Civic Intelligence

Reta Trust

Plan context: RETA TRUST 401(K) PLAN

EIN 94-2329720 • Walnut Creek, CA • 29 filings • 2 plans

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2121 N. California Blvd Ste 350Walnut Creek, CA 94596
Current Snapshot

Latest Year

2025

2025 Participants

6

2025 Assets

$3,864,874

2025 Contributions

$520,314

Historical Graphs

Total Assets Over Time

Aggregate end-of-year assets by filing year, excluding zero-asset years

$116,984,744$58,492,372$0200020132025YearValue
$3,864,874Latest year 2025

Participants Over Time

Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans

25,91712,9590200020132025YearValue
6Latest year 2025

Company Timeline

Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.

Year / FilingFilingsParticipantsAssetsContributionsContrib./Participant
202516$3,864,874$520,314$86,719iApproximate average salary by contribution assumption: employee only about $2,167,975 at 4% or $1,445,317 at 6%; with 50% employer match about $1,445,317 at 4% or $963,544 at 6%; with 100% employer match about $1,083,988 at 4% or $722,658 at 6%.
RETA TRUST 401(K) PLAN-6$3,864,874$520,314$86,719iApproximate average salary by contribution assumption: employee only about $2,167,975 at 4% or $1,445,317 at 6%; with 50% employer match about $1,445,317 at 4% or $963,544 at 6%; with 100% employer match about $1,083,988 at 4% or $722,658 at 6%.
2024223,680$104,159,477$382,522,256$16,154iApproximate average salary by contribution assumption: employee only about $403,845 at 4% or $269,230 at 6%; with 50% employer match about $269,230 at 4% or $179,487 at 6%; with 100% employer match about $201,923 at 4% or $134,615 at 6%.
Reta Plan-23,680$101,364,204$382,283,607$16,144iApproximate average salary by contribution assumption: employee only about $403,593 at 4% or $269,062 at 6%; with 50% employer match about $269,062 at 4% or $179,375 at 6%; with 100% employer match about $201,797 at 4% or $134,531 at 6%.
RETA TRUST 401(K) PLAN-4$2,795,273$238,649$59,662iApproximate average salary by contribution assumption: employee only about $1,491,556 at 4% or $994,371 at 6%; with 50% employer match about $994,371 at 4% or $662,914 at 6%; with 100% employer match about $745,778 at 4% or $497,185 at 6%.
2023222,433$97,257,185$338,240,171$15,078iApproximate average salary by contribution assumption: employee only about $376,945 at 4% or $251,297 at 6%; with 50% employer match about $251,297 at 4% or $167,531 at 6%; with 100% employer match about $188,472 at 4% or $125,648 at 6%.
Reta Plan-22,433$95,035,381$336,256,569$14,989iApproximate average salary by contribution assumption: employee only about $374,734 at 4% or $249,823 at 6%; with 50% employer match about $249,823 at 4% or $166,549 at 6%; with 100% employer match about $187,367 at 4% or $124,911 at 6%.
RETA TRUST 401(K) PLAN-3$2,221,804$1,983,602$661,201iApproximate average salary by contribution assumption: employee only about $16,530,017 at 4% or $11,020,011 at 6%; with 50% employer match about $11,020,011 at 4% or $7,346,674 at 6%; with 100% employer match about $8,265,008 at 4% or $5,510,006 at 6%.
2022221,890$90,543,878$294,896,367$13,472iApproximate average salary by contribution assumption: employee only about $336,793 at 4% or $224,529 at 6%; with 50% employer match about $224,529 at 4% or $149,686 at 6%; with 100% employer match about $168,397 at 4% or $112,264 at 6%.
Reta Plan-21,890$90,457,092$294,809,917$13,468iApproximate average salary by contribution assumption: employee only about $336,695 at 4% or $224,463 at 6%; with 50% employer match about $224,463 at 4% or $149,642 at 6%; with 100% employer match about $168,347 at 4% or $112,232 at 6%.
RETA TRUST 401(K) PLAN-2$86,786$86,450$43,225iApproximate average salary by contribution assumption: employee only about $1,080,625 at 4% or $720,417 at 6%; with 50% employer match about $720,417 at 4% or $480,278 at 6%; with 100% employer match about $540,313 at 4% or $360,208 at 6%.
