Concord, 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, Concord, CA has 113 loaded benefit plan(s) reported by 84 plan sponsor(s), with $7,565,273,408 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 113
- Plan sponsors
- 84
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $7,565,273,408
- Total reported liabilities (EOY)
- $341,782,999
- Total reported net assets (EOY)
- $7,223,490,409
Contributions & income
- Employer contributions
- $990,819,188
- Participant contributions
- $154,241,814
- Total income / additions
- $1,958,723,681
Expenses & distributions
- Benefits paid / distributions
- $1,341,856,255
- Total expenses
- $1,443,601,293
- Net increase / (decrease)
- $515,122,388
Coverage
- Total reported participants
- 295,917
- Plans with financial statements
- 82
- Plans with provider compensation
- 47
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Concord, 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 |
|---|---|---|---|
| Ufcw No. Califiornia Employers Joint Pension Plan | Board Of Trustees, Ufcw No. California Employers Joint Pension Plan | $2,948,345,439 | 2023 |
| Northern California Pipe Trades Pension Plan | Board Of Trustees Northern Cali. Pipe Trades Pension Trust | $1,046,789,474 | 2023 |
| Swinerton 401(K) & Savings Plan | Swinerton Incorporated | $747,596,913 | 2023 |
| Northern California Pipe Trades Supplemental 401(K) Retirement Plan | Board Of Trustees Northern Cali. Pipe Trades Pension Trust | $591,713,479 | 2023 |
| Ufcw & Employers Benefit Trust | Ufcw & Employers Benefit Trust | $484,088,235 | 2023 |
| Ufcw No. California Food Employers Joint Individual Account Plan | Board Of Trustees Ufcw No. California Food Employers Joint Ind Account | $254,398,579 | 2023 |
| Ufcw Pharmacists, Clerks, And Drug Employer'S Pension Trust | Ufcw Pharmacists, Clerks, And Drug Employer'S Pension Trust | $178,864,992 | 2023 |
| Northern California Pipe Trades Health And Welfare Plan | Board Of Trustees Of Northern California Pipe Trades Health & Wel | $141,882,018 | 2023 |
| Assetmark Financial 401(K) Plan | Assetmark Financial Holdings, Inc. | $141,479,428 | 2023 |
| Bay Alarm Company Profit Sharing Plan | Bay Alarm Co. | $113,575,065 | 2023 |
| Uebt Retiree Health Plan | Uebt Retiree Health Plan | $81,334,819 | 2023 |
| Gonsalves & Santucci, Inc. 401(K) Plan | Gonsalves & Santucci, Inc. | $70,409,513 | 2023 |
| Chevron Federal Credit Union 401(K) Plan | Chevron Federal Credit Union | $65,540,004 | 2023 |
| Retail Clerks Specialty Stores Pension Fund | Retail Clerks Specialty Stores Pension Fund | $65,497,003 | 2023 |
| Cerus Corporation 401(K) Profit Sharing Plan | Cerus Corporation | $55,674,879 | 2023 |
| Harris & Associates Employee Profit Sharing Plan | Harris & Associates | $42,188,540 | 2023 |
| Athens Insurance Service, Inc 401(K) Plan | Athens Insurance Service, Inc. | $40,738,189 | 2023 |
| Hydraulic Controls, Inc. Employee Stock Ownership Plan | Hydraulic Controls, Inc. | $39,127,129 | 2023 |
| Pacific Service Credit Union 401(K) Plan | Pacific Service Credit Union | $31,706,179 | 2023 |
| Laughlin, Falbo, Levy & Moresi, Llp 401(K) Plan | Laughlin, Falbo, Levy & Moresi, Llp | $26,246,385 | 2023 |
| Pet Food Express 401(K) Plan | Pet Food Express, LLC | $23,156,579 | 2023 |
| The 401(K) Profit Sharing Plan For Employees Of Land Home Finan | Land Home Financial Services, In | $22,479,642 | 2023 |
| Ufcw-Employers Benefit Plans Group Administration LLC Safe Harbor 401(K) Plan | Ufcw-Employers Benefit Plans Of Northern California Group Admin LLC | $22,460,890 | 2023 |
| Entisys Solutions, Inc. 401(K) Plan | Entisys Solutions, Inc. | $21,637,501 | 2023 |
| Laughlin, Falbo, Levy & Moresi, Llp Profit Sharing Plan | Laughlin, Falbo, Levy & Moresi, Llp | $21,453,999 | 2023 |
Largest plans in Concord → · Concord plans by participants → · Concord plans with financial data → · Concord plans with provider compensation → · $1B+ plans in Concord →
Related Form 5500 pages
- All CA Form 5500 filings
- Ufcw No. Califiornia Employers Joint Pension Plan (plan 001)
- Board Of Trustees, Ufcw No. California Employers Joint Pension Plan — all reported plans
- Northern California Pipe Trades Pension Plan (plan 001)
- Board Of Trustees Northern Cali. Pipe Trades Pension Trust — all reported plans
- Swinerton 401(K) & Savings Plan (plan 001)
- Swinerton Incorporated — all reported plans
- Northern California Pipe Trades Supplemental 401(K) Retirement Plan (plan 002)
- Ufcw & Employers Benefit Trust (plan 502)
- Ufcw & Employers Benefit Trust — all reported plans
- Ufcw No. California Food Employers Joint Individual Account Plan (plan 002)
- Board Of Trustees Ufcw No. California Food Employers Joint Ind Account — all reported plans
- Ufcw Pharmacists, Clerks, And Drug Employer'S Pension Trust (plan 001)
- Ufcw Pharmacists, Clerks, And Drug Employer'S Pension Trust — all reported plans
- Northern California Pipe Trades Health And Welfare Plan (plan 501)
- Board Of Trustees Of Northern California Pipe Trades Health & Wel — all reported plans
- Assetmark Financial 401(K) Plan (plan 001)
- Assetmark Financial Holdings, Inc. — all reported plans
- Bay Alarm Company Profit Sharing Plan (plan 001)
- Bay Alarm Co. — all reported plans
- Uebt Retiree Health Plan (plan 501)
- Gonsalves & Santucci, Inc. 401(K) Plan (plan 003)
- Gonsalves & Santucci, Inc. — all reported plans
- Chevron Federal Credit Union 401(K) Plan (plan 003)
- Chevron Federal Credit Union — all reported plans
- Retail Clerks Specialty Stores Pension Fund (plan 001)
- Retail Clerks Specialty Stores Pension Fund — all reported plans
- Cerus Corporation 401(K) Profit Sharing Plan (plan 001)
- Cerus Corporation — all reported plans
- Methodology
- Data sources