Thousand Oaks, 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, Thousand Oaks, CA has 52 loaded benefit plan(s) reported by 37 plan sponsor(s), with $10,288,733,963 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 52
- Plan sponsors
- 37
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $10,288,733,963
- Total reported liabilities (EOY)
- $7,982,774
- Total reported net assets (EOY)
- $10,274,818,679
Contributions & income
- Employer contributions
- $253,108,217
- Participant contributions
- $309,627,426
- Total income / additions
- $2,119,281,465
Expenses & distributions
- Benefits paid / distributions
- $811,771,540
- Total expenses
- $828,187,208
- Net increase / (decrease)
- $1,291,094,257
Coverage
- Total reported participants
- 84,491
- Plans with financial statements
- 39
- Plans with provider compensation
- 14
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Thousand Oaks, 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 |
|---|---|---|---|
| Amgen Retirement And Savings Plan | Amgen Inc. | $6,901,422,500 | 2023 |
| Teledyne Technologies Incorporated 401(K) Plan | Teledyne Technologies Incorporated | $1,877,104,995 | 2023 |
| Teledyne Technologies Incorporated Pension Plan | Teledyne Technologies Incorporated | $568,621,798 | 2023 |
| Amgen Inc. Retiree Medical Savings Account Plan | Amgen Inc. | $205,449,125 | 2023 |
| Teledyne Technologies Incorporated Pension Plan For Defined Active Participants | Teledyne Technologies Incorporated | $171,860,136 | 2023 |
| California Lutheran University Employee Retirement Plan | California Lutheran University | $152,717,130 | 2023 |
| Sage Publications, Inc. 401(K) Profit Sharing Plan | Sage Publications, Inc. | $131,387,058 | 2023 |
| Jonestrading Institutional Services LLC 401(K) Plan | Jonestrading Institutional Services LLC | $93,735,885 | 2023 |
| Atara Bio 401(K) Plan | Atara Biotherapeutics, Inc. | $47,834,581 | 2023 |
| Jafra Cosmetics International 401(K) Savings Plan | Jafra Cosmetics International, Inc. | $25,461,125 | 2023 |
| Assisted Home Health And Hospice 401(K) Plan | Assisted Home Recovery, Inc. | $15,329,492 | 2023 |
| Sideshow Inc. 401(K) Profit Sharing Plan | Sideshow Inc. | $12,777,419 | 2023 |
| Elderoak Properties, Inc. 401(K) Plan | Elderoak Properties, Inc. | $12,432,648 | 2023 |
| Floyd, Skeren, Manukian, Langevin, Llp 401(K) Profit Sharing Plan & Trust | Floyd Skeren Manukian Langevin, Llp | $8,126,363 | 2023 |
| World Optics, Inc. 401-K Profit Sharing Plan | World Optics, Inc. | $6,730,493 | 2023 |
| Schiff And Bernstein, A Professional Corporation Profit Sharing Plan | Schiff And Bernstein, A Professional Corporation | $5,993,344 | 2023 |
| Anchor Loans, Lp 401(K) Plan | Anchor Loans, Lp | $5,848,698 | 2023 |
| Kryger Institute Of Plastic Surgery, Amc Cash Balance Plan | Kryger Institute Of Plastic Surgery, Amc | $5,816,676 | 2023 |
| Vs Media Inc 401(K) Profit Sharing Plan And Trust | Vs Media Inc | $5,809,833 | 2023 |
| Wjl Distributors Inc Defined Benefit Pension Plan | Wjl Distributors Inc | $5,460,825 | 2023 |
| Sherwood Country Club 401(K) Plan | Sherwood Country Club | $5,458,839 | 2023 |
| Harrison Eichenberg & Murphy L 401(K) Profit Sharing Plan & Trust | Harrison Eichenberg & Murphy L | $5,269,677 | 2023 |
| Wjl Distributors Inc Profit Sharing Plan | Wjl Distributors Inc | $4,129,058 | 2023 |
| Capsida Biotherapeutics, Inc. 401(K) Plan | Capsida Biotherapeutics, Inc. | $3,731,741 | 2023 |
| Gorian & Associates, Inc. 401(K) Profit Sharing Plan | Gorian And Associates, Inc. | $2,782,593 | 2023 |
Largest plans in Thousand Oaks → · Thousand Oaks plans by participants → · Thousand Oaks plans with financial data → · Thousand Oaks plans with provider compensation → · $1B+ plans in Thousand Oaks →
Related Form 5500 pages
- All CA Form 5500 filings
- Amgen Retirement And Savings Plan (plan 001)
- Amgen Inc. — all reported plans
- Teledyne Technologies Incorporated 401(K) Plan (plan 002)
- Teledyne Technologies Incorporated — all reported plans
- Teledyne Technologies Incorporated Pension Plan (plan 001)
- Amgen Inc. Retiree Medical Savings Account Plan (plan 518)
- Teledyne Technologies Incorporated Pension Plan For Defined Active Participants (plan 003)
- California Lutheran University Employee Retirement Plan (plan 001)
- California Lutheran University — all reported plans
- Sage Publications, Inc. 401(K) Profit Sharing Plan (plan 002)
- Sage Publications, Inc. — all reported plans
- Jonestrading Institutional Services LLC 401(K) Plan (plan 006)
- Jonestrading Institutional Services LLC — all reported plans
- Atara Bio 401(K) Plan (plan 001)
- Atara Biotherapeutics, Inc. — all reported plans
- Jafra Cosmetics International 401(K) Savings Plan (plan 001)
- Jafra Cosmetics International, Inc. — all reported plans
- Assisted Home Health And Hospice 401(K) Plan (plan 001)
- Assisted Home Recovery, Inc. — all reported plans
- Sideshow Inc. 401(K) Profit Sharing Plan (plan 003)
- Sideshow Inc. — all reported plans
- Elderoak Properties, Inc. 401(K) Plan (plan 002)
- Elderoak Properties, Inc. — all reported plans
- Floyd, Skeren, Manukian, Langevin, Llp 401(K) Profit Sharing Plan & Trust (plan 001)
- Floyd Skeren Manukian Langevin, Llp — all reported plans
- World Optics, Inc. 401-K Profit Sharing Plan (plan 002)
- World Optics, Inc. — all reported plans
- Methodology
- Data sources