Plan5500

Woodside, 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, Woodside, CA has 10 loaded benefit plan(s) reported by 5 plan sponsor(s), with $7,752,824 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
10
Plan sponsors
5
Latest filing year
2023

What stands out in Woodside

  • 10 loaded plans hold $7.8M in reported assets across 5 sponsors.
  • The largest, Bmg 401(K) Plan, holds 52% of reported Woodside plan assets.
  • Plans cover 1,468 participants — about 147 per plan.
  • 100% of loaded plans report full Schedule H/I financial statements.
  • 10% report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$7.8MSummed across loaded plans$7,752,824
Total reported assets$7.8M$7,752,824
Total reported participants1.5K1,468
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$7.8M total assets
Net assets$7.8MLiabilities$0
Contributions & income
Employer contributions$200.2K
Participant contributions$1.4M
Total income / additions$2.9M
Expenses & distributions
Benefits paid / distributions$1M
Total expenses$1.1M
Net increase / (decrease)$1.8M

Data coverage

Plans with financial statements10 / 10 (100%)
Plans with provider compensation1 / 10 (10%)

Totals sum the latest loaded 2023 public Form 5500 filing per plan for Woodside, 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.

Computed from loaded plans

Woodside market comparison

Largest plan share of assets52%Bmg 401(K) Plan
Participants per plan147Average across loaded plans
Plan sponsors5
Ranked by reported assets

Largest loaded plans in Woodside

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    Bmg 401(K) Plan$4M
    Bacchus Management Group · 2023
  2. 2
    Tezerakt 401(K) Plan$2.8M
    Tezerakt LLC · 2023
  3. 3
    Aceh Capital, LLC 401(K) & Profit Sharing Plan$514.6K
    Aceh Capital, LLC · 2023
  4. 4
    Updog Enterprises Inc. Retirement Plan$335.7K
    Updog Enterprises Inc. · 2023
  5. 5
    Spruce Restaurant (Bacchus Management Group) Health And Welfare Plan 505$109K
    Spruce Restaurant (Bacchus Management Group) · 2023
  6. 6
    Waldenvc Media Ii, LLC 401(K) Profit Sharing Plan$0
    Sarlo Berliner, Inc. · 2023
  7. 7
    Spruce Restaurant (Bacchus Management Group) Health And Welfare Plan 506$0
    Spruce Restaurant (Bacchus Management Group) · 2023
  8. 8
    Spruce Restaurant (Bacchus Management Group) Health And Welfare Plan 507$0
    Spruce Restaurant (Bacchus Management Group) · 2023
  9. 9
    Spruce Restaurant (Bacchus Management Group) Health And Welfare Plan 508$0
    Spruce Restaurant (Bacchus Management Group) · 2023
  10. 10
    Spruce Restaurant (Bacchus Management Group) Health And Welfare Plan 509$0
    Spruce Restaurant (Bacchus Management Group) · 2023

Largest plans in Woodside → · Woodside plans by participants → · Woodside plans with financial data → · Woodside plans with provider compensation → · $1B+ plans in Woodside →

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Woodside, CA?
10 plan(s) reported by 5 sponsor(s) are loaded for Woodside, CA.

Related Form 5500 pages