Temecula, 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, Temecula, CA has 58 loaded benefit plan(s) reported by 45 plan sponsor(s), with $444,489,679 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 58
- Plan sponsors
- 45
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $444,489,679
- Total reported liabilities (EOY)
- $17,198,552
- Total reported net assets (EOY)
- $427,291,127
Contributions & income
- Employer contributions
- $16,503,538
- Participant contributions
- $40,560,037
- Total income / additions
- $113,569,043
Expenses & distributions
- Benefits paid / distributions
- $36,004,850
- Total expenses
- $38,338,790
- Net increase / (decrease)
- $75,230,253
Coverage
- Total reported participants
- 26,006
- Plans with financial statements
- 40
- Plans with provider compensation
- 14
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Temecula, 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 |
|---|---|---|---|
| Pechanga Development Corporation 401(K) Plan | Pechanga Development Corporation | $189,712,569 | 2023 |
| Cryogenic Industries 401(K) Plan | Cryogenic Industries, Inc. | $56,019,685 | 2023 |
| Fff Enterprises 401(K) Profit Sharing Plan | Fff Enterprises, Inc. | $44,303,604 | 2023 |
| Perceptyx, Inc. 401(K) Profit Sharing Plan | Perceptyx, Inc. | $25,608,629 | 2023 |
| Rancho Health Mso, Inc. 401(K) Plan | Rancho Health Mso, Inc. | $22,178,157 | 2023 |
| Opto 22 Money Purchase Pension Plan And Trust | Opto 22 | $21,702,131 | 2023 |
| Z-Golf Course Food And Beverage Services, LLC 401k Profit Sharin | Z-Golf Course Food And Beverage | $13,004,569 | 2023 |
| Southwest Traders, Inc. 401(K) Plan | Southwest Traders, Inc | $10,259,614 | 2023 |
| Raintree Systems, Inc. 401(K) | Raintree Systems, Inc. | $8,824,546 | 2023 |
| Nbs Government Finance Group Employee Stock Ownership Plan And Trust | Nbs Government Finance Group | $8,104,268 | 2023 |
| Keeton Construction Co., Inc. 401(K) Profit Sharing Plan | Keeton Construction Co., Inc. | $7,618,842 | 2023 |
| Freedom Forever LLC 401(K) Plan | Freedom Forever LLC | $6,316,135 | 2023 |
| Merit Framing, Inc. Employee Stock Ownership Plan | Merit Framing, Inc. | $5,440,000 | 2023 |
| Murrieta Development Co., Inc.401(K) Profit Sharing Plan | Murrieta Development Co., Inc. | $5,393,447 | 2023 |
| Stk Architecture, Inc. Profit Sharing Plan | Stk Architecture, Inc. | $4,589,609 | 2023 |
| Murrieta Development Co., Inc. Prevailing Wage Retirement Plan | Murrieta Development Co., Inc. | $4,313,173 | 2023 |
| Pechanga Resorts Incorporated 401 (K) Plan | Pechanga Resorts Incorporated | $2,749,683 | 2023 |
| Leonard Roofing Inc. 401(K) Plan | Leonard Roofing, Inc. | $1,677,776 | 2023 |
| Alliance Propane, Inc. Employee Stock Ownership Plan | Alliance Propane, Inc. | $1,157,167 | 2023 |
| Portals Entertainment Group 401(K) Plan | Portals Entertainment Group | $482,021 | 2023 |
| New California Bathroom Corp 401k Profit Sharing Plan | New California Bathroom Corp | $473,387 | 2023 |
| Famularo & Associates Dba Family Law Matters 401(K) Plan | Famularo & Associates | $447,040 | 2023 |
| Ms3 Visual Communications Retirement Plan | Ms3 Visual Communications | $437,677 | 2023 |
| James And Rebecca Prouty Enterprises, Inc. Retirement Plan | James And Rebecca Prouty Enterprises, Inc. | $404,710 | 2023 |
| Maxlb Inc. Retirement Plan | Maxlb Inc. | $400,000 | 2023 |
Largest plans in Temecula → · Temecula plans by participants → · Temecula plans with financial data → · Temecula plans with provider compensation → · $1B+ plans in Temecula →
Related Form 5500 pages
- All CA Form 5500 filings
- Pechanga Development Corporation 401(K) Plan (plan 001)
- Pechanga Development Corporation — all reported plans
- Cryogenic Industries 401(K) Plan (plan 001)
- Cryogenic Industries, Inc. — all reported plans
- Fff Enterprises 401(K) Profit Sharing Plan (plan 001)
- Fff Enterprises, Inc. — all reported plans
- Perceptyx, Inc. 401(K) Profit Sharing Plan (plan 001)
- Perceptyx, Inc. — all reported plans
- Rancho Health Mso, Inc. 401(K) Plan (plan 001)
- Rancho Health Mso, Inc. — all reported plans
- Opto 22 Money Purchase Pension Plan And Trust (plan 001)
- Opto 22 — all reported plans
- Z-Golf Course Food And Beverage Services, LLC 401k Profit Sharin (plan 001)
- Z-Golf Course Food And Beverage — all reported plans
- Southwest Traders, Inc. 401(K) Plan (plan 002)
- Southwest Traders, Inc — all reported plans
- Raintree Systems, Inc. 401(K) (plan 002)
- Raintree Systems, Inc. — all reported plans
- Nbs Government Finance Group Employee Stock Ownership Plan And Trust (plan 002)
- Nbs Government Finance Group — all reported plans
- Keeton Construction Co., Inc. 401(K) Profit Sharing Plan (plan 002)
- Keeton Construction Co., Inc. — all reported plans
- Freedom Forever LLC 401(K) Plan (plan 001)
- Freedom Forever LLC — all reported plans
- Merit Framing, Inc. Employee Stock Ownership Plan (plan 002)
- Merit Framing, Inc. — all reported plans
- Murrieta Development Co., Inc.401(K) Profit Sharing Plan (plan 001)
- Murrieta Development Co., Inc. — all reported plans
- Stk Architecture, Inc. Profit Sharing Plan (plan 001)
- Stk Architecture, Inc. — all reported plans
- Methodology
- Data sources