Murrieta, 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, Murrieta, CA has 47 loaded benefit plan(s) reported by 41 plan sponsor(s), with $237,234,367 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 47
- Plan sponsors
- 41
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $237,234,367
- Total reported liabilities (EOY)
- $35,458,821
- Total reported net assets (EOY)
- $201,775,546
Contributions & income
- Employer contributions
- $11,056,288
- Participant contributions
- $19,118,047
- Total income / additions
- $70,040,572
Expenses & distributions
- Benefits paid / distributions
- $15,235,887
- Total expenses
- $16,372,543
- Net increase / (decrease)
- $53,668,029
Coverage
- Total reported participants
- 8,311
- Plans with financial statements
- 35
- Plans with provider compensation
- 8
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Murrieta, 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 |
|---|---|---|---|
| Cumming Management Group, Inc. 401(K) Plan-Ii | Cumming Management Group, Inc. | $108,227,609 | 2023 |
| Ktm North America Inc. 401(K) Profit Sharing Plan And Trust | Ktm North America, Inc. | $18,792,843 | 2023 |
| Nittobo America Inc. Savings Plan | Nittobo America, Inc. | $15,130,962 | 2023 |
| West Pak Avocado, Inc. Profit Sharing Plan | West Pak Avocado, Inc. | $12,653,187 | 2023 |
| The Contractors Retirement Plan | Jpi Development Group, Inc. | $9,706,840 | 2023 |
| Cpasitesolutions 401(K) Plan | Cpasitesolutions, Inc. | $9,367,554 | 2023 |
| The D/T Carson Enterprises Inc. Employees 401k Retirement Savings Plan | D/T Carson Enterprises Inc. | $8,396,206 | 2023 |
| D/T Carson Enterprises Employee Stock Ownership Plan | Carson Capital Corp. | $7,876,300 | 2023 |
| Medical Extrusion Technologies, Inc. Defined Benefit Plan | Medical Extrusion Technologies, Inc. | $6,900,331 | 2023 |
| Paul R. Earnhart, Inc. Retirement Plan | Paul R. Earnhart, Inc. | $6,703,449 | 2023 |
| Copan Diagnostics 401k Profit Sharing Plan & Trust | Copan Diagnostics, Inc. | $4,789,324 | 2023 |
| Oak Grove Institute Foundation, Inc. 401(K) Plan | Oak Grove Institute Foundation, Inc | $4,249,498 | 2023 |
| Rancho West Landscape, Inc. Employee Stock Ownership Plan | Rancho West Landscape, Inc. | $4,078,955 | 2023 |
| Temecula Valley Cardiology Medical Group, Inc. 401(K) Plan | Temecula Valley Cardiology Medical Group, Inc. | $3,069,372 | 2023 |
| Matrix Construction Services Employee Stock Ownership Plan | Dcc Companies Inc. | $2,670,544 | 2023 |
| Silvertrust Funding, Inc. 401(K) Profit Sharing Plan | Silvertrust Funding, Inc. | $2,490,416 | 2023 |
| Hoyt Dental 401(K) Profit Sharing Plan | Larry Hoyt, Dds, A Professional Corporation | $2,178,844 | 2023 |
| Marshman Construction, Inc. Profit Sharing Plan | Marshman Construction, Inc. | $1,935,524 | 2023 |
| Orthopaedic Associates 401(K) Profit Sharing Plan & Trust | Orthopaedic Associates | $1,804,647 | 2023 |
| Deanza Termite & Pest Control, Inc. 401(K) Profit Sharing Plan | Deanza Termite & Pest Control, Inc. | $1,394,448 | 2023 |
| Miles Preservation, LLC 401(K) Profit Sharing Plan & Trust | Miles Preservation, Inc. | $1,028,407 | 2023 |
| Pd'S Rnb Enterprises, Inc. Profit Sharing Plan | Pd'S Rnb Enterprises, Inc. | $921,126 | 2023 |
| Ranpac, Inc. 401(K) Plan | Trans-Pacific Consultants, Inc. | $755,480 | 2023 |
| Ms Ventures Co. 401(K) Profit Sharing Plan | Ms Ventures Co. | $577,594 | 2023 |
| Quality Mechanical Insulation, Inc. Retirement Plan | Quality Mechanical Insulation, Inc. | $505,053 | 2023 |
Largest plans in Murrieta → · Murrieta plans by participants → · Murrieta plans with financial data → · Murrieta plans with provider compensation → · $1B+ plans in Murrieta →
Related Form 5500 pages
- All CA Form 5500 filings
- Cumming Management Group, Inc. 401(K) Plan-Ii (plan 002)
- Cumming Management Group, Inc. — all reported plans
- Ktm North America Inc. 401(K) Profit Sharing Plan And Trust (plan 001)
- Ktm North America, Inc. — all reported plans
- Nittobo America Inc. Savings Plan (plan 002)
- Nittobo America, Inc. — all reported plans
- West Pak Avocado, Inc. Profit Sharing Plan (plan 002)
- West Pak Avocado, Inc. — all reported plans
- The Contractors Retirement Plan (plan 001)
- Jpi Development Group, Inc. — all reported plans
- Cpasitesolutions 401(K) Plan (plan 001)
- Cpasitesolutions, Inc. — all reported plans
- The D/T Carson Enterprises Inc. Employees 401k Retirement Savings Plan (plan 001)
- D/T Carson Enterprises Inc. — all reported plans
- D/T Carson Enterprises Employee Stock Ownership Plan (plan 002)
- Carson Capital Corp. — all reported plans
- Medical Extrusion Technologies, Inc. Defined Benefit Plan (plan 002)
- Medical Extrusion Technologies, Inc. — all reported plans
- Paul R. Earnhart, Inc. Retirement Plan (plan 003)
- Paul R. Earnhart, Inc. — all reported plans
- Copan Diagnostics 401k Profit Sharing Plan & Trust (plan 001)
- Copan Diagnostics, Inc. — all reported plans
- Oak Grove Institute Foundation, Inc. 401(K) Plan (plan 002)
- Oak Grove Institute Foundation, Inc — all reported plans
- Rancho West Landscape, Inc. Employee Stock Ownership Plan (plan 002)
- Rancho West Landscape, Inc. — all reported plans
- Temecula Valley Cardiology Medical Group, Inc. 401(K) Plan (plan 001)
- Temecula Valley Cardiology Medical Group, Inc. — all reported plans
- Matrix Construction Services Employee Stock Ownership Plan (plan 002)
- Dcc Companies Inc. — all reported plans
- Methodology
- Data sources