Claremont, 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, Claremont, CA has 25 loaded benefit plan(s) reported by 21 plan sponsor(s), with $1,360,983,538 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 25
- Plan sponsors
- 21
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $1,360,983,538
- Total reported liabilities (EOY)
- $20,129
- Total reported net assets (EOY)
- $1,360,873,600
Contributions & income
- Employer contributions
- $30,999,743
- Participant contributions
- $19,013,599
- Total income / additions
- $231,854,922
Expenses & distributions
- Benefits paid / distributions
- $80,722,382
- Total expenses
- $81,191,972
- Net increase / (decrease)
- $150,662,950
Coverage
- Total reported participants
- 13,722
- Plans with financial statements
- 20
- Plans with provider compensation
- 11
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Claremont, 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 |
|---|---|---|---|
| Pomona College Academic Retirement Plan | Pomona College | $345,915,589 | 2023 |
| Claremont Mckenna College Academic Retirement Plan | Claremont Mckenna College | $234,482,360 | 2023 |
| Harvey Mudd College Academic Retirement Plan | Harvey Mudd College | $185,577,877 | 2023 |
| Claremont Graduate University Academic Retirement Plan | Claremont Graduate University | $170,616,228 | 2023 |
| Pitzer College Academic Retirement Plan | Pitzer College | $135,667,849 | 2023 |
| Scripps College Academic Retirement Plan | Scripps College | $128,730,338 | 2023 |
| The Claremont Colleges, Inc. Academic Retirement Plan | The Claremont Colleges Services | $60,624,533 | 2023 |
| Keck Graduate Institute Of Applied Life Sciences Academic Retirement Plan | Keck Graduate Institute | $46,762,660 | 2023 |
| The Webb Schools Tax-Deferred Annuity And Defined Contribution Retirement Plan | The Webb Schools | $34,417,573 | 2023 |
| Pilgrim Place In Claremont 403(B) Plan | Pilgrim Place In Claremont | $7,468,555 | 2023 |
| New Bedford Panoramex Corp. Employee 401(K) Plan | New Bedford Panoramex Corp | $3,532,347 | 2023 |
| Paul D. Orr, M.D. Inc. Profit Sharing Plan | Paul D. Orr, M.D. Inc. | $2,932,259 | 2023 |
| Quality Container Corp Profit Sharing Plan | Quality Container Corp | $2,844,779 | 2023 |
| Tasc 401k | Thoughtkeg Application Services Corporation | $821,921 | 2023 |
| Chennai, Inc. 401(K) Plan | Chennai, Inc. | $323,448 | 2023 |
| Ajakajbc Corp. 401(K) Plan | Ajakajbc Corp. | $89,809 | 2023 |
| Mitos Holdings 401(K) Trust | Mitos Holdings Incorporated | $87,254 | 2023 |
| Middle Tree Incorporated 403(B) Plan | Middle Tree Incorporated | $68,731 | 2023 |
| Pilgrim Place In Claremont, Inc - Flexible Benefits Plan | Pilgrim Place In Claremont, Inc | $19,428 | 2023 |
| Olive Us Co. 401(K) Plan | Olive Us Co. | $0 | 2023 |
| Pilgrim Place In Claremont, Inc. Flexplus Cafeteria Plan | Pilgrim Place In Claremont, Inc. | not reported in the loaded dataset | 2023 |
| The Webb Schools Health & Welfare Benefit Plan | The Webb Schools | not reported in the loaded dataset | 2023 |
| Trinity Youth Services Health And Welfare Plan | Trinity Youth Services | not reported in the loaded dataset | 2023 |
| Hirel Connectors, Inc. Insured Welfare Benefit Plan | Hirel Connectors, Inc. | not reported in the loaded dataset | 2023 |
| The Claremont Colleges Health & Welfare Benefits | The Claremont Colleges, Inc. | not reported in the loaded dataset | 2023 |
Largest plans in Claremont → · Claremont plans by participants → · Claremont plans with financial data → · Claremont plans with provider compensation → · $1B+ plans in Claremont →
Related Form 5500 pages
- All CA Form 5500 filings
- Pomona College Academic Retirement Plan (plan 001)
- Pomona College — all reported plans
- Claremont Mckenna College Academic Retirement Plan (plan 001)
- Claremont Mckenna College — all reported plans
- Harvey Mudd College Academic Retirement Plan (plan 001)
- Harvey Mudd College — all reported plans
- Claremont Graduate University Academic Retirement Plan (plan 001)
- Claremont Graduate University — all reported plans
- Pitzer College Academic Retirement Plan (plan 001)
- Pitzer College — all reported plans
- Scripps College Academic Retirement Plan (plan 001)
- Scripps College — all reported plans
- The Claremont Colleges, Inc. Academic Retirement Plan (plan 001)
- The Claremont Colleges Services — all reported plans
- Keck Graduate Institute Of Applied Life Sciences Academic Retirement Plan (plan 001)
- Keck Graduate Institute — all reported plans
- The Webb Schools Tax-Deferred Annuity And Defined Contribution Retirement Plan (plan 001)
- The Webb Schools — all reported plans
- Pilgrim Place In Claremont 403(B) Plan (plan 001)
- Pilgrim Place In Claremont — all reported plans
- New Bedford Panoramex Corp. Employee 401(K) Plan (plan 001)
- New Bedford Panoramex Corp — all reported plans
- Paul D. Orr, M.D. Inc. Profit Sharing Plan (plan 002)
- Paul D. Orr, M.D. Inc. — all reported plans
- Quality Container Corp Profit Sharing Plan (plan 003)
- Quality Container Corp — all reported plans
- Tasc 401k (plan 001)
- Thoughtkeg Application Services Corporation — all reported plans
- Chennai, Inc. 401(K) Plan (plan 001)
- Chennai, Inc. — all reported plans
- Methodology
- Data sources