Defined Benefit (Pension) · DOL Form 5500 · 2022

Law Office of Marc O Stern a.P.C. Pension Plan

Data updated 2026-08-25

$10K
Total assets Small plan by assets
3
Participants Small participant base
1st
Percentile by assets National rank
$3,402
Avg per participant Low balance/head
PlainRetire home → About this data

Official DOL plan name: Law Office of Marc O Stern Apc Defined Benefit Pension Plan · Sponsored by Law Office of Marc O Stern a.P.C. · California · Professional & Technical Services

$10K in assets, 3 participants

Law Office of Marc O Stern a.P.C.'s Law Office of Marc O Stern Apc Defined Benefit Pension Plan reported $10K in total assets and 3 participants in its 2022 DOL Form 5500 filing, ranking in the 1st percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.

  • #269 in Professional & Technical Services (21,562 peers)

2022 asset change

Law Office of Marc O Stern Apc Defined Benefit Pension Plan contracted severely 99.8% in 2022 ($4M → $10K) for 3 participants.

#269
in Professional & Technical Services (21,562 peers)
-99.8%
assets change YoY

The plan reported a net loss of $4M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Law Office of Marc O Stern Apc Defined Benefit Pension Plan among the smaller filed plans by assets

Law Office of Marc O Stern Apc Defined Benefit Pension Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$10,207 1st percentile higher than 1% of 139,123 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022

Law Office of Marc O Stern Apc Defined Benefit Pension 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. Law Office of Marc O Stern Apc Defined Benefit Pension Plan is a micro filing (3 participants), the leftmost band.

EBSA filing schedule strip

Filing strip 330861064 · Law Office of Marc O Stern a.P.C. PY 2022 · Defined Benefit (Pension)

Law Office of Marc O Stern Apc Defined Benefit Pension Plan · $10K · 3 · 1st

  • PART $10K
  • TYPE 3
  • NET 1st
  • BOOK Defined Benefit (Pension)
  • VS-ST near Defined Benefit Plan for Employees of Epic
  • BOY ind #269

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 Professional & Technical Services retirement plans → · Plans in California →

Law Office of Marc O Stern Apc Defined Benefit Pension Plan in the asset neighbourhood

Law Office of Marc O Stern Apc Defined Benefit Pension PlanLaw Office of Marc O Stern A…$10KDefined Benefit Plan for Employees of EpicDefined Benefit Plan for Emp…$10KWestern Union Pension Plan$9KNorth Shore Hematology-Oncology Associates, P.C. Employees' Defined Benefit Pension Plan and TrustNorth Shore Hematology-Oncol…$9KRetail Local 906 AFL-CIO Pension PlanRetail Local 906 AFL-CIO Pen…$12K
End-of-year total assets ($M) among Law Office of Marc O Stern Apc Defined Benefit Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

2022 asset-move particulars

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$10K
Net Income-$4M
Employer EIN330861064
Plan Effective Date2006-01-01
Filing StatusFILING RECEIVED

Nearby Defined Benefit (Pension) Plans in California

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

Law Office of Marc O Stern Apc Defined Benefit Pension Plan vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -10010203040 Total assets ($B) Participants Law Office of Marc O Stern Apc Defined Benefit Pension Plan, Total assets ($B): 0.000010207 · Participants: 3Law Office of Marc O Stern Apc Defined Benefit Pension PlanKaiser 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
Law Office of Marc O Stern Apc Defined Benefit Pension Plan vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants
Compare Law Office of Marc O Stern Apc Defined Benefit Pension Plan side-by-side with 3 peers →

Law Office of Marc O Stern Apc Defined Benefit Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside California, the nearest Defined Benefit (Pension) by assets is Defined Benefit Plan for Employees of Epic in IL ($10K); by covered participants it is Merkley, Newman & Mclaws, Inc. Defined Benefit Pension Plan in AZ (3 participants). Same-state nearby plans are listed separately above.

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

How did Law Office of Marc O Stern Apc Defined Benefit Pension Plan assets move in 2022? ▼
Law Office of Marc O Stern Apc Defined Benefit Pension Plan contracted severely - down 99.8% during 2022, from $4M to $10K. Reported net income was -$4M.
Where does Law Office of Marc O Stern Apc Defined Benefit Pension Plan rank by assets among Form 5500 filers? ▼
Law Office of Marc O Stern Apc Defined Benefit Pension Plan ranks in the 1st percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (among the smaller plans by assets on file).
Which Defined Benefit (Pension) plans are similar in size to Law Office of Marc O Stern Apc Defined Benefit Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Defined Benefit Plan for Employees of Epic in IL ($10K, N/A participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Law Office of Marc O Stern Apc Defined Benefit Pension 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 330861064.

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.