Anaheim, 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, Anaheim, CA has 212 loaded benefit plan(s) reported by 163 plan sponsor(s), with $2,775,880,254 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 212
- Plan sponsors
- 163
- Latest filing year
- 2023
What stands out in Anaheim
- 212 loaded plans hold $2.8B in reported assets across 163 sponsors.
- The largest, Extron Electronics 401(K) Plan, holds 12% of reported Anaheim plan assets.
- Plans cover 83,197 participants — about 392 per plan.
- 64% of loaded plans report full Schedule H/I financial statements.
- 35% report Schedule C provider compensation.
Reported financial aggregate
Reported net position
Data coverage
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Anaheim, 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.
Anaheim market comparison
Largest loaded plans in Anaheim
Bars show each plan's reported end-of-year assets relative to the largest.
- 1
- 2St. Jude Heritage Medical Group, A Medical Corporation · 2023
- 3
- 4
- 5
- 6Nts Technical Systems Dba National Technical Systems · 2023
- 7Northgate Gonzalez Markets, Inc. · 2023
- 8
- 9Providence Medical Group, Northern California · 2023
- 10
- 11
- 12
- 13
- 14Credit Union Of Southern California · 2023
- 15Planned Parenthood/Orange And San Bernardino Counties, Inc. · 2023
- 16
- 17Partners Information Technology, Inc. · 2023
- 18
- 19
- 20
- 21
- 22
- 23
- 24
- 25
Largest plans in Anaheim → · Anaheim plans by participants → · Anaheim plans with financial data → · Anaheim plans with provider compensation → · $1B+ plans in Anaheim →
Frequently asked questions
- How many Form 5500 benefit plans are loaded for Anaheim, CA?
- 212 plan(s) reported by 163 sponsor(s) are loaded for Anaheim, CA.
Related Form 5500 pages
- All CA Form 5500 filings
- Extron Electronics 401(K) Plan (plan 001)
- Rgb Systems, Inc. Dba Extron Electronics — all reported plans
- St. Jude Heritage Medical Group 401(K) Profit Sharing Plan (plan 002)
- St. Jude Heritage Medical Group, A Medical Corporation — all reported plans
- Ganahl Lumber Company Employee Stock Ownership Plan (plan 002)
- Ganahl Lumber Company — all reported plans
- Willdan Group, Inc 401(K) Plan (plan 001)
- Willdan Group, Inc. — all reported plans
- Isuzu Companies' Savings Plan (plan 002)
- Isuzu North America Corporation — all reported plans
- National Technical Systems 401k Profit Sharing Plan (plan 003)
- Nts Technical Systems Dba National Technical Systems — all reported plans
- Northgate Gonzalez Markets, Inc. 401(K) Retirement Savings Plan (plan 001)
- Northgate Gonzalez Markets, Inc. — all reported plans
- Pacific Sunwear Stores LLC 401(K) Savings Plan (plan 001)
- Pacific Sunwear Stores LLC — all reported plans
- Providence Medical Group, Northern California 401(K) Profit Sharing Plan (plan 001)
- Providence Medical Group, Northern California — all reported plans
- The Isuzu Companies' Retirement Plan (plan 001)
- Cadence Aerospace 401(K) Plan (plan 001)
- Cadence Aerospace — all reported plans
- Ati Restoration, LLC 401(K) Savings & Retirement Plan (plan 001)
- Ati Payroll Services, LLC — all reported plans
- Control Air Employee Stock Ownership Plan (plan 002)
- Control Air Holdings Inc. — all reported plans
- Credit Union Of Southern California 401(K) Plan And Trust (plan 002)
- Credit Union Of Southern California — all reported plans
- Planned Parenthood/Orange And San Bernardino Counties, Inc. Retirement Plan (plan 001)
- Planned Parenthood/Orange And San Bernardino Counties, Inc. — all reported plans
- Methodology
- Data sources