Plan5500

Atherton, 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, Atherton, CA has 6 loaded benefit plan(s) reported by 4 plan sponsor(s), with $132,029,943 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
6
Plan sponsors
4
Latest filing year
2023

What stands out in Atherton

  • 6 loaded plans hold $132M in reported assets across 4 sponsors.
  • The largest, Menlo School Defined Contribution Retirement Plan, holds 74% of reported Atherton plan assets.
  • Plans cover 1,220 participants — about 203 per plan.
  • 67% of loaded plans report full Schedule H/I financial statements.
  • 33% report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$132MSummed across loaded plans$132,029,943
Total reported assets$132M$132,029,943
Total reported participants1.2K1,220
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$132M total assets
Net assets$132MLiabilities$0
Contributions & income
Employer contributions$3.9M
Participant contributions$3.2M
Total income / additions$25.6M
Expenses & distributions
Benefits paid / distributions$8.3M
Total expenses$8.5M
Net increase / (decrease)$17.1M

Data coverage

Plans with financial statements4 / 6 (67%)
Plans with provider compensation2 / 6 (33%)

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

Computed from loaded plans

Atherton market comparison

Largest plan share of assets74%Menlo School Defined Contribution Retirement Plan
Participants per plan203Average across loaded plans
Plan sponsors4
Ranked by reported assets

Largest loaded plans in Atherton

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    Menlo School Defined Contribution Retirement Plan$98.3M
    Menlo School · 2023
  2. 2
    Menlo College 403(B) Retirement Plan$31M
    Menlo College · 2023
  3. 3
    Sunshine Anesthesia Corporation Profit Sharing Plan$2.4M
    Sunshine Anesthesia Corporation · 2023
  4. 4
    Rmtj Holding Corporation Retirement Plan$303.4K
    Rmtj Holding Corporation · 2023
  5. 5
    Menlo Schoolnot reported in the loaded dataset
    Menlo School · 2023
  6. 6
    Menlo College Health And Welfare Plannot reported in the loaded dataset
    Menlo College · 2023

Largest plans in Atherton → · Atherton plans by participants → · Atherton plans with financial data → · Atherton plans with provider compensation → · $1B+ plans in Atherton →

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Atherton, CA?
6 plan(s) reported by 4 sponsor(s) are loaded for Atherton, CA.

Related Form 5500 pages