Burlingame, 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, Burlingame, CA has 76 loaded benefit plan(s) reported by 57 plan sponsor(s), with $1,504,823,857 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 76
- Plan sponsors
- 57
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $1,504,823,857
- Total reported liabilities (EOY)
- $184,909,685
- Total reported net assets (EOY)
- $1,318,378,802
Contributions & income
- Employer contributions
- $25,535,308
- Participant contributions
- $113,902,569
- Total income / additions
- $412,284,538
Expenses & distributions
- Benefits paid / distributions
- $144,738,391
- Total expenses
- $150,610,634
- Net increase / (decrease)
- $261,673,904
Coverage
- Total reported participants
- 343,260
- Plans with financial statements
- 55
- Plans with provider compensation
- 25
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Burlingame, 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 |
|---|---|---|---|
| Ecc Employee Stock Ownership Plan | Environmental Chemical Corp. | $411,199,106 | 2023 |
| California Teachers Association Economic Benefits Trust Member Welfare Benefit Plan | California Teachers Association | $178,060,504 | 2023 |
| California Teachers Association 401(K) Plan | California Teachers Association | $148,057,839 | 2023 |
| Environmental Chemical Corporation Profit Sharing 401(K) Plan | Environmental Chemical Corp. | $97,777,276 | 2023 |
| Ares Holding Corporation 401(K) Plan | Ares Holding Corporation | $84,947,367 | 2023 |
| Garratt-Callahan Company Employees' Profit Sharing Plan | Garratt-Callahan Company | $68,236,813 | 2023 |
| The Sphere Institute/Acumen LLC 401(K) Plan | The Sphere Institute | $59,946,157 | 2023 |
| Carr Mcclellan P.C. Employee Savings Plan | Carr Mcclellan P.C. | $45,307,996 | 2023 |
| Vision Partners LLC 401(K) Profit Sharing Plan | Vision Partners LLC | $40,599,431 | 2023 |
| Lyra Health 401(K) Plan | Lyra Health, Inc. | $34,775,771 | 2023 |
| Color 401(K) Plan | Color Health, Inc. | $28,076,818 | 2023 |
| Apex Maritime Co., Inc. 401(K) Profit Sharing Plan | Apex Maritime Co., Inc. | $27,406,505 | 2023 |
| Guideline 401(K) Plan | Guideline, Inc. | $25,271,811 | 2023 |
| Gilmartin And Trevor A Law Corp Profit Sharing Plan | Gilmartin And Trevor | $22,752,054 | 2023 |
| Wedriveu 401(K) Plan | Wedriveu, Inc. | $17,142,928 | 2023 |
| Jamal'S Enterprises, Inc. Profit Sharing Plan And Trust | Jamals Enterprises, Inc. | $16,731,852 | 2023 |
| Lahlouh, Inc. 401(K) Savings Plan | Lahlouh, Inc. | $15,831,475 | 2023 |
| Lyra Clinical Associates 401(K) Plan | Lyra Clinical Associates P.C. | $14,809,841 | 2023 |
| Gps Capital Management, LLC 401(K) Plan | Gps Capital Management, LLC | $13,326,462 | 2023 |
| Watchpoint Logistics, Inc. 401(K) Profit Sharing Plan | Watchpoint Logistics, Inc. | $12,794,042 | 2023 |
| Blackstone Technology Group 401(K) Plan | Blackstone Technology Group | $11,768,290 | 2023 |
| Peninsula Humane Society & Spca Retirement Plan | Peninsula Humane Society & Spca | $11,591,041 | 2023 |
| Coit Services, Inc. Employee Savings & Retirement Plan | Coit Services, Inc. | $11,239,680 | 2023 |
| Imply Data, Inc. 401(K) Plan | Imply Data, Inc. | $9,522,098 | 2023 |
| Anx Home Healthcare Inc. Employee Stock Ownership Plan | Anx Home Healthcare Inc. | $8,208,161 | 2023 |
Largest plans in Burlingame → · Burlingame plans by participants → · Burlingame plans with financial data → · Burlingame plans with provider compensation → · $1B+ plans in Burlingame →
Related Form 5500 pages
- All CA Form 5500 filings
- Ecc Employee Stock Ownership Plan (plan 002)
- Environmental Chemical Corp. — all reported plans
- California Teachers Association Economic Benefits Trust Member Welfare Benefit Plan (plan 590)
- California Teachers Association — all reported plans
- California Teachers Association 401(K) Plan (plan 002)
- Environmental Chemical Corporation Profit Sharing 401(K) Plan (plan 001)
- Ares Holding Corporation 401(K) Plan (plan 001)
- Ares Holding Corporation — all reported plans
- Garratt-Callahan Company Employees' Profit Sharing Plan (plan 001)
- Garratt-Callahan Company — all reported plans
- The Sphere Institute/Acumen LLC 401(K) Plan (plan 001)
- The Sphere Institute — all reported plans
- Carr Mcclellan P.C. Employee Savings Plan (plan 002)
- Carr Mcclellan P.C. — all reported plans
- Vision Partners LLC 401(K) Profit Sharing Plan (plan 001)
- Vision Partners LLC — all reported plans
- Lyra Health 401(K) Plan (plan 001)
- Lyra Health, Inc. — all reported plans
- Color 401(K) Plan (plan 001)
- Color Health, Inc. — all reported plans
- Apex Maritime Co., Inc. 401(K) Profit Sharing Plan (plan 001)
- Apex Maritime Co., Inc. — all reported plans
- Guideline 401(K) Plan (plan 001)
- Guideline, Inc. — all reported plans
- Gilmartin And Trevor A Law Corp Profit Sharing Plan (plan 001)
- Gilmartin And Trevor — all reported plans
- Wedriveu 401(K) Plan (plan 001)
- Wedriveu, Inc. — all reported plans
- Methodology
- Data sources