Defined Benefit (Pension) · DOL Form 5500 · 2022

Bruce Lorman Sole Proprietor Pension Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
2
Participants Small participant base
31st
Percentile by assets National rank
$844,266
Avg per participant High balance/head
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Official DOL plan name: Bruce Lorman Sole Proprietor Defined Benefit Pension Plan · Sponsored by Bruce Lorman Sole Proprietor · California · Professional & Technical Services

$2M in assets, 2 participants

Bruce Lorman Sole Proprietor's Bruce Lorman Sole Proprietor Defined Benefit Pension Plan reported $2M in total assets and 2 participants in its 2022 DOL Form 5500 filing, ranking in the 31st 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.

  • #5,966 in Professional & Technical Services (21,562 peers)

Bruce Lorman Sole Proprietor multi-year trail

Bruce Lorman Sole Proprietor's plans moved +19.9% in assets from 2022 to 2024; this filing shows Bruce Lorman Sole Proprietor Defined Benefit Pension Plan at $2M / 2 participants.

#5,966
in Professional & Technical Services (21,562 peers)
-3.0%
assets change YoY

The plan reported a net loss of $52K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Bruce Lorman Sole Proprietor Defined Benefit Pension Plan among the smaller filed plans by assets

Bruce Lorman Sole Proprietor Defined Benefit Pension Plan vs every filed plan by assets

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

$1,688,531 31st percentile higher than 31% 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

Bruce Lorman Sole Proprietor 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. Bruce Lorman Sole Proprietor Defined Benefit Pension Plan is a micro filing (2 participants), the leftmost band.

Form 5500 schedule snapshot

Filing strip 954527766 · Bruce Lorman Sole Proprietor PY 2022 · Defined Benefit (Pension)

Bruce Lorman Sole Proprietor Defined Benefit Pension Plan · $2M · 2 · 31st

  • PART $2M
  • TYPE 2
  • NET 31st
  • BOOK Defined Benefit (Pension)
  • VS-ST near Yakov Shaposhnikov, M.D., P.C. Defined Benefit Pension Plan
  • BOY ind #5966

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 →

Bruce Lorman Sole Proprietor Defined Benefit Pension Plan in the asset neighbourhood

Bruce Lorman Sole Proprietor Defined Benefit Pension PlanBruce Lorman Sole Proprietor…$2MYakov Shaposhnikov, M.D., P.C. Defined Benefit Pension PlanYakov Shaposhnikov, M.D., P.…$2MReuven Feldman Corp. Pension TrustReuven Feldman Corp. Pension…$2MDefined Benefit Pension Plan of Trillium Family Services, Inc. Dba Parry Center for ChildrenDefined Benefit Pension Plan…$2MNorris Usw Pension Plan$2M
End-of-year total assets ($M) among Bruce Lorman Sole Proprietor Defined Benefit Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

Bruce Lorman Sole Proprietor multi-year asset trail

Sponsor-wide plan assets over time

All Bruce Lorman Sole Proprietor plans reported in each filing year

Latest sponsor-wide plan assets
$2M 19.875619695463097% vs 2022
2024 filing year
$1.6M$1.7M$1.8M$1.9M$2M$2.1M 202220232024 $1.69M $2.02M ▲ +19.5%
Year Plans Participants Total Assets
2022 1 2 $2M
2023 1 2 $2M
2024 1 1 $2M

Bruce Lorman Sole Proprietor filing trail (2022)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income-$52K
Employer EIN954527766
Plan Effective Date2004-12-03
Filing StatusFILING RECEIVED

Nearby Defined Benefit (Pension) Plans in California

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

Bruce Lorman Sole Proprietor 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 ($B) Participants Bruce Lorman Sole Proprietor Defined Benefit Pension Plan, Total assets ($B): 0.001688531 · Participants: 2Bruce Lorman Sole Proprietor 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
Bruce Lorman Sole Proprietor Defined Benefit Pension Plan vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants
Compare Bruce Lorman Sole Proprietor Defined Benefit Pension Plan side-by-side with 3 peers →

Bruce Lorman Sole Proprietor 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 Yakov Shaposhnikov, M.D., P.C. Defined Benefit Pension Plan in NV ($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 Bruce Lorman Sole Proprietor Defined Benefit Pension Plan assets move in 2022? ▼
Bruce Lorman Sole Proprietor Defined Benefit Pension Plan edged down modestly - down 3.0% during 2022, from $2M to $2M. Reported net income was -$52K.
How have Bruce Lorman Sole Proprietor plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Bruce Lorman Sole Proprietor's sponsor-wide assets grew 19.9%, from $2M to $2M.
Which Defined Benefit (Pension) plans are similar in size to Bruce Lorman Sole Proprietor Defined Benefit Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Yakov Shaposhnikov, M.D., P.C. Defined Benefit Pension Plan in NV ($2M, 2 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Bruce Lorman Sole Proprietor Defined Benefit 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 954527766.

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.