San Jose, 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 Jose, CA has 654 loaded benefit plan(s) reported by 464 plan sponsor(s), with $65,114,737,081 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 654
- Plan sponsors
- 464
- Latest filing year
- 2023
What stands out in San Jose
- 654 loaded plans hold $65.1B in reported assets across 464 sponsors.
- The largest, Cisco Systems,Inc. 401(K) Plan, holds 29% of reported San Jose plan assets.
- Plans cover 853,590 participants — about 1,305 per plan.
- 67% of loaded plans report full Schedule H/I financial statements.
- 40% 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 Jose, 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 Jose market comparison
Largest loaded plans in San Jose
Bars show each plan's reported end-of-year assets relative to the largest.
- 1
- 2
- 3
- 4
- 5
- 6
- 7
- 8
- 9
- 10
- 11Board Of Trustees Of The U.A. Local No. 393 Defined Benefit Pension Pl · 2023
- 12
- 13Board Of Trusteees, Ibew Local 332 Pension Plan Part B · 2023
- 14
- 15
- 16
- 17Board Of Trustees Of The U.A. Local No. 393 Defined Contribution Plan · 2023
- 18
- 19Board Of Trustees For Pacific Coast Roofers Pension Plan · 2023
- 20San Mateo County Electrical Construction Industry Retiremt Plan · 2023
- 21
- 22Board Of Trustees, Southern California Sheet Metal · 2023
- 23
- 24
- 25
Largest plans in San Jose → · San Jose plans by participants → · San Jose plans with financial data → · San Jose plans with provider compensation → · $1B+ plans in San Jose →
Frequently asked questions
- How many Form 5500 benefit plans are loaded for San Jose, CA?
- 654 plan(s) reported by 464 sponsor(s) are loaded for San Jose, CA.
Related Form 5500 pages
- All CA Form 5500 filings
- Cisco Systems,Inc. 401(K) Plan (plan 001)
- Cisco Systems,Inc. — all reported plans
- Broadcom U.S. 401(K) Plan (plan 001)
- Avago Technologies U.S. Inc. — all reported plans
- Adobe Inc. 401(K) Retirement Savings Plan (plan 001)
- Adobe Inc. — all reported plans
- Western Digital Corporation 401(K) Plan (plan 003)
- Western Digital Corporation — all reported plans
- Netapp, Inc. Employees' 401(K) Savings Plan (plan 001)
- Netapp Inc — all reported plans
- Paypal 401(K) Savings Plan (plan 001)
- Paypal Holdings, Inc. — all reported plans
- Cadence Design Systems, Inc. 401(K) Plan (plan 001)
- Cadence Design Systems Inc — all reported plans
- Ebay Inc. 401(K) Savings Plan (plan 001)
- Ebay Inc. — all reported plans
- Renesas Electronics America Inc. 401(K) Plan (plan 003)
- Renesas Electronics America Inc. — all reported plans
- Rosendin Electric, Inc. Employee Stock Ownership Plan (plan 003)
- Rosendin Holdings, Inc. — all reported plans
- U.A. Local No. 393 Defined Benefit Pension Plan (plan 002)
- Board Of Trustees Of The U.A. Local No. 393 Defined Benefit Pension Pl — all reported plans
- California Water Service Company Pension Plan (plan 001)
- California Water Service Company — all reported plans
- Ibew Local 332 Pension Plan Part B (plan 005)
- Board Of Trusteees, Ibew Local 332 Pension Plan Part B — all reported plans
- Caes 401(K) Plan (plan 001)
- Caes Systems LLC — all reported plans
- Ibew 332 Pension Plan - Part A (plan 004)
- Board Of Trustees, Ibew 332 Pension Plan - Part A — all reported plans
- Methodology
- Data sources