2021120,094$85,515,612$260,296,668$12,954iApproximate average salary by contribution assumption: employee only about $323,849 at 4% or $215,899 at 6%; with 50% employer match about $215,899 at 4% or $143,933 at 6%; with 100% employer match about $161,924 at 4% or $107,950 at 6%.
Reta Plan-20,094$85,515,612$260,296,668$12,954iApproximate average salary by contribution assumption: employee only about $323,849 at 4% or $215,899 at 6%; with 50% employer match about $215,899 at 4% or $143,933 at 6%; with 100% employer match about $161,924 at 4% or $107,950 at 6%.
2020120,133$111,698,157$263,165,378$13,071iApproximate average salary by contribution assumption: employee only about $326,784 at 4% or $217,856 at 6%; with 50% employer match about $217,856 at 4% or $145,237 at 6%; with 100% employer match about $163,392 at 4% or $108,928 at 6%.
Reta Plan-20,133$111,698,157$263,165,378$13,071iApproximate average salary by contribution assumption: employee only about $326,784 at 4% or $217,856 at 6%; with 50% employer match about $217,856 at 4% or $145,237 at 6%; with 100% employer match about $163,392 at 4% or $108,928 at 6%.
2019120,269$116,984,744$248,216,911$12,246iApproximate average salary by contribution assumption: employee only about $306,153 at 4% or $204,102 at 6%; with 50% employer match about $204,102 at 4% or $136,068 at 6%; with 100% employer match about $153,077 at 4% or $102,051 at 6%.
Reta Plan-20,269$116,984,744$248,216,911$12,246iApproximate average salary by contribution assumption: employee only about $306,153 at 4% or $204,102 at 6%; with 50% employer match about $204,102 at 4% or $136,068 at 6%; with 100% employer match about $153,077 at 4% or $102,051 at 6%.
2018120,791$102,913,524$275,360,080$13,244iApproximate average salary by contribution assumption: employee only about $331,105 at 4% or $220,737 at 6%; with 50% employer match about $220,737 at 4% or $147,158 at 6%; with 100% employer match about $165,552 at 4% or $110,368 at 6%.
Reta Plan-20,791$102,913,524$275,360,080$13,244iApproximate average salary by contribution assumption: employee only about $331,105 at 4% or $220,737 at 6%; with 50% employer match about $220,737 at 4% or $147,158 at 6%; with 100% employer match about $165,552 at 4% or $110,368 at 6%.
2017120,633$84,709,238$246,844,742$11,964iApproximate average salary by contribution assumption: employee only about $299,090 at 4% or $199,393 at 6%; with 50% employer match about $199,393 at 4% or $132,929 at 6%; with 100% employer match about $149,545 at 4% or $99,697 at 6%.
Reta Plan-20,633$84,709,238$246,844,742$11,964iApproximate average salary by contribution assumption: employee only about $299,090 at 4% or $199,393 at 6%; with 50% employer match about $199,393 at 4% or $132,929 at 6%; with 100% employer match about $149,545 at 4% or $99,697 at 6%.
2016119,134$83,025,518$206,550,474$10,795iApproximate average salary by contribution assumption: employee only about $269,874 at 4% or $179,916 at 6%; with 50% employer match about $179,916 at 4% or $119,944 at 6%; with 100% employer match about $134,937 at 4% or $89,958 at 6%.
Reta Plan-19,134$83,025,518$206,550,474$10,795iApproximate average salary by contribution assumption: employee only about $269,874 at 4% or $179,916 at 6%; with 50% employer match about $179,916 at 4% or $119,944 at 6%; with 100% employer match about $134,937 at 4% or $89,958 at 6%.
2015118,486$92,857,841$177,466,359$9,600iApproximate average salary by contribution assumption: employee only about $240,001 at 4% or $160,001 at 6%; with 50% employer match about $160,001 at 4% or $106,667 at 6%; with 100% employer match about $120,001 at 4% or $80,000 at 6%.
Reta Plan-18,486$92,857,841$177,466,359$9,600iApproximate average salary by contribution assumption: employee only about $240,001 at 4% or $160,001 at 6%; with 50% employer match about $160,001 at 4% or $106,667 at 6%; with 100% employer match about $120,001 at 4% or $80,000 at 6%.
