How many Form 5500 benefit plans are loaded for San Francisico, CA?

1 plan(s) reported by 1 sponsor(s) are loaded for San Francisico, CA.

San Francisico, 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 Francisico, CA has 1 loaded benefit plan(s) reported by 1 plan sponsor(s), with $406,580 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 Francisico

1 loaded plans hold $406.6K in reported assets across 1 sponsors.
The largest, Willow Tree 401(K) Plan, holds 100% of reported San Francisico plan assets.
Plans cover 1 participants — about 1 per plan.
100% of loaded plans report full Schedule H/I financial statements.
report Schedule C provider compensation.

Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$406.6KSummed across loaded plans$406,580

Total reported assets$406.6K$406,580

Total reported participants1

Total reported liabilitiesNot reported

Reported net position

Reported assets = net assets + liabilities (summed)$406.6K total assets

Net assets$406.6KLiabilities—

Expenses & distributions

Benefits paid / distributionsNot reported

Total expenses$0

Net increase / (decrease)-$599.4K

Data coverage

Plans with financial statements1 / 1 (100%)

Plans with provider compensation0 / 1 ()

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

Largest plan share of assets100%Willow Tree 401(K) Plan

Participants per plan1Average across loaded plans

Plan sponsors1

Ranked by reported assets

Largest loaded plans in San Francisico

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

1
Willow Tree 401(K) Plan$406.6K
Willow Tree · 2023

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

What to inspect next

Frequently asked questions

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