Defined Benefit (Pension) · DOL Form 5500 · 2022

Clumeck Stern Schenkelberg & Getzoff Pension Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
6
Participants Small participant base
52nd
Percentile by assets National rank
$877,105
Avg per participant High balance/head
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Official DOL plan name: Clumeck Stern Schenkelberg & Getzoff Defined Benefit Pension Plan · Sponsored by Clumeck Stern Schenkelberg & Getzoff · California · Professional & Technical Services

$5M in assets, 6 participants

Clumeck Stern Schenkelberg & Getzoff's Clumeck Stern Schenkelberg & Getzoff Defined Benefit Pension Plan reported $5M in total assets and 6 participants in its 2022 DOL Form 5500 filing, ranking in the 52nd 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.

  • #10,662 in Professional & Technical Services (21,562 peers)

Clumeck Stern Schenkelberg & Getzoff multi-year trail

Clumeck Stern Schenkelberg & Getzoff's plans moved +23.7% in assets from 2022 to 2024; this filing shows Clumeck Stern Schenkelberg & Getzoff Defined Benefit Pension Plan at $5M / 6 participants.

#10,662
in Professional & Technical Services (21,562 peers)
+5.2%
assets growth YoY

Clumeck Stern Schenkelberg & Getzoff Defined Benefit Pension Plan's mid-pack asset rank among Professional & Technical Services and all filers

Clumeck Stern Schenkelberg & Getzoff Defined Benefit Pension Plan vs every filed plan by assets

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

$5,262,628 Top 48% higher than 52% 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

Clumeck Stern Schenkelberg & Getzoff 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. Clumeck Stern Schenkelberg & Getzoff Defined Benefit Pension Plan is a micro filing (6 participants), the leftmost band.

DOL schedule card

Filing strip 954120221 · Clumeck Stern Schenkelberg & Getzoff PY 2022 · Defined Benefit (Pension)

Clumeck Stern Schenkelberg & Getzoff Defined Benefit Pension Plan · $5M · 6 · 52nd

  • VS-ST $5M
  • VS-ST 6
  • VS-ST 52nd
  • VS-ST Defined Benefit (Pension)
  • VS-ST near Monofrax, LLC Pension Plan for Represented Employees of Falconer, New York
  • VS-ST ind #10662

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 →

Clumeck Stern Schenkelberg & Getzoff Defined Benefit Pension Plan in the asset neighbourhood

Lancaster Glass Corporation Union Employees Retirement Benefit PlanLancaster Glass Corporation …$5MCitizens Bank of West Virginia Defined Benefit Pension PlanCitizens Bank of West Virgin…$5MMonofrax, LLC Pension Plan for Represented Employees of Falconer, New YorkMonofrax, LLC Pension Plan f…$5MClumeck Stern Schenkelberg & Getzoff Defined Benefit Pension PlanClumeck Stern Schenkelberg &…$5MEmployee's Pension Plan of Local 731 I B of TEmployee's Pension Plan of L…$5M
End-of-year total assets ($M) among Clumeck Stern Schenkelberg & Getzoff Defined Benefit Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

Clumeck Stern Schenkelberg & Getzoff multi-year asset trail

Sponsor-wide plan assets over time

All Clumeck Stern Schenkelberg & Getzoff plans reported in each filing year

Latest sponsor-wide plan assets
$16M 23.72283777540584% vs 2022
2024 filing year
$12M$13M$14M$15M$16M$17M 202220232024 $13.1M $16.2M ▲ +23.7%
Year Plans Participants Total Assets
2022 2 18 $13M
2023 2 17 $15M
2024 2 22 $16M

Clumeck Stern Schenkelberg & Getzoff filing trail (2022)

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$5M
Net Income$259K
Employer EIN954120221
Plan Effective Date2007-01-01
Filing StatusFILING RECEIVED

Nearby Defined Benefit (Pension) Plans in California

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

Clumeck Stern Schenkelberg & Getzoff 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 ($B) Participants Clumeck Stern Schenkelberg & Getzoff Defined Benefit Pension Plan, Total assets ($B): 0.005262628 · Participants: 6Clumeck Stern Schenkelberg & Getzoff 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
Clumeck Stern Schenkelberg & Getzoff Defined Benefit Pension Plan vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants
Compare Clumeck Stern Schenkelberg & Getzoff Defined Benefit Pension Plan side-by-side with 3 peers →

Clumeck Stern Schenkelberg & Getzoff 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 Monofrax, LLC Pension Plan for Represented Employees of Falconer, New York in NY ($5M); by covered participants it is Wuiteng Koh, Dds, Ms, Ps Defined Benefit Plan in WA (6 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (6 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 Clumeck Stern Schenkelberg & Getzoff Defined Benefit Pension Plan assets move in 2022? ▼
Clumeck Stern Schenkelberg & Getzoff Defined Benefit Pension Plan grew at a solid clip - up 5.2% during 2022, from $5M to $5M. Reported net income was $259K.
How have Clumeck Stern Schenkelberg & Getzoff plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Clumeck Stern Schenkelberg & Getzoff's sponsor-wide assets grew 23.7%, from $13M to $16M.
Which Defined Benefit (Pension) plans are similar in size to Clumeck Stern Schenkelberg & Getzoff Defined Benefit Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Monofrax, LLC Pension Plan for Represented Employees of Falconer, New York in NY ($5M, 67 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Clumeck Stern Schenkelberg & Getzoff Defined Benefit Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Wuiteng Koh, Dds, Ms, Ps Defined Benefit Plan in WA (6 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 954120221.

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.