2014115,693$104,823,406$158,683,336$10,112iApproximate average salary by contribution assumption: employee only about $252,793 at 4% or $168,529 at 6%; with 50% employer match about $168,529 at 4% or $112,353 at 6%; with 100% employer match about $126,397 at 4% or $84,264 at 6%.
Reta Plan-15,693$104,823,406$158,683,336$10,112iApproximate average salary by contribution assumption: employee only about $252,793 at 4% or $168,529 at 6%; with 50% employer match about $168,529 at 4% or $112,353 at 6%; with 100% employer match about $126,397 at 4% or $84,264 at 6%.
2013120,864$110,923,989$200,439,202$9,607iApproximate average salary by contribution assumption: employee only about $240,174 at 4% or $160,116 at 6%; with 50% employer match about $160,116 at 4% or $106,744 at 6%; with 100% employer match about $120,087 at 4% or $80,058 at 6%.
Reta Plan-20,864$110,923,989$200,439,202$9,607iApproximate average salary by contribution assumption: employee only about $240,174 at 4% or $160,116 at 6%; with 50% employer match about $160,116 at 4% or $106,744 at 6%; with 100% employer match about $120,087 at 4% or $80,058 at 6%.
2012117,528$92,552,575$179,761,488$10,256iApproximate average salary by contribution assumption: employee only about $256,392 at 4% or $170,928 at 6%; with 50% employer match about $170,928 at 4% or $113,952 at 6%; with 100% employer match about $128,196 at 4% or $85,464 at 6%.
Reta Plan-17,528$92,552,575$179,761,488$10,256iApproximate average salary by contribution assumption: employee only about $256,392 at 4% or $170,928 at 6%; with 50% employer match about $170,928 at 4% or $113,952 at 6%; with 100% employer match about $128,196 at 4% or $85,464 at 6%.
2011118,778$82,793,495$203,468,670$10,835iApproximate average salary by contribution assumption: employee only about $270,887 at 4% or $180,591 at 6%; with 50% employer match about $180,591 at 4% or $120,394 at 6%; with 100% employer match about $135,444 at 4% or $90,296 at 6%.
Reta Plan-18,778$82,793,495$203,468,670$10,835iApproximate average salary by contribution assumption: employee only about $270,887 at 4% or $180,591 at 6%; with 50% employer match about $180,591 at 4% or $120,394 at 6%; with 100% employer match about $135,444 at 4% or $90,296 at 6%.
2010122,111$71,236,368$198,191,673$8,963iApproximate average salary by contribution assumption: employee only about $224,087 at 4% or $149,391 at 6%; with 50% employer match about $149,391 at 4% or $99,594 at 6%; with 100% employer match about $112,044 at 4% or $74,696 at 6%.
Reta Plan-22,111$71,236,368$198,191,673$8,963iApproximate average salary by contribution assumption: employee only about $224,087 at 4% or $149,391 at 6%; with 50% employer match about $149,391 at 4% or $99,594 at 6%; with 100% employer match about $112,044 at 4% or $74,696 at 6%.
2009122,714$55,267,341$200,168,494$8,813iApproximate average salary by contribution assumption: employee only about $220,314 at 4% or $146,876 at 6%; with 50% employer match about $146,876 at 4% or $97,917 at 6%; with 100% employer match about $110,157 at 4% or $73,438 at 6%.
Reta Plan-22,714$55,267,341$200,168,494$8,813iApproximate average salary by contribution assumption: employee only about $220,314 at 4% or $146,876 at 6%; with 50% employer match about $146,876 at 4% or $97,917 at 6%; with 100% employer match about $110,157 at 4% or $73,438 at 6%.
2008122,115$46,706,810$0-
Reta Plan-22,115$46,706,810--
2007125,917$65,730,250$135,876,699$5,243iApproximate average salary by contribution assumption: employee only about $131,069 at 4% or $87,379 at 6%; with 50% employer match about $87,379 at 4% or $58,253 at 6%; with 100% employer match about $65,535 at 4% or $43,690 at 6%.
Reta Plan-25,917$65,730,250$135,876,699$5,243iApproximate average salary by contribution assumption: employee only about $131,069 at 4% or $87,379 at 6%; with 50% employer match about $87,379 at 4% or $58,253 at 6%; with 100% employer match about $65,535 at 4% or $43,690 at 6%.
