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Employers › California

Employer · plans filed under one EIN

Logix Employment Services,inc.

Valencia, CA · Administrative and support and waste management services

Form 5500 information is as filed by the plan administrator with the Department of Labor and may be amended. Figures reflect the plan year shown, not current balances.

$254Mnet assets across plans
1,438participant records917 active
$6.5Memployer contributions, latest plan years$7,142 per active record
$397KSchedule C compensation to organisations$275.84 per participant record

2 retirement plans with 100 or more participants file Form 5500 under Logix Employment Services,inc.'s employer identification number (Valencia, California). Their latest filings total 1,438 participant records and $254M in net assets.

The largest is Logix Employment Services, Inc. Employee Savings Plan, a 401(k) plan with 1,082 participants. A person can be counted in more than one plan, so the participant total is a count of records rather than of people.

Employer contributions across the plans were $6.5M and participant contributions $6.9M in the latest plan years; benefits paid were $14.3M. Schedule C compensation reported to service provider organisations totalled $397K.

Combined net assets moved from $47.9M in 2009 to $254M in 2024 (up 432%). Plan mergers and spin-offs show up here as steps in the series.

Plans

PlanKindPlan yearParticipantsNet assetsPer participantEmployer / activeSch. C compensation
Logix Employment Services, Inc. Employee Savings Plan401(k) plan20241,082$173M$160,111$7,788$107K
Logix Employment Services, Inc. Retirement Plandefined benefit pension plan2024356$81.2M$228,046—$289K
US median, plan year 2024: DC plans $53,102 per participant, $2,175 employer contribution per active participant; DB plans $86,221 and $10,244.

Trend by plan year

2009: $47.9M2010: $58.1M2011: $61.0M2012: $74.2M2013: $92.1M2014: $101M2015: $105M2016: $123M2017: $147M2018: $151M2019: $182M2020: $220M2021: $246M2022: $202M2023: $232M2024: $254M$47.9M$254M20092012201620202024
Combined net assets
2009: 9292010: 9322011: 9282012: 9752013: 9852014: 1,0452015: 9592016: 1,0432017: 1,1222018: 1,1872019: 1,2222020: 1,2982021: 1,3862022: 1,4532023: 1,4422024: 1,4389291,4531,43820092012201620202024
Participant records
Plan yearPlansParticipant recordsNet assetsEmployer contributionsParticipant contributions
202421,438$254M$6.5M$6.9M
202321,442$232M$6.3M$6.8M
202221,453$202M$6.3M$6.9M
202121,386$246M$5.8M$6.7M
202021,298$220M$15.3M$6.0M
201921,222$182M$9.6M$5.3M
201821,187$151M$15.5M$4.9M
201721,122$147M$6.6M$4.6M
201621,043$123M$7.8M$4.0M
20152959$105M$10.3M$3.5M
201421,045$101M$4.7M$3.0M
20132985$92.1M$5.8M$2.7M
20122975$74.2M$7.1M$2.4M
20112928$61.0M$2.8M$2.1M
20102932$58.1M$3.2M$2.0M
20092929$47.9M$1.0M$1.8M

History of the plans listed above, in the years each filed the full Form 5500 with 100 or more participants. Plans that have since terminated are not included.

Service providers

OrganisationServices reportedPlansCompensation reported
Bank of AmericaTrustee (bank, trust company, or similar financial institution); Investment advisory (plan); Investment management1$180,929
Columbia Management Invmt SVS Corp.Investment management1$108,311
Kaye Capital ManagementInvestment advisory (plan)1$49,000
Transamerica Retirement SolutionsClaims processing; Recordkeeping and information management; Investment management; Participant loan processing1$48,439
Moss AdamsAccounting (including auditing)1$9,975
National Financial ServicesSecurities brokerage1$0
Mid Atlantic Capital CorporationSecurities brokerage1$0

Organisations paid $5,000 or more by any of these plans, from Schedule C. Individuals are not shown.

Bank of America$181K
Columbia Management Invmt SVS Corp.$108K
Kaye Capital Management$49K
Transamerica Retirement Solutions$48K
Moss Adams$9,975
National Financial Services$0
Mid Atlantic Capital Corporation$0

Questions and answers

How many retirement plans does Logix Employment Services,inc. have?

2 plans with 100 or more participants filed Form 5500 under its employer identification number for the latest plan years: Logix Employment Services, Inc. Employee Savings Plan and Logix Employment Services, Inc. Retirement Plan. Smaller plans and plans filed under a subsidiary's number are not grouped here.

How much does Logix Employment Services,inc. contribute to its plans?

$6,549,466 in employer contributions across these plans in their latest plan years, about $7,142 per active participant record. Form 5500 reports totals and not the match or accrual formula.

Who provides services to these plans?

Schedule C filings name Bank of America, Columbia Management Invmt SVS Corp., Kaye Capital Management and Transamerica Retirement Solutions and others. Only organisations paid $5,000 or more by a plan are listed on Schedule C.

Where does this come from?

Form 5500 annual reports filed with the Department of Labor's EFAST2 system, from the EBSA research files, with filings received through 24 Aug 2026. Figures are as filed and may be amended.

Provenance

Source: U.S. Department of Labor, Employee Benefits Security Administration, Form 5500 research files, public domain, with filings received through 24 Aug 2026. Plans are grouped by the sponsor's employer identification number exactly as filed; a company that files under several EINs appears as several employers. See the methodology and corrections.