San Clemente, 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 Clemente, CA has 53 loaded benefit plan(s) reported by 47 plan sponsor(s), with $874,587,886 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 53
- Plan sponsors
- 47
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $874,587,886
- Total reported liabilities (EOY)
- $13,788
- Total reported net assets (EOY)
- $874,574,098
Contributions & income
- Employer contributions
- $27,998,465
- Participant contributions
- $60,802,854
- Total income / additions
- $225,437,915
Expenses & distributions
- Benefits paid / distributions
- $70,889,932
- Total expenses
- $71,712,379
- Net increase / (decrease)
- $153,725,536
Coverage
- Total reported participants
- 16,722
- Plans with financial statements
- 41
- Plans with provider compensation
- 10
Totals sum the latest loaded 2023 public Form 5500 filing per plan for San Clemente, 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 |
|---|---|---|---|
| Icu Medical, Inc. 401(K) Plan | Icu Medical, Inc. | $610,701,449 | 2023 |
| Glaukos Corporation 401(K) Profit Sharing Plan | Glaukos Corporation | $77,225,704 | 2023 |
| Crossover Health 401(K) Plan | Crossover Health Management Services, Inc. | $59,462,287 | 2023 |
| Dana Innovations, Inc. 401(K) Plan | Dana Innovations, Inc. | $26,051,103 | 2023 |
| Kagan 401(K) And Profit Sharing Plan | Kagan Publishing, Inc. | $12,599,493 | 2023 |
| Drj 401(K) | Don Roberto Jewelers Inc | $12,527,025 | 2023 |
| Traffix 401(K) Plan | Traffix Devices, Inc. | $12,105,615 | 2023 |
| Regenesis Bioremediation Products 401(K) Profit Sharing Plan & Trust | Regenesis Bioremediation Products Inc. | $11,968,023 | 2023 |
| Matsushita Int'L Corp. And Its Subsidiaries/Affiliates 401(K) Plan | Matsushita International Corporation | $7,569,555 | 2023 |
| Elotek Systems, Inc. 401(K) Plan | Elotek Systems, Inc. | $5,974,647 | 2023 |
| Behavioral Systems Southwest, Inc. 401(K) Profit Sharing Plan & Trust | Behavioral Systems Southwest, Inc. | $5,535,219 | 2023 |
| Claudio A Haug Cpa Profit Sharing Plan - Qrp | Claudio A Haug Cpa | $4,065,192 | 2023 |
| 3rd & La Cienega Financial, LLC 401(K) Profit Sharing Plan | 3rd & La Cienega Financial, LLC | $3,564,528 | 2023 |
| Pacific Medical Acquisition Co., Inc. 401(K) Plan | Pacific Medical Group, Inc. | $3,259,278 | 2023 |
| Agile Investments Retirement Plan | Agile Investments | $2,954,305 | 2023 |
| Brent C. Norman, M.D., Inc. Profit Sharing Plan | Brent C. Norman, M.D., Inc. | $2,020,303 | 2023 |
| Brent C. Norman, M.D., Inc. Profit Sharing Plan | Brent C. Norman, M.D., Inc. | $2,020,303 | 2023 |
| Del Mar Realty & Investments, Inc. Profit Sharing Plan | Del Mar Realty & Investments, Inc. | $1,857,655 | 2023 |
| Dana Niguel Internal Medicine Defined Benefit Pension Plan | Dana Niguel Internal Medicine Medical Group | $1,733,534 | 2023 |
| Dctc Investors Corporation 401(K) Plan | Dctc Investors Corporation | $1,637,368 | 2023 |
| Stephenson & Company Profit Sharing Plan | Stephenson & Company, Inc. | $1,438,190 | 2023 |
| Ragsdale Asset Management LLC Profit Sharing Plan & Trust | Ragsdale Asset Management LLC | $1,305,677 | 2023 |
| Karen S. Potter, D.D.S., Inc. Retirement Plan | Karen S. Potter, D.D.S., Inc. | $1,261,800 | 2023 |
| Shadetree Automotive Incorporated | Shadetree Automotive Incorporated | $933,219 | 2023 |
| Morey & Associates 401k | Morey Cpa & Associates, Inc. | $643,486 | 2023 |
Largest plans in San Clemente → · San Clemente plans by participants → · San Clemente plans with financial data → · San Clemente plans with provider compensation → · $1B+ plans in San Clemente →
Related Form 5500 pages
- All CA Form 5500 filings
- Icu Medical, Inc. 401(K) Plan (plan 002)
- Icu Medical, Inc. — all reported plans
- Glaukos Corporation 401(K) Profit Sharing Plan (plan 001)
- Glaukos Corporation — all reported plans
- Crossover Health 401(K) Plan (plan 001)
- Crossover Health Management Services, Inc. — all reported plans
- Dana Innovations, Inc. 401(K) Plan (plan 001)
- Dana Innovations, Inc. — all reported plans
- Kagan 401(K) And Profit Sharing Plan (plan 001)
- Kagan Publishing, Inc. — all reported plans
- Drj 401(K) (plan 001)
- Don Roberto Jewelers Inc — all reported plans
- Traffix 401(K) Plan (plan 001)
- Traffix Devices, Inc. — all reported plans
- Regenesis Bioremediation Products 401(K) Profit Sharing Plan & Trust (plan 001)
- Regenesis Bioremediation Products Inc. — all reported plans
- Matsushita Int'L Corp. And Its Subsidiaries/Affiliates 401(K) Plan (plan 001)
- Matsushita International Corporation — all reported plans
- Elotek Systems, Inc. 401(K) Plan (plan 001)
- Elotek Systems, Inc. — all reported plans
- Behavioral Systems Southwest, Inc. 401(K) Profit Sharing Plan & Trust (plan 002)
- Behavioral Systems Southwest, Inc. — all reported plans
- Claudio A Haug Cpa Profit Sharing Plan - Qrp (plan 002)
- Claudio A Haug Cpa — all reported plans
- 3rd & La Cienega Financial, LLC 401(K) Profit Sharing Plan (plan 002)
- 3rd & La Cienega Financial, LLC — all reported plans
- Pacific Medical Acquisition Co., Inc. 401(K) Plan (plan 001)
- Pacific Medical Group, Inc. — all reported plans
- Agile Investments Retirement Plan (plan 001)
- Agile Investments — all reported plans
- Methodology
- Data sources