Santa Cruz, 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 Cruz, CA has 46 loaded benefit plan(s) reported by 32 plan sponsor(s), with $309,159,486 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 46
- Plan sponsors
- 32
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $309,159,486
- Total reported liabilities (EOY)
- $12,356
- Total reported net assets (EOY)
- $309,122,769
Contributions & income
- Employer contributions
- $11,198,876
- Participant contributions
- $32,086,187
- Total income / additions
- $122,019,275
Expenses & distributions
- Benefits paid / distributions
- $323,869,156
- Total expenses
- $324,480,985
- Net increase / (decrease)
- -$202,461,710
Coverage
- Total reported participants
- 14,491
- Plans with financial statements
- 30
- Plans with provider compensation
- 18
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Santa Cruz, 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 |
|---|---|---|---|
| Joby Aero, Inc. 401(K) Plan | Joby Aero, Inc. | $64,059,024 | 2023 |
| Scn Bestco 401(K) Plan | Harmony Foods, LLC | $30,489,109 | 2023 |
| Santa Cruz Seaside Company Profit Sharing And 401(K) Plan | Santa Cruz Seaside Company | $29,480,821 | 2023 |
| Alliance Member Services, Inc. 401(K) Retirement P | Alliance Member Services Inc. | $28,858,143 | 2023 |
| Santa Cruz Bicycles 401(K) Plan | Santa Cruz Bicycles, Inc. | $21,233,184 | 2023 |
| Ecology Action 401(K) Plan | Ecology Action | $15,440,227 | 2023 |
| Nhs, Inc. 401(K) Plan | Nhs, Inc. | $14,355,068 | 2023 |
| O'Neill Wetsuits, LLC 401(K) Plan | O'Neill Wetsuits, LLC | $14,030,987 | 2023 |
| New Teacher Center 401(K) Plan | New Teacher Center | $12,910,394 | 2023 |
| Santa Cruz County Bank Retirement Trust | Santa Cruz County Bank | $12,361,865 | 2023 |
| Ccof 401(K) | Ccof, Inc. | $10,859,510 | 2023 |
| New Leaf Community Markets, Inc. 401(K) Plan | New Leaf Community Markets, Inc. | $10,613,550 | 2023 |
| The Investment Plan | Front St. Inc. | $8,723,466 | 2023 |
| Santa Cruz Community Health Centers 401(K) Profit Sharing Plan | Santa Cruz Community Health Centers | $8,213,986 | 2023 |
| Encompass Community Services 403(B) Plan | Encompass Community Services | $7,109,953 | 2023 |
| Jane Technologies 401(K) Plan | Jane Technologies Inc. | $4,500,624 | 2023 |
| Dientes Community Dental Care 403(B) Plan | Dientes Community Dental Care | $3,363,409 | 2023 |
| Rope Partner, Inc. 401(K) Plan | Rope Partner, Inc. | $2,740,291 | 2023 |
| Sandbar 401(K) Profit Sharing Plan | Santa Cruz Westside Electric, Inc. Dba Sandbar | $2,471,081 | 2023 |
| Bay Eye Medical Group 401(K) Plan | Bay Eye Medical Group | $2,120,317 | 2023 |
| Eye Care Medical Group 401(K) Plan | Eye Care Medical Group | $2,066,816 | 2023 |
| Remediation Risk Management Inc. Employee Stock Ownership Plan And Trust | Remediation Risk Management | $1,060,294 | 2023 |
| Humble Sea Brewing Company 401(K) Plan | Humble Sea, Inc. | $720,831 | 2023 |
| Kidpower Money Purchase Pension Plan | Kidpower Teenpower Fullpower | $539,085 | 2023 |
| Crm Investments Inc. 401k Plan | Crm Investments Inc. | $255,480 | 2023 |
Largest plans in Santa Cruz → · Santa Cruz plans by participants → · Santa Cruz plans with financial data → · Santa Cruz plans with provider compensation → · $1B+ plans in Santa Cruz →
Related Form 5500 pages
- All CA Form 5500 filings
- Joby Aero, Inc. 401(K) Plan (plan 001)
- Joby Aero, Inc. — all reported plans
- Scn Bestco 401(K) Plan (plan 001)
- Harmony Foods, LLC — all reported plans
- Santa Cruz Seaside Company Profit Sharing And 401(K) Plan (plan 002)
- Santa Cruz Seaside Company — all reported plans
- Alliance Member Services, Inc. 401(K) Retirement P (plan 001)
- Alliance Member Services Inc. — all reported plans
- Santa Cruz Bicycles 401(K) Plan (plan 001)
- Santa Cruz Bicycles, Inc. — all reported plans
- Ecology Action 401(K) Plan (plan 001)
- Ecology Action — all reported plans
- Nhs, Inc. 401(K) Plan (plan 001)
- Nhs, Inc. — all reported plans
- O'Neill Wetsuits, LLC 401(K) Plan (plan 002)
- O'Neill Wetsuits, LLC — all reported plans
- New Teacher Center 401(K) Plan (plan 001)
- New Teacher Center — all reported plans
- Santa Cruz County Bank Retirement Trust (plan 001)
- Santa Cruz County Bank — all reported plans
- Ccof 401(K) (plan 001)
- Ccof, Inc. — all reported plans
- New Leaf Community Markets, Inc. 401(K) Plan (plan 001)
- New Leaf Community Markets, Inc. — all reported plans
- The Investment Plan (plan 001)
- Front St. Inc. — all reported plans
- Santa Cruz Community Health Centers 401(K) Profit Sharing Plan (plan 001)
- Santa Cruz Community Health Centers — all reported plans
- Encompass Community Services 403(B) Plan (plan 002)
- Encompass Community Services — all reported plans
- Methodology
- Data sources