Defined Benefit (Pension) · DOL Form 5500 · 2022

Rta & Associates Financial Services Inc. Pension Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
4
Participants Small participant base
38th
Percentile by assets National rank
$660,735
Avg per participant High balance/head
PlainRetire home → About this data

Official DOL plan name: Richard T. Adams Jr. Defined Benefit Pension Plan · Sponsored by Rta & Associates Financial Services Inc. · California · Finance & Insurance

$3M in assets, 4 participants

Rta & Associates Financial Services Inc.'s Richard T. Adams Jr. Defined Benefit Pension Plan reported $3M in total assets and 4 participants in its 2022 DOL Form 5500 filing, ranking in the 38th 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.

  • #2,389 in Finance & Insurance (9,261 peers)

What the 2022 filing shows

Richard T. Adams Jr. Defined Benefit Pension Plan holds $3M for 4 participants - about $660,735 per participant, in the lower half of filed plans by assets.

#2,389
in Finance & Insurance (9,261 peers)
+1.0%
assets growth YoY

Richard T. Adams Jr. Defined Benefit Pension Plan's mid-pack asset rank among Finance & Insurance and all filers

Richard T. Adams Jr. Defined Benefit Pension Plan vs every filed plan by assets

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

$2,642,940 38th percentile higher than 38% 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

Richard T. Adams Jr. 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. Richard T. Adams Jr. Defined Benefit Pension Plan is a micro filing (4 participants), the leftmost band.

Published 5500 schedule card

Filing strip 954098571 · Rta & Associates Financial Services Inc. PY 2022 · Defined Benefit (Pension)

Richard T. Adams Jr. Defined Benefit Pension Plan · $3M · 4 · 38th

  • VS-ST $3M
  • VS-ST 4
  • VS-ST 38th
  • VS-ST Defined Benefit (Pension)
  • VS-ST near Rosen Law, LLC Cash Balance Plan
  • VS-ST ind #2389

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 Finance & Insurance retirement plans → · Plans in California →

Richard T. Adams Jr. Defined Benefit Pension Plan in the asset neighbourhood

Peterson Spring Corporation Consolidated UAW Retirement Income PlanPeterson Spring Corporation …$3MRosen Law, LLC Cash Balance PlanRosen Law, LLC Cash Balance …$3MSeagate Family Medicine Associates LLC Defined Benefit PlanSeagate Family Medicine Asso…$3MRichard T. Adams Jr. Defined Benefit Pension PlanRichard T. Adams Jr. Defined…$3MBurns & Mcdonnell Inc Noncontributory Pension PlanBurns & Mcdonnell Inc Noncon…$3M
End-of-year total assets ($M) among Richard T. Adams Jr. Defined Benefit Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

Filing particulars (2022)

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$3M
Net Income$26K
Employer EIN954098571
Plan Effective Date2005-01-01
Filing StatusFILING RECEIVED

Nearby Defined Benefit (Pension) Plans in California

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

Richard T. Adams Jr. 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 ($B) Participants Richard T. Adams Jr. Defined Benefit Pension Plan, Total assets ($B): 0.00264294 · Participants: 4Richard T. Adams Jr. 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
Richard T. Adams Jr. Defined Benefit Pension Plan vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants
Compare Richard T. Adams Jr. Defined Benefit Pension Plan side-by-side with 3 peers →

Richard T. Adams Jr. 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 Rosen Law, LLC Cash Balance Plan in NY ($3M); by covered participants it is Acme Industries of West Babylon, Inc. Retirement Plan in NY (4 participants). Same-state nearby plans are listed separately above.

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 Richard T. Adams Jr. Defined Benefit Pension Plan assets move in 2022? ▼
Richard T. Adams Jr. Defined Benefit Pension Plan edged up modestly - up 1.0% during 2022, from $3M to $3M. Reported net income was $26K.
Which Defined Benefit (Pension) plans are similar in size to Richard T. Adams Jr. Defined Benefit Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Rosen Law, LLC Cash Balance Plan in NY ($3M, 9 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Richard T. Adams Jr. Defined Benefit Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Acme Industries of West Babylon, Inc. Retirement Plan in NY (4 participants, $7M 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 954098571.

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.