Defined Benefit (Pension) · DOL Form 5500 · 2022

Shulman Bastian Friedman & Bui LLP Pension Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
10
Participants Small participant base
40th
Percentile by assets National rank
$292,012
Avg per participant High balance/head
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Official DOL plan name: Shulman Bastian Defined Benefit Pension Plan · Sponsored by Shulman Bastian Friedman & Bui LLP · California · Professional & Technical Services

$3M in assets, 10 participants

Shulman Bastian Friedman & Bui LLP's Shulman Bastian Defined Benefit Pension Plan reported $3M in total assets and 10 participants in its 2022 DOL Form 5500 filing, ranking in the 40th 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.

  • #8,022 in Professional & Technical Services (21,562 peers)

Shulman Bastian Friedman & Bui LLP multi-year trail

Shulman Bastian Friedman & Bui LLP's plans moved +26.2% in assets from 2022 to 2024; this filing shows Shulman Bastian Defined Benefit Pension Plan at $3M / 10 participants.

#8,022
in Professional & Technical Services (21,562 peers)
-2.5%
assets change YoY

The plan reported a net loss of $74K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Shulman Bastian Defined Benefit Pension Plan's mid-pack asset rank among Professional & Technical Services and all filers

Shulman Bastian Defined Benefit Pension Plan vs every filed plan by assets

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

$2,920,122 40th percentile higher than 40% 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

Shulman Bastian 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. Shulman Bastian Defined Benefit Pension Plan is a micro filing (10 participants), the leftmost band.

DOL schedule card

Filing strip 330567045 · Shulman Bastian Friedman & Bui LLP PY 2022 · Defined Benefit (Pension)

Shulman Bastian Defined Benefit Pension Plan · $3M · 10 · 40th

  • NET $3M
  • BOOK 10
  • VS-ST 40th
  • BOY Defined Benefit (Pension)
  • SCH near Middleby Marshall, Inc. Retirement Plan
  • EBSA ind #8022

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 →

Shulman Bastian Defined Benefit Pension Plan in the asset neighbourhood

M Orhan Kaymakcalan Md Defined Benefit Plan and TrustM Orhan Kaymakcalan Md Defin…$3MBricklayers Pension Fund of West VirginiaBricklayers Pension Fund of …$3MShulman Bastian Defined Benefit Pension PlanShulman Bastian Defined Bene…$3MMiddleby Marshall, Inc. Retirement PlanMiddleby Marshall, Inc. Reti…$3MMontclair Child Development Center, Inc. Defined Benefit PlanMontclair Child Development …$3M
End-of-year total assets ($M) among Shulman Bastian Defined Benefit Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

Shulman Bastian Friedman & Bui LLP multi-year asset trail

Sponsor-wide plan assets over time

All Shulman Bastian Friedman & Bui LLP plans reported in each filing year

Latest sponsor-wide plan assets
$4M 26.186542891016195% vs 2022
2024 filing year
$2.5M$3M$3.5M$4M 202220232024 $2.92M $3.68M ▲ +26.0%
Year Plans Participants Total Assets
2022 1 10 $3M
2023 1 13 $3M
2024 1 13 $4M

Shulman Bastian Friedman & Bui LLP filing trail (2022)

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$3M
Net Income-$74K
Employer EIN330567045
Plan Effective Date2005-01-01
Filing StatusFILING RECEIVED

Nearby Defined Benefit (Pension) Plans in California

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

Shulman Bastian 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 ($B) Participants Shulman Bastian Defined Benefit Pension Plan, Total assets ($B): 0.002920122 · Participants: 10Shulman Bastian 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
Shulman Bastian Defined Benefit Pension Plan vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants
Compare Shulman Bastian Defined Benefit Pension Plan side-by-side with 3 peers →

Shulman Bastian 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 Middleby Marshall, Inc. Retirement Plan in IL ($3M); by covered participants it is Wayne Savings Community Bank Defined Benefit Pension Plan in OH (10 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (10 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 Shulman Bastian Defined Benefit Pension Plan assets move in 2022? ▼
Shulman Bastian Defined Benefit Pension Plan edged down modestly - down 2.5% during 2022, from $3M to $3M. Reported net income was -$74K.
How have Shulman Bastian Friedman & Bui LLP plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Shulman Bastian Friedman & Bui LLP's sponsor-wide assets grew 26.2%, from $3M to $4M.
Which Defined Benefit (Pension) plans are similar in size to Shulman Bastian Defined Benefit Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Middleby Marshall, Inc. Retirement Plan in IL ($3M, 18 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Shulman Bastian Defined Benefit Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Wayne Savings Community Bank Defined Benefit Pension Plan in OH (10 participants, $1M 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 330567045.

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.