Plan5500

Los Altos Hills, 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, Los Altos Hills, CA has 2 loaded benefit plan(s) reported by 2 plan sponsor(s), with $7,873,459 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
2
Plan sponsors
2
Latest filing year
2023

What stands out in Los Altos Hills

  • 2 loaded plans hold $7.9M in reported assets across 2 sponsors.
  • The largest, Trung Hoai Nguyen, M.D. Defined Benefit Pension Plan, holds 54% of reported Los Altos Hills plan assets.
  • Plans cover 67 participants — about 34 per plan.
  • 100% of loaded plans report full Schedule H/I financial statements.
  • report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$7.9MSummed across loaded plans$7,873,459
Total reported assets$7.9M$7,873,459
Total reported participants67
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$7.9M total assets
Net assets$7.9MLiabilities$0
Contributions & income
Employer contributions$0
Participant contributions$156.3K
Total income / additions$879.1K
Expenses & distributions
Benefits paid / distributions$1.4M
Total expenses$1.4M
Net increase / (decrease)-$570.8K

Data coverage

Plans with financial statements2 / 2 (100%)
Plans with provider compensation0 / 2 ()

Totals sum the latest loaded 2023 public Form 5500 filing per plan for Los Altos Hills, 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

Los Altos Hills market comparison

Largest plan share of assets54%Trung Hoai Nguyen, M.D. Defined Benefit Pension Plan
Participants per plan34Average across loaded plans
Plan sponsors2
Ranked by reported assets

Largest loaded plans in Los Altos Hills

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

  1. 1
    Trung Hoai Nguyen, M.D. Defined Benefit Pension Plan$4.2M
    Trung Hoai Nguyen, M.D. · 2023
  2. 2
    Hidden Villa 403(B) Retirement Plan$3.7M
    The Trust For Hidden Villa · 2023

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

What to inspect next

Frequently asked questions

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

Related Form 5500 pages