Defined Benefit (Pension) · DOL Form 5500 · 2022

Lily Bleu, Inc. Pension Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
19
Participants Small participant base
45th
Percentile by assets National rank
$198,712
Avg per participant Above avg balance/head
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Official DOL plan name: Lily Bleu, Inc. Defined Benefit Pension Plan · Sponsored by Lily Bleu, Inc. · California · Wholesale Trade

$4M in assets, 19 participants

Lily Bleu, Inc.'s Lily Bleu, Inc. Defined Benefit Pension Plan reported $4M in total assets and 19 participants in its 2022 DOL Form 5500 filing, ranking in the 45th 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.

  • #2,207 in Wholesale Trade (6,843 peers)

What the 2022 filing shows

Lily Bleu, Inc. Defined Benefit Pension Plan holds $4M for 19 participants - about $198,712 per participant, in the lower half of filed plans by assets.

#2,207
in Wholesale Trade (6,843 peers)
-6.1%
assets change YoY

The plan reported a net loss of $246K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Lily Bleu, Inc. Defined Benefit Pension Plan's mid-pack asset rank among Wholesale Trade and all filers

Lily Bleu, Inc. Defined Benefit Pension Plan vs every filed plan by assets

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

$3,775,519 45th percentile higher than 45% 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

Lily Bleu, Inc. Defined Benefit Pension Plan among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Lily Bleu, Inc. Defined Benefit Pension Plan is a small filing (19 participants) on this national headcount ladder.

EBSA filing schedule strip

Filing strip 161618244 · Lily Bleu, Inc. PY 2022 · Defined Benefit (Pension)

Lily Bleu, Inc. Defined Benefit Pension Plan · $4M · 19 · 45th

  • EIN $4M
  • RANK 19
  • PHOTO 45th
  • IND Defined Benefit (Pension)
  • EOY near Mitchell-Innes & Nash, Inc. Pension Plan
  • 5500 ind #2207

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 Wholesale Trade retirement plans → · Plans in California →

Lily Bleu, Inc. Defined Benefit Pension Plan in the asset neighbourhood

L.B. Foster Company Merged Retirement PlanL.B. Foster Company Merged R…$4MRwk Tool, Inc. Cash Balance Pension PlanRwk Tool, Inc. Cash Balance …$4MLily Bleu, Inc. Defined Benefit Pension PlanLily Bleu, Inc. Defined Bene…$4MMitchell-Innes & Nash, Inc. Pension PlanMitchell-Innes & Nash, Inc. …$4MInterval Partners, LP Cash Balance PlanInterval Partners, LP Cash B…$4M
End-of-year total assets ($M) among Lily Bleu, Inc. Defined Benefit Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

Filing particulars (2022)

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$4M
Net Income-$246K
Employer EIN161618244
Plan Effective Date2013-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Lily Bleu, Inc.)

Sponsor-wide plan assets over time

All Lily Bleu, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
N/A
2024 filing year
$0M$2M$4M$6M 202220232024 $3.78M $0M ▼ -100.0%
Year Plans Participants Total Assets
2022 1 19 $4M
2023 1 18 $4M
2024 1 20 N/A

Nearby Defined Benefit (Pension) Plans in California

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

Lily Bleu, Inc. 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 ($B) Participants Lily Bleu, Inc. Defined Benefit Pension Plan, Total assets ($B): 0.003775519 · Participants: 19Lily Bleu, Inc. 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
Lily Bleu, Inc. Defined Benefit Pension Plan vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants
Compare Lily Bleu, Inc. Defined Benefit Pension Plan side-by-side with 3 peers →

Lily Bleu, Inc. 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 Mitchell-Innes & Nash, Inc. Pension Plan in NY ($4M); by covered participants it is Advanced Polymer, Inc. Cash Balance Plan in NJ (19 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (19 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 Lily Bleu, Inc. Defined Benefit Pension Plan assets move in 2022? ▼
Lily Bleu, Inc. Defined Benefit Pension Plan pulled back noticeably - down 6.1% during 2022, from $4M to $4M. Reported net income was -$246K.
Which Defined Benefit (Pension) plans are similar in size to Lily Bleu, Inc. Defined Benefit Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Mitchell-Innes & Nash, Inc. Pension Plan in NY ($4M, 4 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Lily Bleu, Inc. Defined Benefit Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Advanced Polymer, Inc. Cash Balance Plan in NJ (19 participants, $4K 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 161618244.

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.