Paso Robles, 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, Paso Robles, CA has 26 loaded benefit plan(s) reported by 21 plan sponsor(s), with $115,534,934 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 26
- Plan sponsors
- 21
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $115,534,934
- Total reported liabilities (EOY)
- $795,187
- Total reported net assets (EOY)
- $114,739,747
Contributions & income
- Employer contributions
- $7,279,435
- Participant contributions
- $9,532,381
- Total income / additions
- $34,292,341
Expenses & distributions
- Benefits paid / distributions
- $10,932,023
- Total expenses
- $12,000,951
- Net increase / (decrease)
- $22,291,390
Coverage
- Total reported participants
- 7,010
- Plans with financial statements
- 20
- Plans with provider compensation
- 7
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Paso Robles, 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 |
|---|---|---|---|
| Pearce Services, LLC 401(K) Profit Sharing Plan | Pearce Services, LLC | $25,221,458 | 2023 |
| Firestone Walker, Inc. 401(K) Profit Sharing Plan | Firestone Walker, Inc. Dba Firestone Walker Brewing Co. | $23,661,351 | 2023 |
| Mge Underground, Inc. 401k Plan | Mge Underground, Inc. | $14,553,249 | 2023 |
| Kings Oil Tools, Inc. 401(K) Profit Sharing Plan | Kings Oil Tools, Inc. | $10,820,776 | 2023 |
| Daou Vineyards, LLC. 401(K) Plan | Daou Vineyards, LLC. | $5,949,836 | 2023 |
| Black Oaks, Inc. & Black'S Hatchery & Turkey Farm, Inc. Profit Sharing Plan | Black Oaks, Inc. | $5,657,368 | 2023 |
| Clark Company 401(K) Profit Sharing Plan | Clark Land Company | $5,269,350 | 2023 |
| Paso Robles Waste Disposal, Inc. Profit Sharing Plan | Paso Robles Waste Disposal, Inc. | $4,297,663 | 2023 |
| Halter Winery, LLC Retirement Plan | Halter Winery, LLC | $4,032,405 | 2023 |
| Idler'S, Inc. 401(K) Profit Sharing Plan | Idler'S, Inc. | $3,433,166 | 2023 |
| Re/Max Parkside Real Estate 401(K) Profit Sharing Plan | Rca Properties, Inc. Dba Re/Max Parkside Real Estate | $2,121,710 | 2023 |
| Kd Capital Mortgage Corporation 401(K) Profit Sharing Plan | Kd Capital Mortgage Corporation | $1,929,658 | 2023 |
| Althouse And Meade, Inc. Employee Stock Ownership Plan | Althouse And Meade, Inc. | $1,863,781 | 2023 |
| Rspn Retirement Plan | Regenerative Spine Pain And Neuropathy Centers Inc | $1,554,329 | 2023 |
| North Coast Engineering, Inc 401(K) Plan | North Coast Engineering Inc | $1,357,562 | 2023 |
| Valley Capital Inc. 401(K) Plan | Valley Capital Inc. | $1,212,248 | 2023 |
| Bloxcart Hospitality Group Retirement Plan | Bloxcart Hospitality Group | $999,488 | 2023 |
| 350 Cuerno Largo Corporation 401(K) Plan | 350 Cuerno Largo Corporation | $982,572 | 2023 |
| Jacobsma And Associates 401(K) Profit Sharing Plan | Jacobsma And Associates | $611,998 | 2023 |
| Hood Wine Company Retirement Plan | Hood Wine Company | $4,966 | 2023 |
| Daou Vineyards, LLC Welfare Benefit Plan | Daou Vineyards, LLC | not reported in the loaded dataset | 2023 |
| Associated Construction And Engineering, Inc. Health And Welfare Benefits Plan | Associated Construction And Engineering, Inc. | not reported in the loaded dataset | 2023 |
| Pearce Services, LLC Health And Welfare Benefit Plan | Pearce Services, LLC | not reported in the loaded dataset | 2023 |
| Mge Underground, Inc. Welfare Benefit Plan | Mge Underground, Inc. | not reported in the loaded dataset | 2023 |
| Firestone Walker Brewing Co. Welfare Benefits Plan | Firestone Walker Inc | not reported in the loaded dataset | 2023 |
Largest plans in Paso Robles → · Paso Robles plans by participants → · Paso Robles plans with financial data → · Paso Robles plans with provider compensation → · $1B+ plans in Paso Robles →
Related Form 5500 pages
- All CA Form 5500 filings
- Pearce Services, LLC 401(K) Profit Sharing Plan (plan 001)
- Pearce Services, LLC — all reported plans
- Firestone Walker, Inc. 401(K) Profit Sharing Plan (plan 001)
- Firestone Walker, Inc. Dba Firestone Walker Brewing Co. — all reported plans
- Mge Underground, Inc. 401k Plan (plan 001)
- Mge Underground, Inc. — all reported plans
- Kings Oil Tools, Inc. 401(K) Profit Sharing Plan (plan 001)
- Kings Oil Tools, Inc. — all reported plans
- Daou Vineyards, LLC. 401(K) Plan (plan 001)
- Daou Vineyards, LLC. — all reported plans
- Black Oaks, Inc. & Black'S Hatchery & Turkey Farm, Inc. Profit Sharing Plan (plan 001)
- Black Oaks, Inc. — all reported plans
- Clark Company 401(K) Profit Sharing Plan (plan 003)
- Clark Land Company — all reported plans
- Paso Robles Waste Disposal, Inc. Profit Sharing Plan (plan 001)
- Paso Robles Waste Disposal, Inc. — all reported plans
- Halter Winery, LLC Retirement Plan (plan 001)
- Halter Winery, LLC — all reported plans
- Idler'S, Inc. 401(K) Profit Sharing Plan (plan 001)
- Idler'S, Inc. — all reported plans
- Re/Max Parkside Real Estate 401(K) Profit Sharing Plan (plan 002)
- Rca Properties, Inc. Dba Re/Max Parkside Real Estate — all reported plans
- Kd Capital Mortgage Corporation 401(K) Profit Sharing Plan (plan 001)
- Kd Capital Mortgage Corporation — all reported plans
- Althouse And Meade, Inc. Employee Stock Ownership Plan (plan 004)
- Althouse And Meade, Inc. — all reported plans
- Rspn Retirement Plan (plan 001)
- Regenerative Spine Pain And Neuropathy Centers Inc — all reported plans
- North Coast Engineering, Inc 401(K) Plan (plan 001)
- North Coast Engineering Inc — all reported plans
- Methodology
- Data sources