CA Form 5500 retirement and benefit plan filings
State 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, CA has 24,936 loaded benefit plan(s) reported by 18,108 plan sponsor(s), with $4,646,641,883,632 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 24,936
- Plan sponsors
- 18,108
- Total reported assets (EOY)
- $4,646,641,883,632
- Latest filing year
- 2023
Cities by loaded plan count
- San Francisco, CA — 2,645 plan(s)
- Los Angeles, CA — 1,608 plan(s)
- San Diego, CA — 1,237 plan(s)
- Irvine, CA — 730 plan(s)
- San Jose, CA — 654 plan(s)
- Sacramento, CA — 472 plan(s)
- Oakland, CA — 391 plan(s)
- Fresno, CA — 321 plan(s)
- Pasadena, CA — 268 plan(s)
- Santa Clara, CA — 268 plan(s)
- Long Beach, CA — 256 plan(s)
- Santa Monica, CA — 230 plan(s)
- Torrance, CA — 229 plan(s)
- Anaheim, CA — 212 plan(s)
- Newport Beach, CA — 211 plan(s)
Largest loaded plans by reported assets
| Plan | Sponsor | City | Reported assets (EOY) | Year |
|---|---|---|---|---|
| Equity Index Fund | Blackrock Institutional Trust Company, N.A. | San Francisco | $165,231,718,682 | 2023 |
| Equity Index Fund E | Blackrock Institutional Trust Company, N.A. | San Francisco | $145,503,808,045 | 2023 |
| Russell 1000 Index Fund | Blackrock Institutional Trust Company, N.A. | San Francisco | $144,733,272,692 | 2023 |
| Equity Index Fund F | Blackrock Institutional Trust Company, N.A. | San Francisco | $144,574,739,174 | 2023 |
| Cash Equivalent Fund Ii | Blackrock Institutional Trust Company, N.A. | San Francisco | $111,867,756,810 | 2023 |
| Blackrock Msci Acwi Ex-Us Imi Index Fund E | Blackrock Institutional Trust Company, N.A. | San Francisco | $72,387,980,512 | 2023 |
| Eafe Equity Index Fund F | Blackrock Institutional Trust Company, N.A. | San Francisco | $66,138,253,381 | 2023 |
| Russell 1000 Index Non-Lendable Fund | Blackrock Institutional Trust Company, N.A. | San Francisco | $63,252,852,977 | 2023 |
| Kaiser Permanente Group Trust | Kaiser Permanente Medical Care Program | Oakland | $61,981,564,431 | 2023 |
| Intermediate Government Bond Index Fund | Blackrock Institutional Trust Company, N.A. | San Francisco | $57,361,797,024 | 2023 |
| Wells Fargo & Company 401(K) Plan | Wells Fargo & Company | San Francisco | $51,831,350,351 | 2023 |
| Russell 1000 Index Non-Lendable Fund E | Blackrock Institutional Trust Company, N.A. | San Francisco | $46,663,640,010 | 2023 |
| Eafe Equity Index Fund | Blackrock Institutional Trust Company, N.A. | San Francisco | $39,300,796,670 | 2023 |
| Google LLC 401(K) Savings Plan | Google LLC | Mountain View | $39,047,152,408 | 2023 |
| Mortgage-Backed Securities Index Fund | Blackrock Institutional Trust Company, N.A. | San Francisco | $35,891,734,820 | 2023 |
Largest CA plans → · CA plans with financial data → · $1B+ CA plans →
Related Form 5500 pages
- San Francisco, CA Form 5500 filings
- Los Angeles, CA Form 5500 filings
- San Diego, CA Form 5500 filings
- Irvine, CA Form 5500 filings
- San Jose, CA Form 5500 filings
- Sacramento, CA Form 5500 filings
- Oakland, CA Form 5500 filings
- Fresno, CA Form 5500 filings
- Pasadena, CA Form 5500 filings
- Santa Clara, CA Form 5500 filings
- Long Beach, CA Form 5500 filings
- Santa Monica, CA Form 5500 filings
- Torrance, CA Form 5500 filings
- Anaheim, CA Form 5500 filings
- Newport Beach, CA Form 5500 filings
- Equity Index Fund (plan 001)
- Equity Index Fund E (plan 001)
- Russell 1000 Index Fund (plan 001)
- Equity Index Fund F (plan 001)
- Cash Equivalent Fund Ii (plan 001)
- Blackrock Msci Acwi Ex-Us Imi Index Fund E (plan 001)
- Eafe Equity Index Fund F (plan 001)
- Russell 1000 Index Non-Lendable Fund (plan 001)
- Kaiser Permanente Group Trust (plan 101)
- Intermediate Government Bond Index Fund (plan 001)
- Methodology
- Data sources