Santa Ana, 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, Santa Ana, CA has 196 loaded benefit plan(s) reported by 147 plan sponsor(s), with $4,702,360,681 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 196
- Plan sponsors
- 147
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $4,702,360,681
- Total reported liabilities (EOY)
- $54,178,159
- Total reported net assets (EOY)
- $4,648,871,663
Contributions & income
- Employer contributions
- $111,693,879
- Participant contributions
- $269,113,985
- Total income / additions
- $1,070,615,425
Expenses & distributions
- Benefits paid / distributions
- $437,541,861
- Total expenses
- $450,380,618
- Net increase / (decrease)
- $620,234,807
Coverage
- Total reported participants
- 158,571
- Plans with financial statements
- 125
- Plans with provider compensation
- 65
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Santa Ana, 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 |
|---|---|---|---|
| First American Financial Corporation 401(K) Savings Plan | First American Financial Corporation | $2,270,369,077 | 2023 |
| Banc Of California, Inc. 401(K) Plan | Banc Of California, Inc. | $340,962,983 | 2023 |
| Kpc Global 401(K) Plan | Kpc Global Management, LLC | $268,080,299 | 2023 |
| Foundation Building Materials 401(K) Profit Sharing Plan And Trust | Foundation Building Materials, LLC | $199,552,680 | 2023 |
| Ducommun Incorporated Retirement Savings Plan | Ducommun Incorporated Retirement Savings Plan | $174,044,024 | 2023 |
| Optimum Employer Solutions Retirement Plan | Optimum Employer Solutions | $91,693,490 | 2023 |
| Iteris, Inc 401(K) And Stock Ownership Plan | Iteris, Inc. | $84,422,042 | 2023 |
| Aluminum Precision Products, Inc. Employee Savings And Profit Sharing Plan | Aluminum Precision Products, Inc. | $70,193,794 | 2023 |
| Orange Coast Title Family Of Companies Employee Savings Plan | Orange Coast Title Company | $66,110,131 | 2023 |
| Generations Healthcare, LLC 401(K) Plan | Life Generations Healthcare, LLC | $56,872,625 | 2023 |
| Orange County'S Credit Union 401(K) Plan | Orange County Credit Union | $53,993,988 | 2023 |
| California Coast University Employee Stock Ownership Plan | California Coast University | $49,400,046 | 2023 |
| Anuvu Retirement Plan | Anuvu Operations LLC | $48,527,435 | 2023 |
| Ocea Health And Welfare Trust | Orange County Employees Health & Welfare | $48,089,007 | 2023 |
| Aluminum Precision Products, Inc. Employee Stock Ownership Plan | Aluminum Precision Products, Inc. | $37,687,144 | 2023 |
| Worldwide Golf Shops LLC 401(K) Plan | Worldwide Golf Shops LLC | $36,239,037 | 2023 |
| Main Electric Supply Co. Savings And Investment Plan | Main Electric Supply Company LLC | $34,163,890 | 2023 |
| Collectors Universe, Inc. 401(K) Plan | Collectors Universe, Inc. | $31,821,494 | 2023 |
| 403b Thrift Plan For Goodwill Industries Of Orange County, Ca | Goodwill Industries Of Orange County, California | $28,138,603 | 2023 |
| Orange County Head Start Inc Retirement Saving Plan | Orange County Head Start Inc | $27,692,846 | 2023 |
| Sukut 401(K) Plan | Sukut Construction, LLC | $24,428,157 | 2023 |
| Tait & Associates, Inc. 401(K) Savings Plan | Tait & Associates, Inc. | $24,280,505 | 2023 |
| Placeworks 401(K) Plan | Placeworks, Inc. | $23,375,210 | 2023 |
| Gray West Construction Inc. 401(K) Plan | Gray West Construction Inc. | $22,975,033 | 2023 |
| Blower-Dempsay Corporation Retirement Savings Plan | Blower-Dempsay Corporation | $21,309,126 | 2023 |
Largest plans in Santa Ana → · Santa Ana plans by participants → · Santa Ana plans with financial data → · Santa Ana plans with provider compensation → · $1B+ plans in Santa Ana →
Related Form 5500 pages
- All CA Form 5500 filings
- First American Financial Corporation 401(K) Savings Plan (plan 003)
- First American Financial Corporation — all reported plans
- Banc Of California, Inc. 401(K) Plan (plan 002)
- Banc Of California, Inc. — all reported plans
- Kpc Global 401(K) Plan (plan 002)
- Kpc Global Management, LLC — all reported plans
- Foundation Building Materials 401(K) Profit Sharing Plan And Trust (plan 001)
- Foundation Building Materials, LLC — all reported plans
- Ducommun Incorporated Retirement Savings Plan (plan 004)
- Ducommun Incorporated Retirement Savings Plan — all reported plans
- Optimum Employer Solutions Retirement Plan (plan 001)
- Optimum Employer Solutions — all reported plans
- Iteris, Inc 401(K) And Stock Ownership Plan (plan 005)
- Iteris, Inc. — all reported plans
- Aluminum Precision Products, Inc. Employee Savings And Profit Sharing Plan (plan 001)
- Aluminum Precision Products, Inc. — all reported plans
- Orange Coast Title Family Of Companies Employee Savings Plan (plan 001)
- Orange Coast Title Company — all reported plans
- Generations Healthcare, LLC 401(K) Plan (plan 001)
- Life Generations Healthcare, LLC — all reported plans
- Orange County'S Credit Union 401(K) Plan (plan 022)
- Orange County Credit Union — all reported plans
- California Coast University Employee Stock Ownership Plan (plan 005)
- California Coast University — all reported plans
- Anuvu Retirement Plan (plan 001)
- Anuvu Operations LLC — all reported plans
- Ocea Health And Welfare Trust (plan 501)
- Orange County Employees Health & Welfare — all reported plans
- Aluminum Precision Products, Inc. Employee Stock Ownership Plan (plan 002)
- Methodology
- Data sources