San Mateo, 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 Mateo, CA has 202 loaded benefit plan(s) reported by 140 plan sponsor(s), with $5,859,511,840 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 202
- Plan sponsors
- 140
- Total reported assets (EOY)
- $5,859,511,840
- Latest filing year
- 2023
Largest loaded plans by reported assets
| Plan | Sponsor | Reported assets (EOY) | Year |
|---|---|---|---|
| Franklin Templeton 401(K) Retirement Plan | Franklin Resources, Inc. | $2,205,762,717 | 2023 |
| Guidewire Software Retirement Trust | Guidewire Software | $413,414,033 | 2023 |
| Snowflake Inc. 401(K) Plan | Snowflake Inc. | $347,373,687 | 2023 |
| Roblox Corporation 401k Plan | Roblox Corporation | $256,964,317 | 2023 |
| Rakuten Usa 401(K) Plan | Rakuten Usa | $252,569,565 | 2023 |
| California Casualty Management Co. Pension Plan | California Casualty Management Company | $178,344,478 | 2023 |
| California Casualty Management Company Master Trust | California Casualty Management Company | $136,513,796 | 2023 |
| Essex Portfolio L.P. 401(K) Plan | Essex Portfolio L.P. | $120,993,825 | 2023 |
| California Casualty Management Company Savings Investment Plan For Salaried Employees | California Casualty Management Company | $115,603,436 | 2023 |
| Ixl Learning, Inc. 401(K) Profit Sharing Plan And Trust | Ixl Learning, Inc. | $115,245,788 | 2023 |
| Surveymonkey 401(K) Plan | Surveymonkey Inc. | $112,441,038 | 2023 |
| Freedom Financial Network 401(K) Plan | Pantheon Freedom, Inc. | $109,293,998 | 2023 |
| Model N, Inc. 401(K) Plan | Model N, Inc | $109,213,931 | 2023 |
| Gopro 401(K) Plan | Gopro, Inc. | $105,072,370 | 2023 |
| Newfront 401(K) Plan | Newfront | $95,125,619 | 2023 |
| Sequoia Consulting Group 401(K) Plan | Sequoia Benefits & Insurance Services, LLC Dba Sequoia Consulting Grou | $89,910,373 | 2023 |
| Upstart Network, Inc. 401(K) Plan | Upstart Network, Inc. | $67,976,498 | 2023 |
| Prometheus Real Estate Group, Inc. 401(K) Plan | Prometheus Real Estate Group, Inc. | $58,206,238 | 2023 |
| Tech Benefits Program | Tech Benefits Program | $57,760,566 | 2023 |
| Talend Inc. 401(K) Plan | Talend Inc. | $51,996,802 | 2023 |
| Crystal Dynamics, Inc. 401(K) Plan | Crystal Dynamics, Inc. | $48,260,476 | 2023 |
| Truebeck Construction, Inc. 401(K) Plan | Truebeck Construction, Inc. | $48,206,320 | 2023 |
| Annual Reviews 403(B) Dc Plan | Annual Reviews | $47,067,678 | 2023 |
| Honor Technology, Inc. 401(K) Plan | Honor Technology, Inc. | $39,113,631 | 2023 |
| Verkada 401(K) Plan | Verkada, Inc. | $31,523,683 | 2023 |
Largest plans in San Mateo → · San Mateo plans with financial data → · $1B+ plans in San Mateo → · Providers by reported compensation →
Related Form 5500 pages
- All CA Form 5500 filings
- Franklin Templeton 401(K) Retirement Plan (plan 003)
- Franklin Resources, Inc. — all reported plans
- Guidewire Software Retirement Trust (plan 001)
- Guidewire Software — all reported plans
- Snowflake Inc. 401(K) Plan (plan 001)
- Snowflake Inc. — all reported plans
- Roblox Corporation 401k Plan (plan 001)
- Roblox Corporation — all reported plans
- Rakuten Usa 401(K) Plan (plan 001)
- Rakuten Usa — all reported plans
- California Casualty Management Co. Pension Plan (plan 001)
- California Casualty Management Company — all reported plans
- California Casualty Management Company Master Trust (plan 001)
- California Casualty Management Company — all reported plans
- Essex Portfolio L.P. 401(K) Plan (plan 001)
- Essex Portfolio L.P. — all reported plans
- California Casualty Management Company Savings Investment Plan For Salaried Employees (plan 002)
- Ixl Learning, Inc. 401(K) Profit Sharing Plan And Trust (plan 001)
- Ixl Learning, Inc. — all reported plans
- Surveymonkey 401(K) Plan (plan 001)
- Surveymonkey Inc. — all reported plans
- Freedom Financial Network 401(K) Plan (plan 001)
- Pantheon Freedom, Inc. — all reported plans
- Model N, Inc. 401(K) Plan (plan 001)
- Model N, Inc — all reported plans
- Gopro 401(K) Plan (plan 002)
- Gopro, Inc. — all reported plans
- Newfront 401(K) Plan (plan 001)
- Newfront — all reported plans
- Methodology
- Data sources