San Diego, 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 Diego, CA has 1,237 loaded benefit plan(s) reported by 875 plan sponsor(s), with $59,562,362,300 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
1,237
Plan sponsors
875
Latest filing year
2023

What stands out in San Diego

  • 1,237 loaded plans hold $59.6B in reported assets across 875 sponsors.
  • The largest, Qualcomm Incorporated Employee Savings And Retirement Plan, holds 14% of reported San Diego plan assets.
  • Plans cover 1,199,370 participants — about 970 per plan.
  • 68% of loaded plans report full Schedule H/I financial statements.
  • 36% report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$59.2BSummed across loaded plans$59,206,522,399
Total reported assets$59.6B$59,562,362,300
Total reported participants1.2M1,199,370
Total reported liabilities$384.9M$384,906,642

Reported net position

Reported assets = net assets + liabilities (summed)$59.6B total assets
Net assets$59.2BLiabilities$384.9M
Contributions & income
Employer contributions$2.1B
Participant contributions$2.6B
Total income / additions$13.5B
Expenses & distributions
Benefits paid / distributions$4.5B
Total expenses$4.6B
Net increase / (decrease)$8.8B

Data coverage

Plans with financial statements844 / 1,237 (68%)
Plans with provider compensation447 / 1,237 (36%)

Totals sum the latest loaded 2023 public Form 5500 filing per plan for San Diego, 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 Diego market comparison

Largest plan share of assets14%Qualcomm Incorporated Employee Savings And Retirement Plan
Participants per plan970Average across loaded plans
Plan sponsors875
Ranked by reported assets

Largest loaded plans in San Diego

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

  1. 1
  2. 2
    Sempra · 2023
  3. 3
    Sempra · 2023
  4. 4
    Southern California Gas Company · 2023
  5. 5
  6. 6
    Southern California Gas Company · 2023
  7. 7
    San Diego Gas & Electric Company · 2023
  8. 8
    Sharp Healthcare · 2023
  9. 9
    Scripps Health · 2023
  10. 10
    Teradata Corporation · 2023
  11. 11
    General Atomics · 2023
  12. 12
    Illumina, Inc. · 2023
  13. 13
    San Diego Gas & Electric Company · 2023
  14. 14
  15. 15
    Rady Children'S Hospital- San Diego · 2023
  16. 16
    Sharp Healthcare · 2023
  17. 17
  18. 18
    Cubic Corporation · 2023
  19. 19
    Scripps Health · 2023
  20. 20
    Mitchell International Inc · 2023
  21. 21
  22. 22
    Quidelortho Corporation · 2023
  23. 23
    San Diego Electrical Pension Trust · 2023
  24. 24
    The Kleinfelder Group, Inc. · 2023
  25. 25
    Kratos Defense & Sec. Sol. · 2023

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for San Diego, CA?
1,237 plan(s) reported by 875 sponsor(s) are loaded for San Diego, CA.

Related Form 5500 pages