Goleta, 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, Goleta, CA has 50 loaded benefit plan(s) reported by 33 plan sponsor(s), with $2,142,034,632 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 50
- Plan sponsors
- 33
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $2,142,034,632
- Total reported liabilities (EOY)
- $55,343,511
- Total reported net assets (EOY)
- $2,086,691,121
Contributions & income
- Employer contributions
- $86,646,314
- Participant contributions
- $110,489,563
- Total income / additions
- $618,255,056
Expenses & distributions
- Benefits paid / distributions
- $153,589,828
- Total expenses
- $157,084,708
- Net increase / (decrease)
- $461,170,348
Coverage
- Total reported participants
- 30,145
- Plans with financial statements
- 33
- Plans with provider compensation
- 16
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Goleta, 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 |
|---|---|---|---|
| Yardi Systems, Inc. 401(K) Profit Sharing Plan | Yardi Systems, Inc. | $624,405,150 | 2023 |
| Tecolote Research, Inc. Employee Stock Ownership Plan | Tecolote Research, Inc. | $320,804,850 | 2023 |
| Toyon Research Corporation Employee Stock Ownership Plan | Toyon Research Corporation | $188,691,798 | 2023 |
| Tecolote Research, Inc. Money Purchase Pension Plan | Tecolote Research, Inc. | $188,569,391 | 2023 |
| Sonos, Inc. 401(K) Plan | Sonos, Inc. | $168,685,508 | 2023 |
| Deckers Outdoor Corporation 401(K) Plan | Deckers Outdoor Corporation | $135,210,213 | 2023 |
| Appfolio, Inc. 401(K) Plan | Appfolio, Inc. | $121,578,421 | 2023 |
| Karl Storz Imaging, Inc. Employees' Savings Plan | Karl Storz Imaging, Inc. | $106,674,288 | 2023 |
| Ipt Employee Stock Ownership Plan | Integrated Procurement Technologies, Inc. | $60,260,195 | 2023 |
| Inogen, Inc. 401(K) & Profit Sharing Plan | Inogen, Inc. | $34,483,670 | 2023 |
| Bardex Corporation Employee Stock Ownership Plan | Bardex Corporation | $28,255,262 | 2023 |
| Kyocera Sld Laser, Inc 401(K) Plan | Kyocera Sld Laser, Inc. | $21,277,304 | 2023 |
| Cmc Rescue, Inc. Employee Stock Ownership Plan | Cmc Rescue, Inc. | $19,957,574 | 2023 |
| Apeel Sciences 401(K) Plan | Apeel Technology, Inc. | $18,578,614 | 2023 |
| Axxcss Wireless Solutions, Inc. Employees Retirement 401(K) Plan | Axxcss Wireless Solutions, Inc. | $17,196,420 | 2023 |
| Moss Motors Ltd Flexplus Retirement Plan | Moss Motors, Ltd | $15,717,891 | 2023 |
| Community West Bancshares & Subsidiaries Employees' 401(K) Profit Sharing Plan | Community West Bancshares | $14,720,993 | 2023 |
| Ipt 401(K) Retirement Plan | Integrated Procurement Technologies , Inc. | $13,160,608 | 2023 |
| Anderson Systems, Inc. Esop | Anderson Systems, Inc. | $7,642,866 | 2023 |
| Vitamin Angels 401(K) Plan | Vitamin Angel Alliance, Inc. | $6,615,750 | 2023 |
| Cmc Rescue, Inc. 401(K) Plan | Cmc Rescue, Inc. | $6,603,598 | 2023 |
| Skate One Corp 401(K) Plan | Skate One Corp | $5,865,635 | 2023 |
| Walpole & Co., Llp 401(K) Plan | Walpole & Co., Llp | $5,401,122 | 2023 |
| Santa Barbara Airbus 401(K) Profit Sharing Plan | Santa Barbara Airbus | $3,048,750 | 2023 |
| Enerpro, Inc. 401(K) Profit Sharing Plan | Enerpro, Inc. | $2,564,009 | 2023 |
Largest plans in Goleta → · Goleta plans by participants → · Goleta plans with financial data → · Goleta plans with provider compensation → · $1B+ plans in Goleta →
Related Form 5500 pages
- All CA Form 5500 filings
- Yardi Systems, Inc. 401(K) Profit Sharing Plan (plan 002)
- Yardi Systems, Inc. — all reported plans
- Tecolote Research, Inc. Employee Stock Ownership Plan (plan 001)
- Tecolote Research, Inc. — all reported plans
- Toyon Research Corporation Employee Stock Ownership Plan (plan 003)
- Toyon Research Corporation — all reported plans
- Tecolote Research, Inc. Money Purchase Pension Plan (plan 002)
- Sonos, Inc. 401(K) Plan (plan 001)
- Sonos, Inc. — all reported plans
- Deckers Outdoor Corporation 401(K) Plan (plan 001)
- Deckers Outdoor Corporation — all reported plans
- Appfolio, Inc. 401(K) Plan (plan 001)
- Appfolio, Inc. — all reported plans
- Karl Storz Imaging, Inc. Employees' Savings Plan (plan 001)
- Karl Storz Imaging, Inc. — all reported plans
- Ipt Employee Stock Ownership Plan (plan 002)
- Integrated Procurement Technologies, Inc. — all reported plans
- Inogen, Inc. 401(K) & Profit Sharing Plan (plan 001)
- Inogen, Inc. — all reported plans
- Bardex Corporation Employee Stock Ownership Plan (plan 003)
- Bardex Corporation — all reported plans
- Kyocera Sld Laser, Inc 401(K) Plan (plan 001)
- Kyocera Sld Laser, Inc. — all reported plans
- Cmc Rescue, Inc. Employee Stock Ownership Plan (plan 002)
- Cmc Rescue, Inc. — all reported plans
- Apeel Sciences 401(K) Plan (plan 001)
- Apeel Technology, Inc. — all reported plans
- Axxcss Wireless Solutions, Inc. Employees Retirement 401(K) Plan (plan 001)
- Axxcss Wireless Solutions, Inc. — all reported plans
- Methodology
- Data sources