Defined Benefit (Pension) · DOL Form 5500 · 2022

Terry Moore, Ccim, Inc. Pension Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets
3
Participants Small participant base
26th
Percentile by assets National rank
$360,001
Avg per participant High balance/head
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Official DOL plan name: Terry Moore, Ccim, Inc. Defined Benefit Pension Plan & Trust · Sponsored by Terry Moore, Ccim, Inc. · California · Real Estate

$1M in assets, 3 participants

Terry Moore, Ccim, Inc.'s Terry Moore, Ccim, Inc. Defined Benefit Pension Plan & Trust reported $1M in total assets and 3 participants in its 2022 DOL Form 5500 filing, ranking in the 26th 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.

  • #2,152 in Real Estate (5,057 peers)

Terry Moore, Ccim, Inc. multi-year trail

Terry Moore, Ccim, Inc.'s plans moved -15.6% in assets from 2022 to 2024; this filing shows Terry Moore, Ccim, Inc. Defined Benefit Pension Plan & Trust at $1M / 3 participants.

#2,152
in Real Estate (5,057 peers)
-13.1%
assets change YoY

The plan reported a net loss of $163K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Terry Moore, Ccim, Inc. Defined Benefit Pension Plan & Trust among the smaller filed plans by assets

Terry Moore, Ccim, Inc. Defined Benefit Pension Plan & Trust vs every filed plan by assets

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

$1,080,004 26th percentile higher than 26% 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

Terry Moore, Ccim, Inc. Defined Benefit Pension 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. Terry Moore, Ccim, Inc. Defined Benefit Pension Plan & Trust is a micro filing (3 participants), the leftmost band.

Form 5500 schedule snapshot

Filing strip 330773804 · Terry Moore, Ccim, Inc. PY 2022 · Defined Benefit (Pension)

Terry Moore, Ccim, Inc. Defined Benefit Pension Plan & Trust · $1M · 3 · 26th

  • TYPE $1M
  • NET 3
  • BOOK 26th
  • VS-ST Defined Benefit (Pension)
  • BOY near James Walker Mfg. Co. Office Pension Plan
  • SCH ind #2152

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 Real Estate retirement plans → · Plans in California →

Terry Moore, Ccim, Inc. Defined Benefit Pension Plan & Trust in the asset neighbourhood

Terry Moore, Ccim, Inc. Defined Benefit Pension Plan & TrustTerry Moore, Ccim, Inc. Defi…$1MJames Walker Mfg. Co. Office Pension PlanJames Walker Mfg. Co. Office…$1MLuella Hannan Memorial Home Employees' Retirement PlanLuella Hannan Memorial Home …$1MAaa Mid-Atlantic Commissioned Salesmen's Pension PlanAaa Mid-Atlantic Commissione…$1MPension International Capital Investments Defined Benefit Pension PlanPension International Capita…$1M
End-of-year total assets ($M) among Terry Moore, Ccim, Inc. Defined Benefit Pension Plan & Trust and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

Terry Moore, Ccim, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Terry Moore, Ccim, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$6M 15.614431267875004% vs 2022
2024 filing year
$6M$6.5M$7M$7.5M$8M 202220232024 $7.3M $6.16M ▼ -15.6%
Year Plans Participants Total Assets
2022 2 6 $7M
2023 2 6 $8M
2024 1 3 $6M

Terry Moore, Ccim, Inc. filing trail (2022)

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$1M
Net Income-$163K
Employer EIN330773804
Plan Effective Date2014-09-01
Filing StatusFILING RECEIVED

Nearby Defined Benefit (Pension) Plans in California

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

Terry Moore, Ccim, Inc. Defined Benefit Pension Plan & Trust vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -10010203040 Total assets ($B) Participants Terry Moore, Ccim, Inc. Defined Benefit Pension Plan & Trust, Total assets ($B): 0.001080004 · Participants: 3Terry Moore, Ccim, Inc. Defined Benefit Pension Plan & TrustKaiser 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
Terry Moore, Ccim, Inc. Defined Benefit Pension Plan & Trust vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants
Compare Terry Moore, Ccim, Inc. Defined Benefit Pension Plan & Trust side-by-side with 3 peers →

Terry Moore, Ccim, Inc. Defined Benefit Pension Plan & Trust's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside California, the nearest Defined Benefit (Pension) by assets is James Walker Mfg. Co. Office Pension Plan in IL ($1M); by covered participants it is Merkley, Newman & Mclaws, Inc. Defined Benefit Pension Plan in AZ (3 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (3 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 Terry Moore, Ccim, Inc. Defined Benefit Pension Plan & Trust assets move in 2022? ▼
Terry Moore, Ccim, Inc. Defined Benefit Pension Plan & Trust pulled back noticeably - down 13.1% during 2022, from $1M to $1M. Reported net income was -$163K.
How have Terry Moore, Ccim, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Terry Moore, Ccim, Inc.'s sponsor-wide assets declined 15.6%, from $7M to $6M.
Which Defined Benefit (Pension) plans are similar in size to Terry Moore, Ccim, Inc. Defined Benefit Pension Plan & Trust? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is James Walker Mfg. Co. Office Pension Plan in IL ($1M, 13 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Terry Moore, Ccim, Inc. Defined Benefit Pension Plan & Trust? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Merkley, Newman & Mclaws, Inc. Defined Benefit Pension Plan in AZ (3 participants, $904K 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 330773804.

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.