Plan5500

Colma, 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, Colma, CA has 4 loaded benefit plan(s) reported by 2 plan sponsor(s), with $65,152,669 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
4
Plan sponsors
2
Latest filing year
2023

What stands out in Colma

  • 4 loaded plans hold $65.2M in reported assets across 2 sponsors.
  • The largest, Cypress Lawn Cemetery Association 401(K) Savings Account, holds 37% of reported Colma plan assets.
  • Plans cover 1,697 participants — about 424 per plan.
  • 75% of loaded plans report full Schedule H/I financial statements.
  • 75% report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$65.2MSummed across loaded plans$65,152,669
Total reported assets$65.2M$65,152,669
Total reported participants1.7K1,697
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$65.2M total assets
Net assets$65.2MLiabilities$0
Contributions & income
Employer contributions$1.1M
Participant contributions$3.2M
Total income / additions$14.5M
Expenses & distributions
Benefits paid / distributions$4.7M
Total expenses$4.9M
Net increase / (decrease)$9.6M

Data coverage

Plans with financial statements3 / 4 (75%)
Plans with provider compensation3 / 4 (75%)

Totals sum the latest loaded 2023 public Form 5500 filing per plan for Colma, 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.

Computed from loaded plans

Colma market comparison

Largest plan share of assets37%Cypress Lawn Cemetery Association 401(K) Savings Account
Participants per plan424Average across loaded plans
Plan sponsors2
Ranked by reported assets

Largest loaded plans in Colma

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    Cypress Lawn Cemetery Association 401(K) Savings Account$24.3M
    Cypress Lawn Cemetery Assoc · 2023
  2. 2
    Lucky Employee 401(K) Retirement Plan$23.3M
    Lucky Chances, Inc. · 2023
  3. 3
    Cypress Lawn Cemetery Association Retirement Plan$17.5M
    Cypress Lawn Cemetery Association · 2023
  4. 4
    Health Benefits Group LLC Health Plansnot reported in the loaded dataset
    Lucky Chances, Inc · 2023

Largest plans in Colma → · Colma plans by participants → · Colma plans with financial data → · Colma plans with provider compensation → · $1B+ plans in Colma →

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Colma, CA?
4 plan(s) reported by 2 sponsor(s) are loaded for Colma, CA.

Related Form 5500 pages