Plan5500

Irvine, 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, Irvine, CA has 730 loaded benefit plan(s) reported by 479 plan sponsor(s), with $77,396,887,765 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
730
Plan sponsors
479
Latest filing year
2023

What stands out in Irvine

  • 730 loaded plans hold $77.4B in reported assets across 479 sponsors.
  • The largest, Capital Group Europacific Growth Trust (Us), holds 15% of reported Irvine plan assets.
  • Plans cover 947,278 participants — about 1,298 per plan.
  • 62% of loaded plans report full Schedule H/I financial statements.
  • 36% report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$75.5BSummed across loaded plans$75,471,805,619
Total reported assets$77.4B$77,396,887,765
Total reported participants947.3K947,278
Total reported liabilities$1.9B$1,924,405,838

Reported net position

Reported assets = net assets + liabilities (summed)$77.4B total assets
Net assets$75.5BLiabilities$1.9B
Contributions & income
Employer contributions$974M
Participant contributions$1.4B
Total income / additions$13.1B
Expenses & distributions
Benefits paid / distributions$2B
Total expenses$2.2B
Net increase / (decrease)$10.9B

Data coverage

Plans with financial statements449 / 730 (62%)
Plans with provider compensation261 / 730 (36%)

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

Irvine market comparison

Largest plan share of assets15%Capital Group Europacific Growth Trust (Us)
Participants per plan1,298Average across loaded plans
Plan sponsors479
Ranked by reported assets

Largest loaded plans in Irvine

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

  1. 1
    Capital Group Europacific Growth Trust (Us)$11.8B
    Capital Bank And Trust Company · 2023
  2. 2
    Capital Group Growth Fund Of America Trust (Us)$4.1B
    Capital Bank And Trust Company · 2023
  3. 3
    Capital Group American Balanced Trust (Us)$3.7B
    Capital Bank And Trust Company · 2023
  4. 4
    Capital Group 2030 Target Date Retirement Trust (Us)$2.8B
    Capital Bank And Trust Company · 2023
  5. 5
    Capital Group 2040 Target Date Retirement Trust (Us)$2.6B
    Capital Bank And Trust Company · 2023
  6. 6
    Capital Group 2035 Target Date Retirement Trust (Us)$2.6B
    Capital Bank And Trust Company · 2023
  7. 7
    Capital Group New Perspective Trust (Us)$2.4B
    Capital Bank And Trust Company · 2023
  8. 8
    Capital Group Washington Mutual Investors Trust (Us)$2B
    Capital Bank And Trust Company · 2023
  9. 9
    Capital Group 2045 Target Date Retirement Trust (Us)$1.9B
    Capital Bank And Trust Company · 2023
  10. 10
    Capital Group 2025 Target Date Retirement Trust (Us)$1.8B
    Capital Bank And Trust Company · 2023
  11. 11
    Capital Group 2050 Target Date Retirement Trust (Us)$1.7B
    Capital Bank And Trust Company · 2023
  12. 12
    Edwards Lifesciences Corporation Master Trust$1.7B
    Edwards Lifesciences Corporation · 2023
  13. 13
    Edwards Lifesciences Corporation 401k Savings And Investment Plan$1.7B
    Edwards Lifesciences Corporation · 2023
  14. 14
    Capital Group International All Countries Equity Trust (Us)$1.6B
    Capital Bank And Trust Company · 2023
  15. 15
    Capital Group Long Duration Credit Trust (Us)$1.5B
    Capital Bank And Trust Company · 2023
  16. 16
    Capital Group World Growth And Income Trust (Us)$1.4B
    Capital Bank And Trust Company · 2023
  17. 17
    Capital Group Fundamental Investors Trust (Us)$1.2B
    Capital Bank And Trust Company · 2023
  18. 18
    Capital Group Amcap Trust (Us)$1.2B
    Capital Bank And Trust Company · 2023
  19. 19
    Capital Group American Mutual Trust (Us)$1.2B
    Capital Bank And Trust Company · 2023
  20. 20
    Capital Group 2055 Target Date Retirement Trust (Us)$1.1B
    Capital Bank And Trust Company · 2023
  21. 21
    Capital Group U. S. Government Trust (Us)$1.1B
    Capital Bank And Trust Company · 2023
  22. 22
    Capital Group International Equity Trust (Us) Db$1B
    Capital Bank And Trust Company · 2023
  23. 23
    Capital Group Investment Company Of America Trust (Us)$884.6M
    Capital Bank And Trust Company · 2023
  24. 24
    Capital Group 2020 Target Date Retirement Trust (Us)$834.5M
    Capital Bank And Trust Company · 2023
  25. 25
    Alliant Insurance Services, Inc. 401(K) Savings & Investment Plan$795.1M
    Alliant Insurance Services, Inc. · 2023

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

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Irvine, CA?
730 plan(s) reported by 479 sponsor(s) are loaded for Irvine, CA.

Related Form 5500 pages