Plan5500

Irving, 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, Irving, CA has 1 loaded benefit plan(s) reported by 1 plan sponsor(s), with $23,463,653 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
1
Plan sponsors
1
Latest filing year
2023
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$23.5MSummed across loaded plans$23,463,653
Total reported assets$23.5M$23,463,653
Total reported participants292
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$23.5M total assets
Net assets$23.5MLiabilities$0
Contributions & income
Employer contributions$639.8K
Participant contributions$1.5M
Total income / additions$5.5M
Expenses & distributions
Benefits paid / distributions$1.3M
Total expenses$1.4M
Net increase / (decrease)$4.1M

Data coverage

Plans with financial statements1 / 1 (100%)
Plans with provider compensation1 / 1 (100%)

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

Largest loaded plans in Irving, CA
PlanSponsorReported assets (EOY)Year
Jonathan Group 401(K) PlanJonathan Engineered Solutions, Inc.$23,463,6532023

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

Related Form 5500 pages