Plan5500

San Digeo, 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 Digeo, CA has 1 loaded benefit plan(s) reported by 1 plan sponsor(s), with $40,100,374 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 Digeo

  • 1 loaded plans hold $40.1M in reported assets across 1 sponsors.
  • The largest, Veterans Medical Research Foundation Retirement Plan, holds 100% of reported San Digeo plan assets.
  • Plans cover 404 participants — about 404 per plan.
  • 100% of loaded plans report full Schedule H/I financial statements.
  • 100% report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$40.1MSummed across loaded plans$40,100,374
Total reported assets$40.1M$40,100,374
Total reported participants404
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$40.1M total assets
Net assets$40.1MLiabilities$0
Contributions & income
Employer contributions$362.4K
Participant contributions$364.3K
Total income / additions$6.1M
Expenses & distributions
Benefits paid / distributions$1.7M
Total expenses$1.7M
Net increase / (decrease)$4.4M

Data coverage

Plans with financial statements1 / 1 (100%)
Plans with provider compensation1 / 1 (100%)

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

Largest plan share of assets100%Veterans Medical Research Foundation Retirement Plan
Participants per plan404Average across loaded plans
Plan sponsors1
Ranked by reported assets

Largest loaded plans in San Digeo

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

  1. 1
    Veterans Medical Research Foundation Retirement Plan$40.1M
    Veterans Medical Research Foundation · 2023

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

What to inspect next

Frequently asked questions

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

Related Form 5500 pages