Plan5500

Pleasanton, 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, Pleasanton, CA has 181 loaded benefit plan(s) reported by 139 plan sponsor(s), with $67,399,830,491 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
181
Plan sponsors
139
Latest filing year
2023

What stands out in Pleasanton

  • 181 loaded plans hold $67.4B in reported assets across 139 sponsors.
  • The largest, The Permanente Medical Group, Inc. Master Trust, holds 22% of reported Pleasanton plan assets.
  • Plans cover 754,985 participants — about 4,171 per plan.
  • 80% of loaded plans report full Schedule H/I financial statements.
  • 54% report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$67BSummed across loaded plans$67,025,968,396
Total reported assets$67.4B$67,399,830,491
Total reported participants755K754,985
Total reported liabilities$331.8M$331,818,115

Reported net position

Reported assets = net assets + liabilities (summed)$67.4B total assets
Net assets$67BLiabilities$331.8M
Contributions & income
Employer contributions$2.9B
Participant contributions$1.2B
Total income / additions$12.6B
Expenses & distributions
Benefits paid / distributions$3.8B
Total expenses$4B
Net increase / (decrease)$8.6B

Data coverage

Plans with financial statements145 / 181 (80%)
Plans with provider compensation98 / 181 (54%)

Totals sum the latest loaded 2023 public Form 5500 filing per plan for Pleasanton, 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.

Computed from loaded plans

Pleasanton market comparison

Largest plan share of assets22%The Permanente Medical Group, Inc. Master Trust
Participants per plan4,171Average across loaded plans
Plan sponsors139
Ranked by reported assets

Largest loaded plans in Pleasanton

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    The Permanente Medical Group, Inc. Master Trust$14.7B
    The Permanente Medical Group, Inc. · 2023
  2. 2
    Retirement Plan For Physicians And Salaried Employees Of The Permanente Medical Group, Inc.$10.8B
    The Permanente Medical Group, Inc. · 2023
  3. 3
    The Permanente Medical Group, Inc. Salary Deferral Plan$8.5B
    The Permanente Medical Group, Inc. · 2023
  4. 4
    Albertsons Companies 401(K) Plan$7.4B
    Albertsons Companies, Inc. · 2023
  5. 5
    The Permanente Contribution Plan Of The Permanente Medical Group, Inc.$7B
    The Permanente Medical Group, Inc. · 2023
  6. 6
    Laborers Pension Trust Fund For Northern California$4.9B
    Board Of Trustees Laborers Pension Trust Fund For Northern California · 2023
  7. 7
    Workday, Inc. 401(K) Plan$2B
    Workday, Inc. · 2023
  8. 8
    Safeway Inc. Master Retirement Trust$1.4B
    Safeway Inc. · 2023
  9. 9
    Laborers Annuity Plan For Northern California$1.4B
    Board Of Trustees Laborers Pension Trust Fund For Nor Cal-Annuity · 2023
  10. 10
    Employee Retirement Plan Of Safeway Inc. And Its Domestic Subsidiaries$1.2B
    Safeway Inc. · 2023
  11. 11
    Ibew Local 595 Pension Plan$531.4M
    Board Of Trustees, Ibew Local 595 Pension Plan · 2023
  12. 12
    Ibew Local 595 Money Purchase Pension Plan$523.7M
    Board Of Trustees, Ibew Local 595 Money Purchase · 2023
  13. 13
    Laborers Health And Welfare Trust Fund For Northern California$499.7M
    Board Of Trustees Laborers Health Welfare Trust Fund Northern Cal. · 2023
  14. 14
    Western States Insulators And Allied Workers' Pension Plan$468.4M
    Trustees Of W. States Insulators & Allied Workers Pension Fund · 2023
  15. 15
    Western States Insulators And Allied Workers Individual Account Plan$443.2M
    Board Of Trustees Western States Insulators And Allied Workers Indiv · 2023
  16. 16
    California Teachers Association Employees Retirement Benefits Plan$393.9M
    Board Of Trustees Of California Teachers Assoc Employees Retirement · 2023
  17. 17
    Simpson Manufacturing Co. , Inc. 401(K) Profit Sharing Plan$382.6M
    Simpson Manufacturing Co., Inc · 2023
  18. 18
    Veeva Systems Inc. 401(K) Plan$351.2M
    Veeva Systems Inc. · 2023
  19. 19
    Tpmg, Inc. Medical Benefits Plan For Retired Non-Physician Employees Covered By A Collective Bargaining Agreement$334.7M
    The Permanente Medical Group, Inc. · 2023
  20. 20
    I.A.T.S.E. Local 16 Pension Plan$269.9M
    I.A.T.S.E. Local 16 Pension Plan Trustees · 2023
  21. 21
    Utah Pipe Trades Pension Trust Fund$244.7M
    Board Of Trustees, Utah Pipe Trades Pension · 2023
  22. 22
    Northern California Tile Industry Defined Benefit Pension Plan$244.2M
    Board Of Trustees, Northern California Tile Industry · 2023
  23. 23
    Medallia, Inc. 401(K) Plan$183.1M
    Medallia, Inc. · 2023
  24. 24
    B.A.C. Local No. 3 Pension Plan$178.4M
    Board Of Trustees, B.A.C. Local No. 3 Pension Trust · 2023
  25. 25
    Blackhawk Network 401(K) Plan$172.3M
    Blackhawk Network Holdings, Inc. · 2023

Largest plans in Pleasanton → · Pleasanton plans by participants → · Pleasanton plans with financial data → · Pleasanton plans with provider compensation → · $1B+ plans in Pleasanton →

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Pleasanton, CA?
181 plan(s) reported by 139 sponsor(s) are loaded for Pleasanton, CA.

Related Form 5500 pages