West Hills, 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, West Hills, CA has 20 loaded benefit plan(s) reported by 16 plan sponsor(s), with $350,423,358 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 20
- Plan sponsors
- 16
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $350,423,358
- Total reported liabilities (EOY)
- $2,603,051
- Total reported net assets (EOY)
- $348,448,145
Contributions & income
- Employer contributions
- $6,153,494
- Participant contributions
- $18,104,636
- Total income / additions
- $70,195,316
Expenses & distributions
- Benefits paid / distributions
- $37,031,661
- Total expenses
- $41,576,376
- Net increase / (decrease)
- $28,618,940
Coverage
- Total reported participants
- 7,714
- Plans with financial statements
- 16
- Plans with provider compensation
- 6
Totals sum the latest loaded 2023 public Form 5500 filing per plan for West Hills, 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 |
|---|---|---|---|
| Pharmavite'S 401(K) Savings Plan | Pharmavite LLC | $191,202,448 | 2023 |
| Electro Rent Corporation Savings Plan | Electro Rent Corporation | $61,010,125 | 2023 |
| Southern Ca Medical Profession Association Trust | Southern California Medical Profession Association | $21,041,844 | 2023 |
| Tobin Lucks, Llp 401(K) Profit Sharing Plan | Tobin Lucks, Llp | $21,000,577 | 2023 |
| The Collected Group Company, LLC Retirement Plan | The Collected Group Company, LLC | $11,769,318 | 2023 |
| Foodstate, Inc. 401(K) Profit Sharing Plan | Foodstate, Inc. | $11,543,834 | 2023 |
| Ca Building Supplly Wholesalers And Contractors League | Ca Building Supply Wholesalers And Contractors League | $10,091,854 | 2023 |
| Southern Ca Financial Planners Voluntary Employee Beneficiary Assoc Trust | Southern Ca Financial Planners Voluntary Employee Beneficiary Assoc | $8,484,656 | 2023 |
| Valley Gastroenterology Medical Group Profit Sharing Plan | Valley Gastroenterology Medical Group, A Medical Corporation | $7,388,683 | 2023 |
| Southern Ca Retail Merchants' League Veba Trust | Southern Ca Retail Merchants' League Veba Trust | $2,828,966 | 2023 |
| Irwin A. Oberman Profit-Sharing Plan | Irwin A. Oberman | $1,738,569 | 2023 |
| Marina Benefit Plan | Marina Benefit Plan | $1,621,038 | 2023 |
| Moxie Road, Inc. 401k Profit Sharing Plan | Moxie Road, Inc. | $462,494 | 2023 |
| Mark B Schenkel Md Inc Profit Sharing Plan | Mark B Schenkel Md Inc A Medical Corporation | $189,993 | 2023 |
| Summit At Palisades Highlands 401(K) Profit Sharing Plan & Trust | Summit At Palisades Highlands | $48,959 | 2023 |
| Mapr Technologies, Inc. 401k Plan | Mapr Technologies, Inc. | $0 | 2023 |
| Pharmavite LLC Group Insurance Plan | Pharmavite LLC | not reported in the loaded dataset | 2023 |
| Pharmavite Group Travel Accident Plan | Pharmavite LLC | not reported in the loaded dataset | 2023 |
| Tobin Lucks | Tobin-Lucks, Llp | not reported in the loaded dataset | 2023 |
| Electro Rent Corporation Employee Welfare Benefits Plan | Electro Rent Corporation | not reported in the loaded dataset | 2023 |
Largest plans in West Hills → · West Hills plans by participants → · West Hills plans with financial data → · West Hills plans with provider compensation → · $1B+ plans in West Hills →
Related Form 5500 pages
- All CA Form 5500 filings
- Pharmavite'S 401(K) Savings Plan (plan 001)
- Pharmavite LLC — all reported plans
- Electro Rent Corporation Savings Plan (plan 004)
- Electro Rent Corporation — all reported plans
- Southern Ca Medical Profession Association Trust (plan 501)
- Southern California Medical Profession Association — all reported plans
- Tobin Lucks, Llp 401(K) Profit Sharing Plan (plan 006)
- Tobin Lucks, Llp — all reported plans
- The Collected Group Company, LLC Retirement Plan (plan 001)
- The Collected Group Company, LLC — all reported plans
- Foodstate, Inc. 401(K) Profit Sharing Plan (plan 001)
- Foodstate, Inc. — all reported plans
- Ca Building Supplly Wholesalers And Contractors League (plan 501)
- Ca Building Supply Wholesalers And Contractors League — all reported plans
- Southern Ca Financial Planners Voluntary Employee Beneficiary Assoc Trust (plan 501)
- Southern Ca Financial Planners Voluntary Employee Beneficiary Assoc — all reported plans
- Valley Gastroenterology Medical Group Profit Sharing Plan (plan 002)
- Valley Gastroenterology Medical Group, A Medical Corporation — all reported plans
- Southern Ca Retail Merchants' League Veba Trust (plan 501)
- Southern Ca Retail Merchants' League Veba Trust — all reported plans
- Irwin A. Oberman Profit-Sharing Plan (plan 001)
- Irwin A. Oberman — all reported plans
- Marina Benefit Plan (plan 501)
- Marina Benefit Plan — all reported plans
- Moxie Road, Inc. 401k Profit Sharing Plan (plan 001)
- Moxie Road, Inc. — all reported plans
- Mark B Schenkel Md Inc Profit Sharing Plan (plan 001)
- Mark B Schenkel Md Inc A Medical Corporation — all reported plans
- Summit At Palisades Highlands 401(K) Profit Sharing Plan & Trust (plan 001)
- Summit At Palisades Highlands — all reported plans
- Methodology
- Data sources