Merced, 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, Merced, CA has 24 loaded benefit plan(s) reported by 19 plan sponsor(s), with $111,043,897 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 24
- Plan sponsors
- 19
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $111,043,897
- Total reported liabilities (EOY)
- $11,498,497
- Total reported net assets (EOY)
- $99,545,400
Contributions & income
- Employer contributions
- $3,353,084
- Participant contributions
- $2,428,470
- Total income / additions
- $25,432,917
Expenses & distributions
- Benefits paid / distributions
- $17,635,293
- Total expenses
- $18,327,087
- Net increase / (decrease)
- $7,105,830
Coverage
- Total reported participants
- 2,354
- Plans with financial statements
- 19
- Plans with provider compensation
- 8
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Merced, 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 |
|---|---|---|---|
| Merced Faculty Associates Medical Group, Inc. 401(K) Profit Sharing Plan | Merced Faculty Associates Medical Group, Inc. | $26,355,270 | 2023 |
| Merced School Employees Federal Credit Union 401(K) Plan And Trust | Merced School Employees Federal Credit Union | $12,907,905 | 2023 |
| Modern Air Mechanical Employee Stock Ownership Plan | Modern Air Mechanical | $10,264,592 | 2023 |
| Richwood Meat Company 401k Profit Sharing Plan | Richwood Meat Company, Inc. | $8,762,682 | 2023 |
| Laird Mfg., LLC 401(K) Plan | Laird Mfg., LLC | $8,524,413 | 2023 |
| Chenn-Yow Fuh, M.D., Inc. Profit Sharing 401(K) Plan | Chenn Yow Fuh, M.D., Inc. | $7,417,546 | 2023 |
| Morse, Morse & Morse, A Law Corporation 401(K) Profit Sharing Plan | Morse, Morse & Morse, Inc. A Law Corporation | $7,169,878 | 2023 |
| Richwood Meat Company, Inc. Employee Stock Ownership Plan | Richwood Meat Company, Inc. | $4,791,477 | 2023 |
| Leap/Carpenter/Kemps Insurance Agency Employee Stock Ownership Plan | Leap/Carpenter/Kemps Insurance Agency | $4,650,191 | 2023 |
| Jain Farm Fresh Foods 401(K) Plan | Jain Farm Fresh Foods, Inc. | $4,599,759 | 2023 |
| Harold L Schick Md Inc 401k Profit Sharing Plan | Harold L Schick Md Inc | $2,830,788 | 2023 |
| M.C.C.A.B. 403(B) Plan | Merced County Community Action Board | $2,550,806 | 2023 |
| Tim Razzari Motors, Inc. 401(K) Profit Sharing Plan | Tim Razzari Motors, Inc. | $2,529,613 | 2023 |
| Golden Valley Engineering & Surveying Inc. 401(K) Profit Sharing Plan | Golden Valley Engineering & Surveying, Inc. | $2,089,708 | 2023 |
| Meghal V. Parikh, Md Inc. Defined Benefit Pension Plan | Meghal V. Parikh, Md Inc. | $1,862,819 | 2023 |
| Central Valley Concrete, Inc. 401(K) Plan | Central Valley Concrete, Inc. | $1,860,930 | 2023 |
| Agrecom Inc 401(K) Profit Sharing Plan & Trust | Agrecom Inc | $1,617,157 | 2023 |
| Vijaya Kris Tangella, Md, Inc. 401(K) Plan | Vijaya Kris Tangella, Md, Inc. | $139,783 | 2023 |
| Aca Enterprises, Inc. 401(K) Plan | Aca Enterprises, Inc. | $118,580 | 2023 |
| Mfa Group Health And Welfare Plan | Merced Faculty Associates Medical Group | not reported in the loaded dataset | 2023 |
| Laird Mfg, LLC Welfare Benefit Plan | Laird Mfg, LLC | not reported in the loaded dataset | 2023 |
| N & S Tractor Company Health & Welfare Plan | N & S Tractor Company | not reported in the loaded dataset | 2023 |
| Merced County Community Action Board Health & Welfare Plan | Merced County Community Action Board | not reported in the loaded dataset | 2023 |
| Richwood Meat Company, Inc. Health & Welfare Plan | Richwood Meat Company, Inc. | not reported in the loaded dataset | 2023 |
Largest plans in Merced → · Merced plans by participants → · Merced plans with financial data → · Merced plans with provider compensation → · $1B+ plans in Merced →
Related Form 5500 pages
- All CA Form 5500 filings
- Merced Faculty Associates Medical Group, Inc. 401(K) Profit Sharing Plan (plan 003)
- Merced Faculty Associates Medical Group, Inc. — all reported plans
- Merced School Employees Federal Credit Union 401(K) Plan And Trust (plan 001)
- Merced School Employees Federal Credit Union — all reported plans
- Modern Air Mechanical Employee Stock Ownership Plan (plan 002)
- Modern Air Mechanical — all reported plans
- Richwood Meat Company 401k Profit Sharing Plan (plan 002)
- Richwood Meat Company, Inc. — all reported plans
- Laird Mfg., LLC 401(K) Plan (plan 001)
- Laird Mfg., LLC — all reported plans
- Chenn-Yow Fuh, M.D., Inc. Profit Sharing 401(K) Plan (plan 001)
- Chenn Yow Fuh, M.D., Inc. — all reported plans
- Morse, Morse & Morse, A Law Corporation 401(K) Profit Sharing Plan (plan 001)
- Morse, Morse & Morse, Inc. A Law Corporation — all reported plans
- Richwood Meat Company, Inc. Employee Stock Ownership Plan (plan 003)
- Leap/Carpenter/Kemps Insurance Agency Employee Stock Ownership Plan (plan 002)
- Leap/Carpenter/Kemps Insurance Agency — all reported plans
- Jain Farm Fresh Foods 401(K) Plan (plan 002)
- Jain Farm Fresh Foods, Inc. — all reported plans
- Harold L Schick Md Inc 401k Profit Sharing Plan (plan 001)
- Harold L Schick Md Inc — all reported plans
- M.C.C.A.B. 403(B) Plan (plan 002)
- Merced County Community Action Board — all reported plans
- Tim Razzari Motors, Inc. 401(K) Profit Sharing Plan (plan 001)
- Tim Razzari Motors, Inc. — all reported plans
- Golden Valley Engineering & Surveying Inc. 401(K) Profit Sharing Plan (plan 001)
- Golden Valley Engineering & Surveying, Inc. — all reported plans
- Meghal V. Parikh, Md Inc. Defined Benefit Pension Plan (plan 002)
- Meghal V. Parikh, Md Inc. — all reported plans
- Methodology
- Data sources