How big is First 5 Santa Clara County's plan?

First 5 Santa Clara County's plan reported $7.7M in assets and 50 participants for 2023.

Original filing (PDF)20250930153014NAL0015111168001

First 5 Santa Clara County

Name: First 5 Santa Clara County — First 5 Santa Clara, Form 5500 (2023)
Creator: First 5 Santa Clara County
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

First 5 Santa Clara County Retirement Plan

Defined-contribution retirement plan · First 5 Santa Clara County's First 5 Santa Clara County Retirement Plan held $7.7M in plan assets for 50 participants in 2023.

Signals · 1

Late filing · 10.5 mo

Active participants

Accounts w/ balance

Plan assets (EOY)

$7.7M

Net assets (EOY)

$7.7M

Plan identifiers

First 5 Santa Clara County's EIN is 77-0564932.

EIN 77-0564932

Plan number 001

Plan year 2023

ACK ID 20250930153014NAL0015111168001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for First 5 Santa Clara County from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

First 5 Santa Clara County's plan includes profit-sharing, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for FIRST 5 SANTA CLARA COUNTY.

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Plan health score

Above-average plan

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off

Filed 10.5 months past the 10.5-month grace window.

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (86th percentile).

Plan sponsor

Name

FIRST 5 SANTA CLARA COUNTY

EIN

all filings

Address

4000 MOORPARK AVENUE · SUITE 200 · SAN JOSE, CA · 951171839

Phone

(408) 260-3700

Industry

Public Administration

Plan administrator