Santa Rosa, 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 Rosa, CA has 139 loaded benefit plan(s) reported by 100 plan sponsor(s), with $5,980,771,567 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 139
- Plan sponsors
- 100
- Total reported assets (EOY)
- $5,980,771,567
- Latest filing year
- 2023
Largest loaded plans by reported assets
| Plan | Sponsor | Reported assets (EOY) | Year |
|---|---|---|---|
| Keysight Technologies, Inc. 401(K) Plan | Keysight Technologies, Inc. | $2,398,797,082 | 2023 |
| Keysight Technologies, Inc. Retirement Plan | Keysight Technologies, Inc. | $893,034,639 | 2023 |
| Keysight Technologies, Inc. Master Trust Equity Pool | Keysight Technologies, Inc. | $705,472,603 | 2023 |
| Keysight Technologies, Inc. Master Trust Fixed Income Pool | Keysight Technologies, Inc. | $382,430,143 | 2023 |
| Redwood Empire Electrical Workers Individually Allocated Pension Plan | Board Of Trustees, Redwood Empire Electrical Workers Individually All | $251,648,965 | 2023 |
| Jackson Family Enterprises 401(K) Plan | Jackson Family Enterprises Inc. | $200,685,475 | 2023 |
| Keysight Technologies, Inc. Deferred Profit-Sharing Plan | Keysight Technologies, Inc. | $161,294,884 | 2023 |
| Exchange Bank Savings And Profit Sharing Plan | Exchange Bank | $106,840,022 | 2023 |
| Redwood Credit Union 401(K) Retirement Plan | Redwood Credit Union | $87,975,458 | 2023 |
| Sutter Medical Group Of The Redwoods, Inc. 401(K) Profit Sharing Plan | Sutter Medical Group Of The Redwoods, Inc. | $82,302,617 | 2023 |
| Oliver'S Market Employee Stock Ownership Plan | Maass Corporation Spc Dba Oliver'S Market | $57,008,107 | 2023 |
| Anesthesia & Analgesia Medical Group, Inc. 401(K) Profit Sharing Plan | Anesthesia & Analgesia Medical Group, Inc. | $54,532,346 | 2023 |
| Foley Family Wines 401(K) Plan | Foley Family Wines, Inc. | $39,971,446 | 2023 |
| Redwood Credit Union Target Benefit Plan | Redwood Credit Union | $32,831,528 | 2023 |
| Luther Burbank Corporation 401(K) Plan | Luther Burbank Corporation | $32,258,296 | 2023 |
| Provident Funding 401(K) Plan | Provident Funding Associates, L.P. | $31,330,953 | 2023 |
| Sonic.Net, LLC 401(K) Profit Sharing Plan | Sonic.Net, LLC | $31,219,011 | 2023 |
| Vintage Wine Estates 401(K) Plan | Vintage Wine Estates | $28,906,125 | 2023 |
| Santa Rosa Community Health Centers 403(B) Plan | Santa Rosa Community Health Centers | $28,847,740 | 2023 |
| George Petersen Insurance Agency, Inc. 401(K) Plan | George Petersen Insurance Agency, Inc. | $28,629,243 | 2023 |
| Oliver'S Market 401(K) Profit Sharing Plan | Maass Corporation Spc | $28,105,164 | 2023 |
| Ghilotti Construction Employee Stock Ownership Plan | Ghilotti Construction Holding Company | $25,784,238 | 2023 |
| The 403(B) Thrift Plan For Canine Companions For Independence, Inc. | Canine Companions For Independence, Inc. | $22,444,182 | 2023 |
| Sonoma Academy Defined Contribution Retirement Plan | Sonoma Academy | $17,995,749 | 2023 |
| Keysight Technologies, Inc. Master Trust Tip Pool | Keysight Technologies, Inc. | $15,953,460 | 2023 |
Largest plans in Santa Rosa → · Santa Rosa plans with financial data → · $1B+ plans in Santa Rosa → · Providers by reported compensation →
Related Form 5500 pages
- All CA Form 5500 filings
- Keysight Technologies, Inc. 401(K) Plan (plan 003)
- Keysight Technologies, Inc. — all reported plans
- Keysight Technologies, Inc. Retirement Plan (plan 002)
- Keysight Technologies, Inc. Master Trust Equity Pool (plan 011)
- Keysight Technologies, Inc. — all reported plans
- Keysight Technologies, Inc. Master Trust Fixed Income Pool (plan 012)
- Redwood Empire Electrical Workers Individually Allocated Pension Plan (plan 001)
- Board Of Trustees, Redwood Empire Electrical Workers Individually All — all reported plans
- Jackson Family Enterprises 401(K) Plan (plan 003)
- Jackson Family Enterprises Inc. — all reported plans
- Keysight Technologies, Inc. Deferred Profit-Sharing Plan (plan 001)
- Exchange Bank Savings And Profit Sharing Plan (plan 002)
- Exchange Bank — all reported plans
- Redwood Credit Union 401(K) Retirement Plan (plan 001)
- Redwood Credit Union — all reported plans
- Sutter Medical Group Of The Redwoods, Inc. 401(K) Profit Sharing Plan (plan 001)
- Sutter Medical Group Of The Redwoods, Inc. — all reported plans
- Oliver'S Market Employee Stock Ownership Plan (plan 002)
- Maass Corporation Spc Dba Oliver'S Market — all reported plans
- Anesthesia & Analgesia Medical Group, Inc. 401(K) Profit Sharing Plan (plan 002)
- Anesthesia & Analgesia Medical Group, Inc. — all reported plans
- Foley Family Wines 401(K) Plan (plan 001)
- Foley Family Wines, Inc. — all reported plans
- Redwood Credit Union Target Benefit Plan (plan 002)
- Luther Burbank Corporation 401(K) Plan (plan 001)
- Luther Burbank Corporation — all reported plans
- Methodology
- Data sources