Defined Benefit (Pension) · DOL Form 5500 · 2022

F. Ron Smith, Inc. Pension Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
2
Participants Small participant base
32nd
Percentile by assets National rank
$890,655
Avg per participant High balance/head
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Official DOL plan name: F. Ron Smith, Inc. Cash Balance Pension Plan · Sponsored by F. Ron Smith, Inc. · California · Real Estate

$2M in assets, 2 participants

F. Ron Smith, Inc.'s F. Ron Smith, Inc. Cash Balance Pension Plan reported $2M in total assets and 2 participants in its 2022 DOL Form 5500 filing, ranking in the 32nd 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.

  • #2,560 in Real Estate (5,057 peers)

F. Ron Smith, Inc. multi-year trail

F. Ron Smith, Inc.'s plans moved +97.3% in assets from 2022 to 2024; this filing shows F. Ron Smith, Inc. Cash Balance Pension Plan at $2M / 2 participants.

#2,560
in Real Estate (5,057 peers)
-14.6%
assets change YoY

The plan reported a net loss of $304K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

F. Ron Smith, Inc. Cash Balance Pension Plan among the smaller filed plans by assets

F. Ron Smith, Inc. Cash Balance Pension Plan vs every filed plan by assets

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

$1,781,309 32nd percentile higher than 32% 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

F. Ron Smith, Inc. Cash Balance 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. F. Ron Smith, Inc. Cash Balance Pension Plan is a micro filing (2 participants), the leftmost band.

EBSA filing schedule strip

Filing strip 030424511 · F. Ron Smith, Inc. PY 2022 · Defined Benefit (Pension)

F. Ron Smith, Inc. Cash Balance Pension Plan · $2M · 2 · 32nd

  • RANK $2M
  • RANK 2
  • RANK 32nd
  • RANK Defined Benefit (Pension)
  • RANK near Lee Zhao Dmd PC Defined Benefit Plan
  • RANK ind #2560

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 Real Estate retirement plans → · Plans in California →

F. Ron Smith, Inc. Cash Balance Pension Plan in the asset neighbourhood

United Furniture Workers Successor Pension FundUnited Furniture Workers Suc…$2MDavid Reimer Defined Benefit PlanDavid Reimer Defined Benefit…$2MF. Ron Smith, Inc. Cash Balance Pension PlanF. Ron Smith, Inc. Cash Bala…$2MLee Zhao Dmd PC Defined Benefit PlanLee Zhao Dmd PC Defined Bene…$2MCopley Motorcars Corporation Pension PlanCopley Motorcars Corporation…$2M
End-of-year total assets ($M) among F. Ron Smith, Inc. Cash Balance Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

F. Ron Smith, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All F. Ron Smith, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$4M 97.32050980486821% vs 2022
2024 filing year
$1M$2M$3M$4M 202220232024 $1.78M $3.51M ▲ +97.2%
Year Plans Participants Total Assets
2022 1 2 $2M
2023 1 3 $3M
2024 1 4 $4M

F. Ron Smith, Inc. filing trail (2022)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income-$304K
Employer EIN030424511
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.

F. Ron Smith, Inc. Cash Balance Pension Plan vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -10010203040 Total assets ($B) Participants F. Ron Smith, Inc. Cash Balance Pension Plan, Total assets ($B): 0.001781309 · Participants: 2F. Ron Smith, Inc. Cash Balance 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
F. Ron Smith, Inc. Cash Balance Pension Plan vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants
Compare F. Ron Smith, Inc. Cash Balance Pension Plan side-by-side with 3 peers →

F. Ron Smith, Inc. Cash Balance Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside California, the nearest Defined Benefit (Pension) by assets is Lee Zhao Dmd PC Defined Benefit Plan in GA ($2M); by covered participants it is New York Direct Marketing Corp. Defined Benefit Plan in NY (2 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (2 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 F. Ron Smith, Inc. Cash Balance Pension Plan assets move in 2022? ▼
F. Ron Smith, Inc. Cash Balance Pension Plan pulled back noticeably - down 14.6% during 2022, from $2M to $2M. Reported net income was -$304K.
How have F. Ron Smith, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), F. Ron Smith, Inc.'s sponsor-wide assets grew 97.3%, from $2M to $4M.
Which Defined Benefit (Pension) plans are similar in size to F. Ron Smith, Inc. Cash Balance Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Lee Zhao Dmd PC Defined Benefit Plan in GA ($2M, 4 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to F. Ron Smith, Inc. Cash Balance Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is New York Direct Marketing Corp. Defined Benefit Plan in NY (2 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 030424511.

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.