Petaluma, 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, Petaluma, CA has 69 loaded benefit plan(s) reported by 51 plan sponsor(s), with $843,321,798 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 69
- Plan sponsors
- 51
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $843,321,798
- Total reported liabilities (EOY)
- $2,400,646
- Total reported net assets (EOY)
- $840,901,219
Contributions & income
- Employer contributions
- $30,544,799
- Participant contributions
- $52,966,998
- Total income / additions
- $207,091,492
Expenses & distributions
- Benefits paid / distributions
- $78,626,770
- Total expenses
- $80,771,608
- Net increase / (decrease)
- $126,319,884
Coverage
- Total reported participants
- 22,173
- Plans with financial statements
- 46
- Plans with provider compensation
- 20
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Petaluma, 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 |
|---|---|---|---|
| Amy'S Kitchen, Inc. 401(K) Retirement Plan | Amy'S Kitchen, Inc. | $141,123,971 | 2023 |
| Solairus Aviation 401(K) Plan | Sunset Aviation, LLC Dba Solairus Aviation | $138,333,323 | 2023 |
| Golden State Lumber, Inc. 401(K) Plan | Golden State Lumber, Inc. | $75,928,078 | 2023 |
| Gcx Corporation Savings Plan | Gcx Corporation | $54,374,513 | 2023 |
| Hansel Dealerships' Group Salary Savings Plan | Hansel Enterprises, Inc. | $41,493,401 | 2023 |
| Petaluma Health Center 401(K) Plan & Trust | Petaluma Health Center | $33,869,391 | 2023 |
| Lagunitas Brewing Co. 401(K) & Profit Sharing Plan | The Lagunitas Brewing Company | $27,423,904 | 2023 |
| Friedman'S Home Improvement 401(K) Profit Sharing Plan | Friedman'S Home Improvement | $25,024,771 | 2023 |
| Arntz Builders Profit Sharing Plan | Arntz Builders | $22,598,367 | 2023 |
| Labcon, North America 401(K) Plan | Labcon, North America | $21,699,903 | 2023 |
| North Bay Drywall, Inc. Profit Sharing Plan And Trust | Stephens Properties, Inc. | $20,335,157 | 2023 |
| Sonoma Technology, Inc. 401(K) Retirement Plan | Sonoma Technology, Inc. | $19,750,601 | 2023 |
| The Contractors Retirement Plan | Hanford Applied Restoration & Conservation | $19,484,525 | 2023 |
| Semper Virens Bakery Food Cooperative, Inc. 401(K) Plan | Semper Virens Bakery Food Cooperative, Inc. | $19,298,393 | 2023 |
| Kval, Inc. 401(K) And Profit Sharing Plan | Kval, Inc. | $19,046,666 | 2023 |
| Crosscheck, Inc. 401(K) Profit Sharing Plan | Crosscheck, Inc. | $17,518,356 | 2023 |
| Prbo 401(K) Plan | Point Reyes Bird Observatory | $17,225,753 | 2023 |
| Clover Sonoma 401k Plan | Clover Sonoma | $15,148,601 | 2023 |
| Meritage Medical Network 401(K) Profit Sharing Plan And Trust | Meritage Medical Network | $12,645,362 | 2023 |
| Legacy Alliance, Inc. 401(K) Plan | The Legacy Alliance, Inc. | $11,305,118 | 2023 |
| Purple Brands 401(K) Plan | Purple Brands | $10,735,697 | 2023 |
| Headlands Asset Management, LLC 401(K) Plan | Headlands Asset Management Company, LLC | $9,833,748 | 2023 |
| Infotrack Us Inc 401 (K) Plan | Infotrack Us Inc | $9,806,054 | 2023 |
| Ucp Of The North Bay, Inc. 403(B) Retirement Plan | United Cerebral Palsy Of The North Bay, Inc. | $8,295,957 | 2023 |
| Wine Country Ventures Inc. Profit Sharing Plan | Wine Country Ventures Inc. | $5,937,471 | 2023 |
Largest plans in Petaluma → · Petaluma plans by participants → · Petaluma plans with financial data → · Petaluma plans with provider compensation → · $1B+ plans in Petaluma →
Related Form 5500 pages
- All CA Form 5500 filings
- Amy'S Kitchen, Inc. 401(K) Retirement Plan (plan 001)
- Amy'S Kitchen, Inc. — all reported plans
- Solairus Aviation 401(K) Plan (plan 001)
- Sunset Aviation, LLC Dba Solairus Aviation — all reported plans
- Golden State Lumber, Inc. 401(K) Plan (plan 001)
- Golden State Lumber, Inc. — all reported plans
- Gcx Corporation Savings Plan (plan 003)
- Gcx Corporation — all reported plans
- Hansel Dealerships' Group Salary Savings Plan (plan 001)
- Hansel Enterprises, Inc. — all reported plans
- Petaluma Health Center 401(K) Plan & Trust (plan 002)
- Petaluma Health Center — all reported plans
- Lagunitas Brewing Co. 401(K) & Profit Sharing Plan (plan 001)
- The Lagunitas Brewing Company — all reported plans
- Friedman'S Home Improvement 401(K) Profit Sharing Plan (plan 004)
- Friedman'S Home Improvement — all reported plans
- Arntz Builders Profit Sharing Plan (plan 333)
- Arntz Builders — all reported plans
- Labcon, North America 401(K) Plan (plan 001)
- Labcon, North America — all reported plans
- North Bay Drywall, Inc. Profit Sharing Plan And Trust (plan 003)
- Stephens Properties, Inc. — all reported plans
- Sonoma Technology, Inc. 401(K) Retirement Plan (plan 001)
- Sonoma Technology, Inc. — all reported plans
- The Contractors Retirement Plan (plan 001)
- Hanford Applied Restoration & Conservation — all reported plans
- Semper Virens Bakery Food Cooperative, Inc. 401(K) Plan (plan 001)
- Semper Virens Bakery Food Cooperative, Inc. — all reported plans
- Kval, Inc. 401(K) And Profit Sharing Plan (plan 002)
- Kval, Inc. — all reported plans
- Methodology
- Data sources