Defined Benefit (Pension) · DOL Form 5500 · 2022

Wcm Investment Management Pension Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
19
Participants Small participant base
48th
Percentile by assets National rank
$234,319
Avg per participant Above avg balance/head
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Official DOL plan name: Wcm Investment Management Cash Balance Plan · Sponsored by Wcm Investment Management · California · Finance & Insurance

$4M in assets, 19 participants

Wcm Investment Management's Wcm Investment Management Cash Balance Plan reported $4M in total assets and 19 participants in its 2022 DOL Form 5500 filing, ranking in the 48th 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.

  • #3,086 in Finance & Insurance (9,261 peers)

2022 asset change

Wcm Investment Management Cash Balance Plan declined sharply 21.7% in 2022 ($6M → $4M) for 19 participants.

#3,086
in Finance & Insurance (9,261 peers)
-21.7%
assets change YoY

The plan reported a net loss of $1M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Wcm Investment Management Cash Balance Plan's mid-pack asset rank among Finance & Insurance and all filers

Wcm Investment Management Cash Balance Plan vs every filed plan by assets

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

$4,452,062 48th percentile higher than 48% 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

Wcm Investment Management Cash Balance 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. Wcm Investment Management Cash Balance Plan is a small filing (19 participants) on this national headcount ladder.

Published 5500 schedule card

Filing strip 953046237 · Wcm Investment Management PY 2022 · Defined Benefit (Pension)

Wcm Investment Management Cash Balance Plan · $4M · 19 · 48th

  • EIN $4M
  • RANK 19
  • PHOTO 48th
  • IND Defined Benefit (Pension)
  • EOY near National Nonwovens Inc. Retirement Plan for Salaried Employees
  • 5500 ind #3086

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 →

Wcm Investment Management Cash Balance Plan in the asset neighbourhood

Schulze and Burch Biscuit Co. Administrative and Maintenance Employees Pension PlanSchulze and Burch Biscuit Co…$4MWcm Investment Management Cash Balance PlanWcm Investment Management Ca…$4MNational Nonwovens Inc. Retirement Plan for Salaried EmployeesNational Nonwovens Inc. Reti…$4MSoutheast Texas Cardiovascular, P.a. Defined Benefit Pension PlanSoutheast Texas Cardiovascul…$4MMauna Loa Macadamia Nut Corporation Pension Plan for Certain Hourly EmployeesMauna Loa Macadamia Nut Corp…$4M
End-of-year total assets ($M) among Wcm Investment Management Cash Balance Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

2022 asset-move particulars

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$4M
Net Income-$1M
Employer EIN953046237
Plan Effective Date2018-01-01
Filing StatusFILING RECEIVED

Nearby Defined Benefit (Pension) Plans in California

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

Wcm Investment Management Cash Balance Plan vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -10010203040 Total assets ($B) Participants Wcm Investment Management Cash Balance Plan, Total assets ($B): 0.004452062 · Participants: 19Wcm Investment Management Cash Balance 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
Wcm Investment Management Cash Balance Plan vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants
Compare Wcm Investment Management Cash Balance Plan side-by-side with 3 peers →

Wcm Investment Management Cash Balance Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside California, the nearest Defined Benefit (Pension) by assets is National Nonwovens Inc. Retirement Plan for Salaried Employees in MA ($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 Wcm Investment Management Cash Balance Plan assets move in 2022? ▼
Wcm Investment Management Cash Balance Plan declined sharply - down 21.7% during 2022, from $6M to $4M. Reported net income was -$1M.
Which Defined Benefit (Pension) plans are similar in size to Wcm Investment Management Cash Balance Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is National Nonwovens Inc. Retirement Plan for Salaried Employees in MA ($4M, 12 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Wcm Investment Management Cash Balance 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 953046237.

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.