San Diego Ca, 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, CA has 1 loaded benefit plan(s) reported by 1 plan sponsor(s), with $14,131,859 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 1
- Plan sponsors
- 1
- Latest filing year
- 2023
What stands out in San Diego Ca
- 1 loaded plans hold $14.1M in reported assets across 1 sponsors.
- The largest, Howard Energy Tax Deferred Savings Plan, holds 100% of reported San Diego Ca plan assets.
- Plans cover 119 participants — about 119 per plan.
- 100% of loaded plans report full Schedule H/I financial statements.
- 100% report Schedule C provider compensation.
Reported financial aggregate
Reported net position
Data coverage
Totals sum the latest loaded 2023 public Form 5500 filing per plan for San Diego Ca, 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.
San Diego Ca market comparison
Largest loaded plans in San Diego Ca
Bars show each plan's reported end-of-year assets relative to the largest.
- 1
Largest plans in San Diego Ca → · San Diego Ca plans by participants → · San Diego Ca plans with financial data → · San Diego Ca plans with provider compensation → · $1B+ plans in San Diego Ca →
Frequently asked questions
- How many Form 5500 benefit plans are loaded for San Diego Ca, CA?
- 1 plan(s) reported by 1 sponsor(s) are loaded for San Diego Ca, CA.