Plan5500

Ukiah, 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, Ukiah, CA has 19 loaded benefit plan(s) reported by 12 plan sponsor(s), with $73,537,366 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
19
Plan sponsors
12
Latest filing year
2023

What stands out in Ukiah

  • 19 loaded plans hold $73.5M in reported assets across 12 sponsors.
  • The largest, Savings Bank Of Mendocino County 401(K) And Profit Sharing Plan, holds 31% of reported Ukiah plan assets.
  • Plans cover 3,605 participants — about 190 per plan.
  • 58% of loaded plans report full Schedule H/I financial statements.
  • 26% report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$73.5MSummed across loaded plans$73,536,637
Total reported assets$73.5M$73,537,366
Total reported participants3.6K3,605
Total reported liabilities$729

Reported net position

Reported assets = net assets + liabilities (summed)$73.5M total assets
Net assets$73.5MLiabilities$729
Contributions & income
Employer contributions$3.4M
Participant contributions$4.2M
Total income / additions$17.8M
Expenses & distributions
Benefits paid / distributions$5.4M
Total expenses$5.5M
Net increase / (decrease)$12.3M

Data coverage

Plans with financial statements11 / 19 (58%)
Plans with provider compensation5 / 19 (26%)

Totals sum the latest loaded 2023 public Form 5500 filing per plan for Ukiah, 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

Ukiah market comparison

Largest plan share of assets31%Savings Bank Of Mendocino County 401(K) And Profit Sharing Plan
Participants per plan190Average across loaded plans
Plan sponsors12
Ranked by reported assets

Largest loaded plans in Ukiah

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

  1. 1
    Savings Bank Of Mendocino County 401(K) And Profit Sharing Plan$22.5M
    Savings Bank Of Mendocino County · 2023
  2. 2
    Mendocino Community Health Clinic, Inc. 401(K) Savings Plan$18.3M
    Mendocino Community Health Clinic, Inc. · 2023
  3. 3
    Acme Rigging Company, Inc. Employee Stock Ownership Plan$10M
    Acme Rigging & Supply · 2023
  4. 4
    Mendo Mill & Lumber Co. Profit Sharing Plan And Trust$7.8M
    Mendo Mill & Lumber Co. · 2023
  5. 5
    401(K) Profit Sharing Plan For Employees Of North Coast Opportunities, Inc.$6.8M
    North Coast Opportunities, Inc · 2023
  6. 6
    J. A. Sutherland, Inc. Dba Taco Bell Retirement Plan$2.9M
    J. A. Sutherland, Inc., Dba Taco Bell · 2023
  7. 7
    Ukiah Natural Foods 401(K) Plan$2.5M
    The Homestead Exchange Dba Ukiah Natural Foods, Inc. · 2023
  8. 8
    Redwood Community Services, Inc. 401k Plan$2.3M
    Redwood Community Services, Inc. · 2023
  9. 9
    Advantage Towing & Transportation Services Inc. Pension Transfer Trust Plan$176.2K
    Advantage Towing & Transportation Services Inc. · 2023
  10. 10
    Upper Room Enterprises, Inc. Retirement Plan$110K
    Upper Room Enterprises, Inc. · 2023
  11. 11
    Redwood Taxi Retirement Plan$66.7K
    Redwood Taxi LLC · 2023
  12. 12
    Mendocino Community Health Clinic Incnot reported in the loaded dataset
    Mendocino Community Health Clinic, Inc. · 2023
  13. 13
    Mendocino Community Health Clinic Dental Plannot reported in the loaded dataset
    Mendocino Community Health Clinic, Inc. · 2023
  14. 14
    Mendocino Community Health Clinic Vision Plannot reported in the loaded dataset
    Mendocino Community Health Clinic, Inc. · 2023
  15. 15
    Mendocino Community Health Gap Plannot reported in the loaded dataset
    Mendocino Community Health Clinic, Inc. · 2023
  16. 16
    Redwood Community Services, Inc.not reported in the loaded dataset
    Redwood Community Services, Inc. · 2023
  17. 17
    Savings Bank Of Mendocino County Health And Welfare Plannot reported in the loaded dataset
    Savings Bank Of Mendocino County · 2023
  18. 18
    North Coast Opportunites Benefit Plannot reported in the loaded dataset
    North Coast Opportunities · 2023
  19. 19
    Redwood Coast Regional Center Health And Welfare Plannot reported in the loaded dataset
    Redwood Coast Regional Center · 2023

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

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Ukiah, CA?
19 plan(s) reported by 12 sponsor(s) are loaded for Ukiah, CA.

Related Form 5500 pages