Roseville, 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, Roseville, CA has 107 loaded benefit plan(s) reported by 83 plan sponsor(s), with $1,277,249,005 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 107
- Plan sponsors
- 83
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $1,277,249,005
- Total reported liabilities (EOY)
- $46,968,523
- Total reported net assets (EOY)
- $1,229,412,076
Contributions & income
- Employer contributions
- $38,773,921
- Participant contributions
- $90,739,936
- Total income / additions
- $354,028,921
Expenses & distributions
- Benefits paid / distributions
- $274,887,499
- Total expenses
- $280,683,887
- Net increase / (decrease)
- $73,345,034
Coverage
- Total reported participants
- 65,279
- Plans with financial statements
- 78
- Plans with provider compensation
- 35
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Roseville, 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 |
|---|---|---|---|
| Adventist Health System/West 403(B) Erisa Plan | Adventist Health System/West, Inc. | $219,385,862 | 2023 |
| American Pacific Mortgage Corporation 401k Plan | American Pacific Mortgage Corporation | $144,029,535 | 2023 |
| Pride Industries 401(K) Retirement Plan | Pride Industries | $134,939,622 | 2023 |
| Adventist Health 401(K) Plan | Adventist Health System/West, Inc. | $116,375,790 | 2023 |
| Physicians Network Medical Group 401(K) Plan | Physicians Network Medical Group, Inc. | $83,779,847 | 2023 |
| American Pacific Mortgage Corporation Employee Stock Ownership Plan | American Pacific Mortgage Corporation | $71,842,868 | 2023 |
| Future Automotive Group 401(K) Plan | Future Ford, Inc. | $40,352,516 | 2023 |
| Goodleap, LLC 401(K) Plan | Goodleap, LLC | $37,968,747 | 2023 |
| Pasco Scientific Employee 401(K) Savings Plan | Pasco Scientific | $34,799,561 | 2023 |
| Usa Properties Fund 401(K) Savings Plan | Usa Properties Fund, Inc. | $31,930,504 | 2023 |
| Quest Media And Supplies 401k Retirement Savings Plan | Quest Media And Supplies Inc. | $25,896,380 | 2023 |
| John Mourier Construction Inc Profit Sharing Plan | John Mourier Construction Inc | $24,376,829 | 2023 |
| Reconext 401(K) Plan | Refurb Holdings LLC | $23,891,959 | 2023 |
| Sandis 401k | Sandis Civil Engineers, Surveyors, | $19,359,754 | 2023 |
| Cokeva, Inc. 401(K) Retirement Plan | Cokeva Inc | $17,819,647 | 2023 |
| Five Star Bank 401(K) Profit Sharing Plan And Trust | Five Star Bank | $17,557,881 | 2023 |
| Flexcare LLC 401(K) Plan | Flexcare LLC Dba Flexcare Medical Staffing | $16,818,352 | 2023 |
| Avd 401(K) Plan | Av Delaware Holdings Limited | $16,215,483 | 2023 |
| Quick Quack Car Wash 401(K) Plan | S&D Car Wash Management LLC | $13,608,554 | 2023 |
| Clearcaptions, LLC 401(K) Plan | Clearcaptions, LLC | $12,981,113 | 2023 |
| Campbell Taylor Washburn 401(K) Profit Sharing Plan | Campbell Taylor Washburn, An Accountancy Corporation | $11,886,937 | 2023 |
| Lancaster Burns Construction, Inc. Employee Stock Ownership Plan | Lancaster-Burns Construction, Inc. | $11,542,964 | 2023 |
| Electrical Design & Motor Control, Inc. 401(K) Plan | Electrical Design & Motor Control, Inc. | $10,886,821 | 2023 |
| Kodiak Roofing & Waterproofing Co. 401(K) Plan | Dwayne Nash Industries, Inc. | $10,805,545 | 2023 |
| Warren G. Bender Co. Employee Stock Ownership Plan | Warren G. Bender Co. | $9,700,000 | 2023 |
Largest plans in Roseville → · Roseville plans by participants → · Roseville plans with financial data → · Roseville plans with provider compensation → · $1B+ plans in Roseville →
Related Form 5500 pages
- All CA Form 5500 filings
- Adventist Health System/West 403(B) Erisa Plan (plan 006)
- Adventist Health System/West, Inc. — all reported plans
- American Pacific Mortgage Corporation 401k Plan (plan 001)
- American Pacific Mortgage Corporation — all reported plans
- Pride Industries 401(K) Retirement Plan (plan 001)
- Pride Industries — all reported plans
- Adventist Health 401(K) Plan (plan 007)
- Physicians Network Medical Group 401(K) Plan (plan 001)
- Physicians Network Medical Group, Inc. — all reported plans
- American Pacific Mortgage Corporation Employee Stock Ownership Plan (plan 002)
- Future Automotive Group 401(K) Plan (plan 001)
- Future Ford, Inc. — all reported plans
- Goodleap, LLC 401(K) Plan (plan 001)
- Goodleap, LLC — all reported plans
- Pasco Scientific Employee 401(K) Savings Plan (plan 001)
- Pasco Scientific — all reported plans
- Usa Properties Fund 401(K) Savings Plan (plan 001)
- Usa Properties Fund, Inc. — all reported plans
- Quest Media And Supplies 401k Retirement Savings Plan (plan 001)
- Quest Media And Supplies Inc. — all reported plans
- John Mourier Construction Inc Profit Sharing Plan (plan 002)
- John Mourier Construction Inc — all reported plans
- Reconext 401(K) Plan (plan 001)
- Refurb Holdings LLC — all reported plans
- Sandis 401k (plan 001)
- Sandis Civil Engineers, Surveyors, — all reported plans
- Cokeva, Inc. 401(K) Retirement Plan (plan 001)
- Cokeva Inc — all reported plans
- Methodology
- Data sources