San Franisco, 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 Franisco, CA has 1 loaded benefit plan(s) reported by 1 plan sponsor(s), with not reported in the loaded dataset 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 Franisco
- 1 loaded plans across 1 sponsors.
- Plans cover 762 participants — about 762 per plan.
- of loaded plans report full Schedule H/I financial statements.
- report Schedule C provider compensation.
Reported financial aggregate
Financial-statement amounts are not reported in the loaded dataset for San Franisco, CA plans yet.
Data coverage
Totals sum the latest loaded 2023 public Form 5500 filing per plan for San Franisco, 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 Franisco market comparison
Largest loaded plans in San Franisco
Bars show each plan's reported end-of-year assets relative to the largest.
- 1
Largest plans in San Franisco → · San Franisco plans by participants → · San Franisco plans with financial data → · San Franisco plans with provider compensation → · $1B+ plans in San Franisco →
Frequently asked questions
- How many Form 5500 benefit plans are loaded for San Franisco, CA?
- 1 plan(s) reported by 1 sponsor(s) are loaded for San Franisco, CA.