Defined Benefit (Pension) · DOL Form 5500 · 2022

Smk Financial Enterprises Inc Pension Plan

Data updated 2026-08-25

N/A
Total assets —
3
Participants Small participant base
PlainRetire home → About this data

Official DOL plan name: Smk Financial Enterprises Inc Cash Balance Plan · Sponsored by Smk Financial Enterprises Inc · California · Finance & Insurance

N/A in assets, 3 participants

Smk Financial Enterprises Inc's Smk Financial Enterprises Inc Cash Balance Plan reported N/A in total assets and 3 participants in its 2022 DOL Form 5500 filing. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.

What the 2022 filing shows

Smk Financial Enterprises Inc Cash Balance Plan holds N/A for 3 participants.

-$428K
reported net income

The plan reported a net loss of $428K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Smk Financial Enterprises Inc Cash Balance Plan among micro filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Smk Financial Enterprises Inc Cash Balance Plan is a micro filing (3 participants), the leftmost band.

DOL schedule card

Filing strip 844807140 · Smk Financial Enterprises Inc PY 2022 · Defined Benefit (Pension)

Smk Financial Enterprises Inc Cash Balance Plan · N/A · 3

  • TYPE N/A
  • TYPE 3
  • TYPE PY 2022
  • TYPE Defined Benefit (Pension)
  • TYPE near Merkley, Newman & Mclaws, Inc. Defined Benefit Pension Plan
  • TYPE -$428K

Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Finance & Insurance retirement plans → · Plans in California →

Filing particulars (2022)

Total Assets (Beginning of Year)$428K
Net Assets (End of Year)N/A
Net Income-$428K
Employer EIN844807140
Plan Effective Date2020-03-01
Filing StatusFILING RECEIVED

Nearby Defined Benefit (Pension) Plans in California

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Smk Financial Enterprises Inc Cash Balance Plan vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants Scatter plot of 5 data points. 050000100000150000 010203040 Total assets ($B) Participants Kaiser Permanente Retirement Plan, Total assets ($B): 31.853758931 · Participants: 126331Kaiser Permanente Retirement PlanPacific Gas and Electric Company Retirement Plan, Total assets ($B): 17.05949917 · Participants: 25709Pacific Gas and Electric Company Retirement PlanRetirement Plan for Physicians and Salaried Employees of the Permanente Medical Group, Inc., Total assets ($B): 10.381485239 · Participants: 19326Retirement Plan for Physicians and Salaried Employees of the Permanente Medical Group, Inc.Disney Salaried Pension Plan D, Total assets ($B): 9.228005463 · Participants: 11405Disney Salaried Pension Plan DWells Fargo & Company Cash Balance Plan, Total assets ($B): 8.784432859 · Participants: 59141Wells Fargo & Company Cash Balance Plan
Smk Financial Enterprises Inc Cash Balance Plan vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants
Compare Smk Financial Enterprises Inc Cash Balance Plan side-by-side with 3 peers →

Smk Financial Enterprises Inc Cash Balance Plan's closest out-of-state Defined Benefit (Pension) peers by headcount

Outside California, the nearest Defined Benefit (Pension) by covered participants is Merkley, Newman & Mclaws, Inc. Defined Benefit Pension Plan in AZ (3 participants; this filing: 3 participants).

Similar participant headcount

Nearest other-state filings by covered participants (3 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

Which Defined Benefit (Pension) plans cover a similar participant headcount to Smk Financial Enterprises Inc Cash Balance Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Merkley, Newman & Mclaws, Inc. Defined Benefit Pension Plan in AZ (3 participants, $904K in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 844807140.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.