Defined Benefit (Pension) · DOL Form 5500 · 2022

Keker, Van Nest & Peters LLP Pension Plan

Data updated 2026-08-25

$13M
Total assets Small plan by assets
105
Participants Small participant base
69th
Percentile by assets National rank
$120,612
Avg per participant Near avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Keker, Van Nest & Peters LLP Cash Balance Plan · Sponsored by Keker, Van Nest & Peters LLP · California · Professional & Technical Services

$13M in assets, 105 participants

Keker, Van Nest & Peters LLP's Keker, Van Nest & Peters LLP Cash Balance Plan reported $13M in total assets and 105 participants in its 2022 DOL Form 5500 filing, ranking in the 69th 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.

  • #14,847 in Professional & Technical Services (21,562 peers)

Coverage in California

Keker, Van Nest & Peters LLP Cash Balance Plan covers 105 participants in California, about 17% of the average California filer (state average ~630 per filing). Assets: $13M.

#14,847
in Professional & Technical Services (21,562 peers)
-1.2%
assets change YoY

The plan reported a net loss of $143K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Keker, Van Nest & Peters LLP Cash Balance Plan's outsized position by total assets

Keker, Van Nest & Peters LLP Cash Balance Plan vs every filed plan by assets

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

$12,664,282 Top 31% higher than 69% 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

Keker, Van Nest & Peters LLP 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. Keker, Van Nest & Peters LLP Cash Balance Plan sits mid-pack in the medium band (105 participants).

Form 5500 schedule snapshot

Filing strip 942789810 · Keker, Van Nest & Peters LLP PY 2022 · Defined Benefit (Pension)

Keker, Van Nest & Peters LLP Cash Balance Plan · $13M · 105 · 69th

  • PCT $13M
  • EIN 105
  • RANK 69th
  • PHOTO Defined Benefit (Pension)
  • IND near Summit School at Nyack Retirement Plan
  • EOY ind #14847

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 →

Keker, Van Nest & Peters LLP Cash Balance Plan in the asset neighbourhood

Dana Corporation Victor Reinz Division Pension Plan for Hourly Paid Employees at the Robinson, Illinois PlantDana Corporation Victor Rein…$13MFurukawa Rock Drill USA Defined Benefit PlanFurukawa Rock Drill USA Defi…$13MMosbacher Energy Company Retirement PlanMosbacher Energy Company Ret…$13MKeker, Van Nest & Peters LLP Cash Balance PlanKeker, Van Nest & Peters LLP…$13MSummit School at Nyack Retirement PlanSummit School at Nyack Retir…$13M
End-of-year total assets ($M) among Keker, Van Nest & Peters LLP Cash Balance Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

California filing particulars

Total Assets (Beginning of Year)$13M
Net Assets (End of Year)$13M
Net Income-$143K
Employer EIN942789810
Plan Effective Date2009-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Keker, Van Nest & Peters LLP)

Sponsor-wide plan assets over time

All Keker, Van Nest & Peters LLP plans reported in each filing year

Latest sponsor-wide plan assets
$128M 13.779704210017352% vs 2022
2024 filing year
$110M$120M$130M$140M 202220232024 $112M $128M ▲ +13.8%
Year Plans Participants Total Assets
2022 3 292 $112M
2023 3 306 $130M
2024 3 319 $128M

Nearby Defined Benefit (Pension) Plans in California

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

Keker, Van Nest & Peters LLP Cash Balance Plan vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -10010203040 Total assets ($B) Participants Keker, Van Nest & Peters LLP Cash Balance Plan, Total assets ($B): 0.012664282 · Participants: 105Keker, Van Nest & Peters LLP Cash Balance 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
Keker, Van Nest & Peters LLP Cash Balance Plan vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants
Compare Keker, Van Nest & Peters LLP Cash Balance Plan side-by-side with 3 peers →

Keker, Van Nest & Peters LLP Cash Balance Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside California, the nearest Defined Benefit (Pension) by assets is Summit School at Nyack Retirement Plan in NY ($13M); by covered participants it is Community Credit Union of Florida Defined Benefit Plan and Trust in FL (105 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (105 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 Keker, Van Nest & Peters LLP Cash Balance Plan assets move in 2022? ▼
Keker, Van Nest & Peters LLP Cash Balance Plan edged down modestly - down 1.2% during 2022, from $13M to $13M. Reported net income was -$143K.
How have Keker, Van Nest & Peters LLP plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Keker, Van Nest & Peters LLP's sponsor-wide assets grew 13.8%, from $112M to $128M.
Which Defined Benefit (Pension) plans are similar in size to Keker, Van Nest & Peters LLP Cash Balance Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Summit School at Nyack Retirement Plan in NY ($13M, 121 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Keker, Van Nest & Peters LLP Cash Balance Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Community Credit Union of Florida Defined Benefit Plan and Trust in FL (105 participants, $29M 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 942789810.

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.