Defined Benefit (Pension) · DOL Form 5500 · 2022

Lewis Brisbois Bisgaard & Smith LLP Pension Plan

Data updated 2026-08-25

$31M
Total assets Below avg plan size
174
Participants Small participant base
83rd
Percentile by assets National rank
$180,224
Avg per participant Above avg balance/head
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Official DOL plan name: Lewis Brisbois Bisgaard & Smith LLP Cash Balance Pension Plan III · Sponsored by Lewis Brisbois Bisgaard & Smith LLP · California · Professional & Technical Services

$31M in assets, 174 participants

Lewis Brisbois Bisgaard & Smith LLP's Lewis Brisbois Bisgaard & Smith LLP Cash Balance Pension Plan III reported $31M in total assets and 174 participants in its 2022 DOL Form 5500 filing, ranking in the 83rd 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.

  • #18,109 in Professional & Technical Services (21,562 peers)

Coverage in California

Lewis Brisbois Bisgaard & Smith LLP Cash Balance Pension Plan III covers 174 participants in California, about 28% of the average California filer (state average ~630 per filing). Assets: $31M.

#18,109
in Professional & Technical Services (21,562 peers)
+96.4%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Lewis Brisbois Bisgaard & Smith LLP Cash Balance Pension Plan III's outsized position by total assets

Lewis Brisbois Bisgaard & Smith LLP Cash Balance Pension Plan III vs every filed plan by assets

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

$31,358,975 Top 17% higher than 83% 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

Lewis Brisbois Bisgaard & Smith LLP Cash Balance Pension Plan III 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. Lewis Brisbois Bisgaard & Smith LLP Cash Balance Pension Plan III sits mid-pack in the medium band (174 participants).

Form 5500 schedule snapshot

Filing strip 953720522 · Lewis Brisbois Bisgaard & Smith LLP PY 2022 · Defined Benefit (Pension)

Lewis Brisbois Bisgaard & Smith LLP Cash Balance Pension Plan III · $31M · 174 · 83rd

  • TYPE $31M
  • TYPE 174
  • TYPE 83rd
  • TYPE Defined Benefit (Pension)
  • TYPE near Ashland Community Hospital Retirement Plan
  • TYPE ind #18109

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 →

Lewis Brisbois Bisgaard & Smith LLP Cash Balance Pension Plan III in the asset neighbourhood

Dykema Gossett PLLC Cash Balance PlanDykema Gossett PLLC Cash Bal…$31MAshland Community Hospital Retirement PlanAshland Community Hospital R…$31MThe Holland Group Retirement Income PlanThe Holland Group Retirement…$31MLewis Brisbois Bisgaard & Smith LLP Cash Balance Pension Plan IIILewis Brisbois Bisgaard & Sm…$31MCotton Incorporated Pension PlanCotton Incorporated Pension …$31M
End-of-year total assets ($M) among Lewis Brisbois Bisgaard & Smith LLP Cash Balance Pension Plan III and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

California filing particulars

Total Assets (Beginning of Year)$16M
Net Assets (End of Year)$31M
Net Income$15M
Employer EIN953720522
Plan Effective Date2021-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Lewis Brisbois Bisgaard & Smith LLP)

Sponsor-wide plan assets over time

All Lewis Brisbois Bisgaard & Smith LLP plans reported in each filing year

Latest sponsor-wide plan assets
$553M 38.84774662368116% vs 2022
2024 filing year
$350M$400M$450M$500M$550M$600M 202220232024 $399M $553M ▲ +38.8%
Year Plans Participants Total Assets
2022 3 3,487 $399M
2023 3 3,586 $483M
2024 3 3,249 $553M

Nearby Defined Benefit (Pension) Plans in California

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

Lewis Brisbois Bisgaard & Smith LLP Cash Balance Pension Plan III vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -10010203040 Total assets ($B) Participants Lewis Brisbois Bisgaard & Smith LLP Cash Balance Pension Plan III, Total assets ($B): 0.031358975 · Participants: 174Lewis Brisbois Bisgaard & Smith LLP Cash Balance Pension Plan IIIKaiser 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
Lewis Brisbois Bisgaard & Smith LLP Cash Balance Pension Plan III vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants
Compare Lewis Brisbois Bisgaard & Smith LLP Cash Balance Pension Plan III side-by-side with 3 peers →

Lewis Brisbois Bisgaard & Smith LLP Cash Balance Pension Plan III's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside California, the nearest Defined Benefit (Pension) by assets is Ashland Community Hospital Retirement Plan in OR ($31M); by covered participants it is Marine & Power Systems Pension Plan in FL (174 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($31M here).

Similar participant headcount

Nearest other-state filings by covered participants (174 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 Lewis Brisbois Bisgaard & Smith LLP Cash Balance Pension Plan III assets move in 2022? ▼
Lewis Brisbois Bisgaard & Smith LLP Cash Balance Pension Plan III surged - up 96.4% during 2022, from $16M to $31M. Reported net income was $15M.
How have Lewis Brisbois Bisgaard & Smith LLP plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Lewis Brisbois Bisgaard & Smith LLP's sponsor-wide assets grew 38.8%, from $399M to $553M.
Where does Lewis Brisbois Bisgaard & Smith LLP Cash Balance Pension Plan III rank by assets among Form 5500 filers? ▼
Lewis Brisbois Bisgaard & Smith LLP Cash Balance Pension Plan III ranks in the 83rd percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to Lewis Brisbois Bisgaard & Smith LLP Cash Balance Pension Plan III? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Ashland Community Hospital Retirement Plan in OR ($31M, 34 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Lewis Brisbois Bisgaard & Smith LLP Cash Balance Pension Plan III? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Marine & Power Systems Pension Plan in FL (174 participants, $119M 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 953720522.

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.