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Tax-exempt organization

RETA TRUST

RETA TRUST's Employer Identification Number (EIN) is 94-2329720.

At a glance

EIN
94-2329720 · 942329720
Legal name
RETA TRUST
Address on file
2121 N CALIFORNIA BLVD STE 350, WALNUT CREEK, CA 94596-7390
Records show
Tax-exempt organization; employer with a benefit plan
Latest record
2026-09

Benefit plans

DOL Form 5500 filings (EFAST2) · DOL Form 5500-SF filings (EFAST2) · records as of 2025-12-19

Benefit plan 501, 2024 filing
RETA PLAN
Source: DOL 5500 · as of 2025-12-19
Participants (start of year)
23,260
Source: DOL 5500 · as of 2025-12-19
Plan features
Health (other than dental or vision); Dental; Vision
Source: DOL 5500 · as of 2025-12-19
Plan type
Single-employer plan
Source: DOL 5500 · as of 2025-12-19
Business code (NAICS)
525100
Source: DOL 5500 · as of 2025-12-19
Benefit plan 1, 2024 filing
RETA TRUST 401(K) PLAN
Source: DOL 5500-SF · as of 2025-04-24
Participants (start of year)
3
Source: DOL 5500-SF · as of 2025-04-24
Plan assets (end of year)
$2,795,273
Source: DOL 5500-SF · as of 2025-04-24

IRS exempt organization record

IRS Exempt Organizations Business Master File · records as of 2026-09

Tax-exempt status
501(c)(9) voluntary employees' beneficiary association
Source: IRS · as of 2026-09
Deductibility
Contributions are not deductible
Source: IRS · as of 2026-09
IRS ruling date
1977-07
Source: IRS · as of 2026-09
Latest tax period on file
2025-06
Source: IRS · as of 2026-09
Revenue (latest 990)
$416,558,816
Source: IRS · as of 2026-09
Assets (latest 990)
$101,364,204
Source: IRS · as of 2026-09

What this record is

Public filings that carry this EIN (DOL Form 5500 filings (EFAST2), DOL Form 5500-SF filings (EFAST2) and IRS Exempt Organizations Business Master File), shown as filed. Nothing is scraped from the IRS, and a public-record match is not IRS TIN validation.

What it is not

Registry status, formation date, and registered agent come from the California Secretary of State, Business Programs Division (Business Entities); see the California business entity search.

If something is wrong

A name, address, or classification here is what the source published. To correct the source, file with it; to have this page removed, see corrections and removal.

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