Beverly Hills, 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, Beverly Hills, CA has 160 loaded benefit plan(s) reported by 124 plan sponsor(s), with $2,644,246,162 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 160
- Plan sponsors
- 124
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $2,644,246,162
- Total reported liabilities (EOY)
- $1,028,614
- Total reported net assets (EOY)
- $2,661,656,682
Contributions & income
- Employer contributions
- $74,001,482
- Participant contributions
- $168,361,999
- Total income / additions
- $680,307,912
Expenses & distributions
- Benefits paid / distributions
- $205,884,897
- Total expenses
- $210,756,786
- Net increase / (decrease)
- $469,551,126
Coverage
- Total reported participants
- 88,800
- Plans with financial statements
- 131
- Plans with provider compensation
- 37
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Beverly Hills, 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 |
|---|---|---|---|
| Live Nation Entertainment, Inc. 401(K) Savings Plan | Live Nation Entertainment, Inc. | $828,065,196 | 2023 |
| Endeavor 401(K) Plan | Endeavor Parent, LLC | $573,657,587 | 2023 |
| Platinum Equity 401(K) Plan | Platinum Equity, LLC | $269,019,552 | 2023 |
| United Talent Agency LLC 401(K) Plan | United Talent Agency LLC | $130,104,922 | 2023 |
| Dorchester Collection 401(K) Plan | Sajahtera, Inc. Dba The Beverly Hills Hotel | $69,474,421 | 2023 |
| Aderans Usa Savings & Retirement Plan | Bosley, Inc. | $68,999,343 | 2023 |
| Ervin Cohen & Jessup Llp Defined Contribution Plan | Ervin Cohen & Jessup Llp | $50,351,979 | 2023 |
| Hstp Profit Sharing Plan | Hochman Salkin Toscher Perez P.C. | $37,919,518 | 2023 |
| Retirement Plan For Employees Of The Academy Of Motion Picture Arts & Sciences | Academy Of Motion Picture Arts & Sciences | $37,905,586 | 2023 |
| Academy Of Motion Picture Arts And Sciences 401(K) Plan | Academy Of Motion Picture Arts And Sciences | $35,977,970 | 2023 |
| Valence Media, LLC 401(K) Plan | Valence Media, LLC. | $35,756,889 | 2023 |
| Medical Group Of Beverly Hills Defined Benefit Pension Plan | Medical Group Of Beverly Hills | $32,285,346 | 2023 |
| Kennedy Wilson 401(K) Plan | Kennedy-Wilson Holdings, Inc. | $31,784,999 | 2023 |
| Etc Hotels 401(K) Plan | E.T. Whitehall Santa Monica Partners, L.P. | $28,094,130 | 2023 |
| Gersh Agency 401(K) Plan | The Gersh Agency | $27,423,031 | 2023 |
| Belvedere Hotel Partnership Dba The Peninsula Beverly Hills 401(K) Profit Sharing Plan | Belvedere Hotel Partnership Dba The Peninsula Beverly Hills | $20,807,713 | 2023 |
| Beverly Hills Police Officers Assoc Supplemental Benefit Trust | Beverly Hills Police Officers Assoc | $20,705,527 | 2023 |
| Mission Cloud Services, Inc. 401(K) Plan | Mission Cloud Services, Inc. | $14,370,321 | 2023 |
| Lawry'S Restaurant, Inc. Profit Sharing And 401(K) Plan | Lawry'S Restaurant, Inc. | $13,888,698 | 2023 |
| The Beautiful Group 401(K) Retirement Savings Plan | The Beautiful Group, LLC | $13,774,586 | 2023 |
| Kamran Hakimian, M.D., Inc. Profit Sharing Plan | Kamran Hakimian, M.D., Inc. | $11,871,832 | 2023 |
| Alpert & Associates, Inc. 401(K) Plan Ii | Alpert & Associates, Inc. | $10,011,249 | 2023 |
| Domino Realty Management Company 401(K) Profit Sharing Plan | Domino Realty Management Co, Inc | $9,955,609 | 2023 |
| The Biplane Company Profit Sharing Plan | The Biplane Company | $9,393,985 | 2023 |
| O'Gara Coach Company, LLC 401(K) Plan | Ogara Coach Co. LLC | $8,947,598 | 2023 |
Largest plans in Beverly Hills → · Beverly Hills plans by participants → · Beverly Hills plans with financial data → · Beverly Hills plans with provider compensation → · $1B+ plans in Beverly Hills →
Related Form 5500 pages
- All CA Form 5500 filings
- Live Nation Entertainment, Inc. 401(K) Savings Plan (plan 001)
- Live Nation Entertainment, Inc. — all reported plans
- Endeavor 401(K) Plan (plan 001)
- Endeavor Parent, LLC — all reported plans
- Platinum Equity 401(K) Plan (plan 001)
- Platinum Equity, LLC — all reported plans
- United Talent Agency LLC 401(K) Plan (plan 001)
- United Talent Agency LLC — all reported plans
- Dorchester Collection 401(K) Plan (plan 001)
- Sajahtera, Inc. Dba The Beverly Hills Hotel — all reported plans
- Aderans Usa Savings & Retirement Plan (plan 002)
- Bosley, Inc. — all reported plans
- Ervin Cohen & Jessup Llp Defined Contribution Plan (plan 001)
- Ervin Cohen & Jessup Llp — all reported plans
- Hstp Profit Sharing Plan (plan 002)
- Hochman Salkin Toscher Perez P.C. — all reported plans
- Retirement Plan For Employees Of The Academy Of Motion Picture Arts & Sciences (plan 001)
- Academy Of Motion Picture Arts & Sciences — all reported plans
- Academy Of Motion Picture Arts And Sciences 401(K) Plan (plan 002)
- Valence Media, LLC 401(K) Plan (plan 002)
- Valence Media, LLC. — all reported plans
- Medical Group Of Beverly Hills Defined Benefit Pension Plan (plan 002)
- Medical Group Of Beverly Hills — all reported plans
- Kennedy Wilson 401(K) Plan (plan 001)
- Kennedy-Wilson Holdings, Inc. — all reported plans
- Etc Hotels 401(K) Plan (plan 001)
- E.T. Whitehall Santa Monica Partners, L.P. — all reported plans
- Gersh Agency 401(K) Plan (plan 003)
- The Gersh Agency — all reported plans
- Methodology
- Data sources