Montebello, 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, Montebello, CA has 31 loaded benefit plan(s) reported by 19 plan sponsor(s), with $177,527,453 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 31
- Plan sponsors
- 19
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $177,527,453
- Total reported liabilities (EOY)
- $0
- Total reported net assets (EOY)
- $177,527,453
Contributions & income
- Employer contributions
- $4,063,909
- Participant contributions
- $12,106,760
- Total income / additions
- $39,461,587
Expenses & distributions
- Benefits paid / distributions
- $18,826,842
- Total expenses
- $20,495,689
- Net increase / (decrease)
- $18,965,898
Coverage
- Total reported participants
- 9,019
- Plans with financial statements
- 19
- Plans with provider compensation
- 10
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Montebello, 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 |
|---|---|---|---|
| Inland Kenworth, Inc. Employees' 401(K) Plan | Inland Kenworth (Us) Inc. And Inland Lease & Rental Inc. | $42,364,486 | 2023 |
| Beverly Hospital Matching Savings Plan | Beverly Hospital | $40,958,335 | 2023 |
| The Maof 403(B) Plan | Mexican American Opportunity Foundation | $23,789,254 | 2023 |
| Beverly Hospital Employees' Retirement Plan | Beverly Hospital | $16,159,378 | 2023 |
| All Access Apparel, Inc. 401(K) Retirement Plan | All Access Apparel, Inc. | $7,363,338 | 2023 |
| Monarch Litho, Inc. Profit Sharing 401(K) Plan & Trust | Monarch Litho, Inc. | $7,239,830 | 2023 |
| The Komar Alliance LLC. 401k Plan | Komar Alliance LLC. | $5,960,739 | 2023 |
| Allied Feather & Down Corporation 401(K) Plan And Trust | Allied Feather & Down Corporation | $5,311,393 | 2023 |
| Jaw J. Wang, M.D., Inc. Profit Sharing Plan | Jaw J. Wang, M.D., Inc. | $5,081,893 | 2023 |
| Le Chef Bakery 401(K) Plan And Trust | Le Pafe, Inc, Dba Le Chef Bakery | $5,061,477 | 2023 |
| I.A. Khan, M.D., Inc. Defined Benefit Pension Plan | I.A. Khan, M.D., Inc. | $4,602,782 | 2023 |
| Katzkin Leather Inc. Employees 401k Plan | Katzkin Leather Inc. | $4,048,833 | 2023 |
| White Arrow 401(K) & Ps Plan | White Arrow, Inc. | $3,867,486 | 2023 |
| I.A. Khan, M.D., Inc. Profit Sharing Plan | I.A. Khan, M.D., Inc. | $3,147,353 | 2023 |
| Law Offices Of Ryan & Associates 401k Profit Sharing Plan | Law Offices Of Ryan & Associates | $1,500,692 | 2023 |
| Royal Paper Box Co. Employees Welfare Benefit Plan And Trust | Royal Paper Box Co. Of California | $581,066 | 2023 |
| Dennis-Duke R Yamashita, Dds Profit Sharing Plan | Dennis-Duke R Yamashita, Dds | $436,824 | 2023 |
| Rgesaah Inc. 401(K) Plan | Rgesaah Inc. | $26,942 | 2023 |
| Desert Brothers Craft 401(K) Plan | Desert Brothers Craft | $25,352 | 2023 |
| 2253 Apparel LLC Health And Welfare Plan | 2253 Apparel LLC | not reported in the loaded dataset | 2023 |
| Katzkin Leather, Inc. Medical Benefit Plan | Katzkin Leather, Inc. | not reported in the loaded dataset | 2023 |
| Unix Packaging, LLC Wrap Benefit Plan | Unix Packaging, LLC | not reported in the loaded dataset | 2023 |
| Inland Kenworth Welfare Benefits Plan | Inland Kenworth | not reported in the loaded dataset | 2023 |
| Beverly Hospital Group Life Insurance Plan | Beverly Hospital | not reported in the loaded dataset | 2023 |
| Beverly Hospital Group Dental Care Benefit Plan | Beverly Hospital | not reported in the loaded dataset | 2023 |
Largest plans in Montebello → · Montebello plans by participants → · Montebello plans with financial data → · Montebello plans with provider compensation → · $1B+ plans in Montebello →
Related Form 5500 pages
- All CA Form 5500 filings
- Inland Kenworth, Inc. Employees' 401(K) Plan (plan 002)
- Inland Kenworth (Us) Inc. And Inland Lease & Rental Inc. — all reported plans
- Beverly Hospital Matching Savings Plan (plan 003)
- Beverly Hospital — all reported plans
- The Maof 403(B) Plan (plan 001)
- Mexican American Opportunity Foundation — all reported plans
- Beverly Hospital Employees' Retirement Plan (plan 002)
- All Access Apparel, Inc. 401(K) Retirement Plan (plan 001)
- All Access Apparel, Inc. — all reported plans
- Monarch Litho, Inc. Profit Sharing 401(K) Plan & Trust (plan 001)
- Monarch Litho, Inc. — all reported plans
- The Komar Alliance LLC. 401k Plan (plan 001)
- Komar Alliance LLC. — all reported plans
- Allied Feather & Down Corporation 401(K) Plan And Trust (plan 001)
- Allied Feather & Down Corporation — all reported plans
- Jaw J. Wang, M.D., Inc. Profit Sharing Plan (plan 002)
- Jaw J. Wang, M.D., Inc. — all reported plans
- Le Chef Bakery 401(K) Plan And Trust (plan 001)
- Le Pafe, Inc, Dba Le Chef Bakery — all reported plans
- I.A. Khan, M.D., Inc. Defined Benefit Pension Plan (plan 003)
- I.A. Khan, M.D., Inc. — all reported plans
- Katzkin Leather Inc. Employees 401k Plan (plan 001)
- Katzkin Leather Inc. — all reported plans
- White Arrow 401(K) & Ps Plan (plan 001)
- White Arrow, Inc. — all reported plans
- I.A. Khan, M.D., Inc. Profit Sharing Plan (plan 002)
- Law Offices Of Ryan & Associates 401k Profit Sharing Plan (plan 001)
- Law Offices Of Ryan & Associates — all reported plans
- Methodology
- Data sources