La Verne, 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 Verne, CA has 10 loaded benefit plan(s) reported by 7 plan sponsor(s), with $265,646,709 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 10
- Plan sponsors
- 7
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $265,646,709
- Total reported liabilities (EOY)
- $0
- Total reported net assets (EOY)
- $265,646,709
Contributions & income
- Employer contributions
- $4,987,360
- Participant contributions
- $5,927,157
- Total income / additions
- $48,443,505
Expenses & distributions
- Benefits paid / distributions
- $14,394,463
- Total expenses
- $14,671,072
- Net increase / (decrease)
- $33,772,433
Coverage
- Total reported participants
- 7,931
- Plans with financial statements
- 6
- Plans with provider compensation
- 3
Totals sum the latest loaded 2023 public Form 5500 filing per plan for La Verne, 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 |
|---|---|---|---|
| University Of La Verne 403(B) Retirement Savings Plan | University Of La Verne | $242,556,648 | 2023 |
| Haaker Equipment Company 401(K) Profit Sharing Plan | Haaker Equipment Company | $10,554,991 | 2023 |
| 403(B) Thrift Plan Of Haynes Family Of Programs, Inc. | Haynes Family Of Programs, Inc | $6,593,781 | 2023 |
| David & Margaret Home. Inc. 401(K) Retirement Plan | David And Margaret Home, Inc. | $5,878,126 | 2023 |
| Bonnemere Boys Inc. 401k Profit Sharing Plan | Bonnemere Boys Inc. | $63,163 | 2023 |
| Anabal Holdings, Inc. 401(K) Plan | Anabal Holdings, Inc. | $0 | 2023 |
| Haynes Family Of Programs Health And Welfare Plan | Haynes Family Of Programs | not reported in the loaded dataset | 2023 |
| University Of La Verne Employee Benefit Plan | University Of La Verne | not reported in the loaded dataset | 2023 |
| Brethren Hillcrest Homes Group Life Medical Plan | Brethren Hillcrest Homes | not reported in the loaded dataset | 2023 |
| The Hillcrest Dental Reimbursement Program | Brethren Hillcrest Homes | not reported in the loaded dataset | 2023 |
Largest plans in La Verne → · La Verne plans by participants → · La Verne plans with financial data → · La Verne plans with provider compensation → · $1B+ plans in La Verne →
Related Form 5500 pages
- All CA Form 5500 filings
- University Of La Verne 403(B) Retirement Savings Plan (plan 001)
- University Of La Verne — all reported plans
- Haaker Equipment Company 401(K) Profit Sharing Plan (plan 001)
- Haaker Equipment Company — all reported plans
- 403(B) Thrift Plan Of Haynes Family Of Programs, Inc. (plan 003)
- Haynes Family Of Programs, Inc — all reported plans
- David & Margaret Home. Inc. 401(K) Retirement Plan (plan 001)
- David And Margaret Home, Inc. — all reported plans
- Bonnemere Boys Inc. 401k Profit Sharing Plan (plan 001)
- Bonnemere Boys Inc. — all reported plans
- Anabal Holdings, Inc. 401(K) Plan (plan 001)
- Anabal Holdings, Inc. — all reported plans
- Haynes Family Of Programs Health And Welfare Plan (plan 501)
- University Of La Verne Employee Benefit Plan (plan 502)
- Brethren Hillcrest Homes Group Life Medical Plan (plan 501)
- Brethren Hillcrest Homes — all reported plans
- The Hillcrest Dental Reimbursement Program (plan 503)
- Methodology
- Data sources