Santa Maria, 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 Maria, CA has 48 loaded benefit plan(s) reported by 38 plan sponsor(s), with $396,717,961 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 48
- Plan sponsors
- 38
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $396,717,961
- Total reported liabilities (EOY)
- $11,893,231
- Total reported net assets (EOY)
- $384,824,730
Contributions & income
- Employer contributions
- $13,462,546
- Participant contributions
- $14,326,547
- Total income / additions
- $89,046,615
Expenses & distributions
- Benefits paid / distributions
- $22,640,953
- Total expenses
- $23,553,488
- Net increase / (decrease)
- $65,493,127
Coverage
- Total reported participants
- 11,916
- Plans with financial statements
- 30
- Plans with provider compensation
- 12
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Santa Maria, 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 |
|---|---|---|---|
| Hardy Diagnostics Employee Stock Ownership Plan | Hardy Diagnostics | $138,776,091 | 2023 |
| Community Health Centers Of The Central Coast, Inc. 401(A) Savings Plan | Community Health Centers Of The Of The Central Coast, Inc. | $76,067,973 | 2023 |
| Bonita Packing Co/Betteravia Farms 401(K) And Profit Sharing Plan | Bonita Packing Co. A Corporation | $39,505,033 | 2023 |
| Coasthills Credit Union 401(K) And Profit Sharing Plan | Coasthills Credit Union | $22,603,974 | 2023 |
| Hardy Diagnostics 401(K) Profit Sharing Plan | Hardy Diagnostics | $15,530,489 | 2023 |
| Toyota & Honda Of Santa Maria 401(K) Plan & Trust | Toyota Of Santa Maria | $12,369,696 | 2023 |
| Plantel Nurseries, Inc. 401(K) Profit Sharing Plan | Plantel Nurseries, Inc. | $11,471,356 | 2023 |
| Cal Coast Machinery, Inc. 401(K) Profit Sharing Plan | Cal Coast Machinery, Inc. | $11,418,862 | 2023 |
| Your People Professionals Multiple Employer Plan | Your People Professionals, Inc. Dba Your People Professionals | $10,250,185 | 2023 |
| Gresser, Inc. And Affiliates 401k Plan | Gresser, Inc. | $8,115,750 | 2023 |
| Gavial Engineering & Manufacturing, Inc. 401(K) Plan | Gavial Engineering & Manufacturing, Inc. | $7,137,110 | 2023 |
| General Dentistry For Children And Teenagers 401(K) Profit Sharing Plan | Arakaki Barrett Dental Partnership | $6,399,457 | 2023 |
| Windset Farms Inc. 401(K) Plan | Windset Farms (California) Inc. | $5,492,685 | 2023 |
| Good Samaritan Shelter 401(K) Profit Sharing Plan & Trust | Good Samaritan Shelter | $4,297,371 | 2023 |
| Central Coast Otolaryngology 401(K) Profit Sharing Plan | Central Coast Otolaryngology | $3,835,051 | 2023 |
| Pea Soup Andersen'S-Santa Nella, Inc Employee Savings Plan | Pea Soup Andersens-Santa Nella, | $3,517,002 | 2023 |
| Microwave Applications Group 401(K) Profit Sharing Plan | Microwave Applications Group | $3,158,735 | 2023 |
| P.C. Mechanical 401(K) Retirement Plan | P.C. Mechanical, Inc. | $2,705,067 | 2023 |
| Galloway & Associates 401(K) Retirement Plan | Galloway & Associates | $2,657,630 | 2023 |
| Community Health Centers Of The Central Coast, Inc. 403(B) Savings Plan | Community Health Centers Of The Central Coast, Inc. | $2,092,294 | 2023 |
| Michael W. Moats, M.D., Inc. Defined Benefit Pension Plan | Michael W. Moats, M.D., Inc. | $2,033,402 | 2023 |
| Fargen Surveys Inc Profit Sharing Plan | Fargen Surveys Inc | $1,819,540 | 2023 |
| Safe-Harbor 401(K) Profit Sharing Plan For Employees Of Bfi Harvesting, Inc. | Bfi Harvesting, Inc. | $1,397,457 | 2023 |
| Acquistapace Harvesting, Inc. 401(K) Plan | Acquistapace Harvesting, Inc. | $1,181,977 | 2023 |
| B & B Construction Cleanup, Inc. 401(K) Profit Sharing Plan | B & B Construction Cleanup, Inc. | $1,105,570 | 2023 |
Largest plans in Santa Maria → · Santa Maria plans by participants → · Santa Maria plans with financial data → · Santa Maria plans with provider compensation → · $1B+ plans in Santa Maria →
Related Form 5500 pages
- All CA Form 5500 filings
- Hardy Diagnostics Employee Stock Ownership Plan (plan 002)
- Hardy Diagnostics — all reported plans
- Community Health Centers Of The Central Coast, Inc. 401(A) Savings Plan (plan 001)
- Community Health Centers Of The Of The Central Coast, Inc. — all reported plans
- Bonita Packing Co/Betteravia Farms 401(K) And Profit Sharing Plan (plan 001)
- Bonita Packing Co. A Corporation — all reported plans
- Coasthills Credit Union 401(K) And Profit Sharing Plan (plan 003)
- Coasthills Credit Union — all reported plans
- Hardy Diagnostics 401(K) Profit Sharing Plan (plan 001)
- Toyota & Honda Of Santa Maria 401(K) Plan & Trust (plan 001)
- Toyota Of Santa Maria — all reported plans
- Plantel Nurseries, Inc. 401(K) Profit Sharing Plan (plan 001)
- Plantel Nurseries, Inc. — all reported plans
- Cal Coast Machinery, Inc. 401(K) Profit Sharing Plan (plan 001)
- Cal Coast Machinery, Inc. — all reported plans
- Your People Professionals Multiple Employer Plan (plan 002)
- Your People Professionals, Inc. Dba Your People Professionals — all reported plans
- Gresser, Inc. And Affiliates 401k Plan (plan 001)
- Gresser, Inc. — all reported plans
- Gavial Engineering & Manufacturing, Inc. 401(K) Plan (plan 001)
- Gavial Engineering & Manufacturing, Inc. — all reported plans
- General Dentistry For Children And Teenagers 401(K) Profit Sharing Plan (plan 001)
- Arakaki Barrett Dental Partnership — all reported plans
- Windset Farms Inc. 401(K) Plan (plan 001)
- Windset Farms (California) Inc. — all reported plans
- Good Samaritan Shelter 401(K) Profit Sharing Plan & Trust (plan 001)
- Good Samaritan Shelter — all reported plans
- Central Coast Otolaryngology 401(K) Profit Sharing Plan (plan 001)
- Central Coast Otolaryngology — all reported plans
- Methodology
- Data sources