Defined Benefit (Pension) · DOL Form 5500 · 2022
Algernon Inc Pension Plan
Data updated 2026-08-25
- $5M
- Total assets Small plan by assets
- 6
- Participants Small participant base
- 50th
- Percentile by assets National rank
- $797,776
- Avg per participant High balance/head
Official DOL plan name: Algernon Inc Defined Benefit Pension Plan · Sponsored by Algernon Inc · California · Arts, Entertainment & Recreation
$5M in assets, 6 participants
Algernon Inc's Algernon Inc Defined Benefit Pension Plan reported $5M in total assets and 6 participants in its 2022 DOL Form 5500 filing, ranking in the 50th 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.
- #2,067 in Arts, Entertainment & Recreation (3,077 peers)
What the 2022 filing shows
Algernon Inc Defined Benefit Pension Plan holds $5M for 6 participants - about $797,776 per participant, above the median plan by assets.
- #2,067
- in Arts, Entertainment & Recreation (3,077 peers)
- -3.3%
- assets change YoY
The plan reported a net loss of $162K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Algernon Inc Defined Benefit Pension Plan's mid-pack asset rank among Arts, Entertainment & Recreation and all filers
Algernon Inc Defined Benefit Pension Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$4,786,654 Top 50% higher than 50% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Algernon Inc 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. Algernon Inc Defined Benefit Pension Plan is a micro filing (6 participants), the leftmost band.
Form 5500 schedule snapshot
Filing strip 954765988 · Algernon Inc PY 2022 · Defined Benefit (Pension)
Algernon Inc Defined Benefit Pension Plan · $5M · 6 · 50th
- ASSETS $5M
- PCT 6
- EIN 50th
- RANK Defined Benefit (Pension)
- PHOTO near The Utica Cutlery Company Pension Plan and Trust
- IND ind #2067
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 Arts, Entertainment & Recreation retirement plans → · Plans in California →
Algernon Inc Defined Benefit Pension Plan in the asset neighbourhood
Filing particulars (2022)
| Total Assets (Beginning of Year) | $5M |
|---|---|
| Net Assets (End of Year) | $5M |
| Net Income | -$162K |
| Employer EIN | 954765988 |
| Plan Effective Date | 2003-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Algernon Inc)
Sponsor-wide plan assets over time
All Algernon Inc plans reported in each filing year
- Latest sponsor-wide plan assets
- N/A
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 6 | $5M |
| 2023 | 1 | 5 | $5M |
| 2024 | 1 | N/A | N/A |
Nearby Defined Benefit (Pension) Plans in California
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- 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
- Wells Fargo & Company Cash Balance Plan $8.8B · 59,141
Algernon 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 The Utica Cutlery Company Pension Plan and Trust in NY ($5M); by covered participants it is Wuiteng Koh, Dds, Ms, Ps Defined Benefit Plan in WA (6 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($5M here).
Similar participant headcount
Nearest other-state filings by covered participants (6 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.