Mission Viejo, 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, Mission Viejo, CA has 50 loaded benefit plan(s) reported by 42 plan sponsor(s), with $337,551,402 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 50
- Plan sponsors
- 42
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $337,551,402
- Total reported liabilities (EOY)
- $6,466,665
- Total reported net assets (EOY)
- $330,651,356
Contributions & income
- Employer contributions
- $8,850,223
- Participant contributions
- $19,976,127
- Total income / additions
- $89,239,674
Expenses & distributions
- Benefits paid / distributions
- $32,138,681
- Total expenses
- $33,633,929
- Net increase / (decrease)
- $55,605,745
Coverage
- Total reported participants
- 21,275
- Plans with financial statements
- 41
- Plans with provider compensation
- 13
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Mission Viejo, 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 |
|---|---|---|---|
| Mission Internal Medical Group Amended Profit Sharing 401(K) Plan | Mission Internal Medical Group, Inc | $115,172,947 | 2023 |
| Kp3 Endeavors, Inc. Employee Stock Ownership Plan | Kp3 Endeavors, Inc. | $42,406,555 | 2023 |
| National Underground Group 401(K) Savings Plan | National Underground Group, Inc. | $34,504,712 | 2023 |
| North American Client Services, Inc. 401(K) Plan | North American Client Services, Inc. | $28,543,808 | 2023 |
| Charles Abbott Associates, Inc. 401(K) Profit Sharing Plan | Charles Abbott Associates, Inc. | $24,236,536 | 2023 |
| Canus Corporation 401(K) Profit Sharing Plan | Canus Corporation | $17,451,008 | 2023 |
| Intellisurvey 401(K) Plan | Intellisurvey, Inc. | $14,730,642 | 2023 |
| Head & Neck Associates Of Orange County 401(K) Plan | Head And Neck Associates Of Orange County, Inc. | $12,511,994 | 2023 |
| Worldwide Restaurant Concepts 401(K) Savings Plan And Trust | Sizzler Usa Restaurants, Inc. | $8,947,170 | 2023 |
| Total Vision LLC 401(K) Plan | Total Vision LLC | $6,680,058 | 2023 |
| Nahs Employee Stock Ownership Plan | Nahs Holding, Inc. | $6,660,000 | 2023 |
| Hr Suite, LLC Dba Nexus Hr Services Retirement Savings Plan | Hr Suite, LLC Dba Nexus Hr Services | $3,731,859 | 2023 |
| Richard Claveria, M.D., A P.C. Pension Plan | Richard Claveria, M.D., A P.C. | $3,135,947 | 2023 |
| Madison Creek Partners 401(K) Plan | Madison Creek Partners | $3,013,435 | 2023 |
| Fmn Esop | Financial Management Network, Inc. | $2,352,040 | 2023 |
| South Coast Children'S Society, Inc. 401(K) Plan | South Coast Children'S Society, Inc. | $2,093,500 | 2023 |
| 403(B) Thrift Plan For Employees Of Heritage Pointe | Heritage Pointe | $1,778,475 | 2023 |
| Rep Services, Inc. Of California Profit Sharing Plan | Rep Services, Inc. Of California | $1,481,384 | 2023 |
| Brian R. Toy, Md 401(K) Plan | Brian R. Toy, Md | $1,361,881 | 2023 |
| Rep Services, Inc. Of California Money Purchase Plan | Rep Services, Inc. Of California | $955,644 | 2023 |
| Thomas J. Wolf, Cfp 401(K) Profit Sharing Plan | Thomas J. Wolf, Cfp | $868,362 | 2023 |
| Ke'Elelena, Inc. 401k Profit Sharing Plan | Ke'Elelena, Inc. | $820,077 | 2023 |
| Alex Michelson Md Inc 401k Plan U/A Dtd 08/20/2001 | Alex Michelson Md Inc | $789,859 | 2023 |
| Mgm2 Corp. 401(K) Plan | Mgm2 Corp. | $449,880 | 2023 |
| Unboundspark Holdings Corp 401(K) Plan | Unboundspark Holdings Corp | $444,958 | 2023 |
Largest plans in Mission Viejo → · Mission Viejo plans by participants → · Mission Viejo plans with financial data → · Mission Viejo plans with provider compensation → · $1B+ plans in Mission Viejo →
Related Form 5500 pages
- All CA Form 5500 filings
- Mission Internal Medical Group Amended Profit Sharing 401(K) Plan (plan 002)
- Mission Internal Medical Group, Inc — all reported plans
- Kp3 Endeavors, Inc. Employee Stock Ownership Plan (plan 001)
- Kp3 Endeavors, Inc. — all reported plans
- National Underground Group 401(K) Savings Plan (plan 001)
- National Underground Group, Inc. — all reported plans
- North American Client Services, Inc. 401(K) Plan (plan 001)
- North American Client Services, Inc. — all reported plans
- Charles Abbott Associates, Inc. 401(K) Profit Sharing Plan (plan 001)
- Charles Abbott Associates, Inc. — all reported plans
- Canus Corporation 401(K) Profit Sharing Plan (plan 001)
- Canus Corporation — all reported plans
- Intellisurvey 401(K) Plan (plan 001)
- Intellisurvey, Inc. — all reported plans
- Head & Neck Associates Of Orange County 401(K) Plan (plan 003)
- Head And Neck Associates Of Orange County, Inc. — all reported plans
- Worldwide Restaurant Concepts 401(K) Savings Plan And Trust (plan 001)
- Sizzler Usa Restaurants, Inc. — all reported plans
- Total Vision LLC 401(K) Plan (plan 001)
- Total Vision LLC — all reported plans
- Nahs Employee Stock Ownership Plan (plan 002)
- Nahs Holding, Inc. — all reported plans
- Hr Suite, LLC Dba Nexus Hr Services Retirement Savings Plan (plan 001)
- Hr Suite, LLC Dba Nexus Hr Services — all reported plans
- Richard Claveria, M.D., A P.C. Pension Plan (plan 003)
- Richard Claveria, M.D., A P.C. — all reported plans
- Madison Creek Partners 401(K) Plan (plan 001)
- Madison Creek Partners — all reported plans
- Fmn Esop (plan 002)
- Financial Management Network, Inc. — all reported plans
- Methodology
- Data sources