Modesto, 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, Modesto, CA has 109 loaded benefit plan(s) reported by 76 plan sponsor(s), with $6,207,539,926 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 109
- Plan sponsors
- 76
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $6,207,539,926
- Total reported liabilities (EOY)
- $9,048,911
- Total reported net assets (EOY)
- $6,203,398,717
Contributions & income
- Employer contributions
- $159,012,860
- Participant contributions
- $156,865,490
- Total income / additions
- $1,236,154,744
Expenses & distributions
- Benefits paid / distributions
- $412,397,537
- Total expenses
- $423,321,674
- Net increase / (decrease)
- $812,833,070
Coverage
- Total reported participants
- 73,929
- Plans with financial statements
- 71
- Plans with provider compensation
- 44
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Modesto, 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 |
|---|---|---|---|
| E. & J. Gallo Winery Master Retirement Trust | E. & J. Gallo Winery | $1,942,393,530 | 2023 |
| E. & J. Gallo Winery Retirement Plan | E. & J. Gallo Winery | $1,596,587,001 | 2023 |
| Save Mart Companies Retirement Savings Plan | The Save Mart Companies | $949,761,527 | 2023 |
| Gould Medical Group, Inc. 401(K) Profit Sharing Plan | Gould Medical Group, Inc. | $393,260,509 | 2023 |
| E. & J. Gallo Winery Union Retirement Plan | E. & J. Gallo Winery | $269,581,849 | 2023 |
| Pension Plan For Hourly Paid Employees Of The Gallo Glass Company | Gallo Glass Company | $212,190,695 | 2023 |
| G3 Enterprises, Inc. Retirement Plan | G3 Enterprises, Inc. | $126,423,361 | 2023 |
| Pacific Southwest Container, LLC 401(K) Plan | Pacific Southwest Container, LLC | $61,349,244 | 2023 |
| Western Region Retirement Trust 401(K) And Regular Profit Sharing Plan | Reed Family Companies | $53,699,752 | 2023 |
| The J.S. West Milling Company Employee Stock Ownership Plan | J.S. West Milling Company, Inc. | $53,153,833 | 2023 |
| Gould Medical Group, Inc. Cash Balance Pension Plan | Gould Medical Group, Inc. | $33,656,543 | 2023 |
| Gmmsa 401(K) Psp | Greater Modesto Medical Surgical Associates, Inc | $33,634,149 | 2023 |
| Gallo Pension Plan For Non-Union Employees | Gallo Vineyards, Inc. | $31,651,227 | 2023 |
| Crystal Creamery 401(K) Plan | Crystal Creamery Inc. | $28,911,707 | 2023 |
| E. & J. Gallo Winery Master Health & Dental Plan | E. & J. Gallo Winery | $26,713,876 | 2023 |
| Stanislaus Food Products Company Retirement Plan | Stanislaus Food Products Company | $25,070,266 | 2023 |
| Stanislaus Farm Supply 401(K) Retirement Plan | Stanislaus Farm Supply | $24,936,832 | 2023 |
| Golden Bear Physical Therapy Sports Injury Center, Inc. 401(K) Plan | Golden Bear Physical Therapy Sports Injury Center, Inc. | $23,692,500 | 2023 |
| Med Exp Reimb Plan Of The Central Valley Retiree Medical Trust | Deputy Sheriffs' Assn Of Stanislaus Cnty | $21,126,190 | 2023 |
| 403(B) Thrift Plan For Employees Of Community Hospice, Inc. | Community Hospice, Inc. | $18,613,711 | 2023 |
| Vistech Manufacturing Solutions, LLC 401(K) Plan | Vistech Manufacturing Solutions, LLC | $17,950,717 | 2023 |
| Storer Transportation Service, Inc. Profit Sharing 401(K) Plan | Storer Transportation Service, Inc. | $17,405,527 | 2023 |
| Yosemite Pathology 401(K) Profit Sharing Plan | Yosemite Pathology Medical Group, Inc. | $15,856,834 | 2023 |
| All Care 401(K) Plan | Independent Physician Associates Dba All Care | $14,296,085 | 2023 |
| Crystal Creamery Pension Plan | Crystal Creamery, Inc. | $13,376,256 | 2023 |
Largest plans in Modesto → · Modesto plans by participants → · Modesto plans with financial data → · Modesto plans with provider compensation → · $1B+ plans in Modesto →
Related Form 5500 pages
- All CA Form 5500 filings
- E. & J. Gallo Winery Master Retirement Trust (plan 001)
- E. & J. Gallo Winery — all reported plans
- E. & J. Gallo Winery Retirement Plan (plan 011)
- E. & J. Gallo Winery — all reported plans
- Save Mart Companies Retirement Savings Plan (plan 003)
- The Save Mart Companies — all reported plans
- Gould Medical Group, Inc. 401(K) Profit Sharing Plan (plan 003)
- Gould Medical Group, Inc. — all reported plans
- E. & J. Gallo Winery Union Retirement Plan (plan 015)
- Pension Plan For Hourly Paid Employees Of The Gallo Glass Company (plan 001)
- Gallo Glass Company — all reported plans
- G3 Enterprises, Inc. Retirement Plan (plan 001)
- G3 Enterprises, Inc. — all reported plans
- Pacific Southwest Container, LLC 401(K) Plan (plan 002)
- Pacific Southwest Container, LLC — all reported plans
- Western Region Retirement Trust 401(K) And Regular Profit Sharing Plan (plan 006)
- Reed Family Companies — all reported plans
- The J.S. West Milling Company Employee Stock Ownership Plan (plan 003)
- J.S. West Milling Company, Inc. — all reported plans
- Gould Medical Group, Inc. Cash Balance Pension Plan (plan 004)
- Gmmsa 401(K) Psp (plan 001)
- Greater Modesto Medical Surgical Associates, Inc — all reported plans
- Gallo Pension Plan For Non-Union Employees (plan 001)
- Gallo Vineyards, Inc. — all reported plans
- Crystal Creamery 401(K) Plan (plan 001)
- Crystal Creamery Inc. — all reported plans
- E. & J. Gallo Winery Master Health & Dental Plan (plan 515)
- Methodology
- Data sources