Defined Benefit (Pension) · DOL Form 5500 · 2022

Dsvalencia1970, Inc. Pension Plan

Data updated 2026-08-25

$670K
Total assets Small plan by assets
3
Participants Small participant base
21st
Percentile by assets National rank
$223,455
Avg per participant Above avg balance/head
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Official DOL plan name: Dsvalencia1970, Inc. Cash Balance Account Plan · Sponsored by Dsvalencia1970, Inc. · California · Professional & Technical Services

$670K in assets, 3 participants

Dsvalencia1970, Inc.'s Dsvalencia1970, Inc. Cash Balance Account Plan reported $670K in total assets and 3 participants in its 2022 DOL Form 5500 filing, ranking in the 21st 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.

  • #3,670 in Professional & Technical Services (21,562 peers)

Dsvalencia1970, Inc. multi-year trail

Dsvalencia1970, Inc.'s plans moved +12.3% in assets from 2022 to 2024; this filing shows Dsvalencia1970, Inc. Cash Balance Account Plan at $670K / 3 participants.

#3,670
in Professional & Technical Services (21,562 peers)
+5.0%
assets growth YoY

Dsvalencia1970, Inc. Cash Balance Account Plan among the smaller filed plans by assets

Dsvalencia1970, Inc. Cash Balance Account Plan vs every filed plan by assets

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

$670,366 21st percentile higher than 21% 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

Dsvalencia1970, Inc. Cash Balance Account Plan among micro filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Dsvalencia1970, Inc. Cash Balance