Martinez, 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, Martinez, CA has 13 loaded benefit plan(s) reported by 12 plan sponsor(s), with $525,112,579 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 13
- Plan sponsors
- 12
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $525,112,579
- Total reported liabilities (EOY)
- $7,866,497
- Total reported net assets (EOY)
- $517,246,082
Contributions & income
- Employer contributions
- $46,969,461
- Participant contributions
- $4,533,917
- Total income / additions
- $118,953,032
Expenses & distributions
- Benefits paid / distributions
- $51,728,345
- Total expenses
- $53,635,551
- Net increase / (decrease)
- $65,317,481
Coverage
- Total reported participants
- 4,085
- Plans with financial statements
- 11
- Plans with provider compensation
- 4
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Martinez, 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 |
|---|---|---|---|
| Contra Costa County Electrical Workers Retirement Plan & Trust | Contra Costa County Electrical Workers Retirement Plan & Trust | $437,343,017 | 2023 |
| Electrical Workers Health & Welfare Trust Fund For Contra Costa County | Electrical Workers Health & Welfare Trust Fund For Contra Costa County | $25,166,690 | 2023 |
| Errg, Inc 401(K) Retirement Plan | Engineering Remediation Resources Group, Inc. | $22,300,666 | 2023 |
| Shields, Harper & Company Employee Stock Ownership Plan | Shields, Harper & Company | $19,450,469 | 2023 |
| 403b Plan Employees Of Vistability | Vistability | $9,383,820 | 2023 |
| Ricker Thermline, Inc. 401(K) Plan | Ricker Thermline, Inc. | $5,703,359 | 2023 |
| Peterson Comm. Group, Inc. 401(K) Ps Plan | Peterson Communications Group, Inc. | $2,172,482 | 2023 |
| Better Earth Inc 401(K) Profit Sharing Plan And Trust | Better Earth Inc. | $2,106,055 | 2023 |
| Aquapro Pool & Chemical Inc 401(K) Profit Sharing Plan & Trust | Aquapro Pool & Chemical Inc | $1,363,683 | 2023 |
| Jcc, Inc. 401(K) Profit Sharing Plan & Trust | Jcc, Inc. | $122,338 | 2023 |
| P-S Melvin T. Wells, Jr. Dds | Melvin T. Wells, Jr., Dds | $0 | 2023 |
| Vistability Health And Welfare Benefits Plan | Vistability | not reported in the loaded dataset | 2023 |
| Housing Authority Of Contra Costa Health And Welfare Plan | Housing Authority Of Contra Costa | not reported in the loaded dataset | 2023 |
Largest plans in Martinez → · Martinez plans by participants → · Martinez plans with financial data → · Martinez plans with provider compensation → · $1B+ plans in Martinez →
Related Form 5500 pages
- All CA Form 5500 filings
- Contra Costa County Electrical Workers Retirement Plan & Trust (plan 001)
- Contra Costa County Electrical Workers Retirement Plan & Trust — all reported plans
- Electrical Workers Health & Welfare Trust Fund For Contra Costa County (plan 501)
- Electrical Workers Health & Welfare Trust Fund For Contra Costa County — all reported plans
- Errg, Inc 401(K) Retirement Plan (plan 002)
- Engineering Remediation Resources Group, Inc. — all reported plans
- Shields, Harper & Company Employee Stock Ownership Plan (plan 003)
- Shields, Harper & Company — all reported plans
- 403b Plan Employees Of Vistability (plan 002)
- Vistability — all reported plans
- Ricker Thermline, Inc. 401(K) Plan (plan 002)
- Ricker Thermline, Inc. — all reported plans
- Peterson Comm. Group, Inc. 401(K) Ps Plan (plan 001)
- Peterson Communications Group, Inc. — all reported plans
- Better Earth Inc 401(K) Profit Sharing Plan And Trust (plan 001)
- Better Earth Inc. — all reported plans
- Aquapro Pool & Chemical Inc 401(K) Profit Sharing Plan & Trust (plan 001)
- Aquapro Pool & Chemical Inc — all reported plans
- Jcc, Inc. 401(K) Profit Sharing Plan & Trust (plan 001)
- Jcc, Inc. — all reported plans
- P-S Melvin T. Wells, Jr. Dds (plan 001)
- Melvin T. Wells, Jr., Dds — all reported plans
- Vistability Health And Welfare Benefits Plan (plan 511)
- Housing Authority Of Contra Costa Health And Welfare Plan (plan 501)
- Housing Authority Of Contra Costa — all reported plans
- Methodology
- Data sources