Walnut Creek, 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, Walnut Creek, CA has 186 loaded benefit plan(s) reported by 115 plan sponsor(s), with $7,836,101,751 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 186
- Plan sponsors
- 115
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $7,836,101,751
- Total reported liabilities (EOY)
- $260,303,658
- Total reported net assets (EOY)
- $7,637,668,950
Contributions & income
- Employer contributions
- $526,442,551
- Participant contributions
- $329,374,793
- Total income / additions
- $2,068,198,405
Expenses & distributions
- Benefits paid / distributions
- $993,332,221
- Total expenses
- $1,056,010,818
- Net increase / (decrease)
- $1,012,187,587
Coverage
- Total reported participants
- 188,774
- Plans with financial statements
- 120
- Plans with provider compensation
- 65
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Walnut Creek, 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 |
|---|---|---|---|
| John Muir Health 403b Plan | John Muir Health | $1,237,367,116 | 2023 |
| Csaa Insurance Group Cash Balance Retirement Plan | Csaa Insurance Services, Inc. | $785,137,891 | 2023 |
| Csaa Insurance Group 401(K) Plan | Csaa Insurance Services, Inc. | $754,926,647 | 2023 |
| Aaa Ncnu 401(K) Plan | Aaa Northern California, Nevada & Utah | $663,767,594 | 2023 |
| John Muir Health Retirement Plan | John Muir Health | $601,828,335 | 2023 |
| Central Garden & Pet Company Investment Growth | Central Garden & Pet Company | $408,009,561 | 2023 |
| Gordon Rees Scully Mansukhani, Llp 401(K) Retirement Plan | Gordon Rees Scully Mansukhani, Llp | $384,664,777 | 2023 |
| Mechanics Bank Profit Sharing/401(K) Plan | Mechanics Bank | $193,533,836 | 2023 |
| Del Monte Foods, Inc. Retirement Plan | Del Monte Foods, Inc. | $192,341,398 | 2023 |
| Bay Medical Management, LLC 401(K) Profit Sharing Plan | Bay Medical Management, LLC | $181,419,263 | 2023 |
| Dreyer'S Savings Plan | Dreyer'S Grand Ice Cream, Inc. | $163,950,985 | 2023 |
| Basic Retirement Savings Plan | Basic American, Inc. | $154,658,563 | 2023 |
| Bass Medical Group 401(K) Plan I | Bass Medical Group, Inc. | $131,991,155 | 2023 |
| Paradigm 401(K) Savings Plan | Paradigm Acquisition Corporation | $118,162,486 | 2023 |
| Heffernan Insurance Brokers 401(K) Plan | Heffernan Insurance Brokers | $109,867,422 | 2023 |
| Del Monte Foods, Inc. Savings Plan | Del Monte Foods, Inc. | $104,838,120 | 2023 |
| Golden State Orthopedics & Spine Profit Sharing 401(K) Plan | Golden State Orthopedics & Spine | $95,992,097 | 2023 |
| Reta Plan | Reta Trust | $95,035,381 | 2023 |
| Mka International, Inc. 401(K) Profit Sharing Plan | Mka International, Inc. | $89,161,485 | 2023 |
| Fehr & Peers 401(K) Profit Sharing Plan | Fehr & Peers | $80,848,421 | 2023 |
| Alpine Sg LLC, 401(K) Plan | Alpine Sg LLC | $62,800,764 | 2023 |
| Mka International, Inc. Employee Stock Ownership Plan | Mka International, Inc. | $62,032,861 | 2023 |
| The Mechanics Bank Retirement Plan & Trust | Mechanics Bank | $59,001,244 | 2023 |
| Covia Communities Retirement Income Plan | Front Porch Communities And Services | $53,770,731 | 2023 |
| Pension Plan For Employees Of Golden Rain Foundation Of Walnut Creek, A Nonprofit Mutual Benefit Corporation | Golden Rain Foundation Of Walnut Creek, A Nonprofit Mutual Benefit C | $51,180,794 | 2023 |
Largest plans in Walnut Creek → · Walnut Creek plans by participants → · Walnut Creek plans with financial data → · Walnut Creek plans with provider compensation → · $1B+ plans in Walnut Creek →
Related Form 5500 pages
- All CA Form 5500 filings
- John Muir Health 403b Plan (plan 002)
- John Muir Health — all reported plans
- Csaa Insurance Group Cash Balance Retirement Plan (plan 001)
- Csaa Insurance Services, Inc. — all reported plans
- Csaa Insurance Group 401(K) Plan (plan 002)
- Aaa Ncnu 401(K) Plan (plan 001)
- Aaa Northern California, Nevada & Utah — all reported plans
- John Muir Health Retirement Plan (plan 001)
- Central Garden & Pet Company Investment Growth (plan 001)
- Central Garden & Pet Company — all reported plans
- Gordon Rees Scully Mansukhani, Llp 401(K) Retirement Plan (plan 001)
- Gordon Rees Scully Mansukhani, Llp — all reported plans
- Mechanics Bank Profit Sharing/401(K) Plan (plan 001)
- Mechanics Bank — all reported plans
- Del Monte Foods, Inc. Retirement Plan (plan 001)
- Del Monte Foods, Inc. — all reported plans
- Bay Medical Management, LLC 401(K) Profit Sharing Plan (plan 005)
- Bay Medical Management, LLC — all reported plans
- Dreyer'S Savings Plan (plan 004)
- Dreyer'S Grand Ice Cream, Inc. — all reported plans
- Basic Retirement Savings Plan (plan 001)
- Basic American, Inc. — all reported plans
- Bass Medical Group 401(K) Plan I (plan 001)
- Bass Medical Group, Inc. — all reported plans
- Paradigm 401(K) Savings Plan (plan 001)
- Paradigm Acquisition Corporation — all reported plans
- Heffernan Insurance Brokers 401(K) Plan (plan 001)
- Heffernan Insurance Brokers — all reported plans
- Methodology
- Data sources