Plan5500

Orinda, 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, Orinda, CA has 13 loaded benefit plan(s) reported by 13 plan sponsor(s), with $40,194,954 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
13
Plan sponsors
13
Latest filing year
2023

What stands out in Orinda

  • 13 loaded plans hold $40.2M in reported assets across 13 sponsors.
  • The largest, Penserra Financial Ventures LLC 401(K) Plan, holds 25% of reported Orinda plan assets.
  • Plans cover 225 participants — about 17 per plan.
  • 100% of loaded plans report full Schedule H/I financial statements.
  • report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$40MSummed across loaded plans$39,970,770
Total reported assets$40.2M$40,194,954
Total reported participants225
Total reported liabilities$224.2K$224,184

Reported net position

Reported assets = net assets + liabilities (summed)$40.2M total assets
Net assets$40MLiabilities$224.2K
Contributions & income
Employer contributions$1.1M
Participant contributions$2M
Total income / additions$7.3M
Expenses & distributions
Benefits paid / distributions$1.8M
Total expenses$1.8M
Net increase / (decrease)$5.5M

Data coverage

Plans with financial statements13 / 13 (100%)
Plans with provider compensation0 / 13 ()

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

Orinda market comparison

Largest plan share of assets25%Penserra Financial Ventures LLC 401(K) Plan
Participants per plan17Average across loaded plans
Plan sponsors13
Ranked by reported assets

Largest loaded plans in Orinda

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

  1. 1
    Penserra Financial Ventures LLC 401(K) Plan$9.9M
    Penserra Financial Ventures LLC · 2023
  2. 2
    Tsg Consumer Partners Lp 401(K) Plan$8.6M
    Tsg Consumer Partners Lp · 2023
  3. 3
    Ng Wealth Advisors, Inc., 401k Plan$6.1M
    Ng Wealth Advisors, Inc. · 2023
  4. 4
    Hopscotch Press, Inc. Employee Stock Ownership Plan$5.1M
    Hopscotch Press, Inc. · 2023
  5. 5
    Energy Comm Defined Benefit Plan$4.1M
    Weldy Enterprises, Inc. Dba Energy Comm · 2023
  6. 6
    Keiretsu Forum Cash Balance Plan$3.3M
    Rb Williams Co., Inc. Dba Keiretsu Forum · 2023
  7. 7
    John A Linfoot Md Inc Profit Sharing Plan$1.1M
    John A Linfoot Md Inc · 2023
  8. 8
    Zymy, Inc. 401k Profit Sharing Plan$732.5K
    Zymy, Inc. · 2023
  9. 9
    Opus Land Ventures Inc. 401(K) Plan$610.1K
    Opus Land Ventures Inc. · 2023
  10. 10
    Ttc Plus 3 Inc 401(K) Profit Sharing Plan & Trust$262.8K
    Ttc Plus 3 Inc · 2023
  11. 11
    Fogarty 401k Trust$213.9K
    Crescent Mills Inc. · 2023
  12. 12
    Conservation Technix Inc 401(K) Profit Sharing Plan & Trust$205.8K
    Conservation Technix Inc · 2023
  13. 13
    Homa Enterprises 401(K) Plannot reported in the loaded dataset
    Homa Enterprises · 2023

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

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Orinda, CA?
13 plan(s) reported by 13 sponsor(s) are loaded for Orinda, CA.

Related Form 5500 pages