· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
WEST SIDE HEALTH CARE DISTRICT — WEST SIDE HEALTH CARE DISTRICT 403(B) PLAN, Form 5500 (2023) | Form 5500 Search
Back to filter
Original filing (PDF)
20250414171554NAL0000941843001
WEST SIDE HEALTH CARE DISTRICT
Form 5500-SF
FILING_RECEIVED
WEST SIDE HEALTH CARE DISTRICT 403(B) PLAN
403(b) retirement plan
Active participants
61
Accounts w/ balance
39
Plan assets (EOY)
$1.6M
Net assets (EOY)
$1.6M
Plan health score (directional)
86
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
WEST SIDE HEALTH CARE DISTRICT
.
Find decision makers
Plan sponsor
Name
WEST SIDE HEALTH CARE DISTRICT
EIN
95-6003484
Address
119 ADKISSION WAY · TAFT, CA · 93268
Phone
(661) 765-7234
Industry
Agriculture, Forestry, Fishing, Hunting
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2023
Plan year begin
2023-07-01
Tax period
2024-06-30
Filed
2025-04-14
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2M · 403(b)(7) custodial accounts
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Agriculture, Forestry, Fishing, Hunting plans
KNUEPPEL LIVESTOCK AND ORDER BUYING, INC.
KNUEPPEL LIVESTOCK AND ORDER BUYING, INC 401(K) PROFIT SHARING PLAN
$1.6M · 4 participants
AMADOR ANGUS AND FARMS, INC.
AMADOR ANGUS AND FARMS, INC. PROFIT SHARING 401(K) PLAN
$1.6M · 3 participants
ELK RIDGE CONSTRUCTION, LLC
ELK RIDGE CONSTRUCTION SAFE HARBOR 401(K) PLAN
$1.6M · 5 participants
TURKEY TRAK FARMS, LLC
TURKEY TRAK FARMS LLC 401(K) PLAN
$1.6M · 5 participants
BAR T BAR RANCH, INC.
80
Knocking points off
64% balance-to-active ratio — below typical for a healthy 401(k).
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
BAR T BAR RANCH, INC. RETIREMENT PLAN
$1.6M · 7 participants
SPRING VALLEY FARMS LLP
SPRING VALLEY FARMS 401(K) PLAN
$1.6M · 114 participants
Large plans in California
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND
$215.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND E
$190.9B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND F
$188.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
RUSSELL 1000 INDEX FUND
$187.7B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
CASH EQUIVALENT FUND II
$125.0B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
BLACKROCK MSCI ACWI EX-US IMI INDEX FUND E
$88.3B
