Defined Benefit (Pension) · DOL Form 5500 · 2022

Omelveny & Myers LLP Pension Plan

Data updated 2026-08-11

$152M
Total assets
216
Participants
95th
Percentile by assets
$705,099
Avg per participant
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Official DOL plan name: Omelveny & Myers LLP Cash Balance Plan · Sponsored by Omelveny & Myers LLP · California · Professional & Technical Services

$152M in assets, 216 participants

Omelveny & Myers LLP's Omelveny & Myers LLP Cash Balance Plan reported $152M in total assets and 216 participants in its 2022 DOL Form 5500 filing, ranking in the 95th 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.

  • 95th percentile by assets (of 139,126 plans)
  • #20,659 in Professional & Technical Services (21,562 peers)

Coverage in California

Omelveny & Myers LLP Cash Balance Plan covers 216 participants in California, about 34% of the average California filer (state average ~630 per filing). Assets: $152M.

$152M
total plan assets (2022 EOY)
216
covered participants
95th
percentile by assets (of 139,126 plans)
$705,099
avg assets per participant

The plan reported a net loss of $26M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Participants vs California filers

In California, the average filing covers about 630 participants across 15,291 plans. Omelveny & Myers LLP Cash Balance Plan reports 216 participants - about 34% of that state average ($152M EOY assets).

California filing particulars

Total Assets (Beginning of Year)$178M
Net Assets (End of Year)$152M
Net Income-$26M
Employer EIN951066597
Plan Effective Date2013-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Omelveny & Myers LLP)

$0.8B$0.9B$1B$1.1B$1.2B 202220232024 $0.83B $1.1B ▲ +32.5%
Total plan assets by year, all Omelveny & Myers LLP plans on file
Year Plans Participants Total Assets
2022 2 1,164 $826M
2023 2 1,442 $980M
2024 2 1,503 $1.1B

Nearby Defined Benefit (Pension) Plans in California

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

Omelveny & Myers LLP Cash Balance Plan vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants

Omelveny & Myers LLP 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 Omelveny & Myers LLP…Kaiser Permanente Re…Pacific Gas and Elec…Retirement Plan for …Disney Salaried Pens…Wells Fargo & Compan…
Omelveny & Myers LLP Cash Balance Plan vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants

Similar-Sized Defined Benefit (Pension) Plans Nationally

Defined Benefit (Pension) plans in other states closest to Omelveny & Myers LLP Cash Balance Plan by total assets, not by location.

Frequently Asked Questions

How did Omelveny & Myers LLP Cash Balance Plan assets move in 2022?
Omelveny & Myers LLP Cash Balance Plan pulled back noticeably - down 14.6% during 2022, from $178M to $152M. Reported net income was -$26M.
How have Omelveny & Myers LLP plan assets changed over time?
Across 3 plan years on file (2022-2024), Omelveny & Myers LLP's sponsor-wide assets grew 33.0%, from $826M to $1.1B.
Where does Omelveny & Myers LLP Cash Balance Plan rank by assets among Form 5500 filers?
Omelveny & Myers LLP Cash Balance Plan ranks in the 95th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 5% of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to Omelveny & Myers LLP Cash Balance Plan?
Among Defined Benefit (Pension) plans in other states, the closest by assets is Perkins Coie Cash Balance Plan in WA ($152M, 424 participants).

Filing takeaways

Ways to act on Omelveny & Myers LLP Cash Balance Plan's numbers.