Defined Benefit (Pension) · DOL Form 5500 · 2022

Heather & Learka Pension Plan

Data updated 2026-08-25

$226K
Total assets Small plan by assets
3
Participants Small participant base
11th
Percentile by assets National rank
$75,472
Avg per participant Below avg balance/head
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Official DOL plan name: Heather & Learka Cash Balance Plan · Sponsored by Heather & Learka · California · Real Estate

$226K in assets, 3 participants

Heather & Learka's Heather & Learka Cash Balance Plan reported $226K in total assets and 3 participants in its 2022 DOL Form 5500 filing, ranking in the 11th 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.

  • #915 in Real Estate (5,057 peers)

Heather & Learka multi-year trail

Heather & Learka's plans moved +14.5% in assets from 2022 to 2024; this filing shows Heather & Learka Cash Balance Plan at $226K / 3 participants.

#915
in Real Estate (5,057 peers)
+11.0%
assets growth YoY

Heather & Learka Cash Balance Plan among the smaller filed plans by assets

Heather & Learka Cash Balance Plan vs every filed plan by assets

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

$226,415 11th percentile higher than 11% 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

Heather & Learka Cash Balance 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. Heather & Learka Cash Balance Plan is a micro filing (3 participants), the leftmost band.

EBSA filing schedule strip

Filing strip 810853566 · Heather & Learka PY 2022 · Defined Benefit (Pension)

Heather & Learka Cash Balance Plan · $226K · 3 · 11th

  • RANK $226K
  • RANK 3
  • RANK 11th
  • RANK Defined Benefit (Pension)
  • RANK near Pension Plan for Hourly Paid Employees of the Pittsburgh, PA Plant of Amg Resources
  • RANK ind #915

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 Real Estate retirement plans → · Plans in California →

Heather & Learka Cash Balance Plan in the asset neighbourhood

Heather & Learka Cash Balance PlanHeather & Learka Cash Balanc…$226KPension Plan for Hourly Paid Employees of the Pittsburgh, PA Plant of Amg ResourcesPension Plan for Hourly Paid…$227KPyxus International, Inc. Pension PlanPyxus International, Inc. Pe…$227KAsbestos Workers Union Local No. 64 Pension PlanAsbestos Workers Union Local…$225KCooperative Resources International, Inc. Retirement PlanCooperative Resources Intern…$220K
End-of-year total assets ($M) among Heather & Learka Cash Balance Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

Heather & Learka multi-year asset trail

Sponsor-wide plan assets over time

All Heather & Learka plans reported in each filing year

Latest sponsor-wide plan assets
$259K 14.501689375703908% vs 2022
2024 filing year
$0.22M$0.23M$0.24M$0.25M$0.26M$0.27M 202220232024 $0.23M $0.26M ▲ +13.0%
Year Plans Participants Total Assets
2022 1 3 $226K
2023 1 2 $245K
2024 1 2 $259K

Heather & Learka filing trail (2022)

Total Assets (Beginning of Year)$204K
Net Assets (End of Year)$226K
Net Income$22K
Employer EIN810853566
Plan Effective Date2020-01-01
Filing StatusFILING RECEIVED

Nearby Defined Benefit (Pension) Plans in California

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

Heather & Learka Cash Balance Plan vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -10010203040 Total assets ($B) Participants Heather & Learka Cash Balance Plan, Total assets ($B): 0.000226415 · Participants: 3Heather & Learka 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
Heather & Learka Cash Balance Plan vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants
Compare Heather & Learka Cash Balance Plan side-by-side with 3 peers →

Heather & Learka 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 Pension Plan for Hourly Paid Employees of the Pittsburgh, PA Plant of Amg Resources in PA ($227K); by covered participants it is Merkley, Newman & Mclaws, Inc. Defined Benefit Pension Plan in AZ (3 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (3 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 Heather & Learka Cash Balance Plan assets move in 2022? ▼
Heather & Learka Cash Balance Plan grew at a solid clip - up 11.0% during 2022, from $204K to $226K. Reported net income was $22K.
How have Heather & Learka plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Heather & Learka's sponsor-wide assets grew 14.5%, from $226K to $259K.
Where does Heather & Learka Cash Balance Plan rank by assets among Form 5500 filers? ▼
Heather & Learka Cash Balance Plan ranks in the 11th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (among the smaller plans by assets on file).
Which Defined Benefit (Pension) plans are similar in size to Heather & Learka Cash Balance Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Pension Plan for Hourly Paid Employees of the Pittsburgh, PA Plant of Amg Resources in PA ($227K, N/A participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Heather & Learka Cash Balance Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Merkley, Newman & Mclaws, Inc. Defined Benefit Pension Plan in AZ (3 participants, $904K 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 810853566.

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.