Defined Benefit (Pension) · DOL Form 5500 · 2022

Fish & Richardson, P.C. Pension Plan

Data updated 2026-08-11

$138M
Total assets
126
Participants
94th
Percentile by assets
$1.1M
Avg per participant
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Official DOL plan name: Fish & Richardson Principals' Cash Balance Plan · Sponsored by Fish & Richardson, P.C. · Minnesota · Professional & Technical Services

$138M in assets, 126 participants

Fish & Richardson, P.C.'s Fish & Richardson Principals' Cash Balance Plan reported $138M in total assets and 126 participants in its 2022 DOL Form 5500 filing, ranking in the 94th 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.

  • 94th percentile by assets (of 139,126 plans)
  • #20,566 in Professional & Technical Services (21,562 peers)

Coverage in Minnesota

Fish & Richardson Principals' Cash Balance Plan covers 126 participants in Minnesota, about 11% of the average Minnesota filer (state average ~1,126 per filing). Assets: $138M.

$138M
total plan assets (2022 EOY)
126
covered participants
94th
percentile by assets (of 139,126 plans)
$1.1M
avg assets per participant

Where Fish & Richardson Principals' Cash Balance Plan sits by total assets

Fish & Richardson Principals' Cash Balance Plan vs every filed plan by assets

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

$137,736,626 Top 6% higher than 94% of 139,123 filed plans

This plan $0 $2,010,000,000 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

Participants vs Minnesota filers

In Minnesota, the average filing covers about 1,126 participants across 2,865 plans. Fish & Richardson Principals' Cash Balance Plan reports 126 participants - about 11% of that state average ($138M EOY assets).

Minnesota filing particulars

Total Assets (Beginning of Year)$137M
Net Assets (End of Year)$138M
Net Income$994K
Employer EIN043254521
Plan Effective Date2001-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Fish & Richardson, P.C.)

$600M$700M$800M$900M 202220232024 $650M $827M ▲ +27.2%
Total plan assets by year, all Fish & Richardson, P.C. plans on file
Year Plans Participants Total Assets
2022 3 1,284 $650M
2023 3 1,300 $748M
2024 3 1,316 $827M

Nearby Defined Benefit (Pension) Plans in Minnesota

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

Fish & Richardson Principals' Cash Balance Plan vs. nearby Defined Benefit (Pension) plans in Minnesota, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -5051015 Total assets ($B) Participants Fish & Richardson Pr…, Total assets ($B): 0.137736626 · Participants: 126Fish & Richardson Pr…3M Employee Retireme…, Total assets ($B): 14.047885796 · Participants: 121603M Employee Retireme…Mayo Pension Plan, Total assets ($B): 10.299849315 · Participants: 66434Mayo Pension PlanThe Travelers Pensio…, Total assets ($B): 3.940696075 · Participants: 25144The Travelers Pensio…U.S. Bank Pension Plan, Total assets ($B): 3.73901396 · Participants: 55836U.S. Bank Pension PlanTarget Corporation P…, Total assets ($B): 3.348662968 · Participants: 50515Target Corporation P…
Fish & Richardson Principals' Cash Balance Plan vs. nearby Defined Benefit (Pension) plans in Minnesota, assets vs. participants

Similar-Sized Defined Benefit (Pension) Plans Nationally

Defined Benefit (Pension) plans in other states closest to Fish & Richardson Principals' Cash Balance Plan by total assets, not by location.

Frequently Asked Questions

How did Fish & Richardson Principals' Cash Balance Plan assets move in 2022?
Fish & Richardson Principals' Cash Balance Plan held essentially flat - up 0.7% during 2022, from $137M to $138M. Reported net income was $994K.
How have Fish & Richardson, P.C. plan assets changed over time?
Across 3 plan years on file (2022-2024), Fish & Richardson, P.C.'s sponsor-wide assets grew 27.2%, from $650M to $827M.
Where does Fish & Richardson Principals' Cash Balance Plan rank by assets among Form 5500 filers?
Fish & Richardson Principals' Cash Balance Plan ranks in the 94th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 10% of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to Fish & Richardson Principals' Cash Balance Plan?
Among Defined Benefit (Pension) plans in other states, the closest by assets is Timkensteel Corporation Retirement Plan in OH ($138M, 171 participants).

Next read for Fish & Richardson Principals' Cash Balan…

Filing takeaways

Ways to act on Fish & Richardson Principals' Cash Balance Plan's numbers.