Defined Benefit (Pension) · DOL Form 5500 · 2022

Hertz Lichtenstein & Young, L.L.P. Pension Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
N/A
Participants Small participant base
42nd
Percentile by assets National rank
PlainRetire home → About this data RSS: change history

Official DOL plan name: Hertz Lichtenstein & Young, L.L.P. Cash Balance Plan · Sponsored by Hertz Lichtenstein & Young, L.L.P. · California · Professional & Technical Services

$3M in assets, N/A participants

Hertz Lichtenstein & Young, L.L.P.'s Hertz Lichtenstein & Young, L.L.P. Cash Balance Plan reported $3M in total assets and N/A participants in its 2022 DOL Form 5500 filing, ranking in the 42nd 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.

  • #8,351 in Professional & Technical Services (21,562 peers)

Hertz Lichtenstein & Young, L.L.P. multi-year trail

Hertz Lichtenstein & Young, L.L.P.'s plans moved -73.9% in assets from 2022 to 2023; this filing shows Hertz Lichtenstein & Young, L.L.P. Cash Balance Plan at $3M / N/A participants.

#8,351
in Professional & Technical Services (21,562 peers)
-8.4%
assets change YoY

The plan reported a net loss of $291K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Hertz Lichtenstein & Young, L.L.P. Cash Balance Plan's mid-pack asset rank among Professional & Technical Services and all filers

Hertz Lichtenstein & Young, L.L.P. Cash Balance Plan vs every filed plan by assets

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

$3,174,496 42nd percentile higher than 42% 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

Filed plans by participant headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets.

Published 5500 schedule card

Filing strip 954802590 · Hertz Lichtenstein & Young, L.L.P. PY 2022 · Defined Benefit (Pension)

Hertz Lichtenstein & Young, L.L.P. Cash Balance Plan · $3M · N/A · 42nd

  • SCH $3M
  • EBSA N/A
  • PART 42nd
  • TYPE Defined Benefit (Pension)
  • NET near James Y. Chang Defined Benefit Pension Plan
  • BOOK ind #8351

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 →

Hertz Lichtenstein & Young, L.L.P. Cash Balance Plan in the asset neighbourhood

James Y. Chang Defined Benefit Pension PlanJames Y. Chang Defined Benef…$3MZinshaus, Inc. Defined Benefit Pension PlanZinshaus, Inc. Defined Benef…$3MHertz Lichtenstein & Young, L.L.P. Cash Balance PlanHertz Lichtenstein & Young, …$3MLocal 305 CIO Pension Fund$3MAluminum, Brick & Glass Workers International Unio Eastern District Council No. 12 Pension PlanAluminum, Brick & Glass Work…$3M
End-of-year total assets ($M) among Hertz Lichtenstein & Young, L.L.P. Cash Balance Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

Hertz Lichtenstein & Young, L.L.P. multi-year asset trail

Sponsor-wide plan assets over time

All Hertz Lichtenstein & Young, L.L.P. plans reported in each filing year

Latest sponsor-wide plan assets
$827K 73.9458169107789% vs 2022
2023 filing year
$0M$1M$2M$3M$4M 20222023 $3.17M $0.83M ▼ -73.8%
Year Plans Participants Total Assets
2022 1 N/A $3M
2023 2 N/A $827K

Hertz Lichtenstein & Young, L.L.P. filing trail (2022)

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$3M
Net Income-$291K
Employer EIN954802590
Plan Effective Date2015-01-01
Filing StatusFILING RECEIVED

Nearby Defined Benefit (Pension) Plans in California

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

Hertz Lichtenstein & Young, L.L.P. Cash Balance Plan vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -10010203040 Total assets ($B) Participants Hertz Lichtenstein & Young, L.L.P. Cash Balance Plan, Total assets ($B): 0.003174496 · Participants: 0Hertz Lichtenstein & Young, L.L.P. Cash Balance 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
Hertz Lichtenstein & Young, L.L.P. Cash Balance Plan vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants
Compare Hertz Lichtenstein & Young, L.L.P. Cash Balance Plan side-by-side with 3 peers →

Hertz Lichtenstein & Young, L.L.P. Cash Balance Plan's closest out-of-state Defined Benefit (Pension) peers by assets

Outside California, the nearest Defined Benefit (Pension) by end-of-year assets is James Y. Chang Defined Benefit Pension Plan in NV at $3M (this filing: $3M).

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 Hertz Lichtenstein & Young, L.L.P. Cash Balance Plan assets move in 2022? ▼
Hertz Lichtenstein & Young, L.L.P. Cash Balance Plan pulled back noticeably - down 8.4% during 2022, from $3M to $3M. Reported net income was -$291K.
How have Hertz Lichtenstein & Young, L.L.P. plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), Hertz Lichtenstein & Young, L.L.P.'s sponsor-wide assets declined 73.9%, from $3M to $827K.
Which Defined Benefit (Pension) plans are similar in size to Hertz Lichtenstein & Young, L.L.P. Cash Balance Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is James Y. Chang Defined Benefit Pension Plan in NV ($3M, 1 participant).

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 954802590.

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.