Castro Valley, 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, Castro Valley, CA has 8 loaded benefit plan(s) reported by 7 plan sponsor(s), with $20,071,016 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 8
- Plan sponsors
- 7
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $20,071,016
- Total reported liabilities (EOY)
- $23,674
- Total reported net assets (EOY)
- $20,047,342
Contributions & income
- Employer contributions
- $307,877
- Participant contributions
- $712,813
- Total income / additions
- $5,114,810
Expenses & distributions
- Benefits paid / distributions
- $1,783,986
- Total expenses
- $2,129,346
- Net increase / (decrease)
- $2,985,464
Coverage
- Total reported participants
- 622
- Plans with financial statements
- 7
- Plans with provider compensation
- 2
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Castro Valley, 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 |
|---|---|---|---|
| Baywood Court Employee Savings Plan | Baywood Court | $8,103,819 | 2023 |
| Bay Area Rehabilitation Medical Group Profit Sharing Plan/Trust | David C. Bradshaw, M.D., A Prof. Corp. | $6,784,117 | 2023 |
| Martin Friedrich, Cpa 401(K) Plan | Martin Friedrich, Cpa | $3,445,331 | 2023 |
| Concession & Program Employees Local 468 Pension Plan | Board Of Trustees Of Concession & Program Employees Local 468 Pension | $1,165,479 | 2023 |
| Eugene Liang Corp Profit Sharing Plan | Eugene Liang Corp | $458,435 | 2023 |
| Td Oil Gas LLC 401(K) Profit Sharing Plan & Trust | Td Oil Gas LLC | $69,894 | 2023 |
| Martin Brusco, Cpa 401(K) Profit Sharing Plan | Martin Brusco, Cpa | $43,941 | 2023 |
| Baywood Court Welfare Benefits Plan | Baywood Court | not reported in the loaded dataset | 2023 |
Largest plans in Castro Valley → · Castro Valley plans by participants → · Castro Valley plans with financial data → · Castro Valley plans with provider compensation → · $1B+ plans in Castro Valley →
Related Form 5500 pages
- All CA Form 5500 filings
- Baywood Court Employee Savings Plan (plan 001)
- Baywood Court — all reported plans
- Bay Area Rehabilitation Medical Group Profit Sharing Plan/Trust (plan 001)
- David C. Bradshaw, M.D., A Prof. Corp. — all reported plans
- Martin Friedrich, Cpa 401(K) Plan (plan 001)
- Martin Friedrich, Cpa — all reported plans
- Concession & Program Employees Local 468 Pension Plan (plan 001)
- Board Of Trustees Of Concession & Program Employees Local 468 Pension — all reported plans
- Eugene Liang Corp Profit Sharing Plan (plan 001)
- Eugene Liang Corp — all reported plans
- Td Oil Gas LLC 401(K) Profit Sharing Plan & Trust (plan 001)
- Td Oil Gas LLC — all reported plans
- Martin Brusco, Cpa 401(K) Profit Sharing Plan (plan 002)
- Martin Brusco, Cpa — all reported plans
- Baywood Court Welfare Benefits Plan (plan 501)
- Methodology
- Data sources