Gilroy, 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, Gilroy, CA has 14 loaded benefit plan(s) reported by 10 plan sponsor(s), with $46,567,172 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 14
- Plan sponsors
- 10
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $46,567,172
- Total reported liabilities (EOY)
- $32
- Total reported net assets (EOY)
- $46,567,140
Contributions & income
- Employer contributions
- $2,852,875
- Participant contributions
- $2,542,753
- Total income / additions
- $11,936,723
Expenses & distributions
- Benefits paid / distributions
- $3,905,161
- Total expenses
- $3,977,586
- Net increase / (decrease)
- $7,959,137
Coverage
- Total reported participants
- 3,197
- Plans with financial statements
- 10
- Plans with provider compensation
- 3
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Gilroy, 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 |
|---|---|---|---|
| 401(K) Profit-Sharing Plan For Employees Of Odd Fellow-Rebekah Children'S Home | Odd Fellow-Rebekah Children'S Home Of California | $10,730,734 | 2023 |
| Heinzen, LLC 401(K) Plan | Heinzen, LLC | $10,640,778 | 2023 |
| Community Solutions 403(B) Plan | Community Solutions | $10,522,899 | 2023 |
| Go Kids Retirement Plan | Go Kids, Inc. | $10,128,213 | 2023 |
| Emsee Properties Profit Sharing Plan | Emsee Properties, Inc. | $2,358,716 | 2023 |
| Rocha'S Drywall, Inc. Profit Sharing Plan | Rocha'S Drywall, Inc. | $1,085,966 | 2023 |
| Northwest 360 Inc. Retirement Plan | Northwest 360 Inc. | $736,000 | 2023 |
| Aiden Automotive, Inc. 401(K) Profit Sharing Plan | Aiden Automotive, Inc. | $363,866 | 2023 |
| Heinzen Employee Stock Ownership Plan | Heinzen LLC | $0 | 2023 |
| Christine'S Natural Beauty Corporation 401(K) Profit Sharing Plan | Christine'S Natural Beauty Corporation | $0 | 2023 |
| Community Solutions, Inc Employee Health Plan | Community Solutions For Children, Families And Individuals, Inc. | not reported in the loaded dataset | 2023 |
| Rebekah Children'S Services Medical And Dental Plan | Rebekah Children'S Services | not reported in the loaded dataset | 2023 |
| Trical, Inc. Group Health Plan | Trical, Inc. | not reported in the loaded dataset | 2023 |
| Go Kids, Inc. Welfare Benefit Plan | Go Kids, Inc. | not reported in the loaded dataset | 2023 |
Largest plans in Gilroy → · Gilroy plans by participants → · Gilroy plans with financial data → · Gilroy plans with provider compensation → · $1B+ plans in Gilroy →
Related Form 5500 pages
- All CA Form 5500 filings
- 401(K) Profit-Sharing Plan For Employees Of Odd Fellow-Rebekah Children'S Home (plan 002)
- Odd Fellow-Rebekah Children'S Home Of California — all reported plans
- Heinzen, LLC 401(K) Plan (plan 001)
- Heinzen, LLC — all reported plans
- Community Solutions 403(B) Plan (plan 001)
- Community Solutions — all reported plans
- Go Kids Retirement Plan (plan 001)
- Go Kids, Inc. — all reported plans
- Emsee Properties Profit Sharing Plan (plan 001)
- Emsee Properties, Inc. — all reported plans
- Rocha'S Drywall, Inc. Profit Sharing Plan (plan 001)
- Rocha'S Drywall, Inc. — all reported plans
- Northwest 360 Inc. Retirement Plan (plan 001)
- Northwest 360 Inc. — all reported plans
- Aiden Automotive, Inc. 401(K) Profit Sharing Plan (plan 001)
- Aiden Automotive, Inc. — all reported plans
- Heinzen Employee Stock Ownership Plan (plan 002)
- Christine'S Natural Beauty Corporation 401(K) Profit Sharing Plan (plan 001)
- Christine'S Natural Beauty Corporation — all reported plans
- Community Solutions, Inc Employee Health Plan (plan 503)
- Rebekah Children'S Services Medical And Dental Plan (plan 503)
- Trical, Inc. Group Health Plan (plan 501)
- Trical, Inc. — all reported plans
- Go Kids, Inc. Welfare Benefit Plan (plan 501)
- Methodology
- Data sources