Richmond, 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, Richmond, CA has 30 loaded benefit plan(s) reported by 22 plan sponsor(s), with $356,229,016 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 30
- Plan sponsors
- 22
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $356,229,016
- Total reported liabilities (EOY)
- $0
- Total reported net assets (EOY)
- $356,229,016
Contributions & income
- Employer contributions
- $12,292,414
- Participant contributions
- $30,502,070
- Total income / additions
- $95,027,319
Expenses & distributions
- Benefits paid / distributions
- $34,470,883
- Total expenses
- $34,886,497
- Net increase / (decrease)
- $60,140,822
Coverage
- Total reported participants
- 10,410
- Plans with financial statements
- 20
- Plans with provider compensation
- 11
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Richmond, 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 |
|---|---|---|---|
| Sunpower Corporation 401(K) Savings Plan | Sunpower Corporation | $155,382,281 | 2023 |
| Sangamo Therapeutics Inc. 401(K) Profit Sharing Plan And Trust | Sangamo Therapeutics, Inc. | $55,271,426 | 2023 |
| C. Overaa & Co. Profit Sharing 401(K) Plan | C. Overaa & Co. | $46,538,516 | 2023 |
| Palecek Profit Sharing And 401(K) Plan | Palecek | $22,908,518 | 2023 |
| Dicon Fiberoptics, Inc. 401(K) Profit Sharing Plan | Dicon Fiberoptics, Inc. 401k Psp | $19,983,269 | 2023 |
| Cogent Solutions And Supplies 401(K) Profit Sharing Plan | Oakland Paper & Supply, Inc. | $16,376,792 | 2023 |
| Rubicon Programs 403(B) Plan | Rubicon Programs, Inc. | $7,814,996 | 2023 |
| Caliber Public Schools 401(K) Profit Sharing Plan And Trust | Caliber Public Schools | $5,792,223 | 2023 |
| Oliver & Company, Inc. Profit Sharing And 401(K) Plan | Oliver & Company, Inc. | $5,119,874 | 2023 |
| Bioage Labs 401(K) Plan | Bioage Labs, Inc. | $4,406,485 | 2023 |
| Mark Dulberg, D.C. 401(K) Plan | Mark Dulberg, D.C. | $3,674,892 | 2023 |
| Joinn Biologics Us Inc 401(K) Profit Sharing Plan And Trust | Joinn Biologics Us Inc | $3,424,095 | 2023 |
| Galaxy Desserts 401(K) Plan | Galaxy Desserts, Inc. | $3,009,749 | 2023 |
| Kasten Builders Profit Sharing Plan | Creative Contracting Of California, Inc. Dba Kasten Builders | $1,546,645 | 2023 |
| Novacart Inc 401(K) Profit Sharing Plan & Trust | Novacart Inc | $1,355,212 | 2023 |
| M & M Bakery Products, Inc. 401(K) Plan | M & M Bakery Products, Inc. | $1,337,168 | 2023 |
| Gardeners Guild Employee Stock Ownership Plan | Gardeners Guild, Inc. | $976,864 | 2023 |
| Urban Remedy, Inc. 401(K) Plan | Urban Remedy, Inc. | $880,540 | 2023 |
| R&K Industrial Products, Inc. Employee Stock Ownership Plan | R&K Industrial Products, Inc. | $322,977 | 2023 |
| The Cooperative Cleaning Company 401(K) Profit Sharing Plan | Fundamentally Clean Dba The Cooperative Cleaning Co. | $106,494 | 2023 |
| Urban Remedy, Inc Employee Benefit Plan | Urban Remedy, Inc. | not reported in the loaded dataset | 2023 |
| The Caliber Public Schools Employee Benefit Plan | Caliber Public Schools | not reported in the loaded dataset | 2023 |
| Social Good Fund Health And Welfare Benefits Plan | Social Good Fund | not reported in the loaded dataset | 2023 |
| Galaxy Desserts Employee Insurance Benefits Plan | Galaxy Desserts | not reported in the loaded dataset | 2023 |
| C. Overaa And Co. Health And Welfare Plan | C. Overaa And Company | not reported in the loaded dataset | 2023 |
Largest plans in Richmond → · Richmond plans by participants → · Richmond plans with financial data → · Richmond plans with provider compensation → · $1B+ plans in Richmond →
Related Form 5500 pages
- All CA Form 5500 filings
- Sunpower Corporation 401(K) Savings Plan (plan 002)
- Sunpower Corporation — all reported plans
- Sangamo Therapeutics Inc. 401(K) Profit Sharing Plan And Trust (plan 001)
- Sangamo Therapeutics, Inc. — all reported plans
- C. Overaa & Co. Profit Sharing 401(K) Plan (plan 001)
- C. Overaa & Co. — all reported plans
- Palecek Profit Sharing And 401(K) Plan (plan 003)
- Palecek — all reported plans
- Dicon Fiberoptics, Inc. 401(K) Profit Sharing Plan (plan 001)
- Dicon Fiberoptics, Inc. 401k Psp — all reported plans
- Cogent Solutions And Supplies 401(K) Profit Sharing Plan (plan 001)
- Oakland Paper & Supply, Inc. — all reported plans
- Rubicon Programs 403(B) Plan (plan 003)
- Rubicon Programs, Inc. — all reported plans
- Caliber Public Schools 401(K) Profit Sharing Plan And Trust (plan 001)
- Caliber Public Schools — all reported plans
- Oliver & Company, Inc. Profit Sharing And 401(K) Plan (plan 001)
- Oliver & Company, Inc. — all reported plans
- Bioage Labs 401(K) Plan (plan 001)
- Bioage Labs, Inc. — all reported plans
- Mark Dulberg, D.C. 401(K) Plan (plan 002)
- Mark Dulberg, D.C. — all reported plans
- Joinn Biologics Us Inc 401(K) Profit Sharing Plan And Trust (plan 001)
- Joinn Biologics Us Inc — all reported plans
- Galaxy Desserts 401(K) Plan (plan 001)
- Galaxy Desserts, Inc. — all reported plans
- Kasten Builders Profit Sharing Plan (plan 002)
- Creative Contracting Of California, Inc. Dba Kasten Builders — all reported plans
- Novacart Inc 401(K) Profit Sharing Plan & Trust (plan 001)
- Novacart Inc — all reported plans
- Methodology
- Data sources