Laguna Woods, 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, Laguna Woods, CA has 3 loaded benefit plan(s) reported by 2 plan sponsor(s), with $36,670,710 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
Total reported assets (EOY)
$36,670,710
Latest filing year
2023

Largest loaded plans by reported assets

Largest loaded plans in Laguna Woods, CA
PlanSponsorReported assets (EOY)Year
Village Management Services, Inc. 401(K) PlanVillage Management Services, Inc.$23,547,0942023
Orthowest 401(K) Profit Sharing PlanOrthowest$13,123,6162023
Village Management Services Group Health PlanVillage Management Services, Inc.not reported in the loaded dataset2023

Related Form 5500 pages