5500 pages