Defined Benefit (Pension) · DOL Form 5500 · 2022

Ebms, Inc. Dba Hermes Wealth Strategies Pension Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
5
Participants Small participant base
30th
Percentile by assets National rank
$302,418
Avg per participant High balance/head
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Official DOL plan name: Ebms, Inc. Dba Hermes Wealth Strategies Cash Balance Pension Plan · Sponsored by Ebms, Inc. Dba Hermes Wealth Strategies · California · Finance & Insurance

$2M in assets, 5 participants

Ebms, Inc. Dba Hermes Wealth Strategies's Ebms, Inc. Dba Hermes Wealth Strategies Cash Balance Pension Plan reported $2M in total assets and 5 participants in its 2022 DOL Form 5500 filing, ranking in the 30th 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.

  • #1,857 in Finance & Insurance (9,261 peers)

Ebms, Inc. Dba Hermes Wealth Strategies multi-year trail

Ebms, Inc. Dba Hermes Wealth Strategies's plans moved +62.1% in assets from 2022 to 2023; this filing shows Ebms, Inc. Dba Hermes Wealth Strategies Cash Balance Pension Plan at $2M / 5 participants.

#1,857
in Finance & Insurance (9,261 peers)
+27.7%
assets growth YoY

Ebms, Inc. Dba Hermes Wealth Strategies Cash Balance Pension Plan among the smaller filed plans by assets

Ebms, Inc. Dba Hermes Wealth Strategies Cash Balance Pension Plan vs every filed plan by assets

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

$1,512,091 30th percentile higher than 30% 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

Ebms, Inc. Dba Hermes Wealth Strategies Cash Balance 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. Ebms, Inc. Dba Hermes Wealth Strategies Cash Balance Pension Plan is a micro filing (5 participants), the leftmost band.

Published 5500 schedule card

Filing strip 273354125 · Ebms, Inc. Dba Hermes Wealth Strategies PY 2022 · Defined Benefit (Pension)

Ebms, Inc. Dba Hermes Wealth Strategies Cash Balance Pension Plan · $2M · 5 · 30th

  • IND $2M
  • EOY 5
  • 5500 30th
  • ASSETS Defined Benefit (Pension)
  • PCT near Napco International UAW Local No. 125 Retirement Income Plan
  • EIN ind #1857

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 →

Ebms, Inc. Dba Hermes Wealth Strategies Cash Balance Pension Plan in the asset neighbourhood

Route Brokers, Inc. Cash Balance PlanRoute Brokers, Inc. Cash Bal…$2MLiberty Women Ob-Gyn, PC Retirement PlanLiberty Women Ob-Gyn, PC Ret…$2MEbms, Inc. Dba Hermes Wealth Strategies Cash Balance Pension PlanEbms, Inc. Dba Hermes Wealth…$2MNapco International UAW Local No. 125 Retirement Income PlanNapco International UAW Loca…$2MPathology & Billing Group Pension PlanPathology & Billing Group Pe…$2M
End-of-year total assets ($M) among Ebms, Inc. Dba Hermes Wealth Strategies Cash Balance Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

Ebms, Inc. Dba Hermes Wealth Strategies multi-year asset trail

Sponsor-wide plan assets over time

All Ebms, Inc. Dba Hermes Wealth Strategies plans reported in each filing year

Latest sponsor-wide plan assets
$2M 62.14625971585044% vs 2022
2023 filing year
$1M$1.5M$2M$2.5M$3M 20222023 $1.51M $2.45M ▲ +62.3%
Year Plans Participants Total Assets
2022 1 5 $2M
2023 1 5 $2M

Ebms, Inc. Dba Hermes Wealth Strategies filing trail (2022)

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$2M
Net Income$328K
Employer EIN273354125
Plan Effective Date2010-01-01
Filing StatusFILING RECEIVED

Nearby Defined Benefit (Pension) Plans in California

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

Ebms, Inc. Dba Hermes Wealth Strategies Cash Balance Pension Plan vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -10010203040 Total assets ($B) Participants Ebms, Inc. Dba Hermes Wealth Strategies Cash Balance Pension Plan, Total assets ($B): 0.001512091 · Participants: 5Ebms, Inc. Dba Hermes Wealth Strategies Cash Balance 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
Ebms, Inc. Dba Hermes Wealth Strategies Cash Balance Pension Plan vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants
Compare Ebms, Inc. Dba Hermes Wealth Strategies Cash Balance Pension Plan side-by-side with 3 peers →

Ebms, Inc. Dba Hermes Wealth Strategies Cash Balance Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside California, the nearest Defined Benefit (Pension) by assets is Napco International UAW Local No. 125 Retirement Income Plan in MN ($2M); by covered participants it is Vjlp LLC Defined Benefit Plan in GA (5 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (5 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 Ebms, Inc. Dba Hermes Wealth Strategies Cash Balance Pension Plan assets move in 2022? ▼
Ebms, Inc. Dba Hermes Wealth Strategies Cash Balance Pension Plan grew sharply - up 27.7% during 2022, from $1M to $2M. Reported net income was $328K.
How have Ebms, Inc. Dba Hermes Wealth Strategies plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), Ebms, Inc. Dba Hermes Wealth Strategies's sponsor-wide assets grew 62.1%, from $2M to $2M.
Which Defined Benefit (Pension) plans are similar in size to Ebms, Inc. Dba Hermes Wealth Strategies Cash Balance Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Napco International UAW Local No. 125 Retirement Income Plan in MN ($2M, 6 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Ebms, Inc. Dba Hermes Wealth Strategies Cash Balance Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Vjlp LLC Defined Benefit Plan in GA (5 participants, N/A 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 273354125.

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.