Palo Alto, 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, Palo Alto, CA has 200 loaded benefit plan(s) reported by 138 plan sponsor(s), with $6,603,341,881 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 200
- Plan sponsors
- 138
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $6,603,341,881
- Total reported liabilities (EOY)
- $2,929,381
- Total reported net assets (EOY)
- $10,725,331,516
Contributions & income
- Employer contributions
- $316,406,446
- Participant contributions
- $740,695,457
- Total income / additions
- $3,183,665,034
Expenses & distributions
- Benefits paid / distributions
- $777,400,806
- Total expenses
- $787,385,079
- Net increase / (decrease)
- $2,396,279,955
Coverage
- Total reported participants
- 217,612
- Plans with financial statements
- 120
- Plans with provider compensation
- 81
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Palo Alto, 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
| Plan | Sponsor | Reported assets (EOY) | Year |
|---|---|---|---|
| Varian Medical Systems, Inc. Retirement Plan | Varian Medical Systems, Inc. | $1,390,998,248 | 2023 |
| Wsgr 401(K) And Profit Sharing Plan | Wilson Sonsini Goodrich & Rosati, Pc | $879,260,649 | 2023 |
| Shv Profit Sharing Plan | Sutter Hill Management Company, L.L.C. | $804,375,431 | 2023 |
| Electric Power Research Institute, Inc. 401(K) Plan | Electric Power Research Institute, Inc. | $534,264,313 | 2023 |
| Ssl Pension Plan | Maxar Space, LLC | $358,526,480 | 2023 |
| Jazz Pharmaceuticals, Inc. 401k Plan | Jazz Pharmaceuticals, Inc. | $296,711,349 | 2023 |
| Rubrik 401(K) Plan | Rubrik, Inc. | $154,149,967 | 2023 |
| Guardant Health 401(K) Plan | Guardant Health, Inc. | $139,200,757 | 2023 |
| Intapp 401(K) Plan | Integration Appliance, Inc. Dba Intapp | $84,007,356 | 2023 |
| Packard Medical Group 401(K) Profit Sharing Plan | Packard Medical Group, Inc. | $83,414,976 | 2023 |
| Wsgr Cash Balance Retirement Plan | Wilson Sonsini Goodrich & Rosati, P.C. | $77,167,998 | 2023 |
| Tencent America 401(K) Plan | Tencent America, LLC | $74,558,816 | 2023 |
| Applovin Corporation 401(K) Profit Sharing Plan And Trust | Applovin Corporation | $72,247,140 | 2023 |
| Hillspire, LLC Retirement Savings Plan | Hillspire, LLC | $70,819,417 | 2023 |
| Gordon And Betty Moore Foundation 401(K) Plan | Gordon E. And Betty I. Moore Foundation | $64,365,784 | 2023 |
| Marcus & Millichap Company 401(K) Plan | Marcus & Millichap Company | $63,964,460 | 2023 |
| Castilleja School Foundation Dc Plan | Castilleja School Foundation | $60,225,630 | 2023 |
| Bridgebio 401(K) Plan | Bridgebio Services, Inc. | $58,319,933 | 2023 |
| Symphonyai 401(K) Plan | Symphonyai, LLC | $55,363,611 | 2023 |
| Woven By Toyota, U.S., Inc. 401(K) Plan | Woven By Toyota, U.S., Inc. | $52,810,698 | 2023 |
| Navan 401(K) Savings Plan | Navan, Inc. | $45,150,679 | 2023 |
| Stanford Federal Credit Union Deferred Compensation Plan | Stanford Federal Credit Union | $35,769,576 | 2023 |
| Sciton Inc. 401(K) Profit Sharing Plan & Trust | Sciton Inc. | $35,443,506 | 2023 |
| Lucile Packard Foundation For Children'S Health Retirement & Savings 401k Plan | Lucile Packard Foundation For Children'S Health | $35,039,287 | 2023 |
| Pavir Retirement Plan | Palo Alto Veterans Institute For Research | $34,832,052 | 2023 |
Largest plans in Palo Alto → · Palo Alto plans by participants → · Palo Alto plans with financial data → · Palo Alto plans with provider compensation → · $1B+ plans in Palo Alto →
Related Form 5500 pages
- All CA Form 5500 filings
- Varian Medical Systems, Inc. Retirement Plan (plan 002)
- Varian Medical Systems, Inc. — all reported plans
- Wsgr 401(K) And Profit Sharing Plan (plan 002)
- Wilson Sonsini Goodrich & Rosati, Pc — all reported plans
- Shv Profit Sharing Plan (plan 001)
- Sutter Hill Management Company, L.L.C. — all reported plans
- Electric Power Research Institute, Inc. 401(K) Plan (plan 006)
- Electric Power Research Institute, Inc. — all reported plans
- Ssl Pension Plan (plan 020)
- Maxar Space, LLC — all reported plans
- Jazz Pharmaceuticals, Inc. 401k Plan (plan 001)
- Jazz Pharmaceuticals, Inc. — all reported plans
- Rubrik 401(K) Plan (plan 001)
- Rubrik, Inc. — all reported plans
- Guardant Health 401(K) Plan (plan 001)
- Guardant Health, Inc. — all reported plans
- Intapp 401(K) Plan (plan 001)
- Integration Appliance, Inc. Dba Intapp — all reported plans
- Packard Medical Group 401(K) Profit Sharing Plan (plan 001)
- Packard Medical Group, Inc. — all reported plans
- Wsgr Cash Balance Retirement Plan (plan 005)
- Tencent America 401(K) Plan (plan 001)
- Tencent America, LLC — all reported plans
- Applovin Corporation 401(K) Profit Sharing Plan And Trust (plan 001)
- Applovin Corporation — all reported plans
- Hillspire, LLC Retirement Savings Plan (plan 001)
- Hillspire, LLC — all reported plans
- Gordon And Betty Moore Foundation 401(K) Plan (plan 001)
- Gordon E. And Betty I. Moore Foundation — all reported plans
- Methodology
- Data sources