Defined Benefit (Pension) · DOL Form 5500 · 2022

Custom Leasing and Sales Inc Pension Plan

Data updated 2026-08-11

$3M
Total assets
2
Participants
37th
Percentile by assets
$1.3M
Avg per participant
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Official DOL plan name: Custom Leasing and Sales Inc Defined Benefit Pension Plan · Sponsored by Custom Leasing and Sales Inc · California · Retail Trade

$3M in assets, 2 participants

Custom Leasing and Sales Inc's Custom Leasing and Sales Inc Defined Benefit Pension Plan reported $3M in total assets and 2 participants in its 2022 DOL Form 5500 filing, ranking in the 37th 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.

  • 37th percentile by assets (of 139,126 plans)
  • #4,463 in Retail Trade (9,519 peers)

Custom Leasing and Sales Inc multi-year trail

Custom Leasing and Sales Inc's plans moved +15.9% in assets from 2022 to 2024; this filing shows Custom Leasing and Sales Inc Defined Benefit Pension Plan at $3M / 2 participants.

$3M
total plan assets (2022 EOY)
2
covered participants
37th
percentile by assets (of 139,126 plans)
$1.3M
avg assets per participant

The plan reported a net loss of $609K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Where Custom Leasing and Sales Inc Defined Benefit Pension Plan sits by total assets

Custom Leasing and Sales Inc Defined Benefit Pension Plan vs every filed plan by assets

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

$2,532,475 37th percentile higher than 37% of 139,123 filed plans

This plan $0 $2,010,000,000 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

State
California
Industry
Retail Trade

Custom Leasing and Sales Inc across 3 plan years on file

Across the 3 plan years Custom Leasing and Sales Inc has on file (2022-2024), sponsor-wide plan assets have moved from $3M to $3M, a gain of 15.9%, while reported participants moved from 4 to 4 (+0.0%). Peak year by sponsor assets: 2024 ($3M); trough: 2022 ($3M).

Custom Leasing and Sales Inc multi-year asset trail

$2.4M$2.6M$2.8M$3M$3.2M 202220232024 $2.64M $3.06M ▲ +15.9%
Total plan assets by year, all Custom Leasing and Sales Inc plans on file
Year Plans Participants Total Assets
2022 2 4 $3M
2023 2 4 $3M
2024 2 4 $3M

Custom Leasing and Sales Inc filing trail (2022)

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$3M
Net Income-$609K
Employer EIN262055873
Plan Effective Date2011-01-01
Filing StatusFILING RECEIVED

Nearby Defined Benefit (Pension) Plans in California

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

Custom Leasing and Sales 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 ($B) Participants Custom Leasing and S…, Total assets ($B): 0.002532475 · Participants: 2Custom Leasing and S…Kaiser Permanente Re…, Total assets ($B): 31.853758931 · Participants: 126331Kaiser Permanente Re…Pacific Gas and Elec…, Total assets ($B): 17.05949917 · Participants: 25709Pacific Gas and Elec…Retirement Plan for …, Total assets ($B): 10.381485239 · Participants: 19326Retirement Plan for …Disney Salaried Pens…, Total assets ($B): 9.228005463 · Participants: 11405Disney Salaried Pens…Wells Fargo & Compan…, Total assets ($B): 8.784432859 · Participants: 59141Wells Fargo & Compan…
Custom Leasing and Sales Inc Defined Benefit Pension Plan vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants
Compare Custom Leasing and Sales Inc Defined Ben… side-by-side with 3 peers →

Similar-Sized Defined Benefit (Pension) Plans Nationally

Defined Benefit (Pension) plans in other states closest to Custom Leasing and Sales Inc Defined Benefit Pension Plan by total assets, not by location.

Frequently Asked Questions

How did Custom Leasing and Sales Inc Defined Benefit Pension Plan assets move in 2022? ▼
Custom Leasing and Sales Inc Defined Benefit Pension Plan declined sharply - down 20.5% during 2022, from $3M to $3M. Reported net income was -$609K.
How have Custom Leasing and Sales Inc plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Custom Leasing and Sales Inc's sponsor-wide assets grew 15.9%, from $3M to $3M.
Which Defined Benefit (Pension) plans are similar in size to Custom Leasing and Sales Inc Defined Benefit Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Pfeil & Holing, Inc. Retirement Trust (Defined Benefit) in NY ($3M, 17 participants).

Next read for Custom Leasing and Sales Inc Defined Ben…

Multi-year trail

Ways to act on Custom Leasing and Sales Inc Defined Benefit Pension Plan's numbers.

  • By total assets, Custom Leasing and Sales Inc Defined Benefit Pension Plan ranks in the lower half of filed plans by assets. See the largest plans
  • Compare it side-by-side against 3 similar Defined Benefit (Pension) plans in California. Compare plans
  • Custom Leasing and Sales Inc's sponsor-wide assets have grown 15.9% since 2022 across 3 plan years on file. More Retail Trade plans

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 262055873.

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.