Plan5500

San Martin, 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 Martin, CA has 3 loaded benefit plan(s) reported by 2 plan sponsor(s), with $9,816,100 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
3
Plan sponsors
2
Latest filing year
2023

What stands out in San Martin

  • 3 loaded plans hold $9.8M in reported assets across 2 sponsors.
  • The largest, Cordevalle 401(K) Plan, holds 92% of reported San Martin plan assets.
  • Plans cover 481 participants — about 160 per plan.
  • 67% of loaded plans report full Schedule H/I financial statements.
  • 33% report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$9.8MSummed across loaded plans$9,816,100
Total reported assets$9.8M$9,816,100
Total reported participants481
Total reported liabilitiesNot reported

Reported net position

Reported assets = net assets + liabilities (summed)$9.8M total assets
Net assets$9.8MLiabilities—
Contributions & income
Employer contributions$237.7K
Participant contributions$451.4K
Total income / additions$2.1M
Expenses & distributions
Benefits paid / distributions$678.8K
Total expenses$783.6K
Net increase / (decrease)$1.3M

Data coverage

Plans with financial statements2 / 3 (67%)
Plans with provider compensation1 / 3 (33%)

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

Largest plan share of assets92%Cordevalle 401(K) Plan
Participants per plan160Average across loaded plans
Plan sponsors2
Ranked by reported assets

Largest loaded plans in San Martin

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

  1. 1
    Cordevalle 401(K) Plan$9M
    Cordevalle L.P. · 2023
  2. 2
    Clos Lachance Wines, LLC 401-K Profit Sharing Plan$807.1K
    Clos Lachance Wines, LLC · 2023
  3. 3
    Cordevalle Welfare Benefits Plannot reported in the loaded dataset
    Cordevalle L.P. · 2023

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

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for San Martin, CA?
3 plan(s) reported by 2 sponsor(s) are loaded for San Martin, CA.

Related Form 5500 pages