Ripon, 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, Ripon, CA has 9 loaded benefit plan(s) reported by 6 plan sponsor(s), with $168,827,530 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
9
Plan sponsors
6
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$168,827,530
Total reported liabilities (EOY)
$0
Total reported net assets (EOY)
$168,827,530

Contributions & income

Employer contributions
$6,343,231
Participant contributions
$8,966,186
Total income / additions
$39,751,072

Expenses & distributions

Benefits paid / distributions
$20,592,428
Total expenses
$21,055,108
Net increase / (decrease)
$18,695,964

Coverage

Total reported participants
3,290
Plans with financial statements
6
Plans with provider compensation
3

Totals sum the latest loaded 2023 public Form 5500 filing per plan for Ripon, 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 Ripon, CA
PlanSponsorReported assets (EOY)Year
The Wine Group Retirement & Savings PlanThe Wine Group, Inc.$127,793,2512023
Sandair Corporation 401 (K) Profit Sharing PlanSandair Corporation$16,965,2782023
The Wine Group - Franzia Winery Retirement And Savings PlanThe Wine Group, Inc.$16,189,3502023
Brocchini Farms, Inc. Employees' Retirement PlanBrocchini Farms, Inc$7,803,7462023
Mkscogna, Inc. 401(K) Profit Sharing PlanMkscogna, Inc.$67,9982023
Lundcorp, Inc. 401(K) Profit Sharing PlanLundcorp, Inc.$7,9072023
Sandair Corporation Welfare Benefit PlanSandair Corporationnot reported in the loaded dataset2023
Bethany Home Welfare Benefits PlanBethany Homenot reported in the loaded dataset2023
The Wine Group, Inc. Health Benefit PlanThe Wine Group, Inc.not reported in the loaded dataset2023

Related Form 5500 pages