Plan5500

South El Monte, 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, South El Monte, CA has 10 loaded benefit plan(s) reported by 10 plan sponsor(s), with $68,442,644 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
10
Plan sponsors
10
Latest filing year
2023
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$61.6MSummed across loaded plans$61,635,292
Total reported assets$68.4M$68,442,644
Total reported participants1.2K1,248
Total reported liabilities$6.8M$6,807,352

Reported net position

Reported assets = net assets + liabilities (summed)$68.4M total assets
Net assets$61.6MLiabilities$6.8M
Contributions & income
Employer contributions$1.4M
Participant contributions$1.4M
Total income / additions$14.2M
Expenses & distributions
Benefits paid / distributions$9.8M
Total expenses$10.1M
Net increase / (decrease)$4.1M

Data coverage

Plans with financial statements7 / 10 (70%)
Plans with provider compensation1 / 10 (10%)

Totals sum the latest loaded 2023 public Form 5500 filing per plan for South El Monte, 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.

Computed from loaded plans

South El Monte market comparison

Largest plan share of assets34%Cardinal Industrial Finishes Profit Sharing And Employee Savings Plan
Participants per plan125Average across loaded plans
Plan sponsors10
Ranked by reported assets

Largest loaded plans in South El Monte

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    Cardinal Industrial Finishes Profit Sharing And Employee Savings Plan$23.6M
    Cardinal Industrial Finishes · 2023
  2. 2
    Craneveyor Corp 401(K) Profit Sharing Plan$15.4M
    Craneveyor Corp · 2023
  3. 3
    Southeast Construction Products, Inc. Employee Stock Ownership Plan$14.8M
    Southeast Construction Products, Inc. · 2023
  4. 4
    Coast Companies, Inc. Employee Stock Ownership Plan$6.6M
    Coast Holdings Group Inc. · 2023
  5. 5
    B.I.G. Enterprises, Inc. Profit Sharing Plan$4.6M
    B.I.G. Enterprises, Inc. · 2023
  6. 6
    E C Construction Co./L.G.M. Company Employees Profit Sharing 401(K) Plan$3.5M
    E C Construction Co. · 2023
  7. 7
    Fabricast, Inc.$14.1K
    Fabricast, Inc. · 2023
  8. 8
    Pactrack, Inc. Welfare Benefit Plannot reported in the loaded dataset
    Pactrack, Inc. · 2023
  9. 9
    Lincoln Training Center Welfare Benefit Plannot reported in the loaded dataset
    Lincoln Training Center And Rehabilitation Workshop, Inc. · 2023
  10. 10
    Lawrence Equipment Sales Inc. Health & Welfare Benefit Plannot reported in the loaded dataset
    Lawrence Equipment, Inc. · 2023

Largest plans in South El Monte → · South El Monte plans by participants → · South El Monte plans with financial data → · South El Monte plans with provider compensation → · $1B+ plans in South El Monte →

Related Form 5500 pages