South Pasadena, 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 Pasadena, CA has 14 loaded benefit plan(s) reported by 11 plan sponsor(s), with $56,011,928 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
- 11
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $56,011,928
- Total reported liabilities (EOY)
- $7,810
- Total reported net assets (EOY)
- $56,004,118
Contributions & income
- Employer contributions
- $1,799,056
- Participant contributions
- $2,548,622
- Total income / additions
- $10,492,203
Expenses & distributions
- Benefits paid / distributions
- $2,421,654
- Total expenses
- $2,504,948
- Net increase / (decrease)
- $7,987,255
Coverage
- Total reported participants
- 1,952
- Plans with financial statements
- 12
- Plans with provider compensation
- 2
Totals sum the latest loaded 2023 public Form 5500 filing per plan for South Pasadena, 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 |
|---|---|---|---|
| Tokio Marine Highland 401k Plan | Tokio Marine Highland Insurance Services, Inc. | $19,061,613 | 2023 |
| Total Education Solutions, Inc. 401(K) Plan | Total Education Solutions, Inc. | $14,598,047 | 2023 |
| Institute For The Redesign Of Learning 403(B) Profit/Gain Sharing Plan | Institute For The Redesign Of Learning | $8,003,399 | 2023 |
| Chu & Lin Defined Benefit Pension Plan | Chu & Lin | $4,150,342 | 2023 |
| Amende & Schultz, Inc. Money Purchase Pension Plan | Amende & Schultz, Inc. | $3,002,043 | 2023 |
| Crackerpants Inc Profit Sharing Plan | Crackerpants Inc | $2,442,437 | 2023 |
| Hartley E. Jackson Iii, Accountant, Inc. Profit Sharing Plan And Trust | Hartley E. Jackson Iii, Accountant, Inc. | $2,130,741 | 2023 |
| Crackerpants Inc Defined Benefit Pension Plan | Crackerpants Inc | $930,732 | 2023 |
| Henson & Company, Cpa'S, Inc. Profit Sharing Plan | Henson & Company, Cpa'S, Inc. | $804,311 | 2023 |
| Lisa Leung Insurance Agency Inc Profit Sharing Plan | Lisa Leung Insurance Agency, Inc. | $438,542 | 2023 |
| Amende & Schultz, Inc. Employee Stock Ownership Plan | Amende & Schultz, Inc. | $418,730 | 2023 |
| Original Manufacturing Inc. 401(K) Plan | Original Manufacturing Inc. | $30,991 | 2023 |
| Dms Facility Services, LLC Employee Benefits Plan | Dms Facility Services, LLC | not reported in the loaded dataset | 2023 |
| Total Education Solutions Inc. Fsa | Total Education Solutions Inc. | not reported in the loaded dataset | 2023 |
Largest plans in South Pasadena → · South Pasadena plans by participants → · South Pasadena plans with financial data → · South Pasadena plans with provider compensation → · $1B+ plans in South Pasadena →
Related Form 5500 pages
- All CA Form 5500 filings
- Tokio Marine Highland 401k Plan (plan 002)
- Tokio Marine Highland Insurance Services, Inc. — all reported plans
- Total Education Solutions, Inc. 401(K) Plan (plan 001)
- Total Education Solutions, Inc. — all reported plans
- Institute For The Redesign Of Learning 403(B) Profit/Gain Sharing Plan (plan 001)
- Institute For The Redesign Of Learning — all reported plans
- Chu & Lin Defined Benefit Pension Plan (plan 001)
- Chu & Lin — all reported plans
- Amende & Schultz, Inc. Money Purchase Pension Plan (plan 002)
- Amende & Schultz, Inc. — all reported plans
- Crackerpants Inc Profit Sharing Plan (plan 002)
- Crackerpants Inc — all reported plans
- Hartley E. Jackson Iii, Accountant, Inc. Profit Sharing Plan And Trust (plan 002)
- Hartley E. Jackson Iii, Accountant, Inc. — all reported plans
- Crackerpants Inc Defined Benefit Pension Plan (plan 003)
- Henson & Company, Cpa'S, Inc. Profit Sharing Plan (plan 002)
- Henson & Company, Cpa'S, Inc. — all reported plans
- Lisa Leung Insurance Agency Inc Profit Sharing Plan (plan 001)
- Lisa Leung Insurance Agency, Inc. — all reported plans
- Amende & Schultz, Inc. Employee Stock Ownership Plan (plan 001)
- Original Manufacturing Inc. 401(K) Plan (plan 001)
- Original Manufacturing Inc. — all reported plans
- Dms Facility Services, LLC Employee Benefits Plan (plan 501)
- Dms Facility Services, LLC — all reported plans
- Total Education Solutions Inc. Fsa (plan 501)
- Methodology
- Data sources