Defined Benefit (Pension) · DOL Form 5500 · 2022

Richard Hambleton Inc Pension Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
11
Participants Small participant base
45th
Percentile by assets National rank
$342,062
Avg per participant High balance/head
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Official DOL plan name: Richard Hambleton Inc Defined Benefit Pension Plan · Sponsored by Richard Hambleton Inc · California · Healthcare & Social Assistance

$4M in assets, 11 participants

Richard Hambleton Inc's Richard Hambleton Inc Defined Benefit Pension Plan reported $4M in total assets and 11 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.

  • #9,932 in Healthcare & Social Assistance (20,060 peers)

Richard Hambleton Inc multi-year trail

Richard Hambleton Inc's plans moved +21.3% in assets from 2022 to 2024; this filing shows Richard Hambleton Inc Defined Benefit Pension Plan at $4M / 11 participants.

#9,932
in Healthcare & Social Assistance (20,060 peers)
-11.2%
assets change YoY

The plan reported a net loss of $476K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Richard Hambleton Inc Defined Benefit Pension Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Richard Hambleton Inc Defined Benefit Pension Plan vs every filed plan by assets

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

$3,762,687 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

Richard Hambleton 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. Richard Hambleton Inc Defined Benefit Pension Plan is a small filing (11 participants) on this national headcount ladder.

Form 5500 schedule snapshot

Filing strip 952668577 · Richard Hambleton Inc PY 2022 · Defined Benefit (Pension)

Richard Hambleton Inc Defined Benefit Pension Plan · $4M · 11 · 45th

  • EBSA $4M
  • EBSA 11
  • EBSA 45th
  • EBSA Defined Benefit (Pension)
  • EBSA near Interval Partners, LP Cash Balance Plan
  • EBSA ind #9932

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 Healthcare & Social Assistance retirement plans → · Plans in California →

Richard Hambleton Inc Defined Benefit Pension Plan in the asset neighbourhood

Interval Partners, LP Cash Balance PlanInterval Partners, LP Cash B…$4MMitchell-Innes & Nash, Inc. Pension PlanMitchell-Innes & Nash, Inc. …$4MRichard Hambleton Inc Defined Benefit Pension PlanRichard Hambleton Inc Define…$4MMannington Carpets Hourly Pension Plan and TrustMannington Carpets Hourly Pe…$4MNon-Contributory Pension Plan for Hourly Employees of Sas Rubber CompanyNon-Contributory Pension Pla…$4M
End-of-year total assets ($M) among Richard Hambleton Inc Defined Benefit Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

Richard Hambleton Inc multi-year asset trail

Sponsor-wide plan assets over time

All Richard Hambleton Inc plans reported in each filing year

Latest sponsor-wide plan assets
$9M 21.307243571815732% vs 2022
2024 filing year
$7.5M$8M$8.5M$9M$9.5M 202220232024 $7.68M $9.31M ▲ +21.2%
Year Plans Participants Total Assets
2022 2 21 $8M
2023 2 23 $8M
2024 2 20 $9M

Richard Hambleton Inc filing trail (2022)

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$4M
Net Income-$476K
Employer EIN952668577
Plan Effective Date2002-01-01
Filing StatusFILING RECEIVED

Nearby Defined Benefit (Pension) Plans in California

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

Richard Hambleton 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 ($B) Participants Richard Hambleton Inc Defined Benefit Pension Plan, Total assets ($B): 0.003762687 · Participants: 11Richard Hambleton 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
Richard Hambleton Inc Defined Benefit Pension Plan vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants
Compare Richard Hambleton Inc Defined Benefit Pension Plan side-by-side with 3 peers →

Richard Hambleton 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 Interval Partners, LP Cash Balance Plan in NY ($4M); by covered participants it is Javid, LLC Defined Benefit Pension Plan in AZ (11 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (11 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 Richard Hambleton Inc Defined Benefit Pension Plan assets move in 2022? ▼
Richard Hambleton Inc Defined Benefit Pension Plan pulled back noticeably - down 11.2% during 2022, from $4M to $4M. Reported net income was -$476K.
How have Richard Hambleton Inc plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Richard Hambleton Inc's sponsor-wide assets grew 21.3%, from $8M to $9M.
Which Defined Benefit (Pension) plans are similar in size to Richard Hambleton Inc Defined Benefit Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Interval Partners, LP Cash Balance Plan in NY ($4M, 17 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Richard Hambleton Inc Defined Benefit Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Javid, LLC Defined Benefit Pension Plan in AZ (11 participants, $5M 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 952668577.

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.