Plan5500

Moraga, 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, Moraga, CA has 8 loaded benefit plan(s) reported by 7 plan sponsor(s), with $23,974,091 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
8
Plan sponsors
7
Latest filing year
2023

What stands out in Moraga

  • 8 loaded plans hold $24M in reported assets across 7 sponsors.
  • The largest, Emeriti Retiree Health Plan For Saint Mary'S College Of California, holds 55% of reported Moraga plan assets.
  • Plans cover 1,203 participants — about 150 per plan.
  • 75% of loaded plans report full Schedule H/I financial statements.
  • 25% report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$24MSummed across loaded plans$23,968,021
Total reported assets$24M$23,974,091
Total reported participants1.2K1,203
Total reported liabilities$6.1K$6,070

Reported net position

Reported assets = net assets + liabilities (summed)$24M total assets
Net assets$24MLiabilities$6.1K
Contributions & income
Employer contributions$414.2K
Participant contributions$625.7K
Total income / additions$3.8M
Expenses & distributions
Benefits paid / distributions$1.2M
Total expenses$1.3M
Net increase / (decrease)$2.6M

Data coverage

Plans with financial statements6 / 8 (75%)
Plans with provider compensation2 / 8 (25%)

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

Moraga market comparison

Largest plan share of assets55%Emeriti Retiree Health Plan For Saint Mary'S College Of California
Participants per plan150Average across loaded plans
Plan sponsors7
Ranked by reported assets

Largest loaded plans in Moraga

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

  1. 1
    Emeriti Retiree Health Plan For Saint Mary'S College Of California$13.2M
    Saint Marys College Of California · 2023
  2. 2
    Berg Senior Services LLC 401(K) Profit Sharing Plan And Trust$9.5M
    Berg Senior Services, LLC · 2023
  3. 3
    Ohana 4 Paws, Inc. 401(K) Plan$767.4K
    Ohana 4 Paws, Inc. · 2023
  4. 4
    Intersearch, Inc. Retirement Plan$518.1K
    Intersearch, Inc. · 2023
  5. 5
    The Saklan School Flexible Benefits Plan$9K
    The Saklan School · 2023
  6. 6
    Nmrr, Inc. Dba Brightstar Health And Welfare Plan$0
    Nmrr, Inc. · 2023
  7. 7
    Berg Senior Services Health & Welfare Plannot reported in the loaded dataset
    Berg Senior Services, LLC · 2023
  8. 8
    Valley Medical Staffing Inc Medical, Dental, Vision Plannot reported in the loaded dataset
    Valley Medical Staffing Inc. · 2023

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

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Moraga, CA?
8 plan(s) reported by 7 sponsor(s) are loaded for Moraga, CA.

Related Form 5500 pages