Monterey, 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, Monterey, CA has 50 loaded benefit plan(s) reported by 35 plan sponsor(s), with $1,579,604,410 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 50
- Plan sponsors
- 35
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $1,579,604,410
- Total reported liabilities (EOY)
- $136,868,405
- Total reported net assets (EOY)
- $1,442,736,005
Contributions & income
- Employer contributions
- $31,143,834
- Participant contributions
- $53,476,385
- Total income / additions
- $259,742,185
Expenses & distributions
- Benefits paid / distributions
- $105,313,879
- Total expenses
- $111,023,484
- Net increase / (decrease)
- $148,718,701
Coverage
- Total reported participants
- 27,196
- Plans with financial statements
- 35
- Plans with provider compensation
- 23
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Monterey, 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 |
|---|---|---|---|
| Community Hospital Of The Monterey Peninsula Retirement Plan | Community Hospital Of The Monterey Peninsula | $703,966,179 | 2023 |
| Community Hospital Of The Monterey Peninsula Tax-Sheltered Annuity Plan | Community Hospital Of The Monterey Peninsula | $338,989,830 | 2023 |
| The Monterey Bay Aquarium Retirement Plan | The Monterey Bay Aquarium Foundation | $100,357,580 | 2023 |
| Language Line Services 401(K) Retirement Plan | Language Line, LLC | $86,242,294 | 2023 |
| Community Hospital Of The Monterey Peninsula Cash Balance Plan | Community Hospital Of The Monterey Peninsula | $74,662,145 | 2023 |
| Santa Catalina School Dc Plan Retirement Plan | Santa Catalina School | $41,728,879 | 2023 |
| Excelligence Learning Corporation 401(K) Plan | Excelligence Learning Corporation | $34,051,585 | 2023 |
| Cypress/Dod 401(K) Plan | Cypress Healthcare Partners, LLC | $19,283,329 | 2023 |
| Homer T. Hayward Lumber Co., Inc. 401(K) Profit Sharing Plan | Homer T. Hayward Lumber Co., Inc. | $17,533,947 | 2023 |
| Monterey Bay Gi Consultants 401(K) Profit Sharing Plan | Monterey Bay Gi Consultants Medical Group, Inc. | $17,446,540 | 2023 |
| Monterey Peninsula Surgery Center, LLC 401(K) Plan | Monterey Peninsula Surgery Center, LLC | $16,227,831 | 2023 |
| Montage Medical Group 401(K) Profit Sharing Plan & Trust | Montage Medical Group | $13,915,482 | 2023 |
| Central Coast Vna & Hospice Inc And Affiliates 403(B) Plan | Central Coast Vna & Hospice Inc. | $13,125,799 | 2023 |
| Interim, Incorporated 403(B) Plan | Interim, Incorporated | $12,774,489 | 2023 |
| Fenton & Keller Profit Sharing Plan | Fenton & Keller, A Professional Corporation | $10,691,722 | 2023 |
| Pro*Act, LLC 401(K) Plan | Pro*Act, LLC | $8,881,498 | 2023 |
| Monterey Spine & Joint, Pc 401(K) Plan | Monterey Spine & Joint | $8,806,151 | 2023 |
| Harbinger 401(K) Plan And Trust | Harbinger Group, LLC Dba Misionero | $8,572,450 | 2023 |
| True Organic Products, Inc. 401(K) Plan | True Organic Products, Inc. | $7,865,746 | 2023 |
| Montage Health 401(K) Plan | Montage Health | $7,664,489 | 2023 |
| Portola Hotel & Spa At Monterey Bay 401(K) Plan | Custom House Hotel Co., Ltd. Dba Portola Hotel & S | $6,955,544 | 2023 |
| Douglas Sunde, M.D. Profit Sharing Plan | Douglas Sunde, M.D. | $5,935,595 | 2023 |
| Cannery Row Management Co. 401(K) Plan | Cannery Row Management Co. | $5,125,691 | 2023 |
| Monterey Peninsula General Den 401(K) Profit Sharing Plan & Trust | Monterey Peninsula General Den | $4,593,381 | 2023 |
| James Rheim, M.D., Inc. 401(K) Plan | James Rheim, M.D., Inc. | $4,130,367 | 2023 |
Largest plans in Monterey → · Monterey plans by participants → · Monterey plans with financial data → · Monterey plans with provider compensation → · $1B+ plans in Monterey →
Related Form 5500 pages
- All CA Form 5500 filings
- Community Hospital Of The Monterey Peninsula Retirement Plan (plan 001)
- Community Hospital Of The Monterey Peninsula — all reported plans
- Community Hospital Of The Monterey Peninsula Tax-Sheltered Annuity Plan (plan 002)
- The Monterey Bay Aquarium Retirement Plan (plan 001)
- The Monterey Bay Aquarium Foundation — all reported plans
- Language Line Services 401(K) Retirement Plan (plan 001)
- Language Line, LLC — all reported plans
- Community Hospital Of The Monterey Peninsula Cash Balance Plan (plan 003)
- Santa Catalina School Dc Plan Retirement Plan (plan 001)
- Santa Catalina School — all reported plans
- Excelligence Learning Corporation 401(K) Plan (plan 001)
- Excelligence Learning Corporation — all reported plans
- Cypress/Dod 401(K) Plan (plan 001)
- Cypress Healthcare Partners, LLC — all reported plans
- Homer T. Hayward Lumber Co., Inc. 401(K) Profit Sharing Plan (plan 002)
- Homer T. Hayward Lumber Co., Inc. — all reported plans
- Monterey Bay Gi Consultants 401(K) Profit Sharing Plan (plan 001)
- Monterey Bay Gi Consultants Medical Group, Inc. — all reported plans
- Monterey Peninsula Surgery Center, LLC 401(K) Plan (plan 001)
- Monterey Peninsula Surgery Center, LLC — all reported plans
- Montage Medical Group 401(K) Profit Sharing Plan & Trust (plan 001)
- Montage Medical Group — all reported plans
- Central Coast Vna & Hospice Inc And Affiliates 403(B) Plan (plan 001)
- Central Coast Vna & Hospice Inc. — all reported plans
- Interim, Incorporated 403(B) Plan (plan 001)
- Interim, Incorporated — all reported plans
- Fenton & Keller Profit Sharing Plan (plan 001)
- Fenton & Keller, A Professional Corporation — all reported plans
- Methodology
- Data sources