Pacoima, 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, Pacoima, CA has 11 loaded benefit plan(s) reported by 9 plan sponsor(s), with $34,925,861 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 11
- Plan sponsors
- 9
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $34,925,861
- Total reported liabilities (EOY)
- $0
- Total reported net assets (EOY)
- $34,925,861
Contributions & income
- Employer contributions
- $869,792
- Participant contributions
- $2,619,132
- Total income / additions
- $11,759,713
Expenses & distributions
- Benefits paid / distributions
- $10,838,006
- Total expenses
- $11,152,713
- Net increase / (decrease)
- $607,000
Coverage
- Total reported participants
- 5,012
- Plans with financial statements
- 7
- Plans with provider compensation
- 6
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Pacoima, 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 |
|---|---|---|---|
| Moc Products Company, Inc. 401(K) Profit Sharing Plan | Moc Products Company, Inc. | $11,107,227 | 2023 |
| Timely Industries 401(K) Plan | Sds Industries, Inc. D/B/A Timel | $7,806,280 | 2023 |
| Hillview Mental Health Center, Inc. 401(K) Defined Contribution Plan | Hillview Mental Health Center, Inc. | $4,599,990 | 2023 |
| Vallarta Supermarkets Retirement Plan | Vallarta Supermarkets | $4,255,983 | 2023 |
| Phillips Plywood Co., Inc. 401(K) Plan | Phillips Plywood Co. | $3,675,699 | 2023 |
| Forma Brands 401(K) Plan | Forma Brands, LLC | $3,480,381 | 2023 |
| Morphe, LLC 401(K) Plan | Morphe, LLC | $301 | 2023 |
| Gonzalez Management Company, Inc. Dba Vallarta Supermarkets Employee Benefit Plan | Gonzalez Management Company, Inc. | not reported in the loaded dataset | 2023 |
| Forma Brands LLC Wrap Plan | Forma Brands, LLC | not reported in the loaded dataset | 2023 |
| Timely Industries Medical Plan | Timely Industries | not reported in the loaded dataset | 2023 |
| Sdi Industries, Inc. | Sdi Industries, Inc. | not reported in the loaded dataset | 2023 |
Largest plans in Pacoima → · Pacoima plans by participants → · Pacoima plans with financial data → · Pacoima plans with provider compensation → · $1B+ plans in Pacoima →
Related Form 5500 pages
- All CA Form 5500 filings
- Moc Products Company, Inc. 401(K) Profit Sharing Plan (plan 001)
- Moc Products Company, Inc. — all reported plans
- Timely Industries 401(K) Plan (plan 001)
- Sds Industries, Inc. D/B/A Timel — all reported plans
- Hillview Mental Health Center, Inc. 401(K) Defined Contribution Plan (plan 005)
- Hillview Mental Health Center, Inc. — all reported plans
- Vallarta Supermarkets Retirement Plan (plan 001)
- Vallarta Supermarkets — all reported plans
- Phillips Plywood Co., Inc. 401(K) Plan (plan 001)
- Phillips Plywood Co. — all reported plans
- Forma Brands 401(K) Plan (plan 001)
- Forma Brands, LLC — all reported plans
- Morphe, LLC 401(K) Plan (plan 001)
- Morphe, LLC — all reported plans
- Gonzalez Management Company, Inc. Dba Vallarta Supermarkets Employee Benefit Plan (plan 501)
- Gonzalez Management Company, Inc. — all reported plans
- Forma Brands LLC Wrap Plan (plan 501)
- Timely Industries Medical Plan (plan 504)
- Sdi Industries, Inc. (plan 501)
- Sdi Industries, Inc. — all reported plans
- Methodology
- Data sources