Santa Paula, 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 Paula, CA has 14 loaded benefit plan(s) reported by 9 plan sponsor(s), with $143,338,499 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 14
- Plan sponsors
- 9
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $143,338,499
- Total reported liabilities (EOY)
- $0
- Total reported net assets (EOY)
- $143,338,499
Contributions & income
- Employer contributions
- $3,865,120
- Participant contributions
- $5,316,512
- Total income / additions
- $30,013,690
Expenses & distributions
- Benefits paid / distributions
- $15,025,546
- Total expenses
- $15,278,482
- Net increase / (decrease)
- $14,735,208
Coverage
- Total reported participants
- 4,888
- Plans with financial statements
- 6
- Plans with provider compensation
- 4
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Santa Paula, 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 |
|---|---|---|---|
| Calavo Growers, Inc. Retirement Plan | Calavo Growers, Inc. | $44,339,154 | 2023 |
| Thomas Aquinas College Dc Retirement And Tda Plan | Thomas Aquinas College | $27,571,349 | 2023 |
| Vamg 401k Profit Sharing Plan | Ventura Anesthesia Medical Group | $26,934,424 | 2023 |
| Limoneira 401(K) Plan | Limoneira Company | $26,266,629 | 2023 |
| Saticoy Lemon Association 401(K) / Profit Sharing Plan | Saticoy Lemon Association | $18,121,981 | 2023 |
| Morgan Stanley Smith Barney Vip Plus Profit Sharing Plan | Arboleda Corporation | $104,962 | 2023 |
| Calavo Growers, Inc. Welfare Benefits Plan | Calavo Growers, Inc. | not reported in the loaded dataset | 2023 |
| Salvador Luis Dominguez Dba Total Labor Force Benefit Plan | Salvador Luis Dominuez Dba Total Labor Force | not reported in the loaded dataset | 2023 |
| Limoneira Welfare Benefits Plan | Limoneira Company | not reported in the loaded dataset | 2023 |
| Thomas Aquinas College Health And Welfare Plan | Thomas Aquinas College | not reported in the loaded dataset | 2023 |
| Thomas Aquinas College Health And Welfare Plan | Thomas Aquinas College | not reported in the loaded dataset | 2023 |
| Saticoy Lemon Association Employee Benefits Plan | Saticoy Lemon Association | not reported in the loaded dataset | 2023 |
| Bendpak, Inc. Employee Benefits Plan | Bendpak, Inc. | not reported in the loaded dataset | 2023 |
| Abrisa Industrial Glass, Inc. Welfare Plan | Abrisa Industrial Glass, Inc. | not reported in the loaded dataset | 2023 |
Largest plans in Santa Paula → · Santa Paula plans by participants → · Santa Paula plans with financial data → · Santa Paula plans with provider compensation → · $1B+ plans in Santa Paula →
Related Form 5500 pages
- All CA Form 5500 filings
- Calavo Growers, Inc. Retirement Plan (plan 006)
- Calavo Growers, Inc. — all reported plans
- Thomas Aquinas College Dc Retirement And Tda Plan (plan 001)
- Thomas Aquinas College — all reported plans
- Vamg 401k Profit Sharing Plan (plan 003)
- Ventura Anesthesia Medical Group — all reported plans
- Limoneira 401(K) Plan (plan 003)
- Limoneira Company — all reported plans
- Saticoy Lemon Association 401(K) / Profit Sharing Plan (plan 002)
- Saticoy Lemon Association — all reported plans
- Morgan Stanley Smith Barney Vip Plus Profit Sharing Plan (plan 011)
- Arboleda Corporation — all reported plans
- Calavo Growers, Inc. Welfare Benefits Plan (plan 512)
- Salvador Luis Dominguez Dba Total Labor Force Benefit Plan (plan 501)
- Salvador Luis Dominuez Dba Total Labor Force — all reported plans
- Limoneira Welfare Benefits Plan (plan 501)
- Thomas Aquinas College Health And Welfare Plan (plan 501)
- Thomas Aquinas College Health And Welfare Plan (plan 502)
- Saticoy Lemon Association Employee Benefits Plan (plan 502)
- Bendpak, Inc. Employee Benefits Plan (plan 501)
- Bendpak, Inc. — all reported plans
- Abrisa Industrial Glass, Inc. Welfare Plan (plan 501)
- Abrisa Industrial Glass, Inc. — all reported plans
- Methodology
- Data sources