Pebble Beach, 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, Pebble Beach, CA has 7 loaded benefit plan(s) reported by 6 plan sponsor(s), with $216,031,131 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 7
- Plan sponsors
- 6
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $216,031,131
- Total reported liabilities (EOY)
- $0
- Total reported net assets (EOY)
- $216,031,131
Contributions & income
- Employer contributions
- $6,796,808
- Participant contributions
- $9,578,566
- Total income / additions
- $49,507,109
Expenses & distributions
- Benefits paid / distributions
- $15,271,200
- Total expenses
- $15,389,170
- Net increase / (decrease)
- $34,117,939
Coverage
- Total reported participants
- 3,864
- Plans with financial statements
- 6
- Plans with provider compensation
- 4
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Pebble Beach, 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 |
|---|---|---|---|
| Pebble Beach Company 401(K) Plan | Pebble Beach Company | $125,012,229 | 2023 |
| Robert Louis Stevenson School Defined Contribution Retirement Plan | Robert Louis Stevenson School | $53,615,797 | 2023 |
| Northern California Golf Association/Poppy Holding, Inc. 401(K) Plan | Northern California Golf Association | $19,948,751 | 2023 |
| Monterey Peninsula Country Club 401(K) Profit | Monterey Peninsula Country Club | $11,536,326 | 2023 |
| Lowery Thomas LLC 401(K) Profit Sharing Plan & Trust | Lowery Thomas LLC | $3,674,177 | 2023 |
| Peter Dan Butler Ii 401(K) Plan | Peter Butler Properties, Inc. | $2,243,851 | 2023 |
| Robert Louis Stevenson School Health And Welfare Plan | Robert Louis Stevenson School | not reported in the loaded dataset | 2023 |
Largest plans in Pebble Beach → · Pebble Beach plans by participants → · Pebble Beach plans with financial data → · Pebble Beach plans with provider compensation → · $1B+ plans in Pebble Beach →
Related Form 5500 pages
- All CA Form 5500 filings
- Pebble Beach Company 401(K) Plan (plan 003)
- Pebble Beach Company — all reported plans
- Robert Louis Stevenson School Defined Contribution Retirement Plan (plan 001)
- Robert Louis Stevenson School — all reported plans
- Northern California Golf Association/Poppy Holding, Inc. 401(K) Plan (plan 002)
- Northern California Golf Association — all reported plans
- Monterey Peninsula Country Club 401(K) Profit (plan 002)
- Monterey Peninsula Country Club — all reported plans
- Lowery Thomas LLC 401(K) Profit Sharing Plan & Trust (plan 001)
- Lowery Thomas LLC — all reported plans
- Peter Dan Butler Ii 401(K) Plan (plan 003)
- Peter Butler Properties, Inc. — all reported plans
- Robert Louis Stevenson School Health And Welfare Plan (plan 501)
- Methodology
- Data sources