Stockton, 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, Stockton, CA has 151 loaded benefit plan(s) reported by 116 plan sponsor(s), with $2,434,497,670 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 151
- Plan sponsors
- 116
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $2,434,497,670
- Total reported liabilities (EOY)
- $118,350,083
- Total reported net assets (EOY)
- $2,316,147,587
Contributions & income
- Employer contributions
- $484,618,991
- Participant contributions
- $61,352,402
- Total income / additions
- $911,004,705
Expenses & distributions
- Benefits paid / distributions
- $600,962,483
- Total expenses
- $666,419,915
- Net increase / (decrease)
- $244,584,790
Coverage
- Total reported participants
- 117,289
- Plans with financial statements
- 104
- Plans with provider compensation
- 49
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Stockton, 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 |
|---|---|---|---|
| University Of The Pacific Defined Contribution Plan | University Of The Pacific | $811,524,279 | 2023 |
| Northern California General Teamsters Security Fund | Board Of Trustees Northern Cali General Teamsters Security Fund | $633,546,957 | 2023 |
| Dameron Hospital Association 403(B) Retirement Plan | Dameron Hospital Association | $76,884,861 | 2023 |
| Bank Of Stockton 401(K) Plan And Trust | Bank Of Stockton | $57,824,528 | 2023 |
| Applied Aerospace 401(K) Savings Plan | Applied Aerospace Structures Corp. | $56,431,509 | 2023 |
| Western Conference Of Teamsters Legal Services Trust Fund | Western Conference Of Teamsters Legal Services Trust Fund | $41,165,923 | 2023 |
| Williams Tank Lines 401(K) Plan | Williams Tank Lines, LLC | $35,783,363 | 2023 |
| Coastal Pacific Food Distributors 401(K) Profit Sharing Plan | Coastal Pacific Food Distributors, Inc. | $35,283,236 | 2023 |
| Inland Empire Ibew-Neca Health Plan | Board Of Trustees, Inland Empire Ibew-Neca Health Plan | $34,581,003 | 2023 |
| Valley Pacific Petroleum Services Inc. 401(K) Plan | Valley Pacific Petroleum Service | $34,349,734 | 2023 |
| Collins Electrical Company, Inc. 401(K) Profit Sharing Plan | Collins Electrical Company, Inc. | $33,527,554 | 2023 |
| Community Medical Centers, Inc. 403(B) Retirement Plan | Community Medical Centers, Inc. | $33,147,878 | 2023 |
| Stockton Cardiology Medical Group Complete Heart Care Inc 401(K) Profit Sharing Plan | Stockton Cardiology Medical Group Complete Heart Care Inc | $31,753,699 | 2023 |
| Diamond Foods, LLC 401(K) Plan | Diamond Foods, LLC | $25,860,922 | 2023 |
| Teamsters Retiree Trust | Board Of Trustees Teamsters Retiree Trust | $22,683,403 | 2023 |
| Stockton Hematology & Oncology Medical Group Profit Sharing & 401(K) Plan | Stockton Hematology & Oncology Medical Group | $21,670,750 | 2023 |
| Therapeutic Research Center LLC 401(K) Profit Sharing Plan And Trust | Therapeutic Research Center LLC | $21,579,109 | 2023 |
| Van De Pol Enterprises, Inc. 401(K) Plan | Van De Pol Enterprises, Inc. | $21,550,840 | 2023 |
| California Teachers Association Employees Health And Welfare Benefits Trust | Board Of Trustees Of California Teachers Association Employees Heal | $20,992,807 | 2023 |
| General Logistics Systems Us, Inc. 401(K) Plan | General Logistics Systems Us, Inc. | $20,638,095 | 2023 |
| Neumiller & Beardslee 401(K) Profit Sharing Plan | Neumiller & Beardslee, A Professional Corporation | $20,217,991 | 2023 |
| M.J. Hall & Company, Inc. 401(K) Plan | M.J. Hall & Company, Inc. | $18,428,293 | 2023 |
| Dorfman Milano Company Voluntary Investment Plan | Dorfman Milano Company | $18,413,413 | 2023 |
| Bac Community Bank 401(K) Plan | Bac Community Bank | $18,298,553 | 2023 |
| Interstate Truck Center, LLC 401(K) Profit Sharing Plan | Interstate Truck Center, LLC | $16,315,245 | 2023 |
Largest plans in Stockton → · Stockton plans by participants → · Stockton plans with financial data → · Stockton plans with provider compensation → · $1B+ plans in Stockton →
Related Form 5500 pages
- All CA Form 5500 filings
- University Of The Pacific Defined Contribution Plan (plan 001)
- University Of The Pacific — all reported plans
- Northern California General Teamsters Security Fund (plan 501)
- Board Of Trustees Northern Cali General Teamsters Security Fund — all reported plans
- Dameron Hospital Association 403(B) Retirement Plan (plan 002)
- Dameron Hospital Association — all reported plans
- Bank Of Stockton 401(K) Plan And Trust (plan 002)
- Bank Of Stockton — all reported plans
- Applied Aerospace 401(K) Savings Plan (plan 001)
- Applied Aerospace Structures Corp. — all reported plans
- Western Conference Of Teamsters Legal Services Trust Fund (plan 501)
- Western Conference Of Teamsters Legal Services Trust Fund — all reported plans
- Williams Tank Lines 401(K) Plan (plan 001)
- Williams Tank Lines, LLC — all reported plans
- Coastal Pacific Food Distributors 401(K) Profit Sharing Plan (plan 002)
- Coastal Pacific Food Distributors, Inc. — all reported plans
- Inland Empire Ibew-Neca Health Plan (plan 501)
- Board Of Trustees, Inland Empire Ibew-Neca Health Plan — all reported plans
- Valley Pacific Petroleum Services Inc. 401(K) Plan (plan 001)
- Valley Pacific Petroleum Service — all reported plans
- Collins Electrical Company, Inc. 401(K) Profit Sharing Plan (plan 002)
- Collins Electrical Company, Inc. — all reported plans
- Community Medical Centers, Inc. 403(B) Retirement Plan (plan 001)
- Community Medical Centers, Inc. — all reported plans
- Stockton Cardiology Medical Group Complete Heart Care Inc 401(K) Profit Sharing Plan (plan 002)
- Stockton Cardiology Medical Group Complete Heart Care Inc — all reported plans
- Diamond Foods, LLC 401(K) Plan (plan 010)
- Diamond Foods, LLC — all reported plans
- Teamsters Retiree Trust (plan 501)
- Board Of Trustees Teamsters Retiree Trust — all reported plans
- Methodology
- Data sources