Newark, 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, Newark, CA has 41 loaded benefit plan(s) reported by 31 plan sponsor(s), with $658,848,391 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
41
Plan sponsors
31
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$658,848,391
Total reported liabilities (EOY)
$0
Total reported net assets (EOY)
$658,848,391

Contributions & income

Employer contributions
$16,211,021
Participant contributions
$81,457,341
Total income / additions
$215,323,303

Expenses & distributions

Benefits paid / distributions
$56,327,170
Total expenses
$57,595,835
Net increase / (decrease)
$157,727,468

Coverage

Total reported participants
28,009
Plans with financial statements
28
Plans with provider compensation
17

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

Largest loaded plans in Newark, CA
PlanSponsorReported assets (EOY)Year
Smart Modular Technologies 401(K) Retirement Savings PlanSmart Modular Technologies, Inc.$192,440,1292023
Lucid Motors 401(K) PlanLucid Usa, Inc.$139,761,3712023
University Healthcare Alliance 401(K) PlanUniversity Healthcare Alliance$89,746,8482023
Mitac Tyan 401(K) PlanTyan Computer Corporation$56,505,8532023
Dna Twopointo, Inc., Dba Atum Retirement TrustDna Twopointo, Inc.,$24,326,5252023
Vitesse Systems 401(K) PlanVitesse Systems Parent, LLC$22,945,3062023
Triple Ring Technologies, Inc. 401k Profit Sharing PlanTriple Ring Technologies, Inc.$22,593,0012023
Unigen Corporation 401(K) Profit Sharing PlanUnigen Corporation$17,804,9342023
Kateeva Retirement PlanKateeva, Inc$17,535,6352023
Cymabay Therapeutics, Inc. 401(K) Profit Sharing Plan And TrustCymabay Therapeutics, Inc.$16,271,1492023
Protagonist Therapeutics, Inc. 401(K) PlanProtagonist Therapeutics, Inc.$15,700,8152023
Knighted Ventures, LLC 401(K) Retirement Savings PlanKnighted Ventures, LLC$9,009,5312023
Freewire Technologies 401(K) PlanFreewire Technologies, Inc.$7,704,8512023
Wintec Industries, Inc. 401(K) PlanWintec Industries, Inc.$7,589,9312023
Specialized Packaging Group Employees 401(K) PlanInduspac California, Inc.$5,652,1762023
Rain Oncology Inc. 401(K) PlanRain Oncology Inc.$4,088,0382023
Vioptix 401 (K) PlanVioptix$3,316,2852023
Prospance Inc. 401(K) PlanProspance Inc.$2,617,9712023
Ablesys Corporation 401(K) Profit Sharing Plan & TrustAblesys Corporation$1,871,3822023
Intelliswift Software 401(K) PlanIntelliswift Software Inc$499,0702023
Proficium Inc. Profit Sharing PlanProficium Inc.$381,5502023
Halco Group, Inc. 401(K) Profit Sharing PlanHalco Group, Inc.$373,8342023
Titley Holdings, Inc. 401 (K) PlanTitley Holdings, Inc.$108,1692023
Pham Enterprise Retirement PlanPham Enterprise$4,0222023
San Mateo Sports & Fashion Inc. Retirement PlanSan Mateo Sports & Fashion Inc.$152023

Related Form 5500 pages