Plan5500

Corte Madera, 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, Corte Madera, CA has 11 loaded benefit plan(s) reported by 8 plan sponsor(s), with $285,947,574 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
11
Plan sponsors
8
Latest filing year
2023

What stands out in Corte Madera

  • 11 loaded plans hold $285.9M in reported assets across 8 sponsors.
  • The largest, The Rh 401(K) Plan, holds 56% of reported Corte Madera plan assets.
  • Plans cover 16,155 participants — about 1,469 per plan.
  • 64% of loaded plans report full Schedule H/I financial statements.
  • 36% report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$285.8MSummed across loaded plans$285,832,041
Total reported assets$285.9M$285,947,574
Total reported participants16.2K16,155
Total reported liabilities$115.5K$115,533

Reported net position

Reported assets = net assets + liabilities (summed)$285.9M total assets
Net assets$285.8MLiabilities$115.5K
Contributions & income
Employer contributions$816.3K
Participant contributions$30.1M
Total income / additions$75.6M
Expenses & distributions
Benefits paid / distributions$22.5M
Total expenses$23.2M
Net increase / (decrease)$52.3M

Data coverage

Plans with financial statements7 / 11 (64%)
Plans with provider compensation4 / 11 (36%)

Totals sum the latest loaded 2023 public Form 5500 filing per plan for Corte Madera, 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.

Computed from loaded plans

Corte Madera market comparison

Largest plan share of assets56%The Rh 401(K) Plan
Participants per plan1,469Average across loaded plans
Plan sponsors8
Ranked by reported assets

Largest loaded plans in Corte Madera

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    The Rh 401(K) Plan$160M
    Restoration Hardware, Inc. · 2023
  2. 2
    Marin Country Day School Defined Contribution 403(B) Retirement Plan$58.7M
    Marin Country Day School · 2023
  3. 3
    Bay Equity 401(K) Plan$48.9M
    Bay Equity, LLC · 2023
  4. 4
    Il Fornaio 401(K) Retirement Plan$12.1M
    Il Fornaio (America), LLC · 2023
  5. 5
    Chrisad 401(K) Plan$5.6M
    Chrisad, Inc. · 2023
  6. 6
    Cohen Capital Management 401(K) Plan$408.8K
    Cohen Capital Management, Inc. · 2023
  7. 7
    Pierpont Painting, Inc. 401(K) Profit Sharing Plan$285.8K
    Pierpont Painting, Inc. · 2023
  8. 8
    Pacific Catch Welfare Benefits Plannot reported in the loaded dataset
    Pacific Catch · 2023
  9. 9
    Rh Health & Welfare Benefits Plannot reported in the loaded dataset
    Rh · 2023
  10. 10
    Marin Country Day School Health & Welfare Benefit Plannot reported in the loaded dataset
    Marin Country Day School · 2023
  11. 11
    Il Fornaio Health And Welfare Plannot reported in the loaded dataset
    Il Fornaio America LLC · 2023

Largest plans in Corte Madera → · Corte Madera plans by participants → · Corte Madera plans with financial data → · Corte Madera plans with provider compensation → · $1B+ plans in Corte Madera →

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Corte Madera, CA?
11 plan(s) reported by 8 sponsor(s) are loaded for Corte Madera, CA.

Related Form 5500 pages