Northridge, 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, Northridge, CA has 37 loaded benefit plan(s) reported by 30 plan sponsor(s), with $361,371,805 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
37
Plan sponsors
30
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$361,371,805
Total reported liabilities (EOY)
$115,587,570
Total reported net assets (EOY)
$306,662,546

Contributions & income

Employer contributions
$23,346,521
Participant contributions
$9,906,151
Total income / additions
$97,475,199

Expenses & distributions

Benefits paid / distributions
$39,357,184
Total expenses
$41,519,201
Net increase / (decrease)
$55,955,998

Coverage

Total reported participants
9,374
Plans with financial statements
32
Plans with provider compensation
7

Totals sum the latest loaded 2023 public Form 5500 filing per plan for Northridge, 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

Largest loaded plans in Northridge, CA
PlanSponsorReported assets (EOY)Year
Arete Associates 401(K) Profit Sharing PlanArete Associates$170,798,7292023
Arete Associates Employee Stock Ownership PlanArete Associates, Inc.$69,341,1762023
Child & Family Guidance Center 401(K) Retirement Savings Plan And TrustChild & Family Guidance Center$25,819,6172023
The University Corporation 403(B) PlanThe University Corporation$13,768,7832023
Rydell Automotive Group 401(K) PlanSan Fernando Valley Automotive, LLC$11,566,7422023
Csc Employee Stock Ownership PlanEvent Services Of America, Inc.$11,394,6472023
Csc 401(K) PlanContemporary Services Corporation$10,469,7572023
Craig Schauer, Cpa Profit Sharing PlanCraig Schauer, Cpa$8,123,3242023
Teutonic Holdings, LLC 401(K) PlanTeutonic Holdings, LLC$7,088,4212023
Sohan L. Dua M.D., Inc. Kiran Dua M.D., Asp Defined Benefit Pension PlanSohan L. Dua, M.D., F.A.C.P., A Medical Corporation$4,527,3662023
Prism Management Company Inc Profit Sharing PlanPrism Management Company Inc$3,758,0662023
Northwest Excavating, Inc. 401(K) PlanNorthwest Excavating, Inc.$3,272,6552023
Royal Hydraulics, Inc. Profit Sharing PlanRoyal Hydraulics, Inc.$2,904,7182023
Krowne Cpas 401(K) Profit Sharing PlanKrowne Certified Public Accountants$2,896,9642023
Lawrence Osman, M.D. 401(K) Profit Sharing PlanLawrence Osman, M.D., Pc$2,820,2132023
Dr. Ravi Gupta, Inc. Pension PlanDr. Ravi Gupta, Inc.$2,559,9572023
Rebecca Lee Dds A Dental Corp Profit Sharing PlanRebecca Lee Dds A Dental Corp$1,977,4602023
Jason Pair Professional Corp Profit Sharing PlanJason Pair Professional Corp$1,955,7732023
Roger Joe, D.D.S. Retirement PlanRoger W.K. Joe, Dds, Inc.$1,806,8242023
Lloyd Design Corporation Employee Stock Ownership PlanLloyd Design Corp Dba Lloyd Mats$793,0712023
Rebecca Lee Dds A Dental Corp Defined Benefit Pension PlanRebecca Lee Dds A Dental Corp$747,1662023
Mid Valley Dental Care - Northridge Cash Balance Pension PlanMid Valley Dental Care - Northridge$730,2242023
Egravitas LLC 401k Profit Sharing PlanEgravitas LLC$601,2102023
Young La Profit Sharing Plan And TrustYoung La$517,3792023
Threlkel & Company Profit Sharing PlanThrelkel & Company$377,4142023

Related Form 5500 pages