Plan5500

San Bruno, 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, San Bruno, CA has 9 loaded benefit plan(s) reported by 9 plan sponsor(s), with $65,187,445 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
9
Plan sponsors
9
Latest filing year
2023

What stands out in San Bruno

  • 9 loaded plans hold $65.2M in reported assets across 9 sponsors.
  • The largest, The Police Credit Union 401(K) Plan & Trust, holds 47% of reported San Bruno plan assets.
  • Plans cover 1,529 participants — about 170 per plan.
  • 89% of loaded plans report full Schedule H/I financial statements.
  • 11% report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$65.2MSummed across loaded plans$65,165,345
Total reported assets$65.2M$65,187,445
Total reported participants1.5K1,529
Total reported liabilities$22.1K$22,100

Reported net position

Reported assets = net assets + liabilities (summed)$65.2M total assets
Net assets$65.2MLiabilities$22.1K
Contributions & income
Employer contributions$2.7M
Participant contributions$1.8M
Total income / additions$14.6M
Expenses & distributions
Benefits paid / distributions$3.3M
Total expenses$3.6M
Net increase / (decrease)$11M

Data coverage

Plans with financial statements8 / 9 (89%)
Plans with provider compensation1 / 9 (11%)

Totals sum the latest loaded 2023 public Form 5500 filing per plan for San Bruno, 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

San Bruno market comparison

Largest plan share of assets47%The Police Credit Union 401(K) Plan & Trust
Participants per plan170Average across loaded plans
Plan sponsors9
Ranked by reported assets

Largest loaded plans in San Bruno

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

  1. 1
    The Police Credit Union 401(K) Plan & Trust$30.8M
    The Police Credit Union Of California · 2023
  2. 2
    Institute For Human And Social Development Retirement Plan$17.3M
    Institute For Human And Social Development · 2023
  3. 3
    Anesthesiologists Medical Group Of San Francisco Inc 401 (K) Profit Sharing Plan$16.2M
    Anesthesiologists Medical Group Of San Francisco Inc · 2023
  4. 4
    Baypls 401(K) Plan$449.4K
    Bay Area Pl Services · 2023
  5. 5
    Femtosense Retirement Plan$317K
    Femtosense, Inc. · 2023
  6. 6
    At Home Support Senior Care 401(K) Plan$205.9K
    At Home Support Senior Care, Inc. · 2023
  7. 7
    Cec Fitness 401(K) Plan$27.4K
    Cec Fitness · 2023
  8. 8
    Reliable Transformations Retirement Plan$0
    Reliable Transformations · 2023
  9. 9
    Artichoke Joe'S Health & Welfare Benefit Plannot reported in the loaded dataset
    Artichoke Enterprises · 2023

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

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for San Bruno, CA?
9 plan(s) reported by 9 sponsor(s) are loaded for San Bruno, CA.

Related Form 5500 pages