Defined Benefit (Pension) · DOL Form 5500 · 2022
Samrose Advisors, Inc. Pension Plan
Data updated 2026-08-25
- $219K
- Total assets Small plan by assets
- N/A
- Participants Small participant base
- 11th
- Percentile by assets National rank
Official DOL plan name: Samrose & Shepard Defined Benefit Pension Plan · Sponsored by Samrose Advisors, Inc. · California · Professional & Technical Services
$219K in assets, N/A participants
Samrose Advisors, Inc.'s Samrose & Shepard Defined Benefit Pension Plan reported $219K in total assets and N/A participants in its 2022 DOL Form 5500 filing, ranking in the 11th 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.
- #1,992 in Professional & Technical Services (21,562 peers)
What the 2022 filing shows
Samrose & Shepard Defined Benefit Pension Plan holds $219K for N/A participants, among the smaller plans by assets on file.
- #1,992
- in Professional & Technical Services (21,562 peers)
- $219K
- reported net income
Samrose & Shepard Defined Benefit Pension Plan among the smaller filed plans by assets
Samrose & Shepard Defined Benefit Pension Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$218,631 11th percentile higher than 11% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Filed plans by participant headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets.
Published 5500 schedule card
Filing strip 330926072 · Samrose Advisors, Inc. PY 2022 · Defined Benefit (Pension)
Samrose & Shepard Defined Benefit Pension Plan · $219K · N/A · 11th
- PCT $219K
- PCT N/A
- PCT 11th
- PCT Defined Benefit (Pension)
- PCT near Cooperative Resources International, Inc. Retirement Plan
- PCT ind #1992
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 →
Samrose & Shepard Defined Benefit Pension Plan in the asset neighbourhood
Filing particulars (2022)
| Total Assets (Beginning of Year) | N/A |
|---|---|
| Net Assets (End of Year) | $219K |
| Net Income | $219K |
| Employer EIN | 330926072 |
| Plan Effective Date | 2022-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Samrose Advisors, Inc.)
Sponsor-wide plan assets over time
All Samrose Advisors, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $234K 5.732251191679907% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 3 | $222K |
| 2023 | 2 | 6 | $232K |
| 2024 | 2 | 6 | $234K |
Nearby Defined Benefit (Pension) Plans in California
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- Kaiser Permanente Retirement Plan $31.9B · 126,331
- Pacific Gas and Electric Company Retirement Plan $17.1B · 25,709
- Retirement Plan for Physicians and Salaried Employees of the Permanente Medical Group, Inc. $10.4B · 19,326
- Disney Salaried Pension Plan D $9.2B · 11,405
- Wells Fargo & Company Cash Balance Plan $8.8B · 59,141
Samrose & Shepard Defined Benefit Pension Plan's closest out-of-state Defined Benefit (Pension) peers by assets
Outside California, the nearest Defined Benefit (Pension) by end-of-year assets is Cooperative Resources International, Inc. Retirement Plan in WI at $220K (this filing: $219K).
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($219K here).
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.