San Leandro, 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 Leandro, CA has 68 loaded benefit plan(s) reported by 48 plan sponsor(s), with $1,075,712,218 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 68
- Plan sponsors
- 48
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $1,075,712,218
- Total reported liabilities (EOY)
- $15,893,841
- Total reported net assets (EOY)
- $1,059,818,377
Contributions & income
- Employer contributions
- $28,178,776
- Participant contributions
- $55,606,721
- Total income / additions
- $254,793,151
Expenses & distributions
- Benefits paid / distributions
- $69,869,217
- Total expenses
- $71,344,509
- Net increase / (decrease)
- $183,448,642
Coverage
- Total reported participants
- 18,837
- Plans with financial statements
- 45
- Plans with provider compensation
- 22
Totals sum the latest loaded 2023 public Form 5500 filing per plan for San Leandro, 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.
Largest loaded plans by reported assets
| Plan | Sponsor | Reported assets (EOY) | Year |
|---|---|---|---|
| Peterson Holding Co. Incentive Retirement Plan | Peterson Holding Company | $260,061,322 | 2023 |
| Osisoft, LLC Section 401(K) Plan | Osisoft, LLC | $244,604,628 | 2023 |
| Ghirardelli Chocolate Company 401(K) Retirement & Savings Plan | Ghirardelli Chocolate Company | $96,267,309 | 2023 |
| Ariat International 401(K) Plan | Ariat International, Inc. | $78,807,036 | 2023 |
| Kp LLC 401(K) Savings & Retirement Plan | Kp LLC | $52,163,745 | 2023 |
| R Torre & Company Employee 401(K) And Profit Sharing Plan | R Torre & Company Inc. | $43,740,408 | 2023 |
| Bigge Crane And Rigging Co. 401(K) Profit | Bigge Crane And Rigging Co. | $40,285,485 | 2023 |
| Torani Team Member Employee Stock Ownership Plan | R. Torre & Company, Inc. | $38,580,995 | 2023 |
| Energy Recovery, Inc. 401(K) Plan | Energy Recovery, Inc. | $22,846,994 | 2023 |
| R & S 401(K) Profit Sharing Plan | R & S Erection, Inc. | $20,328,189 | 2023 |
| Tap Plastics Profit Sharing 401(K) Plan | Tap Plastics, Inc. | $16,035,618 | 2023 |
| Harold A. Steuber Enterprises Inc. 401k Profit Sharing Plan | Harold A. Steuber Enterprises Inc. | $14,612,955 | 2023 |
| Wine.Com Retirement Trust | Wine.Com | $13,247,749 | 2023 |
| Bay Area Ear Nose And Throat Medical Group 401(K) Profit Sharing Plan | Bay Area Ear Nose And Throat Medical Group | $12,834,770 | 2023 |
| Columbia Cosmetics Manufacturing, Inc. Employee Stock Ownership Plan | Columbia Cosmetics Manufacturing, Inc. | $12,320,044 | 2023 |
| Continental Sales & Marketing Inc. 401(K) Profit Sharing Plan | Continental Sales & Marketing, Inc. | $11,816,924 | 2023 |
| Gatco 401k Profit Sharing Plan | Gatco, Inc. | $10,513,880 | 2023 |
| Community Health Center Network 403(B) Plan | Community Health Center Network | $10,244,236 | 2023 |
| Vascular Surgery Group,Inc. 401(K) Profit Sharing Plan | Vascular Surgery Group, Inc. | $8,951,966 | 2023 |
| Ncfos 401(K) Plan | Northern California Facial & Oral Surgery | $7,913,116 | 2023 |
| State Roofing Systems, Inc. 401(K) Plan | State Roofing Systems, Inc. | $7,492,343 | 2023 |
| Lbc Holdings, Inc. 401(K) Profit Sharing Plan | Lbc Holdings, Inc. | $6,537,706 | 2023 |
| Peterson Trucks, Inc. Pension Plan | Peterson Holding Company | $5,407,201 | 2023 |
| H.A. Bowen Electric, Inc. Profit Sharing Plan | H.A. Bowen Electric, Inc. | $4,704,390 | 2023 |
| Books Inc. 401(K) Plan | Books Inc. | $4,350,921 | 2023 |
Largest plans in San Leandro → · San Leandro plans by participants → · San Leandro plans with financial data → · San Leandro plans with provider compensation → · $1B+ plans in San Leandro →
Related Form 5500 pages
- All CA Form 5500 filings
- Peterson Holding Co. Incentive Retirement Plan (plan 001)
- Peterson Holding Company — all reported plans
- Osisoft, LLC Section 401(K) Plan (plan 001)
- Osisoft, LLC — all reported plans
- Ghirardelli Chocolate Company 401(K) Retirement & Savings Plan (plan 001)
- Ghirardelli Chocolate Company — all reported plans
- Ariat International 401(K) Plan (plan 001)
- Ariat International, Inc. — all reported plans
- Kp LLC 401(K) Savings & Retirement Plan (plan 001)
- Kp LLC — all reported plans
- R Torre & Company Employee 401(K) And Profit Sharing Plan (plan 001)
- R Torre & Company Inc. — all reported plans
- Bigge Crane And Rigging Co. 401(K) Profit (plan 001)
- Bigge Crane And Rigging Co. — all reported plans
- Torani Team Member Employee Stock Ownership Plan (plan 002)
- Energy Recovery, Inc. 401(K) Plan (plan 001)
- Energy Recovery, Inc. — all reported plans
- R & S 401(K) Profit Sharing Plan (plan 001)
- R & S Erection, Inc. — all reported plans
- Tap Plastics Profit Sharing 401(K) Plan (plan 001)
- Tap Plastics, Inc. — all reported plans
- Harold A. Steuber Enterprises Inc. 401k Profit Sharing Plan (plan 001)
- Harold A. Steuber Enterprises Inc. — all reported plans
- Wine.Com Retirement Trust (plan 001)
- Wine.Com — all reported plans
- Bay Area Ear Nose And Throat Medical Group 401(K) Profit Sharing Plan (plan 002)
- Bay Area Ear Nose And Throat Medical Group — all reported plans
- Columbia Cosmetics Manufacturing, Inc. Employee Stock Ownership Plan (plan 002)
- Columbia Cosmetics Manufacturing, Inc. — all reported plans
- Methodology
- Data sources