Palmdale, 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, Palmdale, CA has 17 loaded benefit plan(s) reported by 14 plan sponsor(s), with $50,002,892 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
17
Plan sponsors
14
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$50,002,892
Total reported liabilities (EOY)
$9,454,771
Total reported net assets (EOY)
$40,548,121

Contributions & income

Employer contributions
$2,300,316
Participant contributions
$2,891,443
Total income / additions
$10,892,764

Expenses & distributions

Benefits paid / distributions
$4,953,128
Total expenses
$5,400,819
Net increase / (decrease)
$5,491,945

Coverage

Total reported participants
1,415
Plans with financial statements
15
Plans with provider compensation
3

Totals sum the latest loaded 2023 public Form 5500 filing per plan for Palmdale, 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 Palmdale, CA
PlanSponsorReported assets (EOY)Year
Food Express, Inc. 401(K) PlanFood Express, Inc.$18,561,8332023
West Pac-Stone Employee Retirement PlanWestern Pacific Roofing Corp$14,200,4722023
Valley Tumor Medical Group 401(K) Profit Sharing PlanValley Tumor Medical Group, A Medical Corporation$5,584,4232023
U.S. Pole Company, Inc. 401(K) Plan & TrustU.S. Pole Company, Inc.$3,631,5362023
Antelope Valley Nissan, Inc. Profit Sharing 401(K) PlanAntelope Valley Nissan, Inc.$2,550,8722023
U.S. Pole Company, Inc. Employee Stock Ownership PlanU.S. Pole Company, Inc.$1,749,1372023
Uaw Boeing North American Employee Involvement Training OrganizationUaw Boeing North American$1,420,4352023
Dr. Kamran Parsa, Inc. Profit Sharing PlanDr. Kamran Parsa Inc.$475,9122023
H5 Global Enterprise Incorporated 401k Profit Sharing PlanH5 Global Enterprise Incorporated$450,7912023
Av Auto Parts Inc. 401(K) PlanAv Auto Parts Inc.$429,4102023
Tras 401kT R A S, Inc.$352,5102023
Atrealty Inc 401(K) Profit Sharing Plan & TrustAtrealty Inc$235,1102023
Desilva Medical, Inc. Profit Sharing PlanDesilva Medical, Inc. Profit Sharing Plan$215,8392023
Gold Arrow Logistics, LLC 401(K) PlanGold Arrow Logistics, LLC$144,6122023
Rancho Santa Maria Retirement PlanRancho Santa Maria$02023
Group Long Term Disability, Life And Supplemental Life Plan For Employees Of U.S. PoleU.S. Pole Company, Inc.not reported in the loaded dataset2023
U.S. Pole Company, Inc.U.S. Pole Company, Inc.not reported in the loaded dataset2023

Related Form 5500 pages