Defined Benefit (Pension) · DOL Form 5500 · 2022

Special Service for Groups, Inc. Pension Plan

Data updated 2026-08-25

$25M
Total assets Small plan by assets
166
Participants Small participant base
80th
Percentile by assets National rank
$149,293
Avg per participant Above avg balance/head
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Official DOL plan name: Defined Benefit Plan of Special Service for Groups, Inc. · Sponsored by Special Service for Groups, Inc. · California · Healthcare & Social Assistance

$25M in assets, 166 participants

Special Service for Groups, Inc.'s Defined Benefit Plan of Special Service for Groups, Inc. reported $25M in total assets and 166 participants in its 2022 DOL Form 5500 filing, ranking in the 80th 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.

  • #16,724 in Healthcare & Social Assistance (20,060 peers)

Coverage in California

Defined Benefit Plan of Special Service for Groups, Inc. covers 166 participants in California, about 26% of the average California filer (state average ~630 per filing). Assets: $25M.

#16,724
in Healthcare & Social Assistance (20,060 peers)
+5.6%
assets growth YoY
0.2×
vs typical plan assets (national mean)

Defined Benefit Plan of Special Service for Groups, Inc.'s outsized position by total assets

Defined Benefit Plan of Special Service for Groups, Inc. vs every filed plan by assets

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

$24,782,606 Top 20% higher than 80% 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

Defined Benefit Plan of Special Service for Groups, Inc. 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. Defined Benefit Plan of Special Service for Groups, Inc. sits mid-pack in the medium band (166 participants).

Published 5500 schedule card

Filing strip 951716914 · Special Service for Groups, Inc. PY 2022 · Defined Benefit (Pension)

Defined Benefit Plan of Special Service for Groups, Inc. · $25M · 166 · 80th

  • BOY $25M
  • BOY 166
  • BOY 80th
  • BOY Defined Benefit (Pension)
  • BOY near Wagi Cash Balance Plan
  • BOY ind #16724

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 Healthcare & Social Assistance retirement plans → · Plans in California →

Defined Benefit Plan of Special Service for Groups, Inc. in the asset neighbourhood

Roofers Local No. 88 Pension FundRoofers Local No. 88 Pension…$25MCsp Pension Plan for Hourly Employees - CareyCsp Pension Plan for Hourly …$25MDefined Benefit Plan of Special Service for Groups, Inc.Defined Benefit Plan of Spec…$25MWagi Cash Balance Plan$25MRetirement Income Plan for Employees of the Kws Seeds GroupRetirement Income Plan for E…$25M
End-of-year total assets ($M) among Defined Benefit Plan of Special Service for Groups, Inc. and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

California filing particulars

Total Assets (Beginning of Year)$23M
Net Assets (End of Year)$25M
Net Income$1M
Employer EIN951716914
Plan Effective Date1988-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Special Service for Groups, Inc.)

Sponsor-wide plan assets over time

All Special Service for Groups, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$104M 39.18931774829396% vs 2022
2024 filing year
$70M$80M$90M$100M$110M 202220232024 $74.5M $104M ▲ +39.2%
Year Plans Participants Total Assets
2022 2 1,919 $75M
2023 2 2,104 $90M
2024 2 2,643 $104M

Nearby Defined Benefit (Pension) Plans in California

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

Defined Benefit Plan of Special Service for Groups, Inc. vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -10010203040 Total assets ($B) Participants Defined Benefit Plan of Special Service for Groups, Inc., Total assets ($B): 0.024782606 · Participants: 166Defined Benefit Plan of Special Service for Groups, Inc.Kaiser 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
Defined Benefit Plan of Special Service for Groups, Inc. vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants
Compare Defined Benefit Plan of Special Service for Groups, Inc. side-by-side with 3 peers →

Defined Benefit Plan of Special Service for Groups, Inc.'s out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside California, the nearest Defined Benefit (Pension) by assets is Wagi Cash Balance Plan in WA ($25M); by covered participants it is South Peninsula Hospital Employees Pension Plan and Trust in AK (166 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($25M here).

Similar participant headcount

Nearest other-state filings by covered participants (166 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 Defined Benefit Plan of Special Service for Groups, Inc. assets move in 2022? ▼
Defined Benefit Plan of Special Service for Groups, Inc. grew at a solid clip - up 5.6% during 2022, from $23M to $25M. Reported net income was $1M.
How have Special Service for Groups, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Special Service for Groups, Inc.'s sponsor-wide assets grew 39.2%, from $75M to $104M.
Where does Defined Benefit Plan of Special Service for Groups, Inc. rank by assets among Form 5500 filers? ▼
Defined Benefit Plan of Special Service for Groups, Inc. ranks in the 80th 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 Defined Benefit Plan of Special Service for Groups, Inc.? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Wagi Cash Balance Plan in WA ($25M, 343 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Defined Benefit Plan of Special Service for Groups, Inc.? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is South Peninsula Hospital Employees Pension Plan and Trust in AK (166 participants, $24M 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 951716914.

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.