Defined Benefit (Pension) · DOL Form 5500 · 2022
Rb Williams Co., Inc. Dba Keiretsu Forum Pension Plan
Data updated 2026-08-25
- $3M
- Total assets Small plan by assets
- 5
- Participants Small participant base
- 42nd
- Percentile by assets National rank
- $658,511
- Avg per participant High balance/head
Official DOL plan name: Keiretsu Forum Cash Balance Plan · Sponsored by Rb Williams Co., Inc. Dba Keiretsu Forum · California · Finance & Insurance
$3M in assets, 5 participants
Rb Williams Co., Inc. Dba Keiretsu Forum's Keiretsu Forum Cash Balance Plan reported $3M in total assets and 5 participants in its 2022 DOL Form 5500 filing, ranking in the 42nd 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.
- #2,655 in Finance & Insurance (9,261 peers)
2022 asset change
Keiretsu Forum Cash Balance Plan pulled back noticeably 8.6% in 2022 ($4M → $3M) for 5 participants.
- #2,655
- in Finance & Insurance (9,261 peers)
- -8.6%
- assets change YoY
The plan reported a net loss of $310K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Keiretsu Forum Cash Balance Plan's mid-pack asset rank among Finance & Insurance and all filers
Keiretsu Forum Cash Balance Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$3,292,556 42nd percentile higher than 42% 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
Keiretsu Forum 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. Keiretsu Forum Cash Balance Plan is a micro filing (5 participants), the leftmost band.
Plan-year Form 5500 strip
Filing strip 943382528 · Rb Williams Co., Inc. Dba Keiretsu Forum PY 2022 · Defined Benefit (Pension)
Keiretsu Forum Cash Balance Plan · $3M · 5 · 42nd
- RANK $3M
- RANK 5
- RANK 42nd
- RANK Defined Benefit (Pension)
- RANK near Michael a. Littman, Atty., Defined Benefit Plan
- RANK ind #2655
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 →
Keiretsu Forum Cash Balance Plan in the asset neighbourhood
Rb Williams Co., Inc. Dba Keiretsu Forum years around the 2022 move
Sponsor-wide plan assets over time
All Rb Williams Co., Inc. Dba Keiretsu Forum plans reported in each filing year
- Latest sponsor-wide plan assets
- $3M 4.474153211061558% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 5 | $3M |
| 2023 | 1 | 5 | $3M |
| 2024 | 1 | 4 | $3M |
2022 asset-move particulars
| Total Assets (Beginning of Year) | $4M |
|---|---|
| Net Assets (End of Year) | $3M |
| Net Income | -$310K |
| Employer EIN | 943382528 |
| Plan Effective Date | 2005-01-01 |
| Filing Status | FILING RECEIVED |
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
Keiretsu Forum 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 Michael a. Littman, Atty., Defined Benefit Plan in CO ($3M); by covered participants it is Vjlp LLC Defined Benefit Plan in GA (5 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($3M here).
- Michael a. Littman, Atty., Defined Benefit Plan (CO) $3M · 1
- Rand-Whitney Retirement Plan for Members of Bargaining Units (MA) $3M · 82
- Tn Americas Holdings, Inc. Defined Benefit Plan - Erwin Plant Employees (GA) $3M · N/A
- Toshiba International Corp. Hourly Pension Plan for Industrial Division (TX) $3M · 170
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.