Rutherford, 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, Rutherford, CA has 5 loaded benefit plan(s) reported by 4 plan sponsor(s), with $98,662,652 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 5
- Plan sponsors
- 4
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $98,662,652
- Total reported liabilities (EOY)
- $0
- Total reported net assets (EOY)
- $98,662,652
Contributions & income
- Employer contributions
- $4,008,738
- Participant contributions
- $4,148,545
- Total income / additions
- $22,652,535
Expenses & distributions
- Benefits paid / distributions
- $8,152,071
- Total expenses
- $8,410,912
- Net increase / (decrease)
- $14,241,623
Coverage
- Total reported participants
- 1,446
- Plans with financial statements
- 3
- Plans with provider compensation
- 3
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Rutherford, 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 |
|---|---|---|---|
| Caymus Vineyards 401(K) And Profit Sharing Plan | Caymus Vineyards | $42,155,578 | 2023 |
| The Coppola Companies Retirement Savings Plan | Niebaum-Coppola Estate Winery, Lp | $38,031,495 | 2023 |
| Beckstoffer Vineyards Safe Harbor 401(K) Retirement Savings Plan | Beckstoffer Vineyards | $18,475,579 | 2023 |
| Francis Ford Coppola Presents, LLC Health And Welfare Plan | Francis Ford Coppola Presents, LLC | not reported in the loaded dataset | 2023 |
| Caymus Vineyards Health & Welfare Plan | Caymus Vineyards, Inc. | not reported in the loaded dataset | 2023 |
Largest plans in Rutherford → · Rutherford plans by participants → · Rutherford plans with financial data → · Rutherford plans with provider compensation → · $1B+ plans in Rutherford →
Related Form 5500 pages
- All CA Form 5500 filings
- Caymus Vineyards 401(K) And Profit Sharing Plan (plan 003)
- Caymus Vineyards — all reported plans
- The Coppola Companies Retirement Savings Plan (plan 001)
- Niebaum-Coppola Estate Winery, Lp — all reported plans
- Beckstoffer Vineyards Safe Harbor 401(K) Retirement Savings Plan (plan 002)
- Beckstoffer Vineyards — all reported plans
- Francis Ford Coppola Presents, LLC Health And Welfare Plan (plan 501)
- Francis Ford Coppola Presents, LLC — all reported plans
- Caymus Vineyards Health & Welfare Plan (plan 501)
- Methodology
- Data sources