Defined Benefit (Pension) · DOL Form 5500 · 2022
Korth Sunseri Hagey Architects Cash Balance Defined Benefit Plan
Data updated 2026-07-24
- $7M
- Total assets
- 18
- Participants
- 57th
- Percentile by assets
- $373,714
- Avg per participant
Sponsored by Korth Sunseri Hagey Architects · California · Professional & Technical Services
Korth Sunseri Hagey Architects's Korth Sunseri Hagey Architects Cash Balance Defined Benefit Plan reported $7M in total assets and 18 participants in its 2022 DOL Form 5500 filing, ranking in the 57th 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.
What the 2022 filing shows
Korth Sunseri Hagey Architects Cash Balance Defined Benefit Plan holds $7M for 18 participants - about $373,714 per participant, above the median plan by assets, down 1.4% over the 2022 plan year.
- $7M
- total plan assets (2022 EOY)
- 18
- covered participants
- 57th
- percentile by assets (of 139,258 plans)
- $373,714
- avg assets per participant
The plan reported a net loss of $96K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Defined Benefit (Pension) · DOL Form 5500 · 2022
What the Filing Says About Korth Sunseri Hagey Architects Cash Balance Defined Benefit Plan
Korth Sunseri Hagey Architects Cash Balance Defined Benefit Plan is a Defined Benefit (Pension) retirement plan sponsored by Korth Sunseri Hagey Architects, headquartered in California. According to the U.S. Department of Labor's 2022 Form 5500 filing, the plan reports $7M in total end-of-year assets and covers 18 participants across the Professional & Technical Services industry. The sponsor's EIN on file with the U.S. Department of Labor is 680224220, and the plan has been effective since 2009-01-01. Its filing status is currently FILING RECEIVED.
Year over year, total assets edged down modestly from $7M at the beginning of 2022 to $7M at year-end - down 1.4%. Net assets (after liabilities) closed the year at $7M, with reported net income of -$96K driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return.
Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows, a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.
How the percentile is calculated: we count every plan that filed a 2022 Form 5500 with a reported end-of-year asset figure (139,258 plans), rank Korth Sunseri Hagey Architects Cash Balance Defined Benefit Plan against all of them by total assets, and report the share of those plans it outranks. A plan reporting no asset figure for the year is excluded from the ranking rather than assumed to be zero.
Financial Summary (2022)
| Total Assets (Beginning of Year) | $7M |
|---|---|
| Total Assets (End of Year) | $7M |
| Net Assets (End of Year) | $7M |
| Net Income | -$96K |
| Plan Type | Defined Benefit (Pension) |
| Employer EIN | 680224220 |
| Plan Effective Date | 2009-01-01 |
| Filing Status | FILING RECEIVED |
Nearby Defined Benefit (Pension) Plans in California
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
Korth Sunseri Hagey Architects Cash Balance Defined Benefit Plan vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants
- Kaiser Permanente Retirement Plan $31.9B · 126,331
- Pacific Gas and Electric Company Retirement Plan $17.1B · 25,709
- Retirement Plan for Physicians and Salaried Employees of the Permanente Medical Group, Inc. $10.4B · 19,326
- Disney Salaried Pension Plan D $9.2B · 11,405
- Chevron Retirement Plan $8.4B · 19,629
Frequently Asked Questions
How much money is in the Korth Sunseri Hagey Architects Cash Balance Defined Benefit Plan? ▼
What type of plan is Korth Sunseri Hagey Architects Cash Balance Defined Benefit Plan? ▼
Who sponsors the Korth Sunseri Hagey Architects Cash Balance Defined Benefit Plan? ▼
How did Korth Sunseri Hagey Architects Cash Balance Defined Benefit Plan perform in 2022? ▼
What this filing means
Ways to act on Korth Sunseri Hagey Architects Cash Balance Defined Benefit Plan's numbers.
- By total assets, Korth Sunseri Hagey Architects Cash Balance Defined Benefit Plan ranks above the median plan by assets. See the largest plans
- Compare it side-by-side against 3 similar Defined Benefit (Pension) plans in California. Compare plans
- A Defined Benefit (Pension) plan works differently from other retirement plan types, understand the structural differences before comparing. Compare plan types
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 680224220.
Reference: IRS Publication 560, Retirement Plans for Small Business, contribution-limit rules.
Reference: IRS Publication 590-B, Distributions from IRAs, RMD rules under SECURE Act 2.0.
Read our methodology - how this data is sourced, computed, and verified.
Every figure on PlainRetire is rendered directly from the Department of Labor's Form 5500 annual return filings, no number is typed in by an editor. See our editorial standards & corrections policy, the methodology behind these numbers, or report a data error. Data current as of 2026-07-24.