San Francisco, 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 Francisco, CA has 2,645 loaded benefit plan(s) reported by 2,010 plan sponsor(s), with $3,238,628,212,639 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 2,645
- Plan sponsors
- 2,010
- Total reported assets (EOY)
- $3,238,628,212,639
- Latest filing year
- 2023
Largest loaded plans by reported assets
| Plan | Sponsor | Reported assets (EOY) | Year |
|---|---|---|---|
| Equity Index Fund | Blackrock Institutional Trust Company, N.A. | $165,231,718,682 | 2023 |
| Equity Index Fund E | Blackrock Institutional Trust Company, N.A. | $145,503,808,045 | 2023 |
| Russell 1000 Index Fund | Blackrock Institutional Trust Company, N.A. | $144,733,272,692 | 2023 |
| Equity Index Fund F | Blackrock Institutional Trust Company, N.A. | $144,574,739,174 | 2023 |
| Cash Equivalent Fund Ii | Blackrock Institutional Trust Company, N.A. | $111,867,756,810 | 2023 |
| Blackrock Msci Acwi Ex-Us Imi Index Fund E | Blackrock Institutional Trust Company, N.A. | $72,387,980,512 | 2023 |
| Eafe Equity Index Fund F | Blackrock Institutional Trust Company, N.A. | $66,138,253,381 | 2023 |
| Russell 1000 Index Non-Lendable Fund | Blackrock Institutional Trust Company, N.A. | $63,252,852,977 | 2023 |
| Intermediate Government Bond Index Fund | Blackrock Institutional Trust Company, N.A. | $57,361,797,024 | 2023 |
| Wells Fargo & Company 401(K) Plan | Wells Fargo & Company | $51,831,350,351 | 2023 |
| Russell 1000 Index Non-Lendable Fund E | Blackrock Institutional Trust Company, N.A. | $46,663,640,010 | 2023 |
| Eafe Equity Index Fund | Blackrock Institutional Trust Company, N.A. | $39,300,796,670 | 2023 |
| Mortgage-Backed Securities Index Fund | Blackrock Institutional Trust Company, N.A. | $35,891,734,820 | 2023 |
| Long Term Government Bond Index Fund | Blackrock Institutional Trust Company, N.A. | $32,894,800,243 | 2023 |
| Us Debt Index Fund E | Blackrock Institutional Trust Company, N.A. | $31,643,024,024 | 2023 |
| Us Debt Index Fund F | Blackrock Institutional Trust Company, N.A. | $30,273,099,409 | 2023 |
| Equity Index Non-Lendable Fund | Blackrock Institutional Trust Company, N.A. | $30,087,595,368 | 2023 |
| Russell 3000 Index Fund | Blackrock Institutional Trust Company, N.A. | $29,959,985,348 | 2023 |
| Blackrock Lifepath Index 2040 Fund F | Blackrock Institutional Trust Company, N.A. | $27,376,011,463 | 2023 |
| Blackrock Lifepath Index 2030 Fund F | Blackrock Institutional Trust Company, N.A. | $27,321,315,157 | 2023 |
| Blackrock Lifepath Index 2035 Fund F | Blackrock Institutional Trust Company, N.A. | $26,755,437,389 | 2023 |
| Blackrock Msci Acwi Ex-Us Imi Index Non-Lendable Fund F | Blackrock Institutional Trust Company, N.A. | $26,640,723,427 | 2023 |
| Equity Index Non-Lendable Fund F | Blackrock Institutional Trust Company, N.A. | $25,644,151,599 | 2023 |
| Emerging Markets Equity Index Master Fund | Blackrock Institutional Trust Company, N.A. | $25,409,310,142 | 2023 |
| Blackrock Msci Acwi Ex-Us Imi Index Fund F | Blackrock Institutional Trust Company, N.A. | $25,057,744,021 | 2023 |
Largest plans in San Francisco → · San Francisco plans with financial data → · $1B+ plans in San Francisco → · Providers by reported compensation →
Related Form 5500 pages
- All CA Form 5500 filings
- Equity Index Fund (plan 001)
- Blackrock Institutional Trust Company, N.A. — all reported plans
- Equity Index Fund E (plan 001)
- Blackrock Institutional Trust Company, N.A. — all reported plans
- Russell 1000 Index Fund (plan 001)
- Blackrock Institutional Trust Company, N.A. — all reported plans
- Equity Index Fund F (plan 001)
- Blackrock Institutional Trust Company, N.A. — all reported plans
- Cash Equivalent Fund Ii (plan 001)
- Blackrock Institutional Trust Company, N.A. — all reported plans
- Blackrock Msci Acwi Ex-Us Imi Index Fund E (plan 001)
- Blackrock Institutional Trust Company, N.A. — all reported plans
- Eafe Equity Index Fund F (plan 001)
- Blackrock Institutional Trust Company, N.A. — all reported plans
- Russell 1000 Index Non-Lendable Fund (plan 001)
- Blackrock Institutional Trust Company, N.A. — all reported plans
- Intermediate Government Bond Index Fund (plan 001)
- Blackrock Institutional Trust Company, N.A. — all reported plans
- Wells Fargo & Company 401(K) Plan (plan 002)
- Wells Fargo & Company — all reported plans
- Russell 1000 Index Non-Lendable Fund E (plan 001)
- Blackrock Institutional Trust Company, N.A. — all reported plans
- Eafe Equity Index Fund (plan 001)
- Blackrock Institutional Trust Company, N.A. — all reported plans
- Mortgage-Backed Securities Index Fund (plan 001)
- Blackrock Institutional Trust Company, N.A. — all reported plans
- Long Term Government Bond Index Fund (plan 001)
- Blackrock Institutional Trust Company, N.A. — all reported plans
- Us Debt Index Fund E (plan 001)
- Blackrock Institutional Trust Company, N.A. — all reported plans
- Methodology
- Data sources