Defined Benefit (Pension) · DOL Form 5500 · 2022

Kbf Cpas LLP Pension Plan

Data updated 2026-08-25

$7M
Total assets Small plan by assets
90
Participants Small participant base
59th
Percentile by assets National rank
$81,644
Avg per participant Below avg balance/head
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Official DOL plan name: Kbf Cpas LLP Cash Balance Plan · Sponsored by Kbf Cpas LLP · Oregon · Professional & Technical Services

$7M in assets, 90 participants

Kbf Cpas LLP's Kbf Cpas LLP Cash Balance Plan reported $7M in total assets and 90 participants in its 2022 DOL Form 5500 filing, ranking in the 59th 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.

  • #12,214 in Professional & Technical Services (21,562 peers)

Kbf Cpas LLP multi-year trail

Kbf Cpas LLP's plans moved +50.5% in assets from 2022 to 2024; this filing shows Kbf Cpas LLP Cash Balance Plan at $7M / 90 participants.

#12,214
in Professional & Technical Services (21,562 peers)
+43.5%
assets growth YoY

Kbf Cpas LLP Cash Balance Plan's mid-pack asset rank among Professional & Technical Services and all filers

Kbf Cpas LLP Cash Balance Plan vs every filed plan by assets

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

$7,347,961 Top 41% higher than 59% 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

Kbf Cpas LLP 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. Kbf Cpas LLP Cash Balance Plan is a small filing (90 participants) on this national headcount ladder.

DOL schedule card

Filing strip 821030164 · Kbf Cpas LLP PY 2022 · Defined Benefit (Pension)

Kbf Cpas LLP Cash Balance Plan · $7M · 90 · 59th

  • EBSA $7M
  • EBSA 90
  • EBSA 59th
  • EBSA Defined Benefit (Pension)
  • EBSA near Post Precision Castings, Inc. Production and Maintenance Employees' Pension Plan
  • EBSA ind #12214

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 Oregon →

Kbf Cpas LLP Cash Balance Plan in the asset neighbourhood

Pmc Pension Trust$7MKbf Cpas LLP Cash Balance PlanKbf Cpas LLP Cash Balance Pl…$7MPost Precision Castings, Inc. Production and Maintenance Employees' Pension PlanPost Precision Castings, Inc…$7MBrooks Armored Car Service, Inc. Pension PlanBrooks Armored Car Service, …$7MUkrainian National Association, Inc. Pension PlanUkrainian National Associati…$7M
End-of-year total assets ($M) among Kbf Cpas LLP Cash Balance Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

Kbf Cpas LLP multi-year asset trail

Sponsor-wide plan assets over time

All Kbf Cpas LLP plans reported in each filing year

Latest sponsor-wide plan assets
$42M 50.46395035401946% vs 2022
2024 filing year
$25M$30M$35M$40M$45M 202220232024 $27.9M $42M ▲ +50.4%
Year Plans Participants Total Assets
2022 2 195 $28M
2023 2 240 $34M
2024 2 243 $42M

Kbf Cpas LLP filing trail (2022)

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$7M
Net Income$2M
Employer EIN821030164
Plan Effective Date2018-01-01
Filing StatusFILING RECEIVED

Nearby Defined Benefit (Pension) Plans in Oregon

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

Kbf Cpas LLP Cash Balance Plan vs. nearby Defined Benefit (Pension) plans in Oregon, assets vs. participants Scatter plot of 6 data points. -100000100002000030000 -0.500.511.52 Total assets ($B) Participants Kbf Cpas LLP Cash Balance Plan, Total assets ($B): 0.007347961 · Participants: 90Kbf Cpas LLP Cash Balance PlanXpo Logistics Pension Plan, Total assets ($B): 1.621480979 · Participants: 5364Xpo Logistics Pension PlanNorthwest Sheet Metal Workers Pension Plan, Total assets ($B): 1.363107427 · Participants: 4602Northwest Sheet Metal Workers Pension PlanOregon Retail Employees Pension Plan, Total assets ($B): 0.982527154 · Participants: 23156Oregon Retail Employees Pension PlanUa Local 290 Plumber, Steamfitter & Shipfitter Pension Plan & Shipfitter Pension Plan, Total assets ($B): 0.964714746 · Participants: 3037Ua Local 290 Plumber, Steamfitter & Shipfitter Pension Plan & Shipfitter Pension PlanPrecision Castparts Corp. Retirement Plan, Total assets ($B): 0.917991885 · Participants: 2212Precision Castparts Corp. Retirement Plan
Kbf Cpas LLP Cash Balance Plan vs. nearby Defined Benefit (Pension) plans in Oregon, assets vs. participants
Compare Kbf Cpas LLP Cash Balance Plan side-by-side with 3 peers →

Kbf Cpas LLP Cash Balance Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Oregon, the nearest Defined Benefit (Pension) by assets is Post Precision Castings, Inc. Production and Maintenance Employees' Pension Plan in PA ($7M); by covered participants it is Brandenburg Telephone Company Retirement Plan in KY (90 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (90 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 Kbf Cpas LLP Cash Balance Plan assets move in 2022? ▼
Kbf Cpas LLP Cash Balance Plan surged - up 43.5% during 2022, from $5M to $7M. Reported net income was $2M.
How have Kbf Cpas LLP plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Kbf Cpas LLP's sponsor-wide assets grew 50.5%, from $28M to $42M.
Which Defined Benefit (Pension) plans are similar in size to Kbf Cpas LLP Cash Balance Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Post Precision Castings, Inc. Production and Maintenance Employees' Pension Plan in PA ($7M, 64 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Kbf Cpas LLP Cash Balance Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Brandenburg Telephone Company Retirement Plan in KY (90 participants, $45M 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 821030164.

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.