Plan5500

Pasadena, 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, Pasadena, CA has 268 loaded benefit plan(s) reported by 195 plan sponsor(s), with $63,804,197,481 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
268
Plan sponsors
195
Latest filing year
2023

What stands out in Pasadena

  • 268 loaded plans hold $63.8B in reported assets across 195 sponsors.
  • The largest, Southern California Permanente Medical Group Master Trust, holds 12% of reported Pasadena plan assets.
  • Plans cover 561,871 participants — about 2,097 per plan.
  • 76% of loaded plans report full Schedule H/I financial statements.
  • 47% report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$62BSummed across loaded plans$62,013,330,961
Total reported assets$63.8B$63,804,197,481
Total reported participants561.9K561,871
Total reported liabilities$1.8B$1,791,290,096

Reported net position

Reported assets = net assets + liabilities (summed)$63.8B total assets
Net assets$62BLiabilities$1.8B
Contributions & income
Employer contributions$2.5B
Participant contributions$1.1B
Total income / additions$12.2B
Expenses & distributions
Benefits paid / distributions$3.6B
Total expenses$3.8B
Net increase / (decrease)$8.4B

Data coverage

Plans with financial statements203 / 268 (76%)
Plans with provider compensation125 / 268 (47%)

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

Pasadena market comparison

Largest plan share of assets12%Southern California Permanente Medical Group Master Trust
Participants per plan2,097Average across loaded plans
Plan sponsors195
Ranked by reported assets

Largest loaded plans in Pasadena

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

  1. 1
    Southern California Permanente Medical Group Master Trust$7.6B
    Southern California Permanente Medical Group · 2023
  2. 2
    Scpmg Keogh Plan$6.8B
    Southern California Permanente Medical Group · 2023
  3. 3
    The 401(K) Plan For Permanente Medical Groups$5.6B
    Southern California Permanente Medical Group · 2023
  4. 4
    Caltech Base Retirement Plan$4.8B
    California Institute Of Technology · 2023
  5. 5
    Western Asset Us Core Plus, L.L.C.$4.8B
    Western Asset Management Company, LLC · 2023
  6. 6
    Parsons Employee Stock Ownership Plan$3.8B
    Parsons Corporation · 2023
  7. 7
    Operating Engineers Pension Trust$3.5B
    Board Of Trustees, Operating Engineers Pension Trust · 2023
  8. 8
    California Ironworkers Field Pension Trust$3.3B
    Board Of Trustees, California Ironworkers Field Pension Trust Fun · 2023
  9. 9
    Caltech Voluntary Retirement Plan$2B
    California Institute Of Technology · 2023
  10. 10
    Tetra Tech, Inc. And Subsidiaries Retirement Plan$2B
    Tetra Tech, Inc. · 2023
  11. 11
    Southern California Ibew-Neca Pension Plan$1.5B
    Board Of Trustees, Southern California Ibew-Neca · 2023
  12. 12
    Acco Employee Stock Ownership Plan$1.4B
    Acco Engineered Systems, Inc. · 2023
  13. 13
    Western Asset Mortgage Backed Securities Portfolio, L.L.C.$1.2B
    Western Asset Management Company, LLC · 2023
  14. 14
    Southern California Ibew-Neca Defined Contribution Plan$1.2B
    Board Of Trustees, Southern California Ibew-Neca · 2023
  15. 15
    California Iron Workers Field Defined Contribution Pension Trust Fund$1.2B
    Board Of Trustees, California Iron Workers Field Defined Contribution · 2023
  16. 16
    Western Asset Us Core Bond, L.L.C.$848.5M
    Western Asset Management Company, LLC · 2023
  17. 17
    Kaiser Permanente Supplemental Savings And Retirement Plan For Scpmg$802.8M
    Southern California Permanente Medical Group · 2023
  18. 18
    Western Asset Macro Opportunities Portfolio Master Fund, Ltd.$795.7M
    Western Asset Management Company, LLC · 2023
  19. 19
    Western Asset Total Return Unconstrained (Tru) Bond, L.L.C.$693.5M
    Western Asset Management Company, LLC · 2023
  20. 20
    Western Asset Floating Rate High Income Fund, L.L.C.$601.1M
    Western Asset Management Company, LLC · 2023
  21. 21
    Huntington Memorial Hospital Savings Plan$548.9M
    Huntington Memorial Hospital · 2023
  22. 22
    East West Bank Employees 401(K) Savings Plan$538M
    East West Bank · 2023
  23. 23
    Western Asset Us Long Duration, L.L.C.$491.5M
    Western Asset Management Company, LLC · 2023
  24. 24
    Western Asset Opportunistic Us High Yield Securities Portfolio, L.L.C.$490.7M
    Western Asset Management Company, LLC · 2023
  25. 25
    Western Asset Us Intermediate Plus, L.L.C.$441.6M
    Western Asset Management Company, LLC · 2023

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

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Pasadena, CA?
268 plan(s) reported by 195 sponsor(s) are loaded for Pasadena, CA.

Related Form 5500 pages