Pleasant Hill, 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, Pleasant Hill, CA has 23 loaded benefit plan(s) reported by 20 plan sponsor(s), with $213,486,314 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 23
- Plan sponsors
- 20
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $213,486,314
- Total reported liabilities (EOY)
- $17,427,148
- Total reported net assets (EOY)
- $196,032,339
Contributions & income
- Employer contributions
- $100,455,558
- Participant contributions
- $9,525,965
- Total income / additions
- $149,862,591
Expenses & distributions
- Benefits paid / distributions
- $115,925,228
- Total expenses
- $120,585,258
- Net increase / (decrease)
- $29,277,333
Coverage
- Total reported participants
- 8,130
- Plans with financial statements
- 19
- Plans with provider compensation
- 8
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Pleasant Hill, 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 |
|---|---|---|---|
| East Bay Drayage Drivers Security Fund | Board Of Trustees Of East Bay Drayage Drivers Security Fund | $70,456,123 | 2023 |
| Los Angeles Machinist Benefit Trust | Board Of Trustees, Los Angeles Machinist Benefit Trust | $18,089,870 | 2023 |
| Elson Electric Employee Stock Ownership Plan | Elson Electric Holdings, Inc. | $16,670,301 | 2023 |
| Etic 401(K) Plan | Etic | $14,600,230 | 2023 |
| Friedmans Appliance Employee Stock Ownership Plan | Sylvia'S Microwave, Inc., Dba Friedmans Appliance | $14,140,135 | 2023 |
| The Cirius Group, Inc. Profit Sharing Plan | The Cirius Group, Inc. | $13,398,052 | 2023 |
| Hospice Of The East Bay 403(B) Retirement Plan | East Bay Integrated Care | $12,037,484 | 2023 |
| Dolan'S Of Concord/Pinole 401(K) Plan | Dolan'S Of Concord/Pinole | $10,485,965 | 2023 |
| Pacific States Petroleum, Inc 401(K) Profit Sharing Plan & Tru | Pacific States Petroleum | $9,551,559 | 2023 |
| Concord Feed & Fuel, Inc. 401(K) Plan | Concord Feed & Fuel, Inc. | $8,365,943 | 2023 |
| Solo W-2 Roth 401(K) Retirement Savings Plan | Solo W-2, Inc. | $8,247,860 | 2023 |
| Fleming Associates Insurance Agency, Inc. Profit Sharing 401k Plan | Fleming Associates Insurance Agency, Inc. | $6,000,355 | 2023 |
| Lookingpoint, Inc. 401(K) Plan | Lookingpoint, Inc. | $5,613,648 | 2023 |
| Lesser'S Mirror House, Inc. Profit Sharing Plan | Lesser'S Mirror House, Inc. | $4,854,432 | 2023 |
| Rci Properties Retirement Plan | Rci Properties, Inc. | $752,565 | 2023 |
| United Group Insurance Trust Consolidated Welfare Benefit Plan | United Group Insurance Trust | $132,713 | 2023 |
| Rmcr Enterprises, Inc. Retirement Plan | Rmcr Enterprises, Inc. | $62,252 | 2023 |
| Slices Peninsula, Inc. 401k Profit Sharing Plan | Slices Peninsula, Inc. | $26,827 | 2023 |
| Bowie & Schaffer Profit Sharing 401(K) Plan | Bowie & Schaffer | $0 | 2023 |
| Accessehr Insurance Services 401k Program | Accessehr Insurance Services, Inc. | not reported in the loaded dataset | 2023 |
| Concord Feed & Fuel Health & Welfare | Concord Feed & Fuel, Inc. | not reported in the loaded dataset | 2023 |
| Dolan'S Of Pinole Health & Welfare Plan | Dolan'S Of Pinole | not reported in the loaded dataset | 2023 |
| Hospice Of The East Bay Health And Welfare Plan | Hospice Of The East Bay | not reported in the loaded dataset | 2023 |
Largest plans in Pleasant Hill → · Pleasant Hill plans by participants → · Pleasant Hill plans with financial data → · Pleasant Hill plans with provider compensation → · $1B+ plans in Pleasant Hill →
Related Form 5500 pages
- All CA Form 5500 filings
- East Bay Drayage Drivers Security Fund (plan 501)
- Board Of Trustees Of East Bay Drayage Drivers Security Fund — all reported plans
- Los Angeles Machinist Benefit Trust (plan 501)
- Board Of Trustees, Los Angeles Machinist Benefit Trust — all reported plans
- Elson Electric Employee Stock Ownership Plan (plan 002)
- Elson Electric Holdings, Inc. — all reported plans
- Etic 401(K) Plan (plan 001)
- Etic — all reported plans
- Friedmans Appliance Employee Stock Ownership Plan (plan 003)
- Sylvia'S Microwave, Inc., Dba Friedmans Appliance — all reported plans
- The Cirius Group, Inc. Profit Sharing Plan (plan 002)
- The Cirius Group, Inc. — all reported plans
- Hospice Of The East Bay 403(B) Retirement Plan (plan 001)
- East Bay Integrated Care — all reported plans
- Dolan'S Of Concord/Pinole 401(K) Plan (plan 002)
- Dolan'S Of Concord/Pinole — all reported plans
- Pacific States Petroleum, Inc 401(K) Profit Sharing Plan & Tru (plan 001)
- Pacific States Petroleum — all reported plans
- Concord Feed & Fuel, Inc. 401(K) Plan (plan 001)
- Concord Feed & Fuel, Inc. — all reported plans
- Solo W-2 Roth 401(K) Retirement Savings Plan (plan 002)
- Solo W-2, Inc. — all reported plans
- Fleming Associates Insurance Agency, Inc. Profit Sharing 401k Plan (plan 003)
- Fleming Associates Insurance Agency, Inc. — all reported plans
- Lookingpoint, Inc. 401(K) Plan (plan 001)
- Lookingpoint, Inc. — all reported plans
- Lesser'S Mirror House, Inc. Profit Sharing Plan (plan 001)
- Lesser'S Mirror House, Inc. — all reported plans
- Rci Properties Retirement Plan (plan 001)
- Rci Properties, Inc. — all reported plans
- Methodology
- Data sources