Defined Benefit (Pension) · DOL Form 5500 · 2022

Andrew E Bakos & Associates PC Pension Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
2
Participants Small participant base
33rd
Percentile by assets National rank
$941,588
Avg per participant High balance/head
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Official DOL plan name: Andrew E Bakos Defined Benefit Pension Plan · Sponsored by Andrew E Bakos & Associates PC · California · Professional & Technical Services

$2M in assets, 2 participants

Andrew E Bakos & Associates PC's Andrew E Bakos Defined Benefit Pension Plan reported $2M in total assets and 2 participants in its 2022 DOL Form 5500 filing, ranking in the 33rd 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.

  • #6,343 in Professional & Technical Services (21,562 peers)

What the 2022 filing shows

Andrew E Bakos Defined Benefit Pension Plan holds $2M for 2 participants - about $941,588 per participant, in the lower half of filed plans by assets.

#6,343
in Professional & Technical Services (21,562 peers)
-2.2%
assets change YoY

The plan reported a net loss of $42K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Andrew E Bakos Defined Benefit Pension Plan among the smaller filed plans by assets

Andrew E Bakos Defined Benefit Pension Plan vs every filed plan by assets

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

$1,883,175 33rd percentile higher than 33% 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

Andrew E Bakos 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. Andrew E Bakos Defined Benefit Pension Plan is a micro filing (2 participants), the leftmost band.

EBSA filing schedule strip

Filing strip 205284429 · Andrew E Bakos & Associates PC PY 2022 · Defined Benefit (Pension)

Andrew E Bakos Defined Benefit Pension Plan · $2M · 2 · 33rd

  • RANK $2M
  • PHOTO 2
  • IND 33rd
  • EOY Defined Benefit (Pension)
  • 5500 near Kanam Associates Retirement Plan and Trust
  • ASSETS ind #6343

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 Professional & Technical Services retirement plans → · Plans in California →

Andrew E Bakos Defined Benefit Pension Plan in the asset neighbourhood

Minova USA, Inc. Pension Plan for Hourly EmployeesMinova USA, Inc. Pension Pla…$2MRetirement Plan for Hourly Paid Employees of Campbell Foundry CompanyRetirement Plan for Hourly P…$2MAndrew E Bakos Defined Benefit Pension PlanAndrew E Bakos Defined Benef…$2MKanam Associates Retirement Plan and TrustKanam Associates Retirement …$2MGf Parish Group, LLC Cash Balance PlanGf Parish Group, LLC Cash Ba…$2M
End-of-year total assets ($M) among Andrew E Bakos Defined Benefit Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

Filing particulars (2022)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income-$42K
Employer EIN205284429
Plan Effective Date2006-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Andrew E Bakos & Associates PC)

Sponsor-wide plan assets over time

All Andrew E Bakos & Associates PC plans reported in each filing year

Latest sponsor-wide plan assets
$2M 5.250229001553228% vs 2022
2024 filing year
$1.85M$1.9M$1.95M$2M 202220232024 $1.88M $1.98M ▲ +5.3%
Year Plans Participants Total Assets
2022 1 2 $2M
2023 1 2 $2M
2024 1 2 $2M

Nearby Defined Benefit (Pension) Plans in California

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

Andrew E Bakos 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 ($B) Participants Andrew E Bakos Defined Benefit Pension Plan, Total assets ($B): 0.001883175 · Participants: 2Andrew E Bakos Defined Benefit 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
Andrew E Bakos Defined Benefit Pension Plan vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants
Compare Andrew E Bakos Defined Benefit Pension Plan side-by-side with 3 peers →

Andrew E Bakos 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 Kanam Associates Retirement Plan and Trust in NY ($2M); by covered participants it is New York Direct Marketing Corp. Defined Benefit Plan in NY (2 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (2 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 Andrew E Bakos Defined Benefit Pension Plan assets move in 2022? ▼
Andrew E Bakos Defined Benefit Pension Plan edged down modestly - down 2.2% during 2022, from $2M to $2M. Reported net income was -$42K.
How have Andrew E Bakos & Associates PC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Andrew E Bakos & Associates PC's sponsor-wide assets grew 5.3%, from $2M to $2M.
Which Defined Benefit (Pension) plans are similar in size to Andrew E Bakos Defined Benefit Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Kanam Associates Retirement Plan and Trust in NY ($2M, 3 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Andrew E Bakos Defined Benefit Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is New York Direct Marketing Corp. Defined Benefit Plan in NY (2 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 205284429.

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.