Santa Clara, 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 Clara, CA has 268 loaded benefit plan(s) reported by 164 plan sponsor(s), with $24,677,438,406 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 268
- Plan sponsors
- 164
- Latest filing year
- 2023
What stands out in Santa Clara
- 268 loaded plans hold $24.7B in reported assets across 164 sponsors.
- The largest, Applied Materials, Inc. Employee Savings & Retirement Plan, holds 21% of reported Santa Clara plan assets.
- Plans cover 370,728 participants — about 1,383 per plan.
- 59% of loaded plans report full Schedule H/I financial statements.
- 41% report Schedule C provider compensation.
Reported financial aggregate
Reported net position
Data coverage
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Santa Clara, 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.
Santa Clara market comparison
Largest loaded plans in Santa Clara
Bars show each plan's reported end-of-year assets relative to the largest.
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Largest plans in Santa Clara → · Santa Clara plans by participants → · Santa Clara plans with financial data → · Santa Clara plans with provider compensation → · $1B+ plans in Santa Clara →
Frequently asked questions
- How many Form 5500 benefit plans are loaded for Santa Clara, CA?
- 268 plan(s) reported by 164 sponsor(s) are loaded for Santa Clara, CA.
Related Form 5500 pages
- All CA Form 5500 filings
- Applied Materials, Inc. Employee Savings & Retirement Plan (plan 333)
- Applied Materials, Inc. — all reported plans
- Nvidia Corporation 401(K) Plan (plan 001)
- Nvidia Corporation — all reported plans
- Agilent Technologies, Inc. 401(K) Plan (plan 003)
- Agilent Technologies, Inc. — all reported plans
- Servicenow, Inc. 401(K) Plan (plan 001)
- Servicenow, Inc. — all reported plans
- Marvell Semiconductor 401k Retirement Plan (plan 001)
- Marvell Semiconductor, Inc. — all reported plans
- Hcl America, Inc. 401(K) Plan (plan 001)
- Hcl America, Inc. — all reported plans
- Globalfoundries U.S. Inc. 401(K) Plan (plan 001)
- Globalfoundries U.S. Inc. — all reported plans
- Palo Alto Networks, Inc. 401(K) Plan (plan 001)
- Palo Alto Networks, Inc. — all reported plans
- Micro Focus Us 401(K) Plan. (plan 002)
- Micro Focus Us Inc. — all reported plans
- Veritas 401(K) Plan (plan 001)
- Veritas Technologies LLC — all reported plans
- Agilent Technologies, Inc. Master Trust (plan 013)
- Agilent Technologies, Inc. — all reported plans
- Agilent Technologies, Inc. Retirement Plan (plan 002)
- Santa Clara University Defined Contribution Retirement Plan (plan 002)
- Santa Clara University — all reported plans
- Pure Storage, Inc. 401(K) Plan (plan 001)
- Pure Storage, Inc. — all reported plans
- Edelman Financial Engines 401(K) Plan (plan 001)
- Edelman Financial Engines, LLC — all reported plans
- Methodology
- Data sources