Plan5500

South Gate, 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 Gate, CA has 16 loaded benefit plan(s) reported by 10 plan sponsor(s), with $90,574,702 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
16
Plan sponsors
10
Latest filing year
2023

What stands out in South Gate

  • 16 loaded plans hold $90.6M in reported assets across 10 sponsors.
  • The largest, World Oil Savings And Retirement Plan, holds 64% of reported South Gate plan assets.
  • Plans cover 4,282 participants — about 268 per plan.
  • 38% of loaded plans report full Schedule H/I financial statements.
  • 31% report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$90.5MSummed across loaded plans$90,543,972
Total reported assets$90.6M$90,574,702
Total reported participants4.3K4,282
Total reported liabilities$30.7K$30,730

Reported net position

Reported assets = net assets + liabilities (summed)$90.6M total assets
Net assets$90.5MLiabilities$30.7K
Contributions & income
Employer contributions$1.6M
Participant contributions$5.4M
Total income / additions$19.4M
Expenses & distributions
Benefits paid / distributions$7.4M
Total expenses$7.6M
Net increase / (decrease)$11.8M

Data coverage

Plans with financial statements6 / 16 (38%)
Plans with provider compensation5 / 16 (31%)

Totals sum the latest loaded 2023 public Form 5500 filing per plan for South Gate, 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 Gate market comparison

Largest plan share of assets64%World Oil Savings And Retirement Plan
Participants per plan268Average across loaded plans
Plan sponsors10
Ranked by reported assets

Largest loaded plans in South Gate

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

  1. 1
    World Oil Savings And Retirement Plan$57.9M
    World Oil Corp · 2023
  2. 2
    Astro Aluminum Treating Co., Inc 401(K) Plan$17.8M
    Astro Aluminum Treating Co., Inc · 2023
  3. 3
    Glasswerks La Inc, Avalon Glass & Mirror And Northwestern Industries Arizona, Inc. 401(K) Plan & Trust$6.6M
    Glasswerks La Inc. · 2023
  4. 4
    Koos Manufacturing, Inc. 401(K) Plan$5.5M
    Koos Manufacturing, Inc. · 2023
  5. 5
    Cimc Intermodal Equipment LLC 40 1(K) Profit Sharing Plan & Trust$2.7M
    Cimc Intermodal Equipment LLC · 2023
  6. 6
    Media Marketing Brokers Inc 401(K) Profit Sharing Plan & Trust$13.7K
    Media Marketing Brokers Inc · 2023
  7. 7
    Cimc Intermodal Equipment LLC Health And Welfare Benefits Plannot reported in the loaded dataset
    Cimc Intermodal Equipment LLC · 2023
  8. 8
    Frameless Hardware Company LLC Benefit Plannot reported in the loaded dataset
    Frameless Hardware Company LLC · 2023
  9. 9
    World Oil Corp. Benefit Plannot reported in the loaded dataset
    World Oil Corp. · 2023
  10. 10
    Fsa Plannot reported in the loaded dataset
    World Oil Corp. · 2023
  11. 11
    Glasswerks La, Inc. Benefit Plannot reported in the loaded dataset
    Glasswerks La, Inc. · 2023
  12. 12
    Abc Battery Inc Life Insurance Plannot reported in the loaded dataset
    Abc Battery Inc · 2023
  13. 13
    Astro Aluminum Treating Co., Inc. Health & Welfare Plannot reported in the loaded dataset
    Astro Aluminum Treating Co., Inc · 2023
  14. 14
    Meribear Productions, Inc. Health & Welfare Plannot reported in the loaded dataset
    Meribear Productions, Inc. · 2023
  15. 15
    Koos Manufacturing, Inc. Welfarenot reported in the loaded dataset
    Koos Manufacturing, Inc. · 2023
  16. 16
    Interior Removal Specialist, Inc. Health And Welfare Plannot reported in the loaded dataset
    Interior Removal Specialist, Inc. · 2023

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

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for South Gate, CA?
16 plan(s) reported by 10 sponsor(s) are loaded for South Gate, CA.

Related Form 5500 pages