San Francisco, 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 Francisco, CA has 2,645 loaded benefit plan(s) reported by 2,010 plan sponsor(s), with $3,238,628,212,639 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 2,645
- Plan sponsors
- 2,010
- Latest filing year
- 2023
What stands out in San Francisco
- 2,645 loaded plans hold $3.2T in reported assets across 2,010 sponsors.
- The largest, Equity Index Fund, holds 5% of reported San Francisco plan assets.
- Plans cover 3,833,849 participants — about 1,449 per plan.
- 76% of loaded plans report full Schedule H/I financial statements.
- 28% 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 Francisco, 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 Francisco market comparison
Largest loaded plans in San Francisco
Bars show each plan's reported end-of-year assets relative to the largest.
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- 22Blackrock Institutional Trust Company, N.A. · 2023
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Largest plans in San Francisco → · San Francisco plans by participants → · San Francisco plans with financial data → · San Francisco plans with provider compensation → · $1B+ plans in San Francisco →
Frequently asked questions
- How many Form 5500 benefit plans are loaded for San Francisco, CA?
- 2,645 plan(s) reported by 2,010 sponsor(s) are loaded for San Francisco, CA.
Related Form 5500 pages
- All CA Form 5500 filings
- Equity Index Fund (plan 001)
- Blackrock Institutional Trust Company, N.A. — all reported plans
- Equity Index Fund E (plan 001)
- Blackrock Institutional Trust Company, N.A. — all reported plans
- Russell 1000 Index Fund (plan 001)
- Blackrock Institutional Trust Company, N.A. — all reported plans
- Equity Index Fund F (plan 001)
- Blackrock Institutional Trust Company, N.A. — all reported plans
- Cash Equivalent Fund Ii (plan 001)
- Blackrock Institutional Trust Company, N.A. — all reported plans
- Blackrock Msci Acwi Ex-Us Imi Index Fund E (plan 001)
- Blackrock Institutional Trust Company, N.A. — all reported plans
- Eafe Equity Index Fund F (plan 001)
- Blackrock Institutional Trust Company, N.A. — all reported plans
- Russell 1000 Index Non-Lendable Fund (plan 001)
- Blackrock Institutional Trust Company, N.A. — all reported plans
- Intermediate Government Bond Index Fund (plan 001)
- Blackrock Institutional Trust Company, N.A. — all reported plans
- Wells Fargo & Company 401(K) Plan (plan 002)
- Wells Fargo & Company — all reported plans
- Russell 1000 Index Non-Lendable Fund E (plan 001)
- Blackrock Institutional Trust Company, N.A. — all reported plans
- Eafe Equity Index Fund (plan 001)
- Blackrock Institutional Trust Company, N.A. — all reported plans
- Mortgage-Backed Securities Index Fund (plan 001)
- Blackrock Institutional Trust Company, N.A. — all reported plans
- Long Term Government Bond Index Fund (plan 001)
- Blackrock Institutional Trust Company, N.A. — all reported plans
- Us Debt Index Fund E (plan 001)
- Blackrock Institutional Trust Company, N.A. — all reported plans
- Methodology
- Data sources