Scotts Valley, 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, Scotts Valley, CA has 17 loaded benefit plan(s) reported by 13 plan sponsor(s), with $207,608,409 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 17
- Plan sponsors
- 13
- Latest filing year
- 2023
What stands out in Scotts Valley
- 17 loaded plans hold $207.6M in reported assets across 13 sponsors.
- The largest, Digital Dynamics, Inc. Employee Stock Ownership Plan, holds 27% of reported Scotts Valley plan assets.
- Plans cover 3,183 participants — about 187 per plan.
- 82% of loaded plans report full Schedule H/I financial statements.
- 35% 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 Scotts Valley, 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.
Scotts Valley market comparison
Largest loaded plans in Scotts Valley
Bars show each plan's reported end-of-year assets relative to the largest.
- 1
- 2
- 3
- 4
- 5
- 6
- 7Hospice Of Santa Cruz County · 2023
- 8
- 9
- 10
- 11
- 12
- 13
- 14
- 15Zero Motorcycles, Inc. Health And Welfare Plannot reported in the loaded datasetZero Motorcycles, Inc. · 2023
- 16Universal Audio Inc Welfare Benefit Plannot reported in the loaded datasetUniversal Audio, Inc. · 2023
- 17E T R Associates, Inc. Employee Welfare Benefit Plannot reported in the loaded datasetEtr Associates, Inc. · 2023
Largest plans in Scotts Valley → · Scotts Valley plans by participants → · Scotts Valley plans with financial data → · Scotts Valley plans with provider compensation → · $1B+ plans in Scotts Valley →
Frequently asked questions
- How many Form 5500 benefit plans are loaded for Scotts Valley, CA?
- 17 plan(s) reported by 13 sponsor(s) are loaded for Scotts Valley, CA.
Related Form 5500 pages
- All CA Form 5500 filings
- Digital Dynamics, Inc. Employee Stock Ownership Plan (plan 002)
- Digital Dynamics, Inc. — all reported plans
- Universal Audio Inc. 401(K) Profit Sharing Plan And Trust (plan 003)
- Universal Audio Inc. — all reported plans
- Etr Associates, Inc. 401k Plan (plan 002)
- Etr Associates, Inc. — all reported plans
- Pacific Coast Ingredients Employee Stock Ownership Plan (plan 001)
- Pacific Coast Ingredients — all reported plans
- Zero Motorcycles, Inc. 401(K) Plan (plan 001)
- Zero Motorcycles — all reported plans
- Roi Communication, Inc. 401(K) Retirement Plan (plan 001)
- Roi Communication, Inc. — all reported plans
- 403(B) Thrift Plan For Employees Of Hospice Of Santa Cruz County (plan 001)
- Hospice Of Santa Cruz County — all reported plans
- Threshold Enterprises, Ltd. 401(K) Plan (plan 001)
- Threshold Enterprises, Ltd. — all reported plans
- Roi Communication, Inc. Employee Stock Ownership Plan (plan 002)
- Ssl 401(K) Plan (plan 001)
- Ssl, LLC — all reported plans
- Microtech Systems, Inc. 401(K) Plan (plan 002)
- Microtech Systems, Inc. — all reported plans
- Catahouligans Incorporated 401(K) Profit Sharing Plan (plan 001)
- Catahouligans Incorporated — all reported plans
- Wellness Collection, Inc. 401(K) Profit Sharing Plan (plan 001)
- Wellness Collection, Inc. — all reported plans
- Bay Photo, Inc. 401(K) Plan (plan 001)
- Bay Photo, Inc. — all reported plans
- Zero Motorcycles, Inc. Health And Welfare Plan (plan 501)
- Methodology
- Data sources