Tax-exempt organization ยท Files a Form 5500
RETA TRUST
2121 N CALIFORNIA BLVD STE 350, WALNUT CREEK, CA 94596-7390
EIN
94-2329720
Tax-exempt status
501(c)(9) voluntary employees' beneficiary association
IRS · 2026-09
Deductibility
Contributions are not deductible
IRS · 2026-09
IRS ruling date
1977-07
IRS · 2026-09
Latest tax period on file
2025-06
IRS · 2026-09
Revenue (latest 990)
$416,558,816
IRS · 2026-09
Assets (latest 990)
$101,364,204
IRS · 2026-09
Benefit plan 501, 2024 filing
RETA PLAN
DOL · 2025-12-19
Participants (start of year)
23,260
DOL · 2025-12-19
Plan features
code 4A4D4E
DOL · 2025-12-19
Plan type
Single-employer plan
DOL · 2025-12-19
Business code (NAICS)
525100
DOL · 2025-12-19
Benefit plan 1, 2024 filing
RETA TRUST 401(K) PLAN
DOL · 2025-04-24
Participants (start of year)
3
DOL · 2025-04-24
Plan assets (end of year)
$2,795,273
DOL · 2025-04-24