San Luis Obispo, 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 Luis Obispo, CA has 92 loaded benefit plan(s) reported by 69 plan sponsor(s), with $574,696,386 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 92
- Plan sponsors
- 69
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $574,696,386
- Total reported liabilities (EOY)
- $4,161,529
- Total reported net assets (EOY)
- $570,618,616
Contributions & income
- Employer contributions
- $21,486,802
- Participant contributions
- $32,931,926
- Total income / additions
- $143,003,692
Expenses & distributions
- Benefits paid / distributions
- $48,795,047
- Total expenses
- $51,370,748
- Net increase / (decrease)
- $91,632,944
Coverage
- Total reported participants
- 17,245
- Plans with financial statements
- 64
- Plans with provider compensation
- 23
Totals sum the latest loaded 2023 public Form 5500 filing per plan for San Luis Obispo, 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 |
|---|---|---|---|
| Mindbody, Inc. 401-K Profit Sharing Plan | Mindbody, Inc. | $102,451,518 | 2023 |
| Community Action Partnership Of San Luis Obispo County, Inc. 403(B)Plan | Community Action Partnership Of San Luis Obispo County, Inc. | $47,906,251 | 2023 |
| Coastal Anesthesiology Medical Associates 401(K) Profit Sharing Plan | Coastal Anesthesiology Medical Associates 401(K) | $28,530,176 | 2023 |
| Specialty Construction, Inc. Retirement Plan | Specialty Construction, Inc. | $23,510,737 | 2023 |
| San Luis Ambulance Service, Inc. 401(K) Profit Sharing Plan | San Luis Ambulance Service, Inc. | $23,284,525 | 2023 |
| Rrm Design Group Retirement Plan | Rrm Design Group | $22,255,431 | 2023 |
| Earth Systems, Inc. 401(K) Plan | Earth Systems, Inc. | $21,924,652 | 2023 |
| Tennis Warehouse 401(K) Profit Sharing Plan | Sports Warehouse, Inc. | $21,693,299 | 2023 |
| Cannon Corporation 401(K) Profit Sharing Plan | Cannon Corporation | $19,145,854 | 2023 |
| Central Coast Home Health Retirement Plan | Central Coast Home Health, Inc. | $17,050,984 | 2023 |
| Lindamood-Bell Learning Processes 401(K) Profit Sharing Plan | Lindamood-Bell Learning Processes | $14,997,777 | 2023 |
| Morris & Garritano Insurance Agency, Inc. 401k Profit Sharing Plan | Morris & Garritano Insurance Agency, Inc. | $14,703,728 | 2023 |
| Sesloc Federal Credit Union 401(K) Profit Sharing Plan | Sesloc Federal Credit Union | $14,189,943 | 2023 |
| Movement For Life 401(K) Profit Sharing Plan | Movement For Life, Inc. | $12,828,360 | 2023 |
| San Luis Obispo County Farm Supply 401(K) Profit Sharing Plan | San Luis Obispo County Farm Supply | $11,030,558 | 2023 |
| Central Coast Chest Consultants 401(K) Profit Sharing Plan | Central Coast Chest Consultants, A Medical Corporation | $10,331,632 | 2023 |
| Ernst Law Group, A Law Corporation 401(K) Profit Sharing Plan | Ernst Law Group, A Law Corporation | $10,274,578 | 2023 |
| Glenn Burdette, Inc. Employee Stock Ownership Plan | Glenn Burdette, Inc. | $10,178,213 | 2023 |
| Movement For Life Employee Stock Ownership Plan | Movement For Life, Inc. | $8,656,152 | 2023 |
| Trust Automation, Inc. 401(K) Profit Sharing Plan | Trust Automation, Inc. | $8,405,510 | 2023 |
| T-Mha Pension Plan | Transitions - Mental Health Association | $8,282,676 | 2023 |
| Wilshire Health And Community Services 403(B) Retirement Plan | Wilshire Health And Community Services, Inc. | $7,825,752 | 2023 |
| Pavement Engineering Inc. 401(K) Savings & Profit Sharing Plan | Pavement Engineering Inc. | $7,705,475 | 2023 |
| Zoo Med Laboratories Inc 401(K) Profit Sharing Plan & Trust | Zoo Med Laboratories Inc | $7,308,603 | 2023 |
| Nkt Commercial, LLC 401(K) Plan | Nkt Commercial, LLC | $6,969,990 | 2023 |
Largest plans in San Luis Obispo → · San Luis Obispo plans by participants → · San Luis Obispo plans with financial data → · San Luis Obispo plans with provider compensation → · $1B+ plans in San Luis Obispo →
Related Form 5500 pages
- All CA Form 5500 filings
- Mindbody, Inc. 401-K Profit Sharing Plan (plan 001)
- Mindbody, Inc. — all reported plans
- Community Action Partnership Of San Luis Obispo County, Inc. 403(B)Plan (plan 001)
- Community Action Partnership Of San Luis Obispo County, Inc. — all reported plans
- Coastal Anesthesiology Medical Associates 401(K) Profit Sharing Plan (plan 001)
- Coastal Anesthesiology Medical Associates 401(K) — all reported plans
- Specialty Construction, Inc. Retirement Plan (plan 001)
- Specialty Construction, Inc. — all reported plans
- San Luis Ambulance Service, Inc. 401(K) Profit Sharing Plan (plan 001)
- San Luis Ambulance Service, Inc. — all reported plans
- Rrm Design Group Retirement Plan (plan 001)
- Rrm Design Group — all reported plans
- Earth Systems, Inc. 401(K) Plan (plan 001)
- Earth Systems, Inc. — all reported plans
- Tennis Warehouse 401(K) Profit Sharing Plan (plan 002)
- Sports Warehouse, Inc. — all reported plans
- Cannon Corporation 401(K) Profit Sharing Plan (plan 001)
- Cannon Corporation — all reported plans
- Central Coast Home Health Retirement Plan (plan 001)
- Central Coast Home Health, Inc. — all reported plans
- Lindamood-Bell Learning Processes 401(K) Profit Sharing Plan (plan 001)
- Lindamood-Bell Learning Processes — all reported plans
- Morris & Garritano Insurance Agency, Inc. 401k Profit Sharing Plan (plan 002)
- Morris & Garritano Insurance Agency, Inc. — all reported plans
- Sesloc Federal Credit Union 401(K) Profit Sharing Plan (plan 001)
- Sesloc Federal Credit Union — all reported plans
- Movement For Life 401(K) Profit Sharing Plan (plan 002)
- Movement For Life, Inc. — all reported plans
- San Luis Obispo County Farm Supply 401(K) Profit Sharing Plan (plan 001)
- San Luis Obispo County Farm Supply — all reported plans
- Methodology
- Data sources