Berkeley, 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, Berkeley, CA has 79 loaded benefit plan(s) reported by 61 plan sponsor(s), with $634,881,090 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 79
- Plan sponsors
- 61
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $634,881,090
- Total reported liabilities (EOY)
- $7,655,571
- Total reported net assets (EOY)
- $627,235,530
Contributions & income
- Employer contributions
- $18,156,268
- Participant contributions
- $47,511,962
- Total income / additions
- $164,070,691
Expenses & distributions
- Benefits paid / distributions
- $44,914,490
- Total expenses
- $46,435,542
- Net increase / (decrease)
- $117,635,149
Coverage
- Total reported participants
- 15,300
- Plans with financial statements
- 59
- Plans with provider compensation
- 27
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Berkeley, 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 |
|---|---|---|---|
| Lifelong Medical Care 403(B) Plan | Lifelong Medical Care | $52,031,574 | 2023 |
| Backroads, Inc. 401(K) Profit Sharing Plan | Backroads, Inc. | $40,099,211 | 2023 |
| Sag 401(K) Plan | Sojitz Corporation Of America | $36,204,373 | 2023 |
| Mig 401(K) Plan | Moore Iacofano Goltsman, Inc | $34,809,082 | 2023 |
| Berkeley Bowl Produce Inc 401k Profit Sharing Plan | Berkeley Bowl Produce Inc | $34,106,960 | 2023 |
| Dannis Woliver Kelley Profit Sharing Plan | Dannis Woliver Kelley | $31,542,958 | 2023 |
| Htc America, Inc. 401(K) Plan | Htc America, Inc. | $30,875,358 | 2023 |
| Bay Psychiatric Associates 401(K) Ps Plan | Bay Psychiatric Associates, A Medical Corp. | $26,399,415 | 2023 |
| Voleon Capital Management Lp 401(K) Plan | Voleon Capital Management Lp | $23,791,881 | 2023 |
| Ecole Bilingue Retirement Plan | Ecole Bilingue | $23,383,720 | 2023 |
| Pivot Bio 401(K) P/S Plan | Pivot Bio | $21,884,076 | 2023 |
| Intertrust Technologies Corporation 401(K) Savings Plan | Intertrust Technologies Corporation | $20,822,710 | 2023 |
| Doughtronics, Inc. 401(K) Profit Sharing Plan | Doughtronics, Inc. | $18,973,228 | 2023 |
| Meyer Sound Laboratories, Inc. 401(K) Profit Sharing Plan | Meyer Sound Laboratories, Inc. | $17,565,685 | 2023 |
| Ashby Lumber Company 401(K) Profit Sharing Plan | Ashby Lumber Company | $17,276,131 | 2023 |
| Safe-Harbor 401(K) Profit-Sharing Plan For Employees Of Satellite Affordable Housing Associates | Satellite Affordable Housing A | $16,090,267 | 2023 |
| Sorenson & Sorenson, M.D.'S, Inc. Profit Sharing 401(K) Plan | Sorenson & Sorenson, M.D.'S, Inc. | $13,748,770 | 2023 |
| Mwa 401(K) & Esop | Mal Warwick & Associates, Inc. | $12,758,802 | 2023 |
| Caribou Biosciences, Inc. Retirement Trust | Caribou Biosciences, Inc. | $12,368,703 | 2023 |
| Tippett Studio 401(K) Profit Sharing Plan | Tippett Studio, Inc. | $12,335,494 | 2023 |
| Perfect Day, Inc. 401(K) Plan | Perfect Day, Inc. | $12,301,512 | 2023 |
| Stillwater Sciences Employee Stock Ownership Plan | Stillwater Ecosystem, Watershed And Riverine Sciences, Inc. D/B/A Stil | $11,064,910 | 2023 |
| Berkeley Repertory Theatre 403(B) Plan | Berkeley Repertory Theatre | $10,234,073 | 2023 |
| Tipping Structural Engineers 401(K) Profit Sharing Plan | Tipping Structural Engineers | $9,372,445 | 2023 |
| Warren I Dotz Md Money Purchase Pension Plan | Warren I Dotz | $8,990,589 | 2023 |
Largest plans in Berkeley → · Berkeley plans by participants → · Berkeley plans with financial data → · Berkeley plans with provider compensation → · $1B+ plans in Berkeley →
Related Form 5500 pages
- All CA Form 5500 filings
- Lifelong Medical Care 403(B) Plan (plan 002)
- Lifelong Medical Care — all reported plans
- Backroads, Inc. 401(K) Profit Sharing Plan (plan 001)
- Backroads, Inc. — all reported plans
- Sag 401(K) Plan (plan 001)
- Sojitz Corporation Of America — all reported plans
- Mig 401(K) Plan (plan 001)
- Moore Iacofano Goltsman, Inc — all reported plans
- Berkeley Bowl Produce Inc 401k Profit Sharing Plan (plan 002)
- Berkeley Bowl Produce Inc — all reported plans
- Dannis Woliver Kelley Profit Sharing Plan (plan 001)
- Dannis Woliver Kelley — all reported plans
- Htc America, Inc. 401(K) Plan (plan 001)
- Htc America, Inc. — all reported plans
- Bay Psychiatric Associates 401(K) Ps Plan (plan 002)
- Bay Psychiatric Associates, A Medical Corp. — all reported plans
- Voleon Capital Management Lp 401(K) Plan (plan 001)
- Voleon Capital Management Lp — all reported plans
- Ecole Bilingue Retirement Plan (plan 001)
- Ecole Bilingue — all reported plans
- Pivot Bio 401(K) P/S Plan (plan 001)
- Pivot Bio — all reported plans
- Intertrust Technologies Corporation 401(K) Savings Plan (plan 001)
- Intertrust Technologies Corporation — all reported plans
- Doughtronics, Inc. 401(K) Profit Sharing Plan (plan 001)
- Doughtronics, Inc. — all reported plans
- Meyer Sound Laboratories, Inc. 401(K) Profit Sharing Plan (plan 001)
- Meyer Sound Laboratories, Inc. — all reported plans
- Ashby Lumber Company 401(K) Profit Sharing Plan (plan 002)
- Ashby Lumber Company — all reported plans
- Methodology
- Data sources