Orange, 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, Orange, CA has 136 loaded benefit plan(s) reported by 99 plan sponsor(s), with $3,127,507,283 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 136
- Plan sponsors
- 99
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $3,127,507,283
- Total reported liabilities (EOY)
- $137,210,354
- Total reported net assets (EOY)
- $2,990,296,929
Contributions & income
- Employer contributions
- $141,931,819
- Participant contributions
- $157,661,033
- Total income / additions
- $767,158,813
Expenses & distributions
- Benefits paid / distributions
- $246,119,824
- Total expenses
- $260,503,124
- Net increase / (decrease)
- $506,655,689
Coverage
- Total reported participants
- 97,349
- Plans with financial statements
- 91
- Plans with provider compensation
- 53
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Orange, 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 |
|---|---|---|---|
| Children'S Hospital Of Orange County Retirement Accumulation Plan | Children'S Hospital Of Orange County | $498,288,647 | 2023 |
| Airconditioning And Refrigeration Industry Retirement Trust Fund | Board Of Trustees, Airconditioning And Refrigeration | $337,239,119 | 2023 |
| Chapman University Tax Deferred Annuity (Tda) Retirement Plan | Chapman University | $269,171,942 | 2023 |
| Chapman University Defined Contribution Retirement Plan | Chapman University | $236,985,776 | 2023 |
| Airconditioning And Refrigeration Industry Defined Contribution Retirement Plan | Board Of Trustees, Airconditioning And Refrigeration | $208,608,247 | 2023 |
| Pediatric Subspecialty Faculty, Inc. 401(K) Profit Sharing Plan | Pediatric Subspecialty Faculty, Inc. | $161,783,421 | 2023 |
| Sa Recycling, LLC 401(K) Profit Sharing Plan | Sa Recycling, LLC | $160,673,388 | 2023 |
| Western Dental Services, Inc. 401(K) Plan | Western Dental Services, Inc. | $141,926,993 | 2023 |
| Toyota Of Orange 401(K) Plan And Trust | Toyota Of Orange, Inc. | $125,728,894 | 2023 |
| Letner Roofing Company Employee Stock Ownership Plan | Danny Letner, Inc. | $108,241,610 | 2023 |
| M S International, Inc. 401(K) Profit Sharing Plan | M S International, Inc. | $80,170,360 | 2023 |
| Word & Brown 401(K) Retirement Plan | Word & Brown Inc. Admin., Inc. | $79,900,381 | 2023 |
| Airconditioning And Refrigeration Industry Health And Welfare Trust Fund | Board Of Trustees, Airconditioning And Refrigeration | $72,549,563 | 2023 |
| Falck Usa, Inc. 401(K) Plan | Falck Usa, Inc. | $69,098,183 | 2023 |
| Alignment Healthcare Usa, LLC 401(K) Plan | Alignment Healthcare Usa, LLC | $45,361,898 | 2023 |
| The Raymond Group 401(K) Retirement Savings Plan | The Raymond Group | $43,949,848 | 2023 |
| The Statek Smart 401(K) Plan | Statek Corporation | $33,186,390 | 2023 |
| Orthopaedic Specialty Institute Medical Group 401(K) Profit Sharing Plan | Orthopaedic Specialty Institute Medical Group Of Orange County | $29,218,289 | 2023 |
| Architects Orange 401(K) Retirement Savings Plan | Architects Orange Llp, Dba Ao | $26,564,806 | 2023 |
| Employees' 401(K) Plan Of Dmg Corporation | Dmg Corporation | $26,189,597 | 2023 |
| Bapko Metal, Inc. Employee Stock Ownership Plan | Bapko Metal, Inc. | $26,126,000 | 2023 |
| Thomas Kinsey Llp 401k Profit Sharing Plan | Thomas Kinsey Llp | $25,919,555 | 2023 |
| Roth Staffing Companies, Lp 401(K) Plan | Roth Staffing Companies, Lp | $25,845,752 | 2023 |
| Western Pacific Distributing, LLC 401(K) Profit Sharing Plan | Western Pacific Distributing, LLC | $19,926,740 | 2023 |
| Megamex Foods, LLC 401(K) Plan | Megamex Foods LLC | $19,501,771 | 2023 |
Largest plans in Orange → · Orange plans by participants → · Orange plans with financial data → · Orange plans with provider compensation → · $1B+ plans in Orange →
Related Form 5500 pages
- All CA Form 5500 filings
- Children'S Hospital Of Orange County Retirement Accumulation Plan (plan 005)
- Children'S Hospital Of Orange County — all reported plans
- Airconditioning And Refrigeration Industry Retirement Trust Fund (plan 001)
- Board Of Trustees, Airconditioning And Refrigeration — all reported plans
- Chapman University Tax Deferred Annuity (Tda) Retirement Plan (plan 002)
- Chapman University — all reported plans
- Chapman University Defined Contribution Retirement Plan (plan 003)
- Airconditioning And Refrigeration Industry Defined Contribution Retirement Plan (plan 001)
- Board Of Trustees, Airconditioning And Refrigeration — all reported plans
- Pediatric Subspecialty Faculty, Inc. 401(K) Profit Sharing Plan (plan 001)
- Pediatric Subspecialty Faculty, Inc. — all reported plans
- Sa Recycling, LLC 401(K) Profit Sharing Plan (plan 001)
- Sa Recycling, LLC — all reported plans
- Western Dental Services, Inc. 401(K) Plan (plan 001)
- Western Dental Services, Inc. — all reported plans
- Toyota Of Orange 401(K) Plan And Trust (plan 002)
- Toyota Of Orange, Inc. — all reported plans
- Letner Roofing Company Employee Stock Ownership Plan (plan 002)
- Danny Letner, Inc. — all reported plans
- M S International, Inc. 401(K) Profit Sharing Plan (plan 003)
- M S International, Inc. — all reported plans
- Word & Brown 401(K) Retirement Plan (plan 001)
- Word & Brown Inc. Admin., Inc. — all reported plans
- Airconditioning And Refrigeration Industry Health And Welfare Trust Fund (plan 501)
- Board Of Trustees, Airconditioning And Refrigeration — all reported plans
- Falck Usa, Inc. 401(K) Plan (plan 001)
- Falck Usa, Inc. — all reported plans
- Alignment Healthcare Usa, LLC 401(K) Plan (plan 001)
- Alignment Healthcare Usa, LLC — all reported plans
- Methodology
- Data sources