Oakdale, 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, Oakdale, CA has 13 loaded benefit plan(s) reported by 10 plan sponsor(s), with $126,953,637 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 13
- Plan sponsors
- 10
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $126,953,637
- Total reported liabilities (EOY)
- $53,410
- Total reported net assets (EOY)
- $126,900,227
Contributions & income
- Employer contributions
- $2,440,636
- Participant contributions
- $3,926,781
- Total income / additions
- $28,407,822
Expenses & distributions
- Benefits paid / distributions
- $9,333,019
- Total expenses
- $9,651,205
- Net increase / (decrease)
- $18,756,617
Coverage
- Total reported participants
- 2,125
- Plans with financial statements
- 9
- Plans with provider compensation
- 5
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Oakdale, 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 |
|---|---|---|---|
| Oak Valley Community Bank 401(K) Profit Sharing Plan | Oak Valley Community Bank | $33,108,339 | 2023 |
| A. L. Gilbert Company Profit Sharing & Retirement Plan | A.L. Gilbert Company | $31,647,378 | 2023 |
| Mid-Valley Agricultural Services, Inc. 401k Profit Sharing Plan And Trust | Mid-Valley Agricultural Services, Inc. | $30,730,423 | 2023 |
| Gilton Solid Waste Management, Inc. Profit Sharing 401(K) Plan | Gilton Solid Waste Management, Inc. | $29,003,242 | 2023 |
| Schieffer Electric, Inc. Profit Sharing Plan | Schieffer Electric, Inc. | $1,548,684 | 2023 |
| Kenneth E. Boone Wealth Management Profit Sharing Plan | Kenneth E. Boone Wealth Management | $260,253 | 2023 |
| Kenneth E. Boone Wealth Management Profit Sharing Plan | Kenneth E. Boone Wealth Management, LLC | $260,253 | 2023 |
| Jaelliot Professional Services, Inc. 401k Profit Sharing Plan | Jaelliot Professional Services, Inc. | $240,958 | 2023 |
| California Healthy Vending Inc. 401(K) Plan | California Healthy Vending Inc. | $154,107 | 2023 |
| Mid Valley Health Plan | Mid Valley Agricultural Services, Inc. | not reported in the loaded dataset | 2023 |
| Oak Valley Community Bank Group Medical, Dental, Long Term Care & Life Plans | Oak Valley Community Bank | not reported in the loaded dataset | 2023 |
| Group Term Life, Accidental Death & Dismemberment, Dependent Life Plan, Health And Vision | Gilton Solid Waste Managment Inc. | not reported in the loaded dataset | 2023 |
| A.L. Gilbert Health And Welfare Plan | A.L. Gilbert Co. | not reported in the loaded dataset | 2023 |
Largest plans in Oakdale → · Oakdale plans by participants → · Oakdale plans with financial data → · Oakdale plans with provider compensation → · $1B+ plans in Oakdale →
Related Form 5500 pages
- All CA Form 5500 filings
- Oak Valley Community Bank 401(K) Profit Sharing Plan (plan 001)
- Oak Valley Community Bank — all reported plans
- A. L. Gilbert Company Profit Sharing & Retirement Plan (plan 001)
- A.L. Gilbert Company — all reported plans
- Mid-Valley Agricultural Services, Inc. 401k Profit Sharing Plan And Trust (plan 001)
- Mid-Valley Agricultural Services, Inc. — all reported plans
- Gilton Solid Waste Management, Inc. Profit Sharing 401(K) Plan (plan 001)
- Gilton Solid Waste Management, Inc. — all reported plans
- Schieffer Electric, Inc. Profit Sharing Plan (plan 002)
- Schieffer Electric, Inc. — all reported plans
- Kenneth E. Boone Wealth Management Profit Sharing Plan (plan 002)
- Kenneth E. Boone Wealth Management — all reported plans
- Kenneth E. Boone Wealth Management Profit Sharing Plan (plan 002)
- Kenneth E. Boone Wealth Management, LLC — all reported plans
- Jaelliot Professional Services, Inc. 401k Profit Sharing Plan (plan 001)
- Jaelliot Professional Services, Inc. — all reported plans
- California Healthy Vending Inc. 401(K) Plan (plan 001)
- California Healthy Vending Inc. — all reported plans
- Mid Valley Health Plan (plan 501)
- Mid Valley Agricultural Services, Inc. — all reported plans
- Oak Valley Community Bank Group Medical, Dental, Long Term Care & Life Plans (plan 501)
- Group Term Life, Accidental Death & Dismemberment, Dependent Life Plan, Health And Vision (plan 501)
- A.L. Gilbert Health And Welfare Plan (plan 501)
- Methodology
- Data sources