Defined Benefit (Pension) · DOL Form 5500 · 2023

Pailles Investments Pension Plan

Data updated 2026-08-25

$625K
Total assets Small plan by assets
2
Participants Small participant base
20th
Percentile by assets National rank
$312,439
Avg per participant High balance/head
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Official DOL plan name: Pailles Investments Defined Benefit Pension Plan · Sponsored by Pailles Investments · California · Real Estate

$625K in assets, 2 participants

Pailles Investments's Pailles Investments Defined Benefit Pension Plan reported $625K in total assets and 2 participants in its 2023 DOL Form 5500 filing, ranking in the 20th 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.

  • #1,632 in Real Estate (4,727 peers)

Pailles Investments multi-year trail

Pailles Investments's plans moved -20.4% in assets from 2022 to 2024; this filing shows Pailles Investments Defined Benefit Pension Plan at $625K / 2 participants.

#1,632
in Real Estate (4,727 peers)
+10.6%
assets growth YoY

Pailles Investments Defined Benefit Pension Plan among the smaller filed plans by assets

Pailles Investments Defined Benefit Pension Plan vs every filed plan by assets

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

$624,877 20th percentile higher than 20% 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

Pailles Investments 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. Pailles Investments Defined Benefit Pension Plan is a micro filing (2 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Pailles Investments Defined Benefit Pension Plan reported net income rose from -$101K in the plan year 2022 filing to $60K in the plan year 2023 filing.
  • Pailles Investments Defined Benefit Pension Plan end-of-year assets rose from $565K in the plan year 2022 filing to $625K in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 201963214 · Pailles Investments PY 2023 · Defined Benefit (Pension)

Pailles Investments Defined Benefit Pension Plan · $625K · 2 · 20th

  • NET $625K
  • BOOK 2
  • VS-ST 20th
  • BOY Defined Benefit (Pension)
  • SCH near Bokser Dental Cash Balance Plan
  • EBSA ind #1632

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 →

Pailles Investments Defined Benefit Pension Plan in the asset neighbourhood

City Club Retirement Plan$637KBokser Dental Cash Balance PlanBokser Dental Cash Balance P…$628KThe Altman Brothers LLC Defined Benefit Pension PlanThe Altman Brothers LLC Defi…$630KPailles Investments Defined Benefit Pension PlanPailles Investments Defined …$625KCavallo Chiropractic Clinic, P.C. Defined Benefit Pension PlanCavallo Chiropractic Clinic,…$619K
End-of-year total assets ($M) among Pailles Investments Defined Benefit Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Pailles Investments multi-year asset trail

Sponsor-wide plan assets over time

All Pailles Investments plans reported in each filing year

Latest sponsor-wide plan assets
$450K 20.387923406363925% vs 2022
2024 filing year
$0.4M$0.5M$0.6M$0.7M 202220232024 $0.57M $0.45M ▼ -21.1%
Year Plans Participants Total Assets
2022 1 2 $565K
2023 1 2 $625K
2024 1 2 $450K

Pailles Investments filing trail (2023)

Total Assets (Beginning of Year)$565K
Net Assets (End of Year)$625K
Net Income$60K
Employer EIN201963214
Plan Effective Date2012-01-01
Filing StatusFILING RECEIVED

Nearby Defined Benefit (Pension) Plans in California

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

Pailles Investments 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 ($B) Participants Pailles Investments Defined Benefit Pension Plan, Total assets ($B): 0.000624877 · Participants: 2Pailles Investments 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
Pailles Investments Defined Benefit Pension Plan vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants
Compare Pailles Investments Defined Benefit Pension Plan side-by-side with 3 peers →

Pailles Investments 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 Bokser Dental Cash Balance Plan in NY ($628K); by covered participants it is Lipsius-Benhaim Law LLP Cash Balance Plan in NY (2 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (2 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 Pailles Investments Defined Benefit Pension Plan assets move in 2023? ▼
Pailles Investments Defined Benefit Pension Plan grew at a solid clip - up 10.6% during 2023, from $565K to $625K. Reported net income was $60K.
How have Pailles Investments plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Pailles Investments's sponsor-wide assets declined 20.4%, from $565K to $450K.
Where does Pailles Investments Defined Benefit Pension Plan rank by assets among Form 5500 filers? ▼
Pailles Investments Defined Benefit Pension Plan ranks in the 20th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).
Which Defined Benefit (Pension) plans are similar in size to Pailles Investments Defined Benefit Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Bokser Dental Cash Balance Plan in NY ($628K, 4 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Pailles Investments Defined Benefit Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Lipsius-Benhaim Law LLP Cash Balance Plan in NY (2 participants, $7K 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 201963214.

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.