San Carlos, 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, San Carlos, CA has 40 loaded benefit plan(s) reported by 31 plan sponsor(s), with $500,769,310 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 40
- Plan sponsors
- 31
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $500,769,310
- Total reported liabilities (EOY)
- $750,084
- Total reported net assets (EOY)
- $557,792,643
Contributions & income
- Employer contributions
- $22,645,908
- Participant contributions
- $69,418,822
- Total income / additions
- $192,411,323
Expenses & distributions
- Benefits paid / distributions
- $59,769,693
- Total expenses
- $60,975,182
- Net increase / (decrease)
- $131,436,141
Coverage
- Total reported participants
- 19,100
- Plans with financial statements
- 25
- Plans with provider compensation
- 11
Totals sum the latest loaded 2023 public Form 5500 filing per plan for San Carlos, 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 |
|---|---|---|---|
| Natera 401(K) Plan | Natera | $217,011,757 | 2023 |
| Oportun 401(K) Plan | Oportun, Inc. | $78,203,244 | 2023 |
| Iovance Biotherapeutics, Inc. 401(K) Plan | Iovance Biotherapeutics, Inc. | $42,588,709 | 2023 |
| Farmer'S Business Network Retirement Trust | Farmer'S Business Network, Inc. | $31,521,906 | 2023 |
| The Inside Source, Inc. 401(K) Profit Sharing Plan | The Inside Source, Inc. | $23,325,115 | 2023 |
| Peninsula Components 401(K) Profit Sharing Plan And Trust | Peninsula Components | $17,081,686 | 2023 |
| Vaxcyte 401(K) Plan | Vaxcyte, Inc. | $13,728,274 | 2023 |
| Johnstone Moyer, Inc. 401(K) Plan | Johnstone Moyer, Inc. | $12,598,105 | 2023 |
| Pch 401(K) Plan | Peninsula Custom Homes, Inc. | $12,083,762 | 2023 |
| Alkahest, Inc. 401(K) Plan | Alkahest, Inc. | $11,865,278 | 2023 |
| K-M Industries Holding Co., Inc. Employee Stock Ownership Plan | K-M Industries Holding Co., Inc. | $11,455,703 | 2023 |
| Bay Area Paving Company, Inc. Profit Sharing Plan & Trust | Bay Area Paving Company, Inc. | $6,260,983 | 2023 |
| Lyngso Garden Materials, Inc. Employee Stock Ownership Plan | Lyngso Garden Materials, Inc. | $5,347,893 | 2023 |
| Chemocentryx Inc 401(K) Profit Sharing Plan & Trust | Chemocentryx Inc | $3,291,374 | 2023 |
| Starvista 403b Plan | Starvista | $3,027,165 | 2023 |
| O.K. Lumber Sawdust Fund | O.K. Lumber Company | $2,659,191 | 2023 |
| Telly Enterprises Inc. 401(K) Plan | Telly Enterprises Inc. | $2,010,419 | 2023 |
| Dees-Hennessey, Inc. Profit Sharing Plan And Trust | Dees-Hennessey, Inc. | $1,926,337 | 2023 |
| Gail Tenikat Jacoby, M.D., Money Purchase Pension Plan | Gail Tenikat Jacoby, M.D. | $1,425,348 | 2023 |
| David A. Jacoby, M.D., Money Purchase Pension Plan | David A. Jacoby, M.D. | $1,383,215 | 2023 |
| Begovic Industries Inc 401(K) Profit Sharing Plan & Trust | Begovic Industries Inc | $1,164,346 | 2023 |
| Hot Health, Inc. 401(K) Profit Sharing Plan | Hot Health, Inc. | $577,222 | 2023 |
| Arata Equipment Co. 401(K) Plan | Arata Equipment Company | $198,867 | 2023 |
| Elysian Fields Investment Corp. 401(K) Plan | Elysian Fields Investment Corp. | $33,411 | 2023 |
| K-M Industries Holding Co., Inc. Employee Retirement Savings Plan | K-M Industries Holding Co., Inc. | $0 | 2023 |
Largest plans in San Carlos → · San Carlos plans by participants → · San Carlos plans with financial data → · San Carlos plans with provider compensation → · $1B+ plans in San Carlos →
Related Form 5500 pages
- All CA Form 5500 filings
- Natera 401(K) Plan (plan 001)
- Natera — all reported plans
- Oportun 401(K) Plan (plan 001)
- Oportun, Inc. — all reported plans
- Iovance Biotherapeutics, Inc. 401(K) Plan (plan 001)
- Iovance Biotherapeutics, Inc. — all reported plans
- Farmer'S Business Network Retirement Trust (plan 001)
- Farmer'S Business Network, Inc. — all reported plans
- The Inside Source, Inc. 401(K) Profit Sharing Plan (plan 001)
- The Inside Source, Inc. — all reported plans
- Peninsula Components 401(K) Profit Sharing Plan And Trust (plan 001)
- Peninsula Components — all reported plans
- Vaxcyte 401(K) Plan (plan 001)
- Vaxcyte, Inc. — all reported plans
- Johnstone Moyer, Inc. 401(K) Plan (plan 001)
- Johnstone Moyer, Inc. — all reported plans
- Pch 401(K) Plan (plan 001)
- Peninsula Custom Homes, Inc. — all reported plans
- Alkahest, Inc. 401(K) Plan (plan 001)
- Alkahest, Inc. — all reported plans
- K-M Industries Holding Co., Inc. Employee Stock Ownership Plan (plan 002)
- K-M Industries Holding Co., Inc. — all reported plans
- Bay Area Paving Company, Inc. Profit Sharing Plan & Trust (plan 001)
- Bay Area Paving Company, Inc. — all reported plans
- Lyngso Garden Materials, Inc. Employee Stock Ownership Plan (plan 002)
- Lyngso Garden Materials, Inc. — all reported plans
- Chemocentryx Inc 401(K) Profit Sharing Plan & Trust (plan 001)
- Chemocentryx Inc — all reported plans
- Starvista 403b Plan (plan 001)
- Starvista — all reported plans
- Methodology
- Data sources