Walnut, 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, Walnut, CA has 17 loaded benefit plan(s) reported by 16 plan sponsor(s), with $469,984,335 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 17
- Plan sponsors
- 16
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $469,984,335
- Total reported liabilities (EOY)
- $0
- Total reported net assets (EOY)
- $469,984,335
Contributions & income
- Employer contributions
- $10,956,803
- Participant contributions
- $24,409,063
- Total income / additions
- $104,107,243
Expenses & distributions
- Benefits paid / distributions
- $44,440,364
- Total expenses
- $45,081,697
- Net increase / (decrease)
- $59,025,546
Coverage
- Total reported participants
- 8,448
- Plans with financial statements
- 11
- Plans with provider compensation
- 4
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Walnut, 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 |
|---|---|---|---|
| J. F. Shea Company, Inc. Retirement Savings Plan | J. F. Shea Company, Inc. | $434,357,902 | 2023 |
| 15 Five, Inc. Retirement Trust | 15 Five, Inc. | $10,310,552 | 2023 |
| Bluestar Resort & Golf 401(K) Retirement Plan | Bluestar Resort & Golf LLC | $9,779,529 | 2023 |
| Chargebee 401(K) Plan | Chargebee, Inc. | $7,796,959 | 2023 |
| Netcellent System, Inc. 401(K) Profit Sharing Plan | Netcellent System, Inc. | $3,858,054 | 2023 |
| Guesty Inc 401(K) Profit Sharing Plan & Trust | Guesty Inc | $1,379,969 | 2023 |
| Lifetime Pharmacy Corp. 401(K) Plan | Lifetime Pharmacy Corp. | $1,166,080 | 2023 |
| Ajit Patel Dds Profit Sharing | Ajit Patel Dds | $475,876 | 2023 |
| Riser Fitness 401(K) Plan | Riser Fitness | $435,923 | 2023 |
| Sgc Project One, Inc. 401(K) Profit Sharing Plan | Sgc Project One, Inc. | $299,387 | 2023 |
| Jc & Jg Corporation Profit Sharing Plan | Jc & Jg Corporation | $124,104 | 2023 |
| Welfare Benefit For Employees Of Lava Scs, LLC And Diversified Outsource Services | Lava Scs, LLC | not reported in the loaded dataset | 2023 |
| Cerebral, Inc. Health And Welfare Benefit Plan | Cerebral, Inc. | not reported in the loaded dataset | 2023 |
| Resident Home Health And Welfare Benefits Plan | Resident Home | not reported in the loaded dataset | 2023 |
| Cerebral Medical Group Health And Welfare Benefit Plan | Cerebral Medical Group LLC | not reported in the loaded dataset | 2023 |
| J. F. Shea Co., Inc. Group Welfare Plan | J.F. Shea Co., Inc. | not reported in the loaded dataset | 2023 |
| Southcoast Cabinet Inc Group Life Insurance Plan | Southcoast Cabinet Inc | not reported in the loaded dataset | 2023 |
Largest plans in Walnut → · Walnut plans by participants → · Walnut plans with financial data → · Walnut plans with provider compensation → · $1B+ plans in Walnut →
Related Form 5500 pages
- All CA Form 5500 filings
- J. F. Shea Company, Inc. Retirement Savings Plan (plan 333)
- J. F. Shea Company, Inc. — all reported plans
- 15 Five, Inc. Retirement Trust (plan 001)
- 15 Five, Inc. — all reported plans
- Bluestar Resort & Golf 401(K) Retirement Plan (plan 001)
- Bluestar Resort & Golf LLC — all reported plans
- Chargebee 401(K) Plan (plan 001)
- Chargebee, Inc. — all reported plans
- Netcellent System, Inc. 401(K) Profit Sharing Plan (plan 001)
- Netcellent System, Inc. — all reported plans
- Guesty Inc 401(K) Profit Sharing Plan & Trust (plan 001)
- Guesty Inc — all reported plans
- Lifetime Pharmacy Corp. 401(K) Plan (plan 001)
- Lifetime Pharmacy Corp. — all reported plans
- Ajit Patel Dds Profit Sharing (plan 001)
- Ajit Patel Dds — all reported plans
- Riser Fitness 401(K) Plan (plan 001)
- Riser Fitness — all reported plans
- Sgc Project One, Inc. 401(K) Profit Sharing Plan (plan 001)
- Sgc Project One, Inc. — all reported plans
- Jc & Jg Corporation Profit Sharing Plan (plan 001)
- Jc & Jg Corporation — all reported plans
- Welfare Benefit For Employees Of Lava Scs, LLC And Diversified Outsource Services (plan 501)
- Lava Scs, LLC — all reported plans
- Cerebral, Inc. Health And Welfare Benefit Plan (plan 501)
- Cerebral, Inc. — all reported plans
- Resident Home Health And Welfare Benefits Plan (plan 501)
- Resident Home — all reported plans
- Cerebral Medical Group Health And Welfare Benefit Plan (plan 501)
- Cerebral Medical Group LLC — all reported plans
- Methodology
- Data sources