Daly City, 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, Daly City, CA has 17 loaded benefit plan(s) reported by 12 plan sponsor(s), with $234,209,660 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 17
- Plan sponsors
- 12
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $234,209,660
- Total reported liabilities (EOY)
- $10,793
- Total reported net assets (EOY)
- $234,198,867
Contributions & income
- Employer contributions
- $8,801,284
- Participant contributions
- $10,983,113
- Total income / additions
- $54,268,324
Expenses & distributions
- Benefits paid / distributions
- $8,755,191
- Total expenses
- $9,268,468
- Net increase / (decrease)
- $44,999,856
Coverage
- Total reported participants
- 4,945
- Plans with financial statements
- 13
- Plans with provider compensation
- 6
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Daly City, 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 |
|---|---|---|---|
| North East Medical Services Profit Sharing 401(K) Plan | North East Medical Services | $144,036,211 | 2023 |
| Eki Environment & Water, Inc. 401(K) Plan | Eki Environment & Water, Inc. | $26,882,620 | 2023 |
| Peninsula Orthopedic Associates Profit Sharing 401(K) Plan | Peninsula Orthopedic Associates | $14,158,119 | 2023 |
| Reneson Hotels, Inc. 401(K) Profit Sharing Plan | Reneson Hotels, Inc. | $12,270,874 | 2023 |
| Pacific Automotive Group 401(K) Plan | Pacific Automotive Group, LLC | $10,199,524 | 2023 |
| Eki Environment & Water, Inc. Employee Stock Ownership Plan | Eki Environment & Water, Inc. | $8,170,695 | 2023 |
| Kyo Autism Therapy LLC 401(K) Profit Sharing Plan And Trust | Kyo Autism Therapy LLC | $5,027,133 | 2023 |
| Bo Jun Dental Practice Retirement Plan | Jun And Kang Partnerhship | $4,753,631 | 2023 |
| Lake Merced Golf Club 401(K) Profit Sharing Plan And Trust | Lake Merced Golf Club | $3,038,143 | 2023 |
| Spinal Diagnostics & Treatment Center, LLC 401(K) Ps Plan | Spinal Diagnostics & Treatment Center, LLC | $2,759,766 | 2023 |
| Spinal Diagnostics & Treatment Center LLC, 401(K) Profit Sharing Plan | Richard Derby, M.D., Apc | $2,759,766 | 2023 |
| Fog City Enterprises Retirement Plan | Fog City Enterprises, Inc. | $113,175 | 2023 |
| Caz Corp 401(K) Plan | Caz Corp | $40,003 | 2023 |
| Kyo Autism Therapy Welfare Plan | Kyo Autism Therapy | not reported in the loaded dataset | 2023 |
| Reneson Hotels, Inc. Group Welfare Plan | Reneson Hotels, Inc. | not reported in the loaded dataset | 2023 |
| Nems Health And Welfare Plan | North East Medical Services | not reported in the loaded dataset | 2023 |
| Eki Environment & Water Health And Welfare Plan | Eki Environment & Water, Inc. | not reported in the loaded dataset | 2023 |
Largest plans in Daly City → · Daly City plans by participants → · Daly City plans with financial data → · Daly City plans with provider compensation → · $1B+ plans in Daly City →
Related Form 5500 pages
- All CA Form 5500 filings
- North East Medical Services Profit Sharing 401(K) Plan (plan 001)
- North East Medical Services — all reported plans
- Eki Environment & Water, Inc. 401(K) Plan (plan 401)
- Eki Environment & Water, Inc. — all reported plans
- Peninsula Orthopedic Associates Profit Sharing 401(K) Plan (plan 001)
- Peninsula Orthopedic Associates — all reported plans
- Reneson Hotels, Inc. 401(K) Profit Sharing Plan (plan 002)
- Reneson Hotels, Inc. — all reported plans
- Pacific Automotive Group 401(K) Plan (plan 001)
- Pacific Automotive Group, LLC — all reported plans
- Eki Environment & Water, Inc. Employee Stock Ownership Plan (plan 002)
- Kyo Autism Therapy LLC 401(K) Profit Sharing Plan And Trust (plan 001)
- Kyo Autism Therapy LLC — all reported plans
- Bo Jun Dental Practice Retirement Plan (plan 001)
- Jun And Kang Partnerhship — all reported plans
- Lake Merced Golf Club 401(K) Profit Sharing Plan And Trust (plan 001)
- Lake Merced Golf Club — all reported plans
- Spinal Diagnostics & Treatment Center, LLC 401(K) Ps Plan (plan 001)
- Spinal Diagnostics & Treatment Center, LLC — all reported plans
- Spinal Diagnostics & Treatment Center LLC, 401(K) Profit Sharing Plan (plan 001)
- Richard Derby, M.D., Apc — all reported plans
- Fog City Enterprises Retirement Plan (plan 001)
- Fog City Enterprises, Inc. — all reported plans
- Caz Corp 401(K) Plan (plan 001)
- Caz Corp — all reported plans
- Kyo Autism Therapy Welfare Plan (plan 501)
- Reneson Hotels, Inc. Group Welfare Plan (plan 503)
- Methodology
- Data sources