Rancho Santa Margarita, 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 Santa Margarita, CA has 22 loaded benefit plan(s) reported by 18 plan sponsor(s), with $149,023,598 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 22
- Plan sponsors
- 18
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $149,023,598
- Total reported liabilities (EOY)
- $1,189,036
- Total reported net assets (EOY)
- $147,819,398
Contributions & income
- Employer contributions
- $2,353,208
- Participant contributions
- $6,086,156
- Total income / additions
- $40,207,992
Expenses & distributions
- Benefits paid / distributions
- $6,761,271
- Total expenses
- $7,222,455
- Net increase / (decrease)
- $32,985,537
Coverage
- Total reported participants
- 9,337
- Plans with financial statements
- 14
- Plans with provider compensation
- 7
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Rancho Santa Margarita, 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 |
|---|---|---|---|
| Subzero Constructors, Inc. Employee Stock Ownership Plan | Subzero Constructors, Inc. | $53,420,923 | 2023 |
| Padi Savings And Investment Plan | Capital Investments & Ventures Corp | $36,266,251 | 2023 |
| Virtium, LLC Profit Sharing 401(K) Plan | Virtium, LLC | $13,938,020 | 2023 |
| Santa Margarita Ford 401(K) Profit Sharing Plan | Santa Margarita Ford | $11,769,977 | 2023 |
| Park West 401(K) Employee Retirement Plan | Park West Landscape, Inc. | $11,308,865 | 2023 |
| The Gmu Geotechnical, Inc. Retirement Savings Plans | Gmu Geotechnical, Inc. | $11,085,253 | 2023 |
| Advanced Filtration Concepts, Inc. Defined Benefit Pension Plan | Advanced Filtration Concepts, Inc. | $6,352,257 | 2023 |
| O'Connell Landscape Maintenance, Inc 401(K) Plan | O'Connell Landscape Maintenance, Inc. | $3,126,012 | 2023 |
| Premier Logistics Concepts, Inc. Employees' 401k Plan | Premier Logistics Concepts, Inc. | $849,350 | 2023 |
| Afl 401(K) Profit Sharing Plan | Advantagefirst Lending, Inc. | $724,348 | 2023 |
| Irc Holding 401k | Irc Holding Corporation | $139,799 | 2023 |
| Montagu Ventures Inc. 401(K) Plan | Montagu Ventures Inc. | $25,286 | 2023 |
| Rsm Healthcare, Corp 401(K) Plan | Rsm Healthcare Corp. | $15,164 | 2023 |
| Shaved By The Bell Inc. 401(K) Plan | Shaved By The Bell Inc. | $2,093 | 2023 |
| Applied Medical Resources Corporation Comprehensive Health Benefits Plan | Applied Medical Resources Corp. | not reported in the loaded dataset | 2023 |
| Applied Medical Resources Corporation Flexible Benefit Plan | Applied Medical Resources Corp. | not reported in the loaded dataset | 2023 |
| Melissa Data Corp Health And Welfare Plan | Melissa Data Corp | not reported in the loaded dataset | 2023 |
| Cotti Foods Corporation Welfare Benefits Plan | Cotti Foods Corporation | not reported in the loaded dataset | 2023 |
| Virtium, LLC Health And Welfare Benefits Plan | Virtium, LLC | not reported in the loaded dataset | 2023 |
| O'Connell Landscape Maintenance Employee Health Plan | O'Connell Landscape Maintenance | not reported in the loaded dataset | 2023 |
| Park West Companies, Inc. Employee Health Benefit Plan | Park West Companies | not reported in the loaded dataset | 2023 |
| Padi Worldwide Health And Welfare Benefits Plan | Padi Worldwide Corporation | not reported in the loaded dataset | 2023 |
Largest plans in Rancho Santa Margarita → · Rancho Santa Margarita plans by participants → · Rancho Santa Margarita plans with financial data → · Rancho Santa Margarita plans with provider compensation → · $1B+ plans in Rancho Santa Margarita →
Related Form 5500 pages
- All CA Form 5500 filings
- Subzero Constructors, Inc. Employee Stock Ownership Plan (plan 002)
- Subzero Constructors, Inc. — all reported plans
- Padi Savings And Investment Plan (plan 001)
- Capital Investments & Ventures Corp — all reported plans
- Virtium, LLC Profit Sharing 401(K) Plan (plan 002)
- Virtium, LLC — all reported plans
- Santa Margarita Ford 401(K) Profit Sharing Plan (plan 001)
- Santa Margarita Ford — all reported plans
- Park West 401(K) Employee Retirement Plan (plan 002)
- Park West Landscape, Inc. — all reported plans
- The Gmu Geotechnical, Inc. Retirement Savings Plans (plan 001)
- Gmu Geotechnical, Inc. — all reported plans
- Advanced Filtration Concepts, Inc. Defined Benefit Pension Plan (plan 002)
- Advanced Filtration Concepts, Inc. — all reported plans
- O'Connell Landscape Maintenance, Inc 401(K) Plan (plan 002)
- O'Connell Landscape Maintenance, Inc. — all reported plans
- Premier Logistics Concepts, Inc. Employees' 401k Plan (plan 001)
- Premier Logistics Concepts, Inc. — all reported plans
- Afl 401(K) Profit Sharing Plan (plan 001)
- Advantagefirst Lending, Inc. — all reported plans
- Irc Holding 401k (plan 001)
- Irc Holding Corporation — all reported plans
- Montagu Ventures Inc. 401(K) Plan (plan 001)
- Montagu Ventures Inc. — all reported plans
- Rsm Healthcare, Corp 401(K) Plan (plan 001)
- Rsm Healthcare Corp. — all reported plans
- Shaved By The Bell Inc. 401(K) Plan (plan 001)
- Shaved By The Bell Inc. — all reported plans
- Applied Medical Resources Corporation Comprehensive Health Benefits Plan (plan 501)
- Applied Medical Resources Corp. — all reported plans
- Methodology
- Data sources