Defined Benefit (Pension) · DOL Form 5500 · 2022
Marsh, Rickard & Bryan, PC Pension Plan
Data updated 2026-08-25
- $6M
- Total assets Small plan by assets
- 34
- Participants Small participant base
- 54th
- Percentile by assets National rank
- $175,125
- Avg per participant Above avg balance/head
Official DOL plan name: Marsh, Rickard & Bryan, PC Cash Balance Plan · Sponsored by Marsh, Rickard & Bryan, PC · Alabama · Professional & Technical Services
$6M in assets, 34 participants
Marsh, Rickard & Bryan, PC's Marsh, Rickard & Bryan, PC Cash Balance Plan reported $6M in total assets and 34 participants in its 2022 DOL Form 5500 filing, ranking in the 54th 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.
- #11,250 in Professional & Technical Services (21,562 peers)
2022 asset change
Marsh, Rickard & Bryan, PC Cash Balance Plan declined sharply 17.0% in 2022 ($7M → $6M) for 34 participants.
- #11,250
- in Professional & Technical Services (21,562 peers)
- -17.0%
- assets change YoY
The plan reported a net loss of $1M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Marsh, Rickard & Bryan, PC Cash Balance Plan's mid-pack asset rank among Professional & Technical Services and all filers
Marsh, Rickard & Bryan, PC Cash Balance Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$5,954,259 Top 46% higher than 54% 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
Marsh, Rickard & Bryan, PC Cash Balance Plan among smaller filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Marsh, Rickard & Bryan, PC Cash Balance Plan is a small filing (34 participants) on this national headcount ladder.
Plan-year Form 5500 strip
Filing strip 631170123 · Marsh, Rickard & Bryan, PC PY 2022 · Defined Benefit (Pension)
Marsh, Rickard & Bryan, PC Cash Balance Plan · $6M · 34 · 54th
- VS-ST $6M
- VS-ST 34
- VS-ST 54th
- VS-ST Defined Benefit (Pension)
- VS-ST near New Century Partners Defined Benefit Plan
- VS-ST ind #11250
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 Alabama →
Marsh, Rickard & Bryan, PC Cash Balance Plan in the asset neighbourhood
2022 asset-move particulars
| Total Assets (Beginning of Year) | $7M |
|---|---|
| Net Assets (End of Year) | $6M |
| Net Income | -$1M |
| Employer EIN | 631170123 |
| Plan Effective Date | 2003-01-01 |
| Filing Status | FILING RECEIVED |
Nearby Defined Benefit (Pension) Plans in Alabama
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- Regions Financial Corporation Retirement Plan $1.2B · 309
- Regions Financial Corporation Retirement Plan for Associates $700M · 2,672
- Blue Cross and Blue Shield of Alabama Retirement Plan $655M · 2,154
- Vulcan Materials Company Pension Plan $503M · 879
- American Cast Iron Pipe Company Pension Plan $432M · 869
Marsh, Rickard & Bryan, PC Cash Balance Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside Alabama, the nearest Defined Benefit (Pension) by assets is New Century Partners Defined Benefit Plan in CA ($6M); by covered participants it is Original Bradford Soap Works, Inc. Retirement Plan in RI (34 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($6M here).
Similar participant headcount
Nearest other-state filings by covered participants (34 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.