Novato, 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, Novato, CA has 54 loaded benefit plan(s) reported by 44 plan sponsor(s), with $1,310,812,481 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 54
- Plan sponsors
- 44
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $1,310,812,481
- Total reported liabilities (EOY)
- $119,009,335
- Total reported net assets (EOY)
- $1,191,803,146
Contributions & income
- Employer contributions
- $49,907,468
- Participant contributions
- $77,788,167
- Total income / additions
- $322,173,337
Expenses & distributions
- Benefits paid / distributions
- $83,556,724
- Total expenses
- $88,509,250
- Net increase / (decrease)
- $233,664,087
Coverage
- Total reported participants
- 15,414
- Plans with financial statements
- 41
- Plans with provider compensation
- 13
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Novato, 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 |
|---|---|---|---|
| Biomarin Pharmaceutical Inc. Retirement Savings Plan | Biomarin Pharmaceutical Inc. | $616,847,325 | 2023 |
| California Advanced Imaging Medical Associates, Inc. Retirement And 401(K) Plan | California Advanced Imaging Medical Associates, Inc. | $173,431,457 | 2023 |
| Ultragenyx Pharmaceutical Inc. 401(K) Plan And Trust | Ultragenyx Pharmaceutical Inc. | $166,368,074 | 2023 |
| Bank Of Marin 401(K) Plan | Bank Of Marin | $45,861,587 | 2023 |
| Brayton Purcell, Llp 401k Retirement Plan | Brayton Purcell, Llp | $39,295,943 | 2023 |
| Buck Institute For Research On Aging 401(K) Plan | Buck Institute For Research On Aging | $38,144,638 | 2023 |
| Marin Community Clinics 403(B) Savings & Investment Plan | Marin Community Clinics | $24,235,415 | 2023 |
| Birkenstock 401(K) Plan | Birkenstock Usa, Lp | $23,763,079 | 2023 |
| Sutter Instrument Company Retirement Plan | Sutter Instrument Company | $23,112,484 | 2023 |
| Drivesavers, Inc. 401(K) Plan | Drivesavers, Inc. | $19,242,148 | 2023 |
| Morling & Company 401(K) Plan | Morling & Company | $18,742,246 | 2023 |
| Prima Medical Group Inc. 401(K) Profit Sharing Plan And Trust | Prima Medical Group Inc. | $17,692,652 | 2023 |
| Bank Of Marin Employee Stock Ownership Plan | Bank Of Marin | $13,478,518 | 2023 |
| Winery Exchange Inc., 401(K) Plan | Winery Exchange, Inc. | $13,046,486 | 2023 |
| Radiant Logic, Inc. 401(K) Plan | Radiant Logic, Inc. | $9,958,737 | 2023 |
| Sutter Instrument Employee Stock Ownership Plan | Sutter Instrument Corp. | $9,423,863 | 2023 |
| Hennessy Advisors, Inc. Retirement Trust | Hennessy Advisors, Inc. | $8,787,362 | 2023 |
| Zenni Optical 401(K) Plan | Ocusun, LLC | $7,946,069 | 2023 |
| Ciatti Company LLC 401(K) Profit Sharing Plan | Ciatti Company, LLC | $7,575,261 | 2023 |
| American Century Investments | Anixter & Oser Inc | $4,132,497 | 2023 |
| Solarcraft Services, Inc. Employee Stock Ownership Plan | Solarcraft Services, Inc. | $3,970,776 | 2023 |
| W. Bradley Electric Employee Stock Ownership Plan | Wbe Holdco, Inc. | $3,763,903 | 2023 |
| Buckelew Programs 403(B) Retirement Program | Buckelew Programs, Inc. | $3,735,922 | 2023 |
| Edg Interior Architecture And Design, Inc. 401(K) Plan | Edg Interior Architecture And Design, Inc. | $3,579,106 | 2023 |
| Novato Glass Inc 401(K) Profit Sharing Plan & Trust | Novato Glass Inc | $3,372,408 | 2023 |
Largest plans in Novato → · Novato plans by participants → · Novato plans with financial data → · Novato plans with provider compensation → · $1B+ plans in Novato →
Related Form 5500 pages
- All CA Form 5500 filings
- Biomarin Pharmaceutical Inc. Retirement Savings Plan (plan 001)
- Biomarin Pharmaceutical Inc. — all reported plans
- California Advanced Imaging Medical Associates, Inc. Retirement And 401(K) Plan (plan 002)
- California Advanced Imaging Medical Associates, Inc. — all reported plans
- Ultragenyx Pharmaceutical Inc. 401(K) Plan And Trust (plan 001)
- Ultragenyx Pharmaceutical Inc. — all reported plans
- Bank Of Marin 401(K) Plan (plan 001)
- Bank Of Marin — all reported plans
- Brayton Purcell, Llp 401k Retirement Plan (plan 001)
- Brayton Purcell, Llp — all reported plans
- Buck Institute For Research On Aging 401(K) Plan (plan 004)
- Buck Institute For Research On Aging — all reported plans
- Marin Community Clinics 403(B) Savings & Investment Plan (plan 001)
- Marin Community Clinics — all reported plans
- Birkenstock 401(K) Plan (plan 003)
- Birkenstock Usa, Lp — all reported plans
- Sutter Instrument Company Retirement Plan (plan 001)
- Sutter Instrument Company — all reported plans
- Drivesavers, Inc. 401(K) Plan (plan 001)
- Drivesavers, Inc. — all reported plans
- Morling & Company 401(K) Plan (plan 001)
- Morling & Company — all reported plans
- Prima Medical Group Inc. 401(K) Profit Sharing Plan And Trust (plan 001)
- Prima Medical Group Inc. — all reported plans
- Bank Of Marin Employee Stock Ownership Plan (plan 002)
- Winery Exchange Inc., 401(K) Plan (plan 001)
- Winery Exchange, Inc. — all reported plans
- Radiant Logic, Inc. 401(K) Plan (plan 001)
- Radiant Logic, Inc. — all reported plans
- Methodology
- Data sources