Oakland, 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, Oakland, CA has 391 loaded benefit plan(s) reported by 254 plan sponsor(s), with $234,618,093,820 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 391
- Plan sponsors
- 254
- Latest filing year
- 2023
What stands out in Oakland
- 391 loaded plans hold $234.6B in reported assets across 254 sponsors.
- The largest, Kaiser Permanente Group Trust, holds 26% of reported Oakland plan assets.
- Plans cover 1,549,453 participants — about 3,963 per plan.
- 68% of loaded plans report full Schedule H/I financial statements.
- 39% 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 Oakland, 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.
Oakland market comparison
Largest loaded plans in Oakland
Bars show each plan's reported end-of-year assets relative to the largest.
- 1
- 2
- 3
- 4
- 5
- 6
- 7
- 8
- 9Carpenters Pension Trust Fund For Northern California · 2023
- 10
- 11Kaiser Foundation Health Plan, Inc. · 2023
- 12Kaiser Foundation Health Plan, Inc. · 2023
- 13
- 14
- 15Carpenters Annuity Trust Fund For Northern California · 2023
- 16
- 17Pacific Gas And Electric Company · 2023
- 18California Physicians Service, Dba Blue Shield Of Ca · 2023
- 19
- 20Carpenters Health And Welfare Trust Fund For Northern California · 2023
- 21Kaiser Foundation Health Plan, Inc. · 2023
- 22
- 23California Physicians Service Dba Blue Shield Of California · 2023
- 24Children'S Hospital & Research Center At Oakland · 2023
- 25Kaiser Foundation Health Plan Of Washington · 2023
Largest plans in Oakland → · Oakland plans by participants → · Oakland plans with financial data → · Oakland plans with provider compensation → · $1B+ plans in Oakland →
Frequently asked questions
- How many Form 5500 benefit plans are loaded for Oakland, CA?
- 391 plan(s) reported by 254 sponsor(s) are loaded for Oakland, CA.
Related Form 5500 pages
- All CA Form 5500 filings
- Kaiser Permanente Group Trust (plan 101)
- Kaiser Permanente Medical Care Program — all reported plans
- Kaiser Permanente Retirement Plan (plan 001)
- Kaiser Foundation Health Plan, Inc. — all reported plans
- Pacific Gas And Electric Company Retirement Plan (plan 001)
- Pacific Gas And Electric Company — all reported plans
- Kaiser Permanente 401(K) Retirement Plan (plan 025)
- Pg&E Corporation Retirement Master Trust (plan 002)
- Pacific Gas And Electric Company — all reported plans
- Kaiser Permanente Tax Sheltered Annuity Plan Iii (plan 039)
- Pg & E Corporation Retirement Savings Plan Master Trust (plan 003)
- Pg & E Corporation — all reported plans
- Kaiser Permanente Retirement Plan For Scpmg (plan 001)
- Southern California Permanente Medical Group — all reported plans
- Carpenters Pension Trust Fund For Northern California (plan 001)
- Carpenters Pension Trust Fund For Northern California — all reported plans
- Kaiser Permanente Employees Pension Plan (plan 004)
- The Permanente Medical Group, Inc. — all reported plans
- Kaiser Foundation Health Plan, Inc. Retiree Health And Welfare Plan (plan 580)
- Kaiser Permanente Supplemental Savings And Retirement Plan (plan 003)
- Pg&E Corp. Retirement Savings Plan For Union-Represented Employees (plan 002)
- Pg&E Corporation Retirement Savings Plan (plan 001)
- Carpenters Annuity Trust Fund For Northern California (plan 001)
- Carpenters Annuity Trust Fund For Northern California — all reported plans
- Methodology
- Data sources