Defined Benefit (Pension) · DOL Form 5500 · 2022

Yuan Zan Jessie Shaw Pension Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
3
Participants Small participant base
40th
Percentile by assets National rank
$978,965
Avg per participant High balance/head
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Official DOL plan name: Yuan Zan Jessie Shaw Defined Benefit Pension Plan · Sponsored by Yuan Zan Jessie Shaw · California · Professional & Technical Services

$3M in assets, 3 participants

Yuan Zan Jessie Shaw's Yuan Zan Jessie Shaw Defined Benefit Pension Plan reported $3M in total assets and 3 participants in its 2022 DOL Form 5500 filing, ranking in the 40th 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.

  • #8,045 in Professional & Technical Services (21,562 peers)

Yuan Zan Jessie Shaw multi-year trail

Yuan Zan Jessie Shaw's plans moved +17.8% in assets from 2022 to 2024; this filing shows Yuan Zan Jessie Shaw Defined Benefit Pension Plan at $3M / 3 participants.

#8,045
in Professional & Technical Services (21,562 peers)
-8.4%
assets change YoY

The plan reported a net loss of $271K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Yuan Zan Jessie Shaw Defined Benefit Pension Plan's mid-pack asset rank among Professional & Technical Services and all filers

Yuan Zan Jessie Shaw Defined Benefit Pension Plan vs every filed plan by assets

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

$2,936,894 40th percentile higher than 40% 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

Yuan Zan Jessie Shaw 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. Yuan Zan Jessie Shaw Defined Benefit Pension Plan is a micro filing (3 participants), the leftmost band.

Form 5500 schedule snapshot

Filing strip 954386687 · Yuan Zan Jessie Shaw PY 2022 · Defined Benefit (Pension)

Yuan Zan Jessie Shaw Defined Benefit Pension Plan · $3M · 3 · 40th

  • VS-ST $3M
  • BOY 3
  • SCH 40th
  • EBSA Defined Benefit (Pension)
  • PART near Kane International Corporation Cash Balance Pension Plan
  • TYPE ind #8045

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 →

Yuan Zan Jessie Shaw Defined Benefit Pension Plan in the asset neighbourhood

Yuan Zan Jessie Shaw Defined Benefit Pension PlanYuan Zan Jessie Shaw Defined…$3MKane International Corporation Cash Balance Pension PlanKane International Corporati…$3MUrology of St. Louis, Inc. Cash Balance Pension PlanUrology of St. Louis, Inc. C…$3MBricklayers Pension Fund of West VirginiaBricklayers Pension Fund of …$3MM Orhan Kaymakcalan Md Defined Benefit Plan and TrustM Orhan Kaymakcalan Md Defin…$3M
End-of-year total assets ($M) among Yuan Zan Jessie Shaw Defined Benefit Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

Yuan Zan Jessie Shaw multi-year asset trail

Sponsor-wide plan assets over time

All Yuan Zan Jessie Shaw plans reported in each filing year

Latest sponsor-wide plan assets
$5M 17.757104667517396% vs 2022
2024 filing year
$4M$4.5M$5M$5.5M 202220232024 $4.29M $5.06M ▲ +17.9%
Year Plans Participants Total Assets
2022 2 4 $4M
2023 2 2 $5M
2024 2 2 $5M

Yuan Zan Jessie Shaw filing trail (2022)

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$3M
Net Income-$271K
Employer EIN954386687
Plan Effective Date2001-01-01
Filing StatusFILING RECEIVED

Nearby Defined Benefit (Pension) Plans in California

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

Yuan Zan Jessie Shaw 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 ($B) Participants Yuan Zan Jessie Shaw Defined Benefit Pension Plan, Total assets ($B): 0.002936894 · Participants: 3Yuan Zan Jessie Shaw 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
Yuan Zan Jessie Shaw Defined Benefit Pension Plan vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants
Compare Yuan Zan Jessie Shaw Defined Benefit Pension Plan side-by-side with 3 peers →

Yuan Zan Jessie Shaw 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 Kane International Corporation Cash Balance Pension Plan in NY ($3M); 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 Yuan Zan Jessie Shaw Defined Benefit Pension Plan assets move in 2022? ▼
Yuan Zan Jessie Shaw Defined Benefit Pension Plan pulled back noticeably - down 8.4% during 2022, from $3M to $3M. Reported net income was -$271K.
How have Yuan Zan Jessie Shaw plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Yuan Zan Jessie Shaw's sponsor-wide assets grew 17.8%, from $4M to $5M.
Which Defined Benefit (Pension) plans are similar in size to Yuan Zan Jessie Shaw Defined Benefit Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Kane International Corporation Cash Balance Pension Plan in NY ($3M, 3 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Yuan Zan Jessie Shaw Defined Benefit Pension 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 954386687.

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.