Defined Benefit (Pension) · DOL Form 5500 · 2022

Fish & Richardson, P.C. Pension Plan

Data updated 2026-08-25

$138M
Total assets Near avg plan size
126
Participants Small participant base
94th
Percentile by assets National rank
$1.1M
Avg per participant High balance/head
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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.

  • #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.

#20,566
in Professional & Technical Services (21,562 peers)
+0.7%
assets growth YoY
1.4×
vs typical plan assets (national mean)

Fish & Richardson Principals' Cash Balance Plan's outsized position 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 $2,050,000,000 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

Fish & Richardson Principals' Cash Balance Plan among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Fish & Richardson Principals' Cash Balance Plan sits mid-pack in the medium band (126 participants).

Form 5500 schedule snapshot

Filing strip 043254521 · Fish & Richardson, P.C. PY 2022 · Defined Benefit (Pension)

Fish & Richardson Principals' Cash Balance Plan · $138M · 126 · 94th

  • NET $138M
  • BOOK 126
  • VS-ST 94th
  • BOY Defined Benefit (Pension)
  • SCH near Timkensteel Corporation Retirement Plan
  • EBSA ind #20566

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 Minnesota →

Fish & Richardson Principals' Cash Balance Plan in the asset neighbourhood

Am General Salaried Retirement PlanAm General Salaried Retireme…$138MRetirement Plan for Employees of St. Mary's Medical CenterRetirement Plan for Employee…$138MMizuho Bank, Ltd. Pension PlanMizuho Bank, Ltd. Pension Pl…$138MFish & Richardson Principals' Cash Balance PlanFish & Richardson Principals…$138MTimkensteel Corporation Retirement PlanTimkensteel Corporation Reti…$138M
End-of-year total assets ($M) among Fish & Richardson Principals' Cash Balance Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

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.)

Sponsor-wide plan assets over time

All Fish & Richardson, P.C. plans reported in each filing year

Latest sponsor-wide plan assets
$827M 27.184456195306574% vs 2022
2024 filing year
$600M$700M$800M$900M 202220232024 $650M $827M ▲ +27.2%
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 ($B) Participants Fish & Richardson Principals' Cash Balance Plan, Total assets ($B): 0.137736626 · Participants: 126Fish & Richardson Principals' Cash Balance Plan3M Employee Retirement Income Plan, Total assets ($B): 14.047885796 · Participants: 121603M Employee Retirement Income PlanMayo Pension Plan, Total assets ($B): 10.299849315 · Participants: 66434Mayo Pension PlanThe Travelers Pension Plan, Total assets ($B): 3.940696075 · Participants: 25144The Travelers Pension PlanU.S. Bank Pension Plan, Total assets ($B): 3.73901396 · Participants: 55836U.S. Bank Pension PlanTarget Corporation Pension Plan, Total assets ($B): 3.348662968 · Participants: 50515Target Corporation Pension Plan
Fish & Richardson Principals' Cash Balance Plan vs. nearby Defined Benefit (Pension) plans in Minnesota, assets vs. participants
Compare Fish & Richardson Principals' Cash Balance Plan side-by-side with 3 peers →

Fish & Richardson Principals' Cash Balance Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Minnesota, the nearest Defined Benefit (Pension) by assets is Timkensteel Corporation Retirement Plan in OH ($138M); by covered participants it is National Federation of Independent Business Retirement Plan in TN (126 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($138M here).

Similar participant headcount

Nearest other-state filings by covered participants (126 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 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).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Fish & Richardson Principals' Cash Balance Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is National Federation of Independent Business Retirement Plan in TN (126 participants, $76M 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 043254521.

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.