Oakland, 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, Oakland, CA has 391 loaded benefit plan(s) reported by 254 plan sponsor(s), with $234,618,093,820 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 391
- Plan sponsors
- 254
- Total reported assets (EOY)
- $234,618,093,820
- Latest filing year
- 2023
Largest loaded plans by reported assets
| Plan | Sponsor | Reported assets (EOY) | Year |
|---|---|---|---|
| Kaiser Permanente Group Trust | Kaiser Permanente Medical Care Program | $61,981,564,431 | 2023 |
| Kaiser Permanente Retirement Plan | Kaiser Foundation Health Plan, Inc. | $33,538,817,099 | 2023 |
| Pacific Gas And Electric Company Retirement Plan | Pacific Gas And Electric Company | $21,409,543,510 | 2023 |
| Kaiser Permanente 401(K) Retirement Plan | Kaiser Foundation Health Plan, Inc. | $19,708,272,899 | 2023 |
| Pg&E Corporation Retirement Master Trust | Pacific Gas And Electric Company | $18,334,411,030 | 2023 |
| Kaiser Permanente Tax Sheltered Annuity Plan Iii | Kaiser Foundation Health Plan, Inc. | $12,276,186,295 | 2023 |
| Pg & E Corporation Retirement Savings Plan Master Trust | Pg & E Corporation | $8,497,191,000 | 2023 |
| Kaiser Permanente Retirement Plan For Scpmg | Southern California Permanente Medical Group | $7,669,563,721 | 2023 |
| Carpenters Pension Trust Fund For Northern California | Carpenters Pension Trust Fund For Northern California | $5,997,914,037 | 2023 |
| Kaiser Permanente Employees Pension Plan | The Permanente Medical Group, Inc. | $5,470,191,648 | 2023 |
| Kaiser Foundation Health Plan, Inc. Retiree Health And Welfare Plan | Kaiser Foundation Health Plan, Inc. | $5,365,913,783 | 2023 |
| Kaiser Permanente Supplemental Savings And Retirement Plan | Kaiser Foundation Health Plan, Inc. | $5,097,985,049 | 2023 |
| Pg&E Corp. Retirement Savings Plan For Union-Represented Employees | Pg&E Corporation | $4,398,233,000 | 2023 |
| Pg&E Corporation Retirement Savings Plan | Pg&E Corporation | $4,250,294,000 | 2023 |
| Carpenters Annuity Trust Fund For Northern California | Carpenters Annuity Trust Fund For Northern California | $3,257,361,302 | 2023 |
| The Clorox Company 401(K) Plan | The Clorox Company | $2,168,962,273 | 2023 |
| The Pacific Gas And Electric Company Health Care Plan For Retirees And Surviving Dependents | Pacific Gas And Electric Company | $1,864,731,934 | 2023 |
| Blue Shield Of California Tax Deferred Salary Investment Plan | California Physicians Service, Dba Blue Shield Of Ca | $1,435,609,265 | 2023 |
| Permanente Physicians Retirement Plan For Mapmg | Mid-Atlantic Permanente Medical Group | $871,189,045 | 2023 |
| Carpenters Health And Welfare Trust Fund For California | Carpenters Health And Welfare Trust Fund For Northern California | $738,397,869 | 2023 |
| Kaiser Permanente Supplemental Savings And Retirement Plan For Union Groups | Kaiser Foundation Health Plan, Inc. | $680,760,244 | 2023 |
| Permanente Physicians Retirement Plan For Cpmg | Colorado Permanente Medical Group, P.C. | $619,026,369 | 2023 |
| Blue Shield Of California Employees Retirement Plan | California Physicians Service Dba Blue Shield Of California | $565,516,148 | 2023 |
| Retirement Plan For Children'S Hospital & Research Center At Oakland | Children'S Hospital & Research Center At Oakland | $527,801,882 | 2023 |
| Kaiser Permanente Washington Defined Contribution Plan | Kaiser Foundation Health Plan Of Washington | $503,542,664 | 2023 |
Largest plans in Oakland → · Oakland plans with financial data → · $1B+ plans in Oakland → · Providers by reported compensation →
Related Form 5500 pages
- All CA Form 5500 filings
- Kaiser Permanente Group Trust (plan 101)
- Kaiser Permanente Medical Care Program — all reported plans
- Kaiser Permanente Retirement Plan (plan 001)
- Kaiser Foundation Health Plan, Inc. — all reported plans
- Pacific Gas And Electric Company Retirement Plan (plan 001)
- Pacific Gas And Electric Company — all reported plans
- Kaiser Permanente 401(K) Retirement Plan (plan 025)
- Pg&E Corporation Retirement Master Trust (plan 002)
- Pacific Gas And Electric Company — all reported plans
- Kaiser Permanente Tax Sheltered Annuity Plan Iii (plan 039)
- Pg & E Corporation Retirement Savings Plan Master Trust (plan 003)
- Pg & E Corporation — all reported plans
- Kaiser Permanente Retirement Plan For Scpmg (plan 001)
- Southern California Permanente Medical Group — all reported plans
- Carpenters Pension Trust Fund For Northern California (plan 001)
- Carpenters Pension Trust Fund For Northern California — all reported plans
- Kaiser Permanente Employees Pension Plan (plan 004)
- The Permanente Medical Group, Inc. — all reported plans
- Kaiser Foundation Health Plan, Inc. Retiree Health And Welfare Plan (plan 580)
- Kaiser Permanente Supplemental Savings And Retirement Plan (plan 003)
- Pg&E Corp. Retirement Savings Plan For Union-Represented Employees (plan 002)
- Pg&E Corporation Retirement Savings Plan (plan 001)
- Carpenters Annuity Trust Fund For Northern California (plan 001)
- Carpenters Annuity Trust Fund For Northern California — all reported plans
- Methodology
- Data sources