Santa Clarita, 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, Santa Clarita, CA has 31 loaded benefit plan(s) reported by 23 plan sponsor(s), with $181,450,215 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 31
- Plan sponsors
- 23
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $181,450,215
- Total reported liabilities (EOY)
- $19,940
- Total reported net assets (EOY)
- $181,430,275
Contributions & income
- Employer contributions
- $5,896,003
- Participant contributions
- $10,574,515
- Total income / additions
- $41,896,444
Expenses & distributions
- Benefits paid / distributions
- $17,635,081
- Total expenses
- $18,248,760
- Net increase / (decrease)
- $23,647,684
Coverage
- Total reported participants
- 5,911
- Plans with financial statements
- 21
- Plans with provider compensation
- 7
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Santa Clarita, 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 |
|---|---|---|---|
| John Paul Mitchell Systems 401(K) & Profit Sharing Plan | John Paul Mitchell Systems | $58,504,474 | 2023 |
| The Master'S University And Seminary Dc Retirement Plan | The Master'S University And Seminary | $42,926,434 | 2023 |
| Mann Partners 401(K) Retirement Plan | Alfred E. Mann Foundation For Scientific Research | $16,135,825 | 2023 |
| Andy Gump, Inc. 401(K) Savings & Investment Plan | Andy Gump, Inc. | $14,814,483 | 2023 |
| Avantus Aerospace, Inc. 401(K) Plan | Avantus Aerospace, Inc. | $12,613,666 | 2023 |
| Williams Homes, Inc. 401(K) Plan | Williams Homes, Inc. | $8,326,000 | 2023 |
| Bright Innovation Labs 401(K) Plan | Shadow Holdings, LLC Dba Bright Innovation Labs | $5,825,288 | 2023 |
| Stay Green, Inc. 401(K) Profit Sharing Plan | Stay Green, Inc. | $5,636,188 | 2023 |
| Child & Family Center 401(K) Retirement Plan | Child & Family Center | $5,486,965 | 2023 |
| Horizon Multicare Group Cash Balance Plan | Horizon Multicare Group, Inc. | $2,943,069 | 2023 |
| Evans & Son, Inc. Frozen Money Purchase Pension Plan | Evans & Son, Inc. | $2,561,719 | 2023 |
| Hillgrow Retirement Plan | Hillgrow, Inc | $2,538,132 | 2023 |
| Drinkpak 401(K) Plan | Drinkpak, LLC | $1,295,402 | 2023 |
| The Contractors Retirement Plan | Design Masonry, Inc. | $1,259,824 | 2023 |
| Iem Power Retirement Plan | Iem Power Inc | $232,909 | 2023 |
| Preferred Glass And Windows Inc. 401(K) Plan | Preferred Glass And Windows Inc. | $117,278 | 2023 |
| 7x Business Group, Inc. 401(K) Profit Sharing Plan | 7x Business Group, Inc. | $97,383 | 2023 |
| Steele Alliance, Inc. Profit Sharing Plan | Steele Alliance, Inc. | $89,000 | 2023 |
| Hlc Health Corp. 401(K) Plan | Hlc Health Corp. | $25,886 | 2023 |
| Stay Green Inc. Flexible Benefits Plan | Stay Green Inc. | $20,290 | 2023 |
| Mido Holdings Profit Sharing Plan | Mido Holdings | $0 | 2023 |
| Hello Auto Holdings, LLC Welfare Benefits Plan | Hello Auto Holdings, LLC | not reported in the loaded dataset | 2023 |
| Drinkpak Medical Plan | Drinkpak, LLC | not reported in the loaded dataset | 2023 |
| Drinkpak Life & Add Plan | Drinkpak, LLC | not reported in the loaded dataset | 2023 |
| Shearflo LLC. Health & Welfare Plan | Shearflo LLC | not reported in the loaded dataset | 2023 |
Largest plans in Santa Clarita → · Santa Clarita plans by participants → · Santa Clarita plans with financial data → · Santa Clarita plans with provider compensation → · $1B+ plans in Santa Clarita →
Related Form 5500 pages
- All CA Form 5500 filings
- John Paul Mitchell Systems 401(K) & Profit Sharing Plan (plan 002)
- John Paul Mitchell Systems — all reported plans
- The Master'S University And Seminary Dc Retirement Plan (plan 001)
- The Master'S University And Seminary — all reported plans
- Mann Partners 401(K) Retirement Plan (plan 002)
- Alfred E. Mann Foundation For Scientific Research — all reported plans
- Andy Gump, Inc. 401(K) Savings & Investment Plan (plan 001)
- Andy Gump, Inc. — all reported plans
- Avantus Aerospace, Inc. 401(K) Plan (plan 001)
- Avantus Aerospace, Inc. — all reported plans
- Williams Homes, Inc. 401(K) Plan (plan 001)
- Williams Homes, Inc. — all reported plans
- Bright Innovation Labs 401(K) Plan (plan 001)
- Shadow Holdings, LLC Dba Bright Innovation Labs — all reported plans
- Stay Green, Inc. 401(K) Profit Sharing Plan (plan 001)
- Stay Green, Inc. — all reported plans
- Child & Family Center 401(K) Retirement Plan (plan 001)
- Child & Family Center — all reported plans
- Horizon Multicare Group Cash Balance Plan (plan 002)
- Horizon Multicare Group, Inc. — all reported plans
- Evans & Son, Inc. Frozen Money Purchase Pension Plan (plan 004)
- Evans & Son, Inc. — all reported plans
- Hillgrow Retirement Plan (plan 001)
- Hillgrow, Inc — all reported plans
- Drinkpak 401(K) Plan (plan 001)
- Drinkpak, LLC — all reported plans
- The Contractors Retirement Plan (plan 001)
- Design Masonry, Inc. — all reported plans
- Iem Power Retirement Plan (plan 001)
- Iem Power Inc — all reported plans
- Methodology
- Data sources