San Rafael, 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 Rafael, CA has 88 loaded benefit plan(s) reported by 71 plan sponsor(s), with $1,440,429,646 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 88
- Plan sponsors
- 71
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $1,440,429,646
- Total reported liabilities (EOY)
- $588,175
- Total reported net assets (EOY)
- $1,439,822,607
Contributions & income
- Employer contributions
- $32,902,055
- Participant contributions
- $56,223,342
- Total income / additions
- $336,218,276
Expenses & distributions
- Benefits paid / distributions
- $113,474,130
- Total expenses
- $116,130,718
- Net increase / (decrease)
- $220,087,558
Coverage
- Total reported participants
- 24,796
- Plans with financial statements
- 66
- Plans with provider compensation
- 27
Totals sum the latest loaded 2023 public Form 5500 filing per plan for San Rafael, 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 |
|---|---|---|---|
| Fair Isaac 401(K) Plan | Fair Isaac Corporation | $721,493,087 | 2023 |
| Dominican University Of California Dc Retirement Plan | Dominican University Of California | $92,589,502 | 2023 |
| The Pasha Group 401(K) Profit Sharing Plan | The Pasha Group | $80,918,316 | 2023 |
| Guide Dogs For The Blind, Inc. 403(B) Plan | Guide Dogs For The Blind, Inc. | $59,926,516 | 2023 |
| Syufy Enterprises Retirement Plan | Syufy Enterprises, L.P. | $45,658,330 | 2023 |
| Marin Academy Defined Contribution Retirement Plan | Marin Academy | $44,731,981 | 2023 |
| Hawaii Stevedores 401(K) Plan For Collectively Bargained Employees | Hawaii Stevedores, Inc. | $41,187,890 | 2023 |
| Eah, Inc. Retirement Plan | Eah, Inc. | $36,604,895 | 2023 |
| Sonoma Marin 401(K) Plan | Marin Sanitary Service, Inc. | $36,011,700 | 2023 |
| The Dutra Group 401(K) Plan | The Dutra Group | $35,546,448 | 2023 |
| The Kelleher Corporation Retirement Savings Plan | The Kelleher Corporation | $22,208,915 | 2023 |
| Gary D. Nelson Associates, Inc. 401(K) Profit Sharing Plan And Trust | Gary D. Nelson Associates, Inc. | $18,149,328 | 2023 |
| Wra, Inc. 401(K) Plan | Wra, Inc. | $18,096,224 | 2023 |
| Ghilotti Bros., Inc. 401(K) Plan | Ghilotti Bros, Inc. | $16,253,057 | 2023 |
| Ltw Retirement Plan | Thompson Welch Soroko & Gilbert Llp | $13,122,240 | 2023 |
| Perotti & Carrade, Certified Public Accountants, A Professional Corporation 401(K) Profit Sharing Plan | Perotti & Carrade, Certified Public Accountants, A Professional Corpor | $9,650,817 | 2023 |
| Lifehouse, Inc. 401(K) Plan & Trust | Lifehouse, Inc. | $9,372,666 | 2023 |
| Widows & Orphans Aid Assoc Of The Police Dept. Of San | Widows & Orphans Aid Association Of The Police Dept Of | $9,143,453 | 2023 |
| Urban Painting 401(K) Plan | Urban Painting, Inc. | $8,699,549 | 2023 |
| Marin Airporter Employee Stock Ownership Plan | Marin Airporter | $7,814,066 | 2023 |
| Villa Marin Homeowners Association Profit Sharing 401(K) Plan | Villa Marin Homeowners Association | $7,599,042 | 2023 |
| The Coaches Training Institute Employee Stock Ownership | Co-Active Training Institute | $7,583,381 | 2023 |
| Osher Marin Jcc 403(B) Plan | Bernard Osher Marin Jewish Community Center | $6,667,419 | 2023 |
| Equator Coffees 401(K) Plan | Equator Coffees, LLC | $6,116,167 | 2023 |
| Ekso Bionics 401(K) Plan | Ekso Bionics, Inc. | $5,804,695 | 2023 |
Largest plans in San Rafael → · San Rafael plans by participants → · San Rafael plans with financial data → · San Rafael plans with provider compensation → · $1B+ plans in San Rafael →
Related Form 5500 pages
- All CA Form 5500 filings
- Fair Isaac 401(K) Plan (plan 003)
- Fair Isaac Corporation — all reported plans
- Dominican University Of California Dc Retirement Plan (plan 001)
- Dominican University Of California — all reported plans
- The Pasha Group 401(K) Profit Sharing Plan (plan 003)
- The Pasha Group — all reported plans
- Guide Dogs For The Blind, Inc. 403(B) Plan (plan 002)
- Guide Dogs For The Blind, Inc. — all reported plans
- Syufy Enterprises Retirement Plan (plan 001)
- Syufy Enterprises, L.P. — all reported plans
- Marin Academy Defined Contribution Retirement Plan (plan 001)
- Marin Academy — all reported plans
- Hawaii Stevedores 401(K) Plan For Collectively Bargained Employees (plan 002)
- Hawaii Stevedores, Inc. — all reported plans
- Eah, Inc. Retirement Plan (plan 001)
- Eah, Inc. — all reported plans
- Sonoma Marin 401(K) Plan (plan 002)
- Marin Sanitary Service, Inc. — all reported plans
- The Dutra Group 401(K) Plan (plan 001)
- The Dutra Group — all reported plans
- The Kelleher Corporation Retirement Savings Plan (plan 002)
- The Kelleher Corporation — all reported plans
- Gary D. Nelson Associates, Inc. 401(K) Profit Sharing Plan And Trust (plan 001)
- Gary D. Nelson Associates, Inc. — all reported plans
- Wra, Inc. 401(K) Plan (plan 002)
- Wra, Inc. — all reported plans
- Ghilotti Bros., Inc. 401(K) Plan (plan 005)
- Ghilotti Bros, Inc. — all reported plans
- Ltw Retirement Plan (plan 002)
- Thompson Welch Soroko & Gilbert Llp — all reported plans
- Methodology
- Data sources