2006118,802$66,153,826$127,575,430$6,785iApproximate average salary by contribution assumption: employee only about $169,630 at 4% or $113,087 at 6%; with 50% employer match about $113,087 at 4% or $75,391 at 6%; with 100% employer match about $84,815 at 4% or $56,543 at 6%.
Reta Plan-18,802$66,153,826$127,575,430$6,785iApproximate average salary by contribution assumption: employee only about $169,630 at 4% or $113,087 at 6%; with 50% employer match about $113,087 at 4% or $75,391 at 6%; with 100% employer match about $84,815 at 4% or $56,543 at 6%.
2005118,907$53,502,491$128,766,315$6,811iApproximate average salary by contribution assumption: employee only about $170,263 at 4% or $113,509 at 6%; with 50% employer match about $113,509 at 4% or $75,672 at 6%; with 100% employer match about $85,131 at 4% or $56,754 at 6%.
Reta Plan-18,907$53,502,491$128,766,315$6,811iApproximate average salary by contribution assumption: employee only about $170,263 at 4% or $113,509 at 6%; with 50% employer match about $113,509 at 4% or $75,672 at 6%; with 100% employer match about $85,131 at 4% or $56,754 at 6%.
2004117,016$47,206,282$110,852,044$6,515iApproximate average salary by contribution assumption: employee only about $162,864 at 4% or $108,576 at 6%; with 50% employer match about $108,576 at 4% or $72,384 at 6%; with 100% employer match about $81,432 at 4% or $54,288 at 6%.
Reta Plan-17,016$47,206,282$110,852,044$6,515iApproximate average salary by contribution assumption: employee only about $162,864 at 4% or $108,576 at 6%; with 50% employer match about $108,576 at 4% or $72,384 at 6%; with 100% employer match about $81,432 at 4% or $54,288 at 6%.
2003116,891$38,557,273$101,750,405$6,024iApproximate average salary by contribution assumption: employee only about $150,599 at 4% or $100,399 at 6%; with 50% employer match about $100,399 at 4% or $66,933 at 6%; with 100% employer match about $75,299 at 4% or $50,200 at 6%.
Reta Plan-16,891$38,557,273$101,750,405$6,024iApproximate average salary by contribution assumption: employee only about $150,599 at 4% or $100,399 at 6%; with 50% employer match about $100,399 at 4% or $66,933 at 6%; with 100% employer match about $75,299 at 4% or $50,200 at 6%.
2002113,829$25,221,517$81,179,554$5,870iApproximate average salary by contribution assumption: employee only about $146,756 at 4% or $97,837 at 6%; with 50% employer match about $97,837 at 4% or $65,225 at 6%; with 100% employer match about $73,378 at 4% or $48,919 at 6%.
Reta Plan-13,829$25,221,517$81,179,554$5,870iApproximate average salary by contribution assumption: employee only about $146,756 at 4% or $97,837 at 6%; with 50% employer match about $97,837 at 4% or $65,225 at 6%; with 100% employer match about $73,378 at 4% or $48,919 at 6%.
2001117,878$14,465,152$58,663,340$3,281iApproximate average salary by contribution assumption: employee only about $82,033 at 4% or $54,689 at 6%; with 50% employer match about $54,689 at 4% or $36,459 at 6%; with 100% employer match about $41,016 at 4% or $27,344 at 6%.
Reta Plan-17,878$14,465,152$58,663,340$3,281iApproximate average salary by contribution assumption: employee only about $82,033 at 4% or $54,689 at 6%; with 50% employer match about $54,689 at 4% or $36,459 at 6%; with 100% employer match about $41,016 at 4% or $27,344 at 6%.
2000120,593$8,858,140$42,692,298$2,073iApproximate average salary by contribution assumption: employee only about $51,829 at 4% or $34,552 at 6%; with 50% employer match about $34,552 at 4% or $23,035 at 6%; with 100% employer match about $25,914 at 4% or $17,276 at 6%.
Reta Plan-20,593$8,858,140$42,692,298$2,073iApproximate average salary by contribution assumption: employee only about $51,829 at 4% or $34,552 at 6%; with 50% employer match about $34,552 at 4% or $23,035 at 6%; with 100% employer match about $25,914 at 4% or $17,276 at 6%.