La Mesa, 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, La Mesa, CA has 30 loaded benefit plan(s) reported by 28 plan sponsor(s), with $105,016,827 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 30
- Plan sponsors
- 28
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $105,016,827
- Total reported liabilities (EOY)
- $762
- Total reported net assets (EOY)
- $105,016,065
Contributions & income
- Employer contributions
- $2,331,136
- Participant contributions
- $3,224,005
- Total income / additions
- $23,052,176
Expenses & distributions
- Benefits paid / distributions
- $40,430,612
- Total expenses
- $40,994,875
- Net increase / (decrease)
- -$17,942,699
Coverage
- Total reported participants
- 2,633
- Plans with financial statements
- 27
- Plans with provider compensation
- 5
Totals sum the latest loaded 2023 public Form 5500 filing per plan for La Mesa, 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 |
|---|---|---|---|
| X-Ray Medical Group, Inc. 401(K) Profit Sharing Plan | X-Ray Medical Group, Inc. | $25,847,978 | 2023 |
| Winslow Investments Limited, Inc. Profit Sharing Plan | Winslow Investments Limited, Inc. | $15,155,650 | 2023 |
| Helix Environmental Planning 401 K Profit Sharing Plan Trust | Helix Environmental Planning | $15,110,064 | 2023 |
| Helix Environmental Planning, Inc. Employee Stock Ownership Plan | Helix Environmental Planning, Inc. | $7,725,637 | 2023 |
| Vascular Associates Of San Diego 401(K) Profit Sharing Plan | Vascular Associates Of San Diego | $6,525,840 | 2023 |
| Bob Stall Chevrolet 401(K) Plan | Bob Stall Chevrolet | $4,996,068 | 2023 |
| Kurt Stormberg, D.D.S., M.S., Inc. 401(K) Profit Sharing Plan | Kurt Stormberg, D.D.S., M.S., Inc. | $4,421,313 | 2023 |
| Api Bhs 401(K) Plan | Bh-Sd Opco, LLC | $4,377,516 | 2023 |
| Cancer Center Oncology Medical 401(K) Profit Sharing Plan & Trust | Cancer Center Oncology Medical | $4,087,616 | 2023 |
| Aguirre Engineering Inc Profit Sharing Plan | Aguirre Engineering Inc | $3,804,588 | 2023 |
| Prevue Formal & Bridal, Inc. Profit Sharing Plan | Prevue Formal & Bridal, Inc. | $3,041,291 | 2023 |
| Paul W. Botte, Inc. Retirement Savings Plan | Paul W. Botte, Inc | $2,470,329 | 2023 |
| Bayview Inn Partners, Lp, 401(K) Plan | Bayview Inn Partners, Lp | $2,169,601 | 2023 |
| Center Glass Co., No. 3 Profit Sharing Plan | Center Glass Co. Profit Sharing | $1,481,721 | 2023 |
| San Diego Neurological Disorders Sp Profit Sharing Plan | San Diego Neurological Disorders Sp Profit Sharing Plan | $1,403,624 | 2023 |
| Sierra Investment Holdings, Inc. 401k Profit Sharing Plan | Sierra Investment Holdings, Inc. | $952,335 | 2023 |
| John C. Pawlak Dds Defined Benefit Pension Plan | John C. Pawlak Dds | $295,077 | 2023 |
| Extreme Motorsports Promotions, Inc. Profit Sharing Plan | Extreme Motorsports Promotions, Inc | $259,444 | 2023 |
| Legacy Tax Consulting, Inc. 401(K) Plan | Legacy Tax Consulting, Inc. | $243,237 | 2023 |
| Scott A. Recksiedler, D.M.D., A Dental Corporation, 401(K) Plan | Scott A. Recksiedler, D.M.D., A Dental Corporation | $195,317 | 2023 |
| D & M Holdings Inc 401(K) Profit Sharing Plan & Trust | D & M Holdings Inc | $181,929 | 2023 |
| Zaco Corporation 401(K) Plan | Zaco Corporation | $124,685 | 2023 |
| Jcrew, Inc. 401(K) Plan | Jcrew, Inc. | $96,597 | 2023 |
| Bad Neighbors Fencing Corporation 401(K) Plan | Bad Neighbors Fencing Corporation | $26,303 | 2023 |
| Blue French Horn Inc. 401(K) Plan | Blue French Horn Inc. | $23,044 | 2023 |
Largest plans in La Mesa → · La Mesa plans by participants → · La Mesa plans with financial data → · La Mesa plans with provider compensation → · $1B+ plans in La Mesa →
Related Form 5500 pages
- All CA Form 5500 filings
- X-Ray Medical Group, Inc. 401(K) Profit Sharing Plan (plan 003)
- X-Ray Medical Group, Inc. — all reported plans
- Winslow Investments Limited, Inc. Profit Sharing Plan (plan 002)
- Winslow Investments Limited, Inc. — all reported plans
- Helix Environmental Planning 401 K Profit Sharing Plan Trust (plan 001)
- Helix Environmental Planning — all reported plans
- Helix Environmental Planning, Inc. Employee Stock Ownership Plan (plan 002)
- Vascular Associates Of San Diego 401(K) Profit Sharing Plan (plan 001)
- Vascular Associates Of San Diego — all reported plans
- Bob Stall Chevrolet 401(K) Plan (plan 001)
- Bob Stall Chevrolet — all reported plans
- Kurt Stormberg, D.D.S., M.S., Inc. 401(K) Profit Sharing Plan (plan 001)
- Kurt Stormberg, D.D.S., M.S., Inc. — all reported plans
- Api Bhs 401(K) Plan (plan 001)
- Bh-Sd Opco, LLC — all reported plans
- Cancer Center Oncology Medical 401(K) Profit Sharing Plan & Trust (plan 001)
- Cancer Center Oncology Medical — all reported plans
- Aguirre Engineering Inc Profit Sharing Plan (plan 001)
- Aguirre Engineering Inc — all reported plans
- Prevue Formal & Bridal, Inc. Profit Sharing Plan (plan 001)
- Prevue Formal & Bridal, Inc. — all reported plans
- Paul W. Botte, Inc. Retirement Savings Plan (plan 001)
- Paul W. Botte, Inc — all reported plans
- Bayview Inn Partners, Lp, 401(K) Plan (plan 001)
- Bayview Inn Partners, Lp — all reported plans
- Center Glass Co., No. 3 Profit Sharing Plan (plan 004)
- Center Glass Co. Profit Sharing — all reported plans
- San Diego Neurological Disorders Sp Profit Sharing Plan (plan 001)
- San Diego Neurological Disorders Sp Profit Sharing Plan — all reported plans
- Methodology
- Data sources