Sherman Oaks, 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, Sherman Oaks, CA has 67 loaded benefit plan(s) reported by 54 plan sponsor(s), with $497,024,727 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 67
- Plan sponsors
- 54
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $497,024,727
- Total reported liabilities (EOY)
- $14,927
- Total reported net assets (EOY)
- $497,009,800
Contributions & income
- Employer contributions
- $13,432,174
- Participant contributions
- $24,875,140
- Total income / additions
- $112,052,187
Expenses & distributions
- Benefits paid / distributions
- $39,477,750
- Total expenses
- $41,140,362
- Net increase / (decrease)
- $70,911,825
Coverage
- Total reported participants
- 15,787
- Plans with financial statements
- 49
- Plans with provider compensation
- 18
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Sherman Oaks, 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 |
|---|---|---|---|
| The Buckley School Defined Contribution Plan | The Buckley School | $70,031,996 | 2023 |
| Motion Picture Association, Inc. Employees' 401(K) Plan | Motion Picture Association, Inc. | $58,656,189 | 2023 |
| Branded Entertainment Network 401(K) Savings Plan | Ben Group, Inc | $50,364,937 | 2023 |
| Tower Imaging Medical Group, Inc. 401(K) Profit Sharing Plan And Trust | Tower Imaging Medical Group, Inc. | $34,107,640 | 2023 |
| Vytalogy Wellness 401(K) Plan | Vytalogy Wellness LLC | $30,072,199 | 2023 |
| Medpoint Management, Inc. 401(K) Plan | Medpoint Management, Inc. | $28,084,879 | 2023 |
| Pension Plan For Employees Of Motion Picture Association, Inc. | Motion Picture Association, Inc. | $23,859,613 | 2023 |
| Investors Management Trust Real Estate Group, Inc. 401(K) Retirement Savings Plan | Investors Mgmt Trust Real Estate Group | $22,378,037 | 2023 |
| The Refinery 401(K) Plan | Waldberg, Inc. | $17,246,985 | 2023 |
| Hertz Investment Group, Inc. 401(K) Profit Sharing Plan And T | Hertz Investment Group, Inc. | $14,928,525 | 2023 |
| White, Zuckerman, Warsavsky, Luna & Hunt, Llp 401(K) Profit Sharing Plan | White, Zuckerman, Warsavsky, Luna & Hunt, Llp | $13,917,066 | 2023 |
| Carl M. Buck Building Co. Profit Sharing Plan | Carl M. Buck Building Co. | $9,776,449 | 2023 |
| Martin I. Schuster, M.D., A Professional Corporation 401(K) Profit Sharing Plan | Martin I. Schuster, M.D., A Professional Corporation | $9,477,266 | 2023 |
| Mid-Valley Pulmonary Medical Group, Inc. Profit Sharing Plan | Mid-Valley Pulmonary Medical Group, Inc. | $9,149,338 | 2023 |
| Golden State Health Centers, Inc. 401(K) Plan | Golden State Health Centers, Inc. | $8,830,873 | 2023 |
| Digital Room LLC 401(K) Plan | Digital Room LLC | $7,745,712 | 2023 |
| Imt Capital, LLC 401(K) Profit Sharing Plan And Trust | Imt Capital, LLC | $7,678,029 | 2023 |
| Moss Management Services, Inc. 401(K) Salary Reduction Plan | Moss Management Services, Inc. | $7,332,489 | 2023 |
| Continental Installation Profit Sharing Plan | Continental Installation | $7,139,397 | 2023 |
| Sandler And Rosen, Llp Employees Profit Sharing Plan | Sandler And Rosen, Llp Employees Profit Sharing Plan | $6,524,800 | 2023 |
| Sher / Gelb, An Acct. Corp Profit Sharing Plan | Sher/Gelb, An Accountancy Corporation | $6,141,982 | 2023 |
| Grant Shenon, Aplc 401(K) Profit Sharing Plan | Grant Shenon, Aplc | $5,504,666 | 2023 |
| Alan D. Wallace Pension Plan | Alan D. Wallace, Esq. | $5,325,120 | 2023 |
| Dan Rosen, D.D.S., A Professional Corporation Profit Sharing Plan | Dan Rosen, D.D.S., A Professional Corporation | $4,457,457 | 2023 |
| Brent Stephen Merritt, A Professional Corporation Profit Sharing Plan | Brent Stephen Merritt, A Professional Corporation | $4,035,187 | 2023 |
Largest plans in Sherman Oaks → · Sherman Oaks plans by participants → · Sherman Oaks plans with financial data → · Sherman Oaks plans with provider compensation → · $1B+ plans in Sherman Oaks →
Related Form 5500 pages
- All CA Form 5500 filings
- The Buckley School Defined Contribution Plan (plan 001)
- The Buckley School — all reported plans
- Motion Picture Association, Inc. Employees' 401(K) Plan (plan 002)
- Motion Picture Association, Inc. — all reported plans
- Branded Entertainment Network 401(K) Savings Plan (plan 001)
- Ben Group, Inc — all reported plans
- Tower Imaging Medical Group, Inc. 401(K) Profit Sharing Plan And Trust (plan 001)
- Tower Imaging Medical Group, Inc. — all reported plans
- Vytalogy Wellness 401(K) Plan (plan 001)
- Vytalogy Wellness LLC — all reported plans
- Medpoint Management, Inc. 401(K) Plan (plan 001)
- Medpoint Management, Inc. — all reported plans
- Pension Plan For Employees Of Motion Picture Association, Inc. (plan 001)
- Investors Management Trust Real Estate Group, Inc. 401(K) Retirement Savings Plan (plan 001)
- Investors Mgmt Trust Real Estate Group — all reported plans
- The Refinery 401(K) Plan (plan 001)
- Waldberg, Inc. — all reported plans
- Hertz Investment Group, Inc. 401(K) Profit Sharing Plan And T (plan 001)
- Hertz Investment Group, Inc. — all reported plans
- White, Zuckerman, Warsavsky, Luna & Hunt, Llp 401(K) Profit Sharing Plan (plan 001)
- White, Zuckerman, Warsavsky, Luna & Hunt, Llp — all reported plans
- Carl M. Buck Building Co. Profit Sharing Plan (plan 001)
- Carl M. Buck Building Co. — all reported plans
- Martin I. Schuster, M.D., A Professional Corporation 401(K) Profit Sharing Plan (plan 002)
- Martin I. Schuster, M.D., A Professional Corporation — all reported plans
- Mid-Valley Pulmonary Medical Group, Inc. Profit Sharing Plan (plan 003)
- Mid-Valley Pulmonary Medical Group, Inc. — all reported plans
- Golden State Health Centers, Inc. 401(K) Plan (plan 001)
- Golden State Health Centers, Inc. — all reported plans
- Methodology
- Data sources