Costa Mesa, 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, Costa Mesa, CA has 143 loaded benefit plan(s) reported by 106 plan sponsor(s), with $7,022,729,681 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 143
- Plan sponsors
- 106
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $7,022,729,681
- Total reported liabilities (EOY)
- $16,792,056
- Total reported net assets (EOY)
- $7,005,937,625
Contributions & income
- Employer contributions
- $109,421,294
- Participant contributions
- $272,964,222
- Total income / additions
- $1,513,819,171
Expenses & distributions
- Benefits paid / distributions
- $470,470,034
- Total expenses
- $484,977,363
- Net increase / (decrease)
- $1,028,841,808
Coverage
- Total reported participants
- 196,502
- Plans with financial statements
- 89
- Plans with provider compensation
- 52
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Costa Mesa, 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 |
|---|---|---|---|
| Club Pension Plan | Automobile Club Of So California | $2,553,214,739 | 2023 |
| Experian Personal Investment Plan | Experian, Inc. | $1,493,114,083 | 2023 |
| Club Futuresave Plan | Automobile Club Of Southern California | $1,429,118,180 | 2023 |
| Onesmile 401(K) Plan And Trust | Onesmile, LLC | $304,494,444 | 2023 |
| Toyo Retirement Plan | Toyo Tire Holdings Of Americas Inc. | $100,194,936 | 2023 |
| Qsc, LLC 401(K) Retirement Savings Plan | Qsc, LLC | $96,076,419 | 2023 |
| C.J. Segerstrom & Sons 401(K) Savings & Investment Plan | C. J. Segerstrom & Sons | $66,292,349 | 2023 |
| Anduril Industries 401(K) Plan | Anduril Industries Inc | $60,945,228 | 2023 |
| Griswold Industries 401(K) Profit Sharing Retirement Plan | Griswold Industries | $54,454,080 | 2023 |
| Club Retiree Medical And Dental Plan | Automobile Club Of So California | $53,039,276 | 2023 |
| Meridianlink 401(K) Profit Sharing Plan & Trust | Meridianlink, Inc. | $50,712,371 | 2023 |
| The National Football League Capital Accumulation Plan | Chargers Football Company | $45,567,967 | 2023 |
| Mindworks Innovations, Inc. Employee Stock Ownership Plan | Mindworks Innovations, Inc. | $45,082,000 | 2023 |
| 5.11, Inc. 401(K) Profit Sharing Plan | 5.11, Inc. | $41,929,806 | 2023 |
| Insight Investments, LLC 401(K) Profit Sharing Plan | Insight Investments, LLC | $40,483,584 | 2023 |
| Savings And Retirement Plan Of Mitsubishi Materials Usa Corp. | Mitsubishi Materials U.S.A. Corporation | $34,846,575 | 2023 |
| Hoag Clinic Medical Groups 401(K) Plan | Hoag Medical Group, Inc. | $32,114,148 | 2023 |
| Synamedia 401(K) Plan | Synamedia Americas LLC | $31,171,474 | 2023 |
| El Pollo Loco, Inc. 401(K) Plan | El Pollo Loco, Inc. | $26,525,292 | 2023 |
| California Pizza Kitchen, Inc. Retirement Savings Plan | California Pizza Kitchen, Inc. | $25,891,328 | 2023 |
| Uvnv, Inc. 401(K) Plan | Uvnv, Inc. | $24,697,446 | 2023 |
| Warmington Group Cash Option Profit Sharing Plan | Warmington Residential California, Inc. | $22,271,817 | 2023 |
| Benq America Corp 401k Plan | Benq America Corp | $22,128,274 | 2023 |
| Segerstrom Center For The Arts 403(B) Retirement Plan | Segerstom Center For The Arts | $21,795,512 | 2023 |
| Liberated Brands, LLC 401(K) Plan | Liberated Brands, LLC | $21,354,922 | 2023 |
Largest plans in Costa Mesa → · Costa Mesa plans by participants → · Costa Mesa plans with financial data → · Costa Mesa plans with provider compensation → · $1B+ plans in Costa Mesa →
Related Form 5500 pages
- All CA Form 5500 filings
- Club Pension Plan (plan 001)
- Automobile Club Of So California — all reported plans
- Experian Personal Investment Plan (plan 001)
- Experian, Inc. — all reported plans
- Club Futuresave Plan (plan 002)
- Onesmile 401(K) Plan And Trust (plan 001)
- Onesmile, LLC — all reported plans
- Toyo Retirement Plan (plan 001)
- Toyo Tire Holdings Of Americas Inc. — all reported plans
- Qsc, LLC 401(K) Retirement Savings Plan (plan 001)
- Qsc, LLC — all reported plans
- C.J. Segerstrom & Sons 401(K) Savings & Investment Plan (plan 002)
- C. J. Segerstrom & Sons — all reported plans
- Anduril Industries 401(K) Plan (plan 001)
- Anduril Industries Inc — all reported plans
- Griswold Industries 401(K) Profit Sharing Retirement Plan (plan 001)
- Griswold Industries — all reported plans
- Club Retiree Medical And Dental Plan (plan 516)
- Meridianlink 401(K) Profit Sharing Plan & Trust (plan 001)
- Meridianlink, Inc. — all reported plans
- The National Football League Capital Accumulation Plan (plan 011)
- Chargers Football Company — all reported plans
- Mindworks Innovations, Inc. Employee Stock Ownership Plan (plan 001)
- Mindworks Innovations, Inc. — all reported plans
- 5.11, Inc. 401(K) Profit Sharing Plan (plan 001)
- 5.11, Inc. — all reported plans
- Insight Investments, LLC 401(K) Profit Sharing Plan (plan 001)
- Insight Investments, LLC — all reported plans
- Methodology
- Data sources