Defined Benefit (Pension) · DOL Form 5500 · 2022

M Squared Resources Pension Plan

Data updated 2026-08-25

$863K
Total assets Small plan by assets
2
Participants Small participant base
23rd
Percentile by assets National rank
$431,413
Avg per participant High balance/head
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Official DOL plan name: M Squared Resources Defined Benefit Pension Plan · Sponsored by M Squared Resources · California · Professional & Technical Services

$863K in assets, 2 participants

M Squared Resources's M Squared Resources Defined Benefit Pension Plan reported $863K in total assets and 2 participants in its 2022 DOL Form 5500 filing, ranking in the 23rd 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.

  • #4,245 in Professional & Technical Services (21,562 peers)

M Squared Resources multi-year trail

M Squared Resources's plans moved -12.3% in assets from 2022 to 2023; this filing shows M Squared Resources Defined Benefit Pension Plan at $863K / 2 participants.

#4,245
in Professional & Technical Services (21,562 peers)
+2.4%
assets growth YoY

The plan reported a net loss of $82K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

M Squared Resources Defined Benefit Pension Plan among the smaller filed plans by assets

M Squared Resources Defined Benefit Pension Plan vs every filed plan by assets

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

$862,825 23rd percentile higher than 23% 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

M Squared Resources 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. M Squared Resources Defined Benefit Pension Plan is a micro filing (2 participants), the leftmost band.

Plan-year Form 5500 strip

Filing strip 465684721 · M Squared Resources PY 2022 · Defined Benefit (Pension)

M Squared Resources Defined Benefit Pension Plan · $863K · 2 · 23rd

  • PCT $863K
  • EIN 2
  • RANK 23rd
  • PHOTO Defined Benefit (Pension)
  • IND near Cook and Sons Construction, LLC Cash Balance Plan
  • EOY ind #4245

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 →

M Squared Resources Defined Benefit Pension Plan in the asset neighbourhood

M Squared Resources Defined Benefit Pension PlanM Squared Resources Defined …$863KCook and Sons Construction, LLC Cash Balance PlanCook and Sons Construction, …$865KGlenn Segal Physical Therapy P.C. Cash Balance PlanGlenn Segal Physical Therapy…$860KPlanned Results, Inc. Employees' Defined Benefit Pension PlanPlanned Results, Inc. Employ…$857KThe C.J. Nolte Company Cash Balance PlanThe C.J. Nolte Company Cash …$855K
End-of-year total assets ($M) among M Squared Resources Defined Benefit Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

M Squared Resources multi-year asset trail

Sponsor-wide plan assets over time

All M Squared Resources plans reported in each filing year

Latest sponsor-wide plan assets
$756K 12.347579173065222% vs 2022
2023 filing year
$0.75M$0.8M$0.85M$0.9M 20222023 $0.86M $0.76M ▼ -11.6%
Year Plans Participants Total Assets
2022 1 2 $863K
2023 1 2 $756K

M Squared Resources filing trail (2022)

Total Assets (Beginning of Year)$842K
Net Assets (End of Year)$760K
Net Income-$82K
Employer EIN465684721
Plan Effective Date2007-01-01
Filing StatusFILING RECEIVED

Nearby Defined Benefit (Pension) Plans in California

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

M Squared Resources 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 ($B) Participants M Squared Resources Defined Benefit Pension Plan, Total assets ($B): 0.000862825 · Participants: 2M Squared Resources 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
M Squared Resources Defined Benefit Pension Plan vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants
Compare M Squared Resources Defined Benefit Pension Plan side-by-side with 3 peers →

M Squared Resources 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 Cook and Sons Construction, LLC Cash Balance Plan in ID ($865K); 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 M Squared Resources Defined Benefit Pension Plan assets move in 2022? ▼
M Squared Resources Defined Benefit Pension Plan edged up modestly - up 2.4% during 2022, from $842K to $863K. Reported net income was -$82K.
How have M Squared Resources plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), M Squared Resources's sponsor-wide assets declined 12.3%, from $863K to $756K.
Where does M Squared Resources Defined Benefit Pension Plan rank by assets among Form 5500 filers? ▼
M Squared Resources Defined Benefit Pension Plan ranks in the 23rd percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (among the smaller plans by assets on file).
Which Defined Benefit (Pension) plans are similar in size to M Squared Resources Defined Benefit Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Cook and Sons Construction, LLC Cash Balance Plan in ID ($865K, 12 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to M Squared Resources 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 465684721.

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.