Plan5500

Pebble 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, Pebble Beach, CA has 7 loaded benefit plan(s) reported by 6 plan sponsor(s), with $216,031,131 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
7
Plan sponsors
6
Latest filing year
2023
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$216MSummed across loaded plans$216,031,131
Total reported assets$216M$216,031,131
Total reported participants3.9K3,864
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$216M total assets
Net assets$216MLiabilities$0
Contributions & income
Employer contributions$6.8M
Participant contributions$9.6M
Total income / additions$49.5M
Expenses & distributions
Benefits paid / distributions$15.3M
Total expenses$15.4M
Net increase / (decrease)$34.1M

Data coverage

Plans with financial statements6 / 7 (86%)
Plans with provider compensation4 / 7 (57%)

Totals sum the latest loaded 2023 public Form 5500 filing per plan for Pebble 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.

Computed from loaded plans

Pebble Beach market comparison

Largest plan share of assets58%Pebble Beach Company 401(K) Plan
Participants per plan552Average across loaded plans
Plan sponsors6
Ranked by reported assets

Largest loaded plans in Pebble Beach

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

  1. 1
    Pebble Beach Company 401(K) Plan$125M
    Pebble Beach Company · 2023
  2. 2
    Robert Louis Stevenson School Defined Contribution Retirement Plan$53.6M
    Robert Louis Stevenson School · 2023
  3. 3
    Northern California Golf Association/Poppy Holding, Inc. 401(K) Plan$19.9M
    Northern California Golf Association · 2023
  4. 4
    Monterey Peninsula Country Club 401(K) Profit$11.5M
    Monterey Peninsula Country Club · 2023
  5. 5
    Lowery Thomas LLC 401(K) Profit Sharing Plan & Trust$3.7M
    Lowery Thomas LLC · 2023
  6. 6
    Peter Dan Butler Ii 401(K) Plan$2.2M
    Peter Butler Properties, Inc. · 2023
  7. 7
    Robert Louis Stevenson School Health And Welfare Plannot reported in the loaded dataset
    Robert Louis Stevenson School · 2023

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

Related Form 5500 pages