Newport Beach, 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, Newport Beach, CA has 211 loaded benefit plan(s) reported by 161 plan sponsor(s), with $11,074,384,259 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 211
- Plan sponsors
- 161
- Latest filing year
- 2023
What stands out in Newport Beach
- 211 loaded plans hold $11.1B in reported assets across 161 sponsors.
- The largest, Allianz Asset Management Of America 401(K) Savings And Retirement Plan, holds 17% of reported Newport Beach plan assets.
- Plans cover 283,234 participants — about 1,342 per plan.
- 69% of loaded plans report full Schedule H/I financial statements.
- 32% report Schedule C provider compensation.
Reported financial aggregate
Reported net position
Data coverage
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Newport Beach, 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.
Newport Beach market comparison
Largest loaded plans in Newport Beach
Bars show each plan's reported end-of-year assets relative to the largest.
- 1Allianz Asset Management Of America LLC · 2023
- 2
- 3Pacific Life Insurance Company · 2023
- 4
- 5
- 6
- 7
- 8
- 9
- 10Tower Semiconductor Newport Beach Inc. · 2023
- 11Pimco Large Cap Stocksplus Absolute Return Fund · 2023
- 12
- 13
- 14
- 15
- 16
- 17
- 18
- 19
- 20
- 21
- 22
- 23
- 24
- 25Koll Bren Schreiber Realty Advisors · 2023
Largest plans in Newport Beach → · Newport Beach plans by participants → · Newport Beach plans with financial data → · Newport Beach plans with provider compensation → · $1B+ plans in Newport Beach →
Frequently asked questions
- How many Form 5500 benefit plans are loaded for Newport Beach, CA?
- 211 plan(s) reported by 161 sponsor(s) are loaded for Newport Beach, CA.
Related Form 5500 pages
- All CA Form 5500 filings
- Allianz Asset Management Of America 401(K) Savings And Retirement Plan (plan 001)
- Allianz Asset Management Of America LLC — all reported plans
- Pacific Asset Management Bank Loan Fund Lp (plan 001)
- Pam Bank Loan Gp LLC — all reported plans
- Pacific Life Insurance Company Retirement Incentive Savings Plan (plan 007)
- Pacific Life Insurance Company — all reported plans
- Stocksplus, L.P. (plan 001)
- Stocksplus, L.P. — all reported plans
- Hoag Sheltered Savings Plan (plan 005)
- Hoag Memorial Hospital Presbyterian — all reported plans
- Irvine Company Unified Savings Plan (plan 002)
- Irvine Management Company — all reported plans
- Pimco Rae Global Fund LLC (plan 001)
- Pimco Rae Global Fund LLC — all reported plans
- Chipotle Mexican Grill, Inc. 401(K) Plan (plan 002)
- Chipotle Mexican Grill, Inc. — all reported plans
- Glidewell Laboratories Retirement Plan (plan 002)
- James R. Glidewell Dental Ceramics, Inc. — all reported plans
- Tower Semiconductor Newport Beach Retirement Savings Plan (plan 001)
- Tower Semiconductor Newport Beach Inc. — all reported plans
- Pimco Large Cap Stocksplus Absolute Return Fund (plan 001)
- Pimco Large Cap Stocksplus Absolute Return Fund — all reported plans
- Sycr 401(K) Profit Sharing Plan (plan 001)
- Stradling Yocca Carlson & Rauth, P.C. — all reported plans
- Ivc 401(K) Plan (plan 001)
- International Vitamin Corporation — all reported plans
- American Vanguard Corporation Retirement Savings Plan (plan 001)
- American Vanguard Corporation — all reported plans
- Sares Regis Group 401(K) Plan (plan 001)
- Sares-Regis Operating Company, Lp — all reported plans
- Methodology
- Data sources