Vallejo, 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, Vallejo, CA has 17 loaded benefit plan(s) reported by 16 plan sponsor(s), with $1,744,062,162 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
17
Plan sponsors
16
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$1,744,062,162
Total reported liabilities (EOY)
$2,572,872
Total reported net assets (EOY)
$1,741,489,290

Contributions & income

Employer contributions
$38,742,722
Participant contributions
$90,209,809
Total income / additions
$381,665,706

Expenses & distributions

Benefits paid / distributions
$137,909,705
Total expenses
$144,912,454
Net increase / (decrease)
$236,753,252

Coverage

Total reported participants
39,018
Plans with financial statements
12
Plans with provider compensation
2

Totals sum the latest loaded 2023 public Form 5500 filing per plan for Vallejo, 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

Largest loaded plans in Vallejo, CA
PlanSponsorReported assets (EOY)Year
Supplemental Income 401(K) PlanBoard Of Trustees Of Supplemental Income Trust Fund$1,656,472,9992023
Meyer -Hestan 401(K) Retirement PlanMeyer Corporation Us$65,528,9732023
Michael'S Transportation Service, Inc. Employee Stock Ownership Plan And TrustMichael'S Transportation Service, Inc.$10,196,1172023
Toyota Vallejo 401(K) PlanWilcor Autos, Inc. Dba Toyota Vallejo$7,863,3812023
Sho & Scoe Retirement PlanSolano Hematology Oncology, Inc.$2,514,3132023
Redwood Eye Center 401(K) Profit Sharing PlanRedwood Eye Center$935,6202023
Runestone Capital Incorporated Retirement PlanRunestone Capital Incorporated$226,9902023
Zenith Elevation Realty Solutions 401k TrustZenith Elevation Realty Solutions Inc$150,0662023
Gdmorr, Inc. 401(K) PlanGdmorr, Inc.$70,1522023
Mcdonal Lozada 401 (K) PlanMcdonald Lozada Inc Aamco San Rafael$35,3492023
Basileias Enterprises Corp. Retirement PlanBasileias Enterprises Corp.$35,0002023
Black Lion Logistics, Inc. 401(K) PlanBlack Lion Logistics, Inc.$33,2022023
Touro University Health And Welfare PlanTouro Universitynot reported in the loaded dataset2023
A Plus Tree Health & Welfare PlanA Plus Tree Servicenot reported in the loaded dataset2023
Mare Island Dry Dock Health And Welfare PlanMare Island Dry Dock LLCnot reported in the loaded dataset2023
Meyer Corporation Health And Welfare PlanMeyer Corporationnot reported in the loaded dataset2023
Griffin Technology Academies Wrap Benefit PlanGriffin Technology Academiesnot reported in the loaded dataset2023

Related Form 5500 pages