Defined Benefit (Pension) · DOL Form 5500 · 2023

Dachtler Wealth Management LLC Pension Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
4
Participants Small participant base
29th
Percentile by assets National rank
$438,003
Avg per participant High balance/head
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Official DOL plan name: Dachtler Wealth Management LLC Defined Benefit Pension Plan · Sponsored by Dachtler Wealth Management LLC · California · Finance & Insurance

$2M in assets, 4 participants

Dachtler Wealth Management LLC's Dachtler Wealth Management LLC Defined Benefit Pension Plan reported $2M in total assets and 4 participants in its 2023 DOL Form 5500 filing, ranking in the 29th 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.

  • #1,736 in Finance & Insurance (8,869 peers)

Dachtler Wealth Management LLC multi-year trail

Dachtler Wealth Management LLC's plans moved +34.0% in assets from 2022 to 2024; this filing shows Dachtler Wealth Management LLC Defined Benefit Pension Plan at $2M / 4 participants.

#1,736
in Finance & Insurance (8,869 peers)
+18.0%
assets growth YoY

Dachtler Wealth Management LLC Defined Benefit Pension Plan among the smaller filed plans by assets

Dachtler Wealth Management LLC Defined Benefit Pension Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$1,752,013 29th percentile higher than 29% of 127,068 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 2023

Dachtler Wealth Management LLC Defined Benefit Pension Plan among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Dachtler Wealth Management LLC Defined Benefit Pension Plan is a micro filing (4 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Dachtler Wealth Management LLC Defined Benefit Pension Plan end-of-year assets rose from $1M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Dachtler Wealth Management LLC Defined Benefit Pension Plan reported net income fell from $326K in the plan year 2022 filing to $268K in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 204302269 · Dachtler Wealth Management LLC PY 2023 · Defined Benefit (Pension)

Dachtler Wealth Management LLC Defined Benefit Pension Plan · $2M · 4 · 29th

  • PHOTO $2M
  • PHOTO 4
  • PHOTO 29th
  • PHOTO Defined Benefit (Pension)
  • PHOTO near Space Age Fuel, Inc. Cash Balance Plan
  • PHOTO ind #1736

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 Finance & Insurance retirement plans → · Plans in California →

Dachtler Wealth Management LLC Defined Benefit Pension Plan in the asset neighbourhood

Dachtler Wealth Management LLC Defined Benefit Pension PlanDachtler Wealth Management L…$2MSpace Age Fuel, Inc. Cash Balance PlanSpace Age Fuel, Inc. Cash Ba…$2MTranstar Intermodal, Inc. Cash Balance PlanTranstar Intermodal, Inc. Ca…$2MWestern Iowa Mutual Insurance Association Pension TrustWestern Iowa Mutual Insuranc…$2MCobble Hill Anesthesia, PLLC Cash Balance PlanCobble Hill Anesthesia, PLLC…$2M
End-of-year total assets ($M) among Dachtler Wealth Management LLC Defined Benefit Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Dachtler Wealth Management LLC multi-year asset trail

Sponsor-wide plan assets over time

All Dachtler Wealth Management LLC plans reported in each filing year

Latest sponsor-wide plan assets
$2M 34.00207074622985% vs 2022
2024 filing year
$1.4M$1.6M$1.8M$2M$2.2M 202220232024 $1.48M $1.99M ▲ +34.5%
Year Plans Participants Total Assets
2022 1 4 $1M
2023 1 4 $2M
2024 1 4 $2M

Dachtler Wealth Management LLC filing trail (2023)

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$2M
Net Income$268K
Employer EIN204302269
Plan Effective Date2017-01-01
Filing StatusFILING RECEIVED

Nearby Defined Benefit (Pension) Plans in California

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

Dachtler Wealth Management LLC Defined Benefit Pension Plan vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -10010203040 Total assets ($B) Participants Dachtler Wealth Management LLC Defined Benefit Pension Plan, Total assets ($B): 0.001752013 · Participants: 4Dachtler Wealth Management LLC Defined Benefit Pension PlanKaiser Permanente Retirement Plan, Total assets ($B): 33.538817099 · Participants: 127356Kaiser Permanente Retirement PlanPacific Gas and Electric Company Retirement Plan, Total assets ($B): 21.40954351 · Participants: 22914Pacific Gas and Electric Company Retirement PlanPacific Gas and Electric Company Retirement Plan, Total assets ($B): 17.980531142 · Participants: 25647Pacific Gas and Electric Company Retirement PlanRetirement Plan for Physicians and Salaried Employees of the Permanente Medical Group, Inc., Total assets ($B): 10.814691143 · Participants: 19545Retirement Plan for Physicians and Salaried Employees of the Permanente Medical Group, Inc.Disney Salaried Pension Plan D, Total assets ($B): 10.057095066 · Participants: 10813Disney Salaried Pension Plan D
Dachtler Wealth Management LLC Defined Benefit Pension Plan vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants
Compare Dachtler Wealth Management LLC Defined Benefit Pension Plan side-by-side with 3 peers →

Dachtler Wealth Management LLC Defined Benefit Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside California, the nearest Defined Benefit (Pension) by assets is Space Age Fuel, Inc. Cash Balance Plan in OR ($2M); by covered participants it is Ship Wheel Retirement Fund and Trust in MA (4 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (4 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Dachtler Wealth Management LLC Defined Benefit Pension Plan assets move in 2023? ▼
Dachtler Wealth Management LLC Defined Benefit Pension Plan grew sharply - up 18.0% during 2023, from $1M to $2M. Reported net income was $268K.
How have Dachtler Wealth Management LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Dachtler Wealth Management LLC's sponsor-wide assets grew 34.0%, from $1M to $2M.
Which Defined Benefit (Pension) plans are similar in size to Dachtler Wealth Management LLC Defined Benefit Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Space Age Fuel, Inc. Cash Balance Plan in OR ($2M, 122 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Dachtler Wealth Management LLC Defined Benefit Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Ship Wheel Retirement Fund and Trust in MA (4 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 204302269.

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.