Oceanside, 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, Oceanside, CA has 47 loaded benefit plan(s) reported by 37 plan sponsor(s), with $199,857,273 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
- 37
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $199,857,273
- Total reported liabilities (EOY)
- $12,315,549
- Total reported net assets (EOY)
- $187,541,724
Contributions & income
- Employer contributions
- $17,735,185
- Participant contributions
- $13,462,140
- Total income / additions
- $60,542,375
Expenses & distributions
- Benefits paid / distributions
- $23,138,975
- Total expenses
- $24,958,058
- Net increase / (decrease)
- $35,584,317
Coverage
- Total reported participants
- 38,129
- Plans with financial statements
- 35
- Plans with provider compensation
- 14
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Oceanside, 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 |
|---|---|---|---|
| Monterey Financial Services, LLC Profit Sharing Plan And Trust | Monterey Financial Services, LLC | $35,700,104 | 2023 |
| Car Sound Exhaust System, Inc. 401(K) Profit Sharing Plan | Car Sound Exhaust System, Inc. | $33,994,902 | 2023 |
| Frontwave Credit Union Retirement Plan | Frontwave Credit Union | $27,676,925 | 2023 |
| Kellermeyer Bergensons Services Savings & Protection Plan | Kellermeyer Bergensons Services, LLC | $20,820,445 | 2023 |
| Association Of Economic Collaboration And Growth Multiple Employer Retirement Plan | Association Of Economic Collaboration And Growth | $11,930,931 | 2023 |
| Monterey Financial Services, LLC 401(K) Plan And Trust | Monterey Financial Services, LLC | $10,410,688 | 2023 |
| Nanostone Water, Inc. 401(K) Plan | Nanostone Water, Inc. | $7,445,947 | 2023 |
| Suja 401(K) Plan | Suja Life, LLC | $6,510,528 | 2023 |
| Mc Painting 401(K) Plan | Mc Painting | $6,335,178 | 2023 |
| Usp Group, Inc. 401(K) Employee Stock Ownership Plan | Usp Group, Inc. | $4,975,742 | 2023 |
| Ocean'S Eleven Casino 401(K) Plan | Ocean'S Eleven Casino | $4,906,853 | 2023 |
| Hobie Cat Company Ii 401k Plan | Hobie Cat Company Ii, LLC | $4,652,788 | 2023 |
| B.M.W. Precision Machining, Inc. Employee Stock Ownership Plan | B.M.W. Precision Machining, Inc. | $3,607,265 | 2023 |
| 403(B) Thrift Plan Of T. E. R. I., Inc. | T. E. R. I., Inc. | $3,521,181 | 2023 |
| Pryor Products, Inc. Profit Sharing Plan | Pryor Products, Inc. | $2,569,827 | 2023 |
| Olli Salumeria Americana LLC 401(K) Plan | Olli Salumeria Americana LLC | $2,463,407 | 2023 |
| Enviremedial Services, Inc. Employee Stock Ownership Plan And Trust | Enviremedial Services, Inc. | $1,890,163 | 2023 |
| Pal Services Inc. 401(K) Plan | Pal Services Inc. | $1,374,446 | 2023 |
| Restaurant Industry Health & Welfare Trust Fund | Peg Lion, LLC | $1,350,901 | 2023 |
| Kinetic Composites, Inc. Defined Benefit Pension Plan | Kinetic Composites, Inc. | $1,136,900 | 2023 |
| Stellar Solar 401(K) Plan | Tmag Industries Inc | $1,004,933 | 2023 |
| Cs Tech Us 401(K) Profit Sharing Plan | Cs Tech Us | $990,561 | 2023 |
| Qualicare (Family Homecare) - North San Diego County, Inc. 401(K) Plan | Qualicare (Family Homecare) - North San Diego County, Inc. | $755,739 | 2023 |
| Vasquez Dental Corporation Cash Balance Plan | Vasquez Dental Corporation | $727,481 | 2023 |
| Vasquez Dental Corporation 401(K) Profit Sharing Plan | Vasquez Dental Corporation | $546,316 | 2023 |
Largest plans in Oceanside → · Oceanside plans by participants → · Oceanside plans with financial data → · Oceanside plans with provider compensation → · $1B+ plans in Oceanside →
Related Form 5500 pages
- All CA Form 5500 filings
- Monterey Financial Services, LLC Profit Sharing Plan And Trust (plan 001)
- Monterey Financial Services, LLC — all reported plans
- Car Sound Exhaust System, Inc. 401(K) Profit Sharing Plan (plan 003)
- Car Sound Exhaust System, Inc. — all reported plans
- Frontwave Credit Union Retirement Plan (plan 002)
- Frontwave Credit Union — all reported plans
- Kellermeyer Bergensons Services Savings & Protection Plan (plan 002)
- Kellermeyer Bergensons Services, LLC — all reported plans
- Association Of Economic Collaboration And Growth Multiple Employer Retirement Plan (plan 001)
- Association Of Economic Collaboration And Growth — all reported plans
- Monterey Financial Services, LLC 401(K) Plan And Trust (plan 003)
- Nanostone Water, Inc. 401(K) Plan (plan 001)
- Nanostone Water, Inc. — all reported plans
- Suja 401(K) Plan (plan 001)
- Suja Life, LLC — all reported plans
- Mc Painting 401(K) Plan (plan 001)
- Mc Painting — all reported plans
- Usp Group, Inc. 401(K) Employee Stock Ownership Plan (plan 001)
- Usp Group, Inc. — all reported plans
- Ocean'S Eleven Casino 401(K) Plan (plan 001)
- Ocean'S Eleven Casino — all reported plans
- Hobie Cat Company Ii 401k Plan (plan 001)
- Hobie Cat Company Ii, LLC — all reported plans
- B.M.W. Precision Machining, Inc. Employee Stock Ownership Plan (plan 002)
- B.M.W. Precision Machining, Inc. — all reported plans
- 403(B) Thrift Plan Of T. E. R. I., Inc. (plan 002)
- T. E. R. I., Inc. — all reported plans
- Pryor Products, Inc. Profit Sharing Plan (plan 004)
- Pryor Products, Inc. — all reported plans
- Methodology
- Data sources