Calabasas, 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, Calabasas, CA has 54 loaded benefit plan(s) reported by 41 plan sponsor(s), with $1,115,727,407 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 54
- Plan sponsors
- 41
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $1,115,727,407
- Total reported liabilities (EOY)
- $44,968
- Total reported net assets (EOY)
- $1,115,682,439
Contributions & income
- Employer contributions
- $38,819,646
- Participant contributions
- $79,676,006
- Total income / additions
- $304,678,571
Expenses & distributions
- Benefits paid / distributions
- $90,435,923
- Total expenses
- $91,942,056
- Net increase / (decrease)
- $212,736,515
Coverage
- Total reported participants
- 68,111
- Plans with financial statements
- 40
- Plans with provider compensation
- 15
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Calabasas, 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 |
|---|---|---|---|
| Xperi Inc. 401(K) Plan | Xperi Inc. | $348,492,131 | 2023 |
| Harbor Freight Tools Retirement Savings Plan | Hft Holdings, Inc. | $275,216,344 | 2023 |
| Keyes Motors, Inc. Profit Sharing Plan | Keyes Motors, Inc. | $74,487,818 | 2023 |
| Viewpoint Educational Foundation 403(B) | Viewpoint Educational Foundation | $67,240,811 | 2023 |
| Asgn Incorporated 401(K) Retirement Savings Plan | Asgn Incorporated. | $64,554,413 | 2023 |
| Marcus & Millichap, Inc. 401(K) Plan | Marcus & Millichap, Inc. | $53,967,179 | 2023 |
| Wella Retirement Savings Plan | Wella Operations Us LLC | $53,072,555 | 2023 |
| Poms & Associates Insurance Brokers, LLC 401(K) Profit Sharing Plan | Poms & Associates Insurance Brokers, LLC | $25,425,422 | 2023 |
| Line 6 401k | Yamaha Guitar Group, Inc., Dba Line 6, Inc. | $19,900,797 | 2023 |
| Amawaterways, LLC | Amawaterways, LLC | $18,000,573 | 2023 |
| The Ezralow Company, LLC 401(K) Profit Sharing Plan | The Ezralow Company, LLC | $16,399,672 | 2023 |
| Bob Smith Bmw/Mini 401(K) Plan | Robert A. Smith, Inc. | $12,167,490 | 2023 |
| Ascend Advisors 401(K) Plan | Ascend Tax And Business Advisors Llp | $9,950,796 | 2023 |
| Antsy, Inc. 401(K) Profit Sharing Plan | Antsy, Inc. | $9,549,672 | 2023 |
| Granite Solutions Groupe 401k Plan | Granite Solutions Groupe, Inc. | $7,983,331 | 2023 |
| Goldco Direct LLC 401(K) Profit Sharing Plan & Trust | Goldco Direct LLC | $6,623,436 | 2023 |
| Unico American Corporation Profit Sharing Plan | Crusader Insurance Company | $5,881,897 | 2023 |
| Polacheck & Associates, Inc. Profit Sharing Plan | S&A Polacheck & Associates, Inc. | $5,798,311 | 2023 |
| Fattail, Inc. 401(K) Plan | Fattail, Inc | $5,420,388 | 2023 |
| Ashwani Bhardwaj, M.D., Inc. Defined Benefit Pension Plan | Ashwani Bhardwaj, M.D., Inc. | $5,175,081 | 2023 |
| White Hart, Inc. Defined Benefit Pension Plan | White Hart, Inc. | $4,965,426 | 2023 |
| Ronald J. Lascoe, D.M.D. Profit Sharing Plan | Ronald J. Lascoe, D.M.D. | $4,213,242 | 2023 |
| Union Home Loan Inc. Profit Sharing Plan | Union Home Loan, Inc. | $3,705,563 | 2023 |
| Westcorp Capital, Inc. Retirement Plan | Westcorp Capital, Inc. | $3,028,394 | 2023 |
| See 403(B) Retirement Plan | Social And Environmental Entrepreneurs | $2,794,874 | 2023 |
Largest plans in Calabasas → · Calabasas plans by participants → · Calabasas plans with financial data → · Calabasas plans with provider compensation → · $1B+ plans in Calabasas →
Related Form 5500 pages
- All CA Form 5500 filings
- Xperi Inc. 401(K) Plan (plan 001)
- Xperi Inc. — all reported plans
- Harbor Freight Tools Retirement Savings Plan (plan 002)
- Hft Holdings, Inc. — all reported plans
- Keyes Motors, Inc. Profit Sharing Plan (plan 001)
- Keyes Motors, Inc. — all reported plans
- Viewpoint Educational Foundation 403(B) (plan 001)
- Viewpoint Educational Foundation — all reported plans
- Asgn Incorporated 401(K) Retirement Savings Plan (plan 001)
- Asgn Incorporated. — all reported plans
- Marcus & Millichap, Inc. 401(K) Plan (plan 001)
- Marcus & Millichap, Inc. — all reported plans
- Wella Retirement Savings Plan (plan 001)
- Wella Operations Us LLC — all reported plans
- Poms & Associates Insurance Brokers, LLC 401(K) Profit Sharing Plan (plan 001)
- Poms & Associates Insurance Brokers, LLC — all reported plans
- Line 6 401k (plan 001)
- Yamaha Guitar Group, Inc., Dba Line 6, Inc. — all reported plans
- Amawaterways, LLC (plan 001)
- Amawaterways, LLC — all reported plans
- The Ezralow Company, LLC 401(K) Profit Sharing Plan (plan 003)
- The Ezralow Company, LLC — all reported plans
- Bob Smith Bmw/Mini 401(K) Plan (plan 001)
- Robert A. Smith, Inc. — all reported plans
- Ascend Advisors 401(K) Plan (plan 001)
- Ascend Tax And Business Advisors Llp — all reported plans
- Antsy, Inc. 401(K) Profit Sharing Plan (plan 003)
- Antsy, Inc. — all reported plans
- Granite Solutions Groupe 401k Plan (plan 001)
- Granite Solutions Groupe, Inc. — all reported plans
- Methodology
- Data sources