Rancho Mirage, 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, Rancho Mirage, CA has 19 loaded benefit plan(s) reported by 15 plan sponsor(s), with $659,476,526 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 19
- Plan sponsors
- 15
- Total reported assets (EOY)
- $659,476,526
- Latest filing year
- 2023
Largest loaded plans by reported assets
| Plan | Sponsor | Reported assets (EOY) | Year |
|---|---|---|---|
| Eisenhower Medical Center 403(B) Retirement Plan | Eisenhower Medical Center | $384,153,092 | 2023 |
| Retirement Income Plan For Employees Of Eisenhower Medical Center | Eisenhower Health | $127,199,557 | 2023 |
| Eisenhower Medical Associates 401k Profit Sharing Plan | Eisenhower Medical Associates Inc. | $101,219,748 | 2023 |
| Msa Consulting, Inc. Employee Stock Ownership Plan | Msa Consulting Inc. | $9,023,425 | 2023 |
| D.W. Johnston Construction, Inc. Employee Stock Ownership Plan | D.W. Johnston Construction, Inc. | $8,110,030 | 2023 |
| The Annenberg Foundation Trust At Sunnylands 403(B) Plan | The Annenberg Foundation Trust At Sunnylands | $6,777,751 | 2023 |
| Tamarisk Country Club, Inc. 401(K) Plan | Tamarisk Country Club, Inc. | $5,390,210 | 2023 |
| Karl A. Schulz, M.D., Apc Profit Sharing Plan | Karl A. Schulz, M.D. A Professional Corporation | $4,940,473 | 2023 |
| Internal Medicine Specialists, Inc. 401(K) Profit Sharing Plan | Internal Medicine Specialists, Inc. | $4,937,880 | 2023 |
| Michael Kiner Associates 401(K) Profit Sharing Plan | Michael Kiner Associates | $2,894,977 | 2023 |
| Strategic Custom Wealth Solutions, Inc. | Strategic Custom Wealth Solutions, Inc. | $1,694,917 | 2023 |
| Luisa F. Ospina, D.D.S. 401(K) Profit Sharing Plan | Luisa F. Ospina, D.D.S., Adc | $1,092,459 | 2023 |
| Mark V. Sofonio, M.D. Defined Benefit Pension Plan | Mark V. Sofonio, M.D. Inc. | $1,074,124 | 2023 |
| Marciano-Antonio Holdings Investment Plan | Marciano-Antonio Holdings Incorporated | $538,880 | 2023 |
| Tilly Mae Corp. 401(K) Profit Sharing Plan | Tilly Mae Corp. | $239,187 | 2023 |
| The Kocen Financial Group, Inc. 401k Profit Sharing Plan | The Kocen Financial Group, Inc. | $189,816 | 2023 |
| The Annenberg Foundation Trust At Sunnylands Benefits Plan | The Annenberg Foundation Trust At Sunnylands | not reported in the loaded dataset | 2023 |
| Eisenhower Medical Associates, Inc. Welfare Benefits Plan | Eisenhower Medical Associates, Inc. | not reported in the loaded dataset | 2023 |
| Eisenhower Medical Center Health And Welfare Plan | Eisenhower Medical Center | not reported in the loaded dataset | 2023 |
Largest plans in Rancho Mirage → · Rancho Mirage plans with financial data → · $1B+ plans in Rancho Mirage → · Providers by reported compensation →
Related Form 5500 pages
- All CA Form 5500 filings
- Eisenhower Medical Center 403(B) Retirement Plan (plan 002)
- Eisenhower Medical Center — all reported plans
- Retirement Income Plan For Employees Of Eisenhower Medical Center (plan 003)
- Eisenhower Medical Associates 401k Profit Sharing Plan (plan 001)
- Eisenhower Medical Associates Inc. — all reported plans
- Msa Consulting, Inc. Employee Stock Ownership Plan (plan 002)
- Msa Consulting Inc. — all reported plans
- D.W. Johnston Construction, Inc. Employee Stock Ownership Plan (plan 002)
- D.W. Johnston Construction, Inc. — all reported plans
- The Annenberg Foundation Trust At Sunnylands 403(B) Plan (plan 001)
- The Annenberg Foundation Trust At Sunnylands — all reported plans
- Tamarisk Country Club, Inc. 401(K) Plan (plan 002)
- Tamarisk Country Club, Inc. — all reported plans
- Karl A. Schulz, M.D., Apc Profit Sharing Plan (plan 001)
- Karl A. Schulz, M.D. A Professional Corporation — all reported plans
- Internal Medicine Specialists, Inc. 401(K) Profit Sharing Plan (plan 001)
- Internal Medicine Specialists, Inc. — all reported plans
- Michael Kiner Associates 401(K) Profit Sharing Plan (plan 001)
- Michael Kiner Associates — all reported plans
- Strategic Custom Wealth Solutions, Inc. (plan 002)
- Strategic Custom Wealth Solutions, Inc. — all reported plans
- Luisa F. Ospina, D.D.S. 401(K) Profit Sharing Plan (plan 001)
- Luisa F. Ospina, D.D.S., Adc — all reported plans
- Mark V. Sofonio, M.D. Defined Benefit Pension Plan (plan 001)
- Mark V. Sofonio, M.D. Inc. — all reported plans
- Marciano-Antonio Holdings Investment Plan (plan 001)
- Marciano-Antonio Holdings Incorporated — all reported plans
- Tilly Mae Corp. 401(K) Profit Sharing Plan (plan 001)
- Tilly Mae Corp. — all reported plans
- Methodology
- Data sources