Defined Benefit (Pension) · DOL Form 5500 · 2022

Dachtler Wealth Management LLC Pension Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets
4
Participants Small participant base
30th
Percentile by assets National rank
$371,122
Avg per participant High balance/head
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Official DOL plan name: Dachtler Wealth Management LLC Defined Benefit Pension Plan · Sponsored by Dachtler Wealth Management LLC · California · Finance & Insurance

$1M in assets, 4 participants

Dachtler Wealth Management LLC's Dachtler Wealth Management LLC Defined Benefit Pension Plan reported $1M in total assets and 4 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.

  • #1,846 in Finance & Insurance (9,261 peers)

Dachtler Wealth Management LLC multi-year trail

Dachtler Wealth Management LLC's plans moved +34.0% in assets from 2022 to 2024; this filing shows Dachtler Wealth Management LLC Defined Benefit Pension Plan at $1M / 4 participants.

#1,846
in Finance & Insurance (9,261 peers)
+28.1%
assets growth YoY

Dachtler Wealth Management LLC Defined Benefit Pension Plan among the smaller filed plans by assets

Dachtler Wealth Management LLC Defined Benefit Pension Plan vs every filed plan by assets

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

$1,484,489 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

Dachtler Wealth Management LLC 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. Dachtler Wealth Management LLC Defined Benefit Pension Plan is a micro filing (4 participants), the leftmost band.

DOL schedule card

Filing strip 204302269 · Dachtler Wealth Management LLC PY 2022 · Defined Benefit (Pension)

Dachtler Wealth Management LLC Defined Benefit Pension Plan · $1M · 4 · 30th

  • 5500 $1M
  • ASSETS 4
  • PCT 30th
  • EIN Defined Benefit (Pension)
  • RANK near Luther Strange & Associates LLC Defined Benefit Plan
  • PHOTO ind #1846

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 →

Dachtler Wealth Management LLC Defined Benefit Pension Plan in the asset neighbourhood

Luther Strange & Associates LLC Defined Benefit PlanLuther Strange & Associates …$1MJalaram Sales, Inc. Cash Balance PlanJalaram Sales, Inc. Cash Bal…$1MDachtler Wealth Management LLC Defined Benefit Pension PlanDachtler Wealth Management L…$1MEl Paso Pain Center Defined Benefit Plan & TrustEl Paso Pain Center Defined …$1MVista Tax Group, LLC Cash Balance PlanVista Tax Group, LLC Cash Ba…$1M
End-of-year total assets ($M) among Dachtler Wealth Management LLC Defined Benefit Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

Dachtler Wealth Management LLC multi-year asset trail

Sponsor-wide plan assets over time

All Dachtler Wealth Management LLC plans reported in each filing year

Latest sponsor-wide plan assets
$2M 34.00207074622985% vs 2022
2024 filing year
$1.4M$1.6M$1.8M$2M$2.2M 202220232024 $1.48M $1.99M ▲ +34.5%
Year Plans Participants Total Assets
2022 1 4 $1M
2023 1 4 $2M
2024 1 4 $2M

Dachtler Wealth Management LLC filing trail (2022)

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$1M
Net Income$326K
Employer EIN204302269
Plan Effective Date2017-01-01
Filing StatusFILING RECEIVED

Nearby Defined Benefit (Pension) Plans in California

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

Dachtler Wealth Management LLC 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 ($B) Participants Dachtler Wealth Management LLC Defined Benefit Pension Plan, Total assets ($B): 0.001484489 · Participants: 4Dachtler Wealth Management LLC 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
Dachtler Wealth Management LLC Defined Benefit Pension Plan vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants
Compare Dachtler Wealth Management LLC Defined Benefit Pension Plan side-by-side with 3 peers →

Dachtler Wealth Management LLC 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 Luther Strange & Associates LLC Defined Benefit Plan in AL ($1M); by covered participants it is Acme Industries of West Babylon, Inc. Retirement Plan in NY (4 participants). Same-state nearby plans are listed separately above.

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 Dachtler Wealth Management LLC Defined Benefit Pension Plan assets move in 2022? ▼
Dachtler Wealth Management LLC Defined Benefit Pension Plan grew sharply - up 28.1% during 2022, from $1M to $1M. Reported net income was $326K.
How have Dachtler Wealth Management LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Dachtler Wealth Management LLC's sponsor-wide assets grew 34.0%, from $1M to $2M.
Which Defined Benefit (Pension) plans are similar in size to Dachtler Wealth Management LLC Defined Benefit Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Luther Strange & Associates LLC Defined Benefit Plan in AL ($1M, 2 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Dachtler Wealth Management LLC Defined Benefit Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Acme Industries of West Babylon, Inc. Retirement Plan in NY (4 participants, $7M 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 204302269.

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.