Folsom, 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, Folsom, CA has 113 loaded benefit plan(s) reported by 63 plan sponsor(s), with $33,162,746,455 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 113
- Plan sponsors
- 63
- Total reported assets (EOY)
- $33,162,746,455
- Latest filing year
- 2023
Largest loaded plans by reported assets
| Plan | Sponsor | Reported assets (EOY) | Year |
|---|---|---|---|
| Intel 401(K) Savings Plan | Intel Corporation | $22,179,181,890 | 2023 |
| Intel Retirement Contribution Plan | Intel Corporation | $7,243,052,996 | 2023 |
| Intel Minimum Pension Plan | Intel Corporation | $909,973,012 | 2023 |
| Magnit Global Solutions, Inc. And Subsidiaries 401(K) Employee Savings | Magnit Global Solutions, Inc. | $424,778,560 | 2023 |
| California Iso Retirement Savings Benefits Plan | California Independent System Operator Corporation | $385,143,643 | 2023 |
| Savewisetm Pooled Employer Plan | Newport Group, Inc. | $347,202,202 | 2023 |
| Lutz Financial Pooled Employer Plan | Newport Group, Inc. | $291,679,383 | 2023 |
| Powerschool Group LLC 401(K) Plan | Powerschool Group LLC | $185,399,035 | 2023 |
| Ascensus Secure Retirement Pooled Employer Plan | Newport Group, Inc. | $130,431,820 | 2023 |
| Unity 401(K) Pooled Employer Plan | Newport Group, Inc. | $127,768,388 | 2023 |
| Tri Holdco, Inc. Employee Stock Ownership Plan | Tri Holdco, Inc. | $102,388,070 | 2023 |
| Safe Credit Union 401(K) Profit-Sharing Plan | Safe Credit Union | $93,610,491 | 2023 |
| Tfo Advantage Pooled Employer Plan | Newport Group, Inc. | $67,500,423 | 2023 |
| Allworth Financial 401(K) Plan | Allworth Financial, Lp | $63,108,728 | 2023 |
| Buckingham Strategic Partners Pooled Employer Plan | Newport Group, Inc. | $56,935,222 | 2023 |
| Advisor Managed Pooled Employer Plan | Newport Group, Inc. | $39,658,989 | 2023 |
| Sierra Pacific Mortgage Company, Inc. 401(K) Profit Sharing Plan | Sierra Pacific Mortgage Company, Inc. | $36,190,770 | 2023 |
| Visionary Integration Professionals, LLC 401(K) Profit Sharing Plan | Visionary Integration Professionals, LLC | $32,567,277 | 2023 |
| Dokken Engineering 401(K) Profit Sharing Plan | Dokken Engineering | $31,565,936 | 2023 |
| Mmhr 401(K) Pooled Employer Plan | Newport Group, Inc. | $30,696,673 | 2023 |
| Tri Holdco., Inc. 401(K) Plan | Tri Holdco, Inc. | $25,124,059 | 2023 |
| Twelve Points Pooled Employer Plan | Newport Group, Inc. | $23,433,016 | 2023 |
| Syblon Reid Construction, Inc. Employee Stock Ownership Plan | Syblon Reid Construction, Inc. | $22,824,878 | 2023 |
| Allworth Financial Pooled Employer Plan | Newport Group, Inc. | $21,689,688 | 2023 |
| Welfare Benefit Plans Trust | California Independent System Operator | $20,341,825 | 2023 |
Largest plans in Folsom → · Folsom plans with financial data → · $1B+ plans in Folsom → · Providers by reported compensation →
Related Form 5500 pages
- All CA Form 5500 filings
- Intel 401(K) Savings Plan (plan 003)
- Intel Corporation — all reported plans
- Intel Retirement Contribution Plan (plan 001)
- Intel Minimum Pension Plan (plan 002)
- Magnit Global Solutions, Inc. And Subsidiaries 401(K) Employee Savings (plan 001)
- Magnit Global Solutions, Inc. — all reported plans
- California Iso Retirement Savings Benefits Plan (plan 001)
- California Independent System Operator Corporation — all reported plans
- Savewisetm Pooled Employer Plan (plan 016)
- Newport Group, Inc. — all reported plans
- Lutz Financial Pooled Employer Plan (plan 012)
- Powerschool Group LLC 401(K) Plan (plan 001)
- Powerschool Group LLC — all reported plans
- Ascensus Secure Retirement Pooled Employer Plan (plan 002)
- Unity 401(K) Pooled Employer Plan (plan 003)
- Tri Holdco, Inc. Employee Stock Ownership Plan (plan 002)
- Tri Holdco, Inc. — all reported plans
- Safe Credit Union 401(K) Profit-Sharing Plan (plan 002)
- Safe Credit Union — all reported plans
- Tfo Advantage Pooled Employer Plan (plan 021)
- Allworth Financial 401(K) Plan (plan 001)
- Allworth Financial, Lp — all reported plans
- Buckingham Strategic Partners Pooled Employer Plan (plan 019)
- Methodology
- Data sources