Santa Barbara, 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, Santa Barbara, CA has 182 loaded benefit plan(s) reported by 137 plan sponsor(s), with $2,689,673,385 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 182
- Plan sponsors
- 137
- Total reported assets (EOY)
- $2,689,673,385
- Latest filing year
- 2023
Largest loaded plans by reported assets
| Plan | Sponsor | Reported assets (EOY) | Year |
|---|---|---|---|
| Cottage Health Pension Plan | Cottage Health | $834,847,402 | 2023 |
| Sansum Santa Barbara Medical Clinic, Inc. Profit Sharing Plan | Sansum Santa Barbara Medical Clinic, Inc. | $204,865,246 | 2023 |
| Qad Inc. 401(K) Retirement Plan | Qad Inc. | $161,895,257 | 2023 |
| Green Hills Software 401(K) Plan | Green Hills Software LLC | $108,544,851 | 2023 |
| Jordano'S, Inc. 401(K) Plan | Jordano'S, Inc. | $85,523,138 | 2023 |
| Westmont College Defined Contribution Retirement Plan | Westmont College | $76,339,469 | 2023 |
| Marborg Industries 401(K) Plan | Marborg Industries | $73,217,099 | 2023 |
| Myfuture 401(K) Retirement Savings Plan | Cottage Health | $69,740,012 | 2023 |
| Sansum Clinic Match Plan | Sansum Clinic | $67,128,500 | 2023 |
| Mission Linen Supply Salary Savings Plan | Mission Linen Supply | $65,630,604 | 2023 |
| Cottage Health 403(B) Retirement Savings Plan | Cottage Health | $51,956,294 | 2023 |
| Pueblo Radiology Medical Group, Inc. 401(K) Profit Sharing Plan | Pueblo Radiology Medical Group, Inc . | $40,993,778 | 2023 |
| Fielding Graduate University 403(B) Plan | Fielding Graduate University | $40,649,842 | 2023 |
| Mb&T Salary Saving Plan | Montecito Bank And Trust | $38,704,968 | 2023 |
| Invoca, Inc. 401(K) Profit Sharing Plan & Trust | Invoca, Inc. | $37,567,108 | 2023 |
| Anesthesia Medical Group Of Santa Barbara 401(K) Profit Sharing Plan | Anesthesia Medical Group Of Santa Barbara, Inc. | $34,567,929 | 2023 |
| Logicmonitor 401(K) Plan | Logicmonitor, Inc. | $29,420,799 | 2023 |
| Mns Engineers, Inc. 401(K) Plan | Mns Engineers, Inc. | $27,080,657 | 2023 |
| Jacob Stern & Sons, Inc. 401(K) Profit Sharing Plan | Jacob Stern & Sons, Inc. | $25,911,907 | 2023 |
| Impact 401(K) Plan | Impact Tech Inc. | $25,790,266 | 2023 |
| Price, Postel & Parma Llp Profit Sharing Plan | Price Postel & Parma Llp | $25,397,491 | 2023 |
| Nasif, Hicks, Harris & Co. 401(K) Profit Sharing Plan | Nasif, Hicks, Harris & Co., Llp | $24,858,607 | 2023 |
| Igsb, Inc. 401(K) Profit Sharing Plan | Igsb, Inc. | $20,364,948 | 2023 |
| The Community Action Commission Of Santa Barbara County 403(B) Plan | The Community Action Commission Of Santa Barbara County, Inc. | $18,980,533 | 2023 |
| Direct Relief 401(K) Profit Sharing Plan & Trust | Direct Relief | $18,819,462 | 2023 |
Largest plans in Santa Barbara → · Santa Barbara plans with financial data → · $1B+ plans in Santa Barbara → · Providers by reported compensation →
Related Form 5500 pages
- All CA Form 5500 filings
- Cottage Health Pension Plan (plan 001)
- Cottage Health — all reported plans
- Sansum Santa Barbara Medical Clinic, Inc. Profit Sharing Plan (plan 001)
- Sansum Santa Barbara Medical Clinic, Inc. — all reported plans
- Qad Inc. 401(K) Retirement Plan (plan 001)
- Qad Inc. — all reported plans
- Green Hills Software 401(K) Plan (plan 001)
- Green Hills Software LLC — all reported plans
- Jordano'S, Inc. 401(K) Plan (plan 002)
- Jordano'S, Inc. — all reported plans
- Westmont College Defined Contribution Retirement Plan (plan 001)
- Westmont College — all reported plans
- Marborg Industries 401(K) Plan (plan 002)
- Marborg Industries — all reported plans
- Myfuture 401(K) Retirement Savings Plan (plan 007)
- Sansum Clinic Match Plan (plan 001)
- Sansum Clinic — all reported plans
- Mission Linen Supply Salary Savings Plan (plan 003)
- Mission Linen Supply — all reported plans
- Cottage Health 403(B) Retirement Savings Plan (plan 008)
- Pueblo Radiology Medical Group, Inc. 401(K) Profit Sharing Plan (plan 001)
- Pueblo Radiology Medical Group, Inc . — all reported plans
- Fielding Graduate University 403(B) Plan (plan 001)
- Fielding Graduate University — all reported plans
- Mb&T Salary Saving Plan (plan 001)
- Montecito Bank And Trust — all reported plans
- Invoca, Inc. 401(K) Profit Sharing Plan & Trust (plan 001)
- Invoca, Inc. — all reported plans
- Methodology
- Data sources