Defined Benefit (Pension) · DOL Form 5500 · 2022
Williams & Gumbiner LLP Pension Plan
Data updated 2026-08-25
- $1M
- Total assets Small plan by assets
- 7
- Participants Small participant base
- 28th
- Percentile by assets National rank
- $194,517
- Avg per participant Above avg balance/head
Official DOL plan name: Williams & Gumbiner LLP Cash Balance Plan & Trust · Sponsored by Williams & Gumbiner LLP · California · Professional & Technical Services
$1M in assets, 7 participants
Williams & Gumbiner LLP's Williams & Gumbiner LLP Cash Balance Plan & Trust reported $1M in total assets and 7 participants in its 2022 DOL Form 5500 filing, ranking in the 28th 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.
- #5,336 in Professional & Technical Services (21,562 peers)
2022 asset change
Williams & Gumbiner LLP Cash Balance Plan & Trust surged 38.8% in 2022 ($981K → $1M) for 7 participants.
- #5,336
- in Professional & Technical Services (21,562 peers)
- +38.8%
- assets growth YoY
Williams & Gumbiner LLP Cash Balance Plan & Trust among the smaller filed plans by assets
Williams & Gumbiner LLP Cash Balance Plan & Trust vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$1,361,617 28th percentile higher than 28% 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
Williams & Gumbiner LLP Cash Balance Plan & Trust among micro filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Williams & Gumbiner LLP Cash Balance Plan & Trust is a micro filing (7 participants), the leftmost band.
Form 5500 schedule snapshot
Filing strip 471067172 · Williams & Gumbiner LLP PY 2022 · Defined Benefit (Pension)
Williams & Gumbiner LLP Cash Balance Plan & Trust · $1M · 7 · 28th
- PHOTO $1M
- IND 7
- EOY 28th
- 5500 Defined Benefit (Pension)
- ASSETS near Retirement Plan for Rolls-Royce North America
- PCT ind #5336
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 →
Williams & Gumbiner LLP Cash Balance Plan & Trust in the asset neighbourhood
2022 asset-move particulars
| Total Assets (Beginning of Year) | $981K |
|---|---|
| Net Assets (End of Year) | $1M |
| Net Income | $381K |
| Employer EIN | 471067172 |
| Plan Effective Date | 2018-01-01 |
| Filing Status | FILING RECEIVED |
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
Williams & Gumbiner LLP Cash Balance Plan & Trust's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside California, the nearest Defined Benefit (Pension) by assets is Retirement Plan for Rolls-Royce North America in VA ($1M); by covered participants it is Chicago Medical Society Pension Plan in IL (7 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($1M here).
Similar participant headcount
Nearest other-state filings by covered participants (7 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.