Plan5500

Moffett Field, 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, Moffett Field, CA has 3 loaded benefit plan(s) reported by 1 plan sponsor(s), with $29,661,130 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
3
Plan sponsors
1
Latest filing year
2023

What stands out in Moffett Field

  • 3 loaded plans hold $29.7M in reported assets across 1 sponsors.
  • The largest, Bay Area Environmental Research Institute Dc Plan, holds 58% of reported Moffett Field plan assets.
  • Plans cover 581 participants — about 194 per plan.
  • 67% 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$29.7MSummed across loaded plans$29,661,130
Total reported assets$29.7M$29,661,130
Total reported participants581
Total reported liabilitiesNot reported

Reported net position

Reported assets = net assets + liabilities (summed)$29.7M total assets
Net assets$29.7MLiabilities—
Contributions & income
Employer contributions$1.5M
Participant contributions$1M
Total income / additions$6.7M
Expenses & distributions
Benefits paid / distributions$398.1K
Total expenses$398.2K
Net increase / (decrease)$6.3M

Data coverage

Plans with financial statements2 / 3 (67%)
Plans with provider compensation0 / 3 ()

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

Moffett Field market comparison

Largest plan share of assets58%Bay Area Environmental Research Institute Dc Plan
Participants per plan194Average across loaded plans
Plan sponsors1
Ranked by reported assets

Largest loaded plans in Moffett Field

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

  1. 1
    Bay Area Environmental Research Institute Dc Plan$17.2M
    Bay Area Environmental Research Institute · 2023
  2. 2
    Bay Area Environmental Research Institute Tda$12.5M
    Bay Area Environmental Research Institute · 2023
  3. 3
    Bay Area Environmental Research Institute (Baer) Employee Benefits Plannot reported in the loaded dataset
    Bay Area Environmental Research Institute · 2023

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

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Moffett Field, CA?
3 plan(s) reported by 1 sponsor(s) are loaded for Moffett Field, CA.

Related Form 5500 pages