Brisbane, 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, Brisbane, CA has 31 loaded benefit plan(s) reported by 22 plan sponsor(s), with $714,376,237 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 31
- Plan sponsors
- 22
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $714,376,237
- Total reported liabilities (EOY)
- $45,731,379
- Total reported net assets (EOY)
- $668,644,858
Contributions & income
- Employer contributions
- $350,239,665
- Participant contributions
- $38,135,344
- Total income / additions
- $475,371,639
Expenses & distributions
- Benefits paid / distributions
- $340,686,924
- Total expenses
- $349,627,869
- Net increase / (decrease)
- $125,743,770
Coverage
- Total reported participants
- 30,393
- Plans with financial statements
- 20
- Plans with provider compensation
- 16
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Brisbane, 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 |
|---|---|---|---|
| General Employees Trust Fund | Board Of Trustees, General Employees Trust Fund | $178,763,125 | 2023 |
| California Service Employees Health And Welfare Trust Fund | Board Of Trustees Of Ca Service Employees Health And Welfare Trust | $160,648,171 | 2023 |
| Norman Wright Mechanical Equipment Corp. 401(K) Profit Sharing Plan | Norman Wright Mechanical Equipment Corp. | $59,973,593 | 2023 |
| Squaretrade, Inc. 401(K) Plan | Squaretrade, Inc. | $59,233,633 | 2023 |
| Bi Rite Restaurant Supply Co., Inc. 401(K) Plan | Bi Rite Restaurant Supply Co., Inc. | $44,681,398 | 2023 |
| Cutera, Inc. 401(K) Plan | Cutera, Inc. | $34,877,123 | 2023 |
| Prothena Biosciences Inc 401(K) Plan | Prothena Biosciences Inc | $33,959,958 | 2023 |
| Norman S. Wright Mechanical Equipment Corp Employee Stock Ownership Plan | Norman S. Wright Mechanical Equipment Corporation | $33,018,623 | 2023 |
| Pantheon Systems, Inc. 401(K) Plan | Pantheon Systems, Inc. | $18,141,479 | 2023 |
| Leemah Electronics Profit Sharing 401(K) Plan | Leemah Electronics, Inc. | $16,583,118 | 2023 |
| O'Keeffes, Inc. 401(K) Plan & Trust | O'Keeffe'S, Inc. | $15,679,823 | 2023 |
| Infoimage Of California, Inc. Retirement Plan | Infoimage Of California, Inc. | $15,424,307 | 2023 |
| Centric 401(K) Plan | Centric Construction, Inc. | $13,182,750 | 2023 |
| Day One Biopharmaceuticals 401(K) Plan | Day One Biopharmaceuticals, Inc. | $10,485,353 | 2023 |
| Trove Recommerce 401(K) Plan | Trove Recommerce, Inc. | $8,933,444 | 2023 |
| Florian Industries Inc. Pension Transfer Trust Plan | Florian Industries, Inc. | $5,376,077 | 2023 |
| Annexon Biosciences 401(K) Retirement Plan | Annexon, Inc. | $5,376,057 | 2023 |
| Teamsters Local 2785 Convention Trades Training Trust | Bot Teamsters Local 2785 Convention Trades Training Trust | $38,205 | 2023 |
| Second Genome Inc. 401(K) Profit Sharing Plan And Trust | Second Genome, Inc. | $0 | 2023 |
| Myovant Sciences, Inc. 401(K) Plan | Myovant Sciences, Inc. | $0 | 2023 |
| Trove Recommerce, Inc. Health And Welfare Plan | Trove Recommerce, Inc. | not reported in the loaded dataset | 2023 |
| Prothena Biosciences Inc Health And Welfare Plan | Prothena Biosciences Inc | not reported in the loaded dataset | 2023 |
| Johnson Marigot Consulting LLC 401k Profit Sharing Plan And Trust | Johnson Marigot Consulting, LLC | not reported in the loaded dataset | 2023 |
| Sangamo Therapeutics, Inc. Welfare Benefits Plan | Sangamo Therapeutics, Inc. | not reported in the loaded dataset | 2023 |
| Cutera Welfare Plan | Cutera, Inc. | not reported in the loaded dataset | 2023 |
Largest plans in Brisbane → · Brisbane plans by participants → · Brisbane plans with financial data → · Brisbane plans with provider compensation → · $1B+ plans in Brisbane →
Related Form 5500 pages
- All CA Form 5500 filings
- General Employees Trust Fund (plan 501)
- Board Of Trustees, General Employees Trust Fund — all reported plans
- California Service Employees Health And Welfare Trust Fund (plan 501)
- Board Of Trustees Of Ca Service Employees Health And Welfare Trust — all reported plans
- Norman Wright Mechanical Equipment Corp. 401(K) Profit Sharing Plan (plan 001)
- Norman Wright Mechanical Equipment Corp. — all reported plans
- Squaretrade, Inc. 401(K) Plan (plan 001)
- Squaretrade, Inc. — all reported plans
- Bi Rite Restaurant Supply Co., Inc. 401(K) Plan (plan 001)
- Bi Rite Restaurant Supply Co., Inc. — all reported plans
- Cutera, Inc. 401(K) Plan (plan 001)
- Cutera, Inc. — all reported plans
- Prothena Biosciences Inc 401(K) Plan (plan 001)
- Prothena Biosciences Inc — all reported plans
- Norman S. Wright Mechanical Equipment Corp Employee Stock Ownership Plan (plan 002)
- Pantheon Systems, Inc. 401(K) Plan (plan 001)
- Pantheon Systems, Inc. — all reported plans
- Leemah Electronics Profit Sharing 401(K) Plan (plan 001)
- Leemah Electronics, Inc. — all reported plans
- O'Keeffes, Inc. 401(K) Plan & Trust (plan 003)
- O'Keeffe'S, Inc. — all reported plans
- Infoimage Of California, Inc. Retirement Plan (plan 001)
- Infoimage Of California, Inc. — all reported plans
- Centric 401(K) Plan (plan 001)
- Centric Construction, Inc. — all reported plans
- Day One Biopharmaceuticals 401(K) Plan (plan 001)
- Day One Biopharmaceuticals, Inc. — all reported plans
- Trove Recommerce 401(K) Plan (plan 001)
- Trove Recommerce, Inc. — all reported plans
- Methodology
- Data sources