Defined Benefit (Pension) · DOL Form 5500 · 2022

Sean H Moshiri & Associates an Accountancy Corporation Pension Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
3
Participants Small participant base
50th
Percentile by assets National rank
$1.6M
Avg per participant High balance/head
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Official DOL plan name: Sean H Moshiri & Associates Defined Benefit Plan and Trust · Sponsored by Sean H Moshiri & Associates an Accountancy Corporation · California · Professional & Technical Services

$5M in assets, 3 participants

Sean H Moshiri & Associates an Accountancy Corporation's Sean H Moshiri & Associates Defined Benefit Plan and Trust reported $5M in total assets and 3 participants in its 2022 DOL Form 5500 filing, ranking in the 50th 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.

  • #10,332 in Professional & Technical Services (21,562 peers)

Sean H Moshiri & Associates an Accountancy Corporation multi-year trail

Sean H Moshiri & Associates an Accountancy Corporation's plans moved +18.9% in assets from 2022 to 2024; this filing shows Sean H Moshiri & Associates Defined Benefit Plan and Trust at $5M / 3 participants.

#10,332
in Professional & Technical Services (21,562 peers)
+2.9%
assets growth YoY

Sean H Moshiri & Associates Defined Benefit Plan and Trust's mid-pack asset rank among Professional & Technical Services and all filers

Sean H Moshiri & Associates Defined Benefit Plan and Trust vs every filed plan by assets

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

$4,884,664 Top 50% higher than 50% 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

Sean H Moshiri & Associates Defined Benefit Plan and Trust among micro filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Sean H Moshiri & Associates Defined Benefit Plan and Trust is a micro filing (3 participants), the leftmost band.

DOL schedule card

Filing strip 954683143 · Sean H Moshiri & Associates an Accountancy Corporation PY 2022 · Defined Benefit (Pension)

Sean H Moshiri & Associates Defined Benefit Plan and Trust · $5M · 3 · 50th

  • BOY $5M
  • BOY 3
  • BOY 50th
  • BOY Defined Benefit (Pension)
  • BOY near Excel Orthopaedic Specialists Cash Balance Plan
  • BOY ind #10332

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 →

Sean H Moshiri & Associates Defined Benefit Plan and Trust in the asset neighbourhood

Meharry Medical College Retirement Income PlanMeharry Medical College Reti…$5MPension Plan for Reynolds BargainingPension Plan for Reynolds Ba…$5MExcel Orthopaedic Specialists Cash Balance PlanExcel Orthopaedic Specialist…$5MSean H Moshiri & Associates Defined Benefit Plan and TrustSean H Moshiri & Associates …$5MHecht, Kleeger & Damashek, P.C. Defined Benefit PlanHecht, Kleeger & Damashek, P…$5M
End-of-year total assets ($M) among Sean H Moshiri & Associates Defined Benefit Plan and Trust and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

Sean H Moshiri & Associates an Accountancy Corporation multi-year asset trail

Sponsor-wide plan assets over time

All Sean H Moshiri & Associates an Accountancy Corporation plans reported in each filing year

Latest sponsor-wide plan assets
$9M 18.921970535859717% vs 2022
2024 filing year
$7M$7.5M$8M$8.5M$9M 202220232024 $7.31M $8.69M ▲ +18.9%
Year Plans Participants Total Assets
2022 2 6 $7M
2023 2 6 $8M
2024 2 8 $9M

Sean H Moshiri & Associates an Accountancy Corporation filing trail (2022)

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$5M
Net Income$138K
Employer EIN954683143
Plan Effective Date2002-01-01
Filing StatusFILING RECEIVED

Nearby Defined Benefit (Pension) Plans in California

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

Sean H Moshiri & Associates Defined Benefit Plan and Trust vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -10010203040 Total assets ($B) Participants Sean H Moshiri & Associates Defined Benefit Plan and Trust, Total assets ($B): 0.004884664 · Participants: 3Sean H Moshiri & Associates Defined Benefit Plan and TrustKaiser 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
Sean H Moshiri & Associates Defined Benefit Plan and Trust vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants
Compare Sean H Moshiri & Associates Defined Benefit Plan and Trust side-by-side with 3 peers →

Sean H Moshiri & Associates Defined Benefit Plan and Trust's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside California, the nearest Defined Benefit (Pension) by assets is Excel Orthopaedic Specialists Cash Balance Plan in MA ($5M); by covered participants it is Merkley, Newman & Mclaws, Inc. Defined Benefit Pension Plan in AZ (3 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (3 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 Sean H Moshiri & Associates Defined Benefit Plan and Trust assets move in 2022? ▼
Sean H Moshiri & Associates Defined Benefit Plan and Trust edged up modestly - up 2.9% during 2022, from $5M to $5M. Reported net income was $138K.
How have Sean H Moshiri & Associates an Accountancy Corporation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Sean H Moshiri & Associates an Accountancy Corporation's sponsor-wide assets grew 18.9%, from $7M to $9M.
Which Defined Benefit (Pension) plans are similar in size to Sean H Moshiri & Associates Defined Benefit Plan and Trust? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Excel Orthopaedic Specialists Cash Balance Plan in MA ($5M, 98 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Sean H Moshiri & Associates Defined Benefit Plan and Trust? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Merkley, Newman & Mclaws, Inc. Defined Benefit Pension Plan in AZ (3 participants, $904K 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 954683143.

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.