Tustin, 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, Tustin, CA has 78 loaded benefit plan(s) reported by 59 plan sponsor(s), with $1,438,447,375 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 78
- Plan sponsors
- 59
- Total reported assets (EOY)
- $1,438,447,375
- Latest filing year
- 2023
Largest loaded plans by reported assets
| Plan | Sponsor | Reported assets (EOY) | Year |
|---|---|---|---|
| Canon Medical Systems Usa, Inc. 401(K) Savings Plan | Canon Medical Systems Usa, Inc. | $458,997,333 | 2023 |
| Schoolsfirst Federal Credit Union 401(K) Retirement Plan | Schoolsfirst Federal Credit Union | $373,430,940 | 2023 |
| New American Funding, LLC 401(K) Plan | New American Funding, LLC | $121,056,472 | 2023 |
| Virgin Galactic, LLC 401(K) Plan | Virgin Galactic, LLC | $88,652,335 | 2023 |
| Wimberly Allison Tong & Goo, Inc. 401(K) Profit Sharing Plan | Watg Holdings, Inc. | $42,195,951 | 2023 |
| Liberty Dental Plan Corporation 401(K) Plan | Liberty Dental Plan Corporation | $37,886,304 | 2023 |
| Huddl3 Group 401k Plan | Huddl3 Group | $34,259,931 | 2023 |
| Avid Bioservices, Inc. 401(K) Plan | Avid Bioservices, Inc. | $33,744,440 | 2023 |
| Tricon Residential 401(K) Plan | Tah Operations, LLC | $28,725,906 | 2023 |
| Largo Concrete, Inc. 401(K) Profit Sharing Plan | Largo Concrete, Inc. | $25,108,002 | 2023 |
| Galardi Group Retirement And Savings Plan | Galardi Group Inc. | $17,075,860 | 2023 |
| Stanley G. Alexander, Inc. 401(K) Plan | Stanley G. Alexander, Inc. | $16,849,662 | 2023 |
| Happy Money 401(K) Plan | Happy Money, Inc. | $15,757,259 | 2023 |
| Taylor & Associates Architects 401k/Profit Sharing Plan | Taylor & Associates Architects, Inc. | $12,280,325 | 2023 |
| Anthony & Joann Fanticola Family Ltd Partnership 401(K) Profit Sharing Plan | M.C. LLC | $10,304,379 | 2023 |
| Taylor & Associates Architects Employee Stock Ownership Plan | Taylor & Associates Architects | $9,653,987 | 2023 |
| Kingdomway Usa Corp 401(K) Plan | Kingdomway Usa Corp. | $9,342,137 | 2023 |
| Alliance Funding Group 401(K) Plan | Alliance Funding Group | $8,637,017 | 2023 |
| Foundation Building Materials Union 401(K) Profit Sharing Plan And Trust | Foundation Building Materials, LLC | $8,457,344 | 2023 |
| Goldenwest Diamond Corporation 401k Plan | Goldenwest Diamond Corporation | $8,163,905 | 2023 |
| Provenza Floors, Inc. Cash Balance Plan | Provenza Floors, Inc. | $6,974,401 | 2023 |
| Provenza Floors, Inc., 401(K) Profit Sharing Plan | Provenza Floors, Inc. | $6,953,375 | 2023 |
| Stephen D. Taylor, D.M.D. 401(K) Profit Sharing Plan | Stephen D. Taylor, D.M.D. | $6,783,809 | 2023 |
| Oc Auto Team 401k Plan | Pb&J Automotive, Inc. Dba Tustin Mazda/Tustin Hyundai | $5,490,688 | 2023 |
| Wckb, Inc. Money Purchase Pension Plan | Wckb, Inc. | $4,804,452 | 2023 |
Largest plans in Tustin → · Tustin plans with financial data → · $1B+ plans in Tustin → · Providers by reported compensation →
Related Form 5500 pages
- All CA Form 5500 filings
- Canon Medical Systems Usa, Inc. 401(K) Savings Plan (plan 001)
- Canon Medical Systems Usa, Inc. — all reported plans
- Schoolsfirst Federal Credit Union 401(K) Retirement Plan (plan 002)
- Schoolsfirst Federal Credit Union — all reported plans
- New American Funding, LLC 401(K) Plan (plan 001)
- New American Funding, LLC — all reported plans
- Virgin Galactic, LLC 401(K) Plan (plan 001)
- Virgin Galactic, LLC — all reported plans
- Wimberly Allison Tong & Goo, Inc. 401(K) Profit Sharing Plan (plan 001)
- Watg Holdings, Inc. — all reported plans
- Liberty Dental Plan Corporation 401(K) Plan (plan 001)
- Liberty Dental Plan Corporation — all reported plans
- Huddl3 Group 401k Plan (plan 001)
- Huddl3 Group — all reported plans
- Avid Bioservices, Inc. 401(K) Plan (plan 001)
- Avid Bioservices, Inc. — all reported plans
- Tricon Residential 401(K) Plan (plan 001)
- Tah Operations, LLC — all reported plans
- Largo Concrete, Inc. 401(K) Profit Sharing Plan (plan 001)
- Largo Concrete, Inc. — all reported plans
- Galardi Group Retirement And Savings Plan (plan 001)
- Galardi Group Inc. — all reported plans
- Stanley G. Alexander, Inc. 401(K) Plan (plan 001)
- Stanley G. Alexander, Inc. — all reported plans
- Happy Money 401(K) Plan (plan 001)
- Happy Money, Inc. — all reported plans
- Taylor & Associates Architects 401k/Profit Sharing Plan (plan 001)
- Taylor & Associates Architects, Inc. — all reported plans
- Anthony & Joann Fanticola Family Ltd Partnership 401(K) Profit Sharing Plan (plan 001)
- M.C. LLC — all reported plans
- Methodology
- Data sources