Lake Forest, 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, Lake Forest, CA has 49 loaded benefit plan(s) reported by 43 plan sponsor(s), with $620,702,678 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 49
- Plan sponsors
- 43
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $620,702,678
- Total reported liabilities (EOY)
- $0
- Total reported net assets (EOY)
- $620,666,104
Contributions & income
- Employer contributions
- $7,168,158
- Participant contributions
- $40,451,657
- Total income / additions
- $150,752,667
Expenses & distributions
- Benefits paid / distributions
- $68,691,798
- Total expenses
- $69,856,252
- Net increase / (decrease)
- $80,896,415
Coverage
- Total reported participants
- 24,956
- Plans with financial statements
- 37
- Plans with provider compensation
- 12
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Lake Forest, 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 |
|---|---|---|---|
| Apria Healthcare Group Inc. 401(K) Savings Plan | Apria Healthcare Group Inc. | $349,785,537 | 2023 |
| Refrigeration Supplies Distributor Defined Contribution Retirement Plan & Trust | Rsd - Total Control | $75,001,355 | 2023 |
| Applied Composites Retirement Plan | Applied Composites Holdings, LLC | $33,779,333 | 2023 |
| Ibaset, Inc. Savings Plan | Ibaset, Inc. | $29,838,414 | 2023 |
| Spyglass Corporate Services Group 401(K) Plan | Spyglass Corporate Services Group | $23,018,469 | 2023 |
| Portfolio 401(K) Plan | Portfolio Services Limited, Inc. | $22,713,957 | 2023 |
| Quantum 401(K) Plan | Quantum Fuel Systems LLC | $17,274,040 | 2023 |
| Sole Technology, Inc. 401(K) Profit Sharing Plan | Sole Technology, Inc. | $13,056,518 | 2023 |
| Gatekeeper Systems, Inc. 401(K) Plan | Gatekeeper Systems, Inc. | $11,224,475 | 2023 |
| Higher Ground Education Inc. 401(K) Plan | Higher Ground Education Inc. | $10,977,569 | 2023 |
| International Parking Design, Inc Employee Stock Ownership Plan | International Parking Design, Inc | $7,179,878 | 2023 |
| Hal Brand, Cpa Accountancy Corporation 401(K) Profit Sharing Plan | Hal Brand, Cpa Accountancy Corporation | $4,646,099 | 2023 |
| So. Cal. Dental Partners, Inc. Retirement Plan | So. Cal. Dental Partners, Inc. | $3,223,107 | 2023 |
| California Southwestern Insurance Agency 401(K) Profit Sharing Plan | California Southwestern Insurance Agency | $3,068,704 | 2023 |
| Almich & Associates Profit Sharing 401(K) Plan | Almich & Associates An Accountancy Corporation | $2,860,268 | 2023 |
| Event Medical Ltd. 401(K) Plan | Event Medical Ltd. | $2,678,307 | 2023 |
| Advanced Geosolutions Inc 401(K) Profit Sharing Plan & Trust | Advanced Geosolutions Inc | $2,626,899 | 2023 |
| Sarath C. Witana Medical Group | Sarath C. Witana Medical Group | $1,929,448 | 2023 |
| Morris Idol 401k Trust | Morris Idol Corporation | $1,315,851 | 2023 |
| Health & Wellness Center, Inc. Defined Benefit Pension Plan | Health & Wellness Center, Inc. | $1,184,366 | 2023 |
| Alliance West Mortgage Inc 401(K) Profit Sharing Plan & Trust | Alliance West Mortgage Inc | $632,097 | 2023 |
| Foreside Management Retirement Plan | Foreside Management Company | $479,400 | 2023 |
| Quantum Investments, Inc. Defined Benefit Pension Plan | Quantum Investments, Inc. | $475,149 | 2023 |
| Simssco Industries Inc Retirement Plan | Simssco Industries Inc | $467,537 | 2023 |
| Allswell Enterprises Retirement Plan | Allswell Enterprises | $455,014 | 2023 |
Largest plans in Lake Forest → · Lake Forest plans by participants → · Lake Forest plans with financial data → · Lake Forest plans with provider compensation → · $1B+ plans in Lake Forest →
Related Form 5500 pages
- All CA Form 5500 filings
- Apria Healthcare Group Inc. 401(K) Savings Plan (plan 003)
- Apria Healthcare Group Inc. — all reported plans
- Refrigeration Supplies Distributor Defined Contribution Retirement Plan & Trust (plan 001)
- Rsd - Total Control — all reported plans
- Applied Composites Retirement Plan (plan 001)
- Applied Composites Holdings, LLC — all reported plans
- Ibaset, Inc. Savings Plan (plan 001)
- Ibaset, Inc. — all reported plans
- Spyglass Corporate Services Group 401(K) Plan (plan 001)
- Spyglass Corporate Services Group — all reported plans
- Portfolio 401(K) Plan (plan 001)
- Portfolio Services Limited, Inc. — all reported plans
- Quantum 401(K) Plan (plan 001)
- Quantum Fuel Systems LLC — all reported plans
- Sole Technology, Inc. 401(K) Profit Sharing Plan (plan 001)
- Sole Technology, Inc. — all reported plans
- Gatekeeper Systems, Inc. 401(K) Plan (plan 001)
- Gatekeeper Systems, Inc. — all reported plans
- Higher Ground Education Inc. 401(K) Plan (plan 001)
- Higher Ground Education Inc. — all reported plans
- International Parking Design, Inc Employee Stock Ownership Plan (plan 002)
- International Parking Design, Inc — all reported plans
- Hal Brand, Cpa Accountancy Corporation 401(K) Profit Sharing Plan (plan 002)
- Hal Brand, Cpa Accountancy Corporation — all reported plans
- So. Cal. Dental Partners, Inc. Retirement Plan (plan 001)
- So. Cal. Dental Partners, Inc. — all reported plans
- California Southwestern Insurance Agency 401(K) Profit Sharing Plan (plan 001)
- California Southwestern Insurance Agency — all reported plans
- Almich & Associates Profit Sharing 401(K) Plan (plan 002)
- Almich & Associates An Accountancy Corporation — all reported plans
- Methodology
- Data sources