San Juan Capistrano, 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, San Juan Capistrano, CA has 32 loaded benefit plan(s) reported by 24 plan sponsor(s), with $524,986,121 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
32
Plan sponsors
24
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$524,986,121
Total reported liabilities (EOY)
$10,980,812
Total reported net assets (EOY)
$514,005,309

Contributions & income

Employer contributions
$9,298,191
Participant contributions
$63,917,472
Total income / additions
$164,618,367

Expenses & distributions

Benefits paid / distributions
$44,702,664
Total expenses
$48,242,309
Net increase / (decrease)
$116,376,058

Coverage

Total reported participants
65,358
Plans with financial statements
19
Plans with provider compensation
9

Totals sum the latest loaded 2023 public Form 5500 filing per plan for San Juan Capistrano, 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 San Juan Capistrano, CA
PlanSponsorReported assets (EOY)Year
Ensign Services, Inc. 401(K) Retirement Savings PlanEnsign Services, Inc.$285,902,7652023
Emerald X, LLC 401(K) PlanEmerald X, LLC$82,977,5802023
Fluidmaster, Inc. Savings PlanFluidmaster, Inc.$49,110,7482023
Cosco Fire Protection, Inc. 401(K) Savings PlanCosco Fire Protection, Inc.$46,773,8192023
Yorke Engineering LLC 401(K) Profit Sharing Plan And TrustYorke Engineering, LLC$11,907,5242023
Birtcher Anderson & Davis 401(K) PlanBirtcher Anderson & Davis Associates, Inc.$11,191,5422023
Camino Health Center Retirement PlanCamino Health Center$9,526,1552023
Jserra Catholic High School 401(K) Savings PlanJserra Catholic High School$8,843,8112023
Aquatic Technologies Employee Stock Ownership PlanHart Brothers Construction, Inc.$5,321,2422023
Aquatic Technologies, Inc. Employees 401k PlanHart Brothers Construction Dba Aquatic Technologies$4,728,9812023
Mark K. Sayed, Dmd, Inc. Defined Benefit Pension PlanMark K. Sayed, Dmd, Inc.$3,466,6302023
Global Financial Data Inc 401 (K) Profit Sharing Plan & TrustGlobal Financial Data Inc$2,725,5092023
Maurer Development Company Money Purchase Pension PlanMaurer Development Company$1,394,8202023
Maurer Development Company 401(K) Profit Sharing PlanMaurer Development Company$484,6882023
Custom Works, Inc. 401(K) PlanCustom Works, Inc.$260,9442023
Diamond Peo LLC 401(K) Profit Sharing Plan & TrustDiamond Peo, LLC$221,5982023
Canusa6 Corp. 401(K) PlanCanusa6 Corp.$111,2742023
Orange County Lighting Corp. 401(K) Profit Sharing PlanOrange County Lighting Corp.$36,4912023
St. Margaret'S Episcopal School - 125 Cafeteria PlanSt. Margarets Episcopal School$02023
Ensign Services, Inc. Comprehensive Health And Welfare Benefit PlanEnsign Services, Inc.not reported in the loaded dataset2023
Emerald X, LLC Health And Welfare PlanEmerald Expositions, LLCnot reported in the loaded dataset2023
The Big Company Inc Dba Capo Building Specialties Health & Welfare Benefits PlanB.I.G. Co. Inc. Dba Capo Valley Firesidenot reported in the loaded dataset2023
Camino Health Center Wrap Benefit PlanCamino Health Centernot reported in the loaded dataset2023
Jserra Catholic High School Wrap Benefits PlanJserra Catholic High Schoolnot reported in the loaded dataset2023
Homedeliverylink, Inc. Wrap PlanHomedeliverylink, Inc.not reported in the loaded dataset2023

Related Form 5500 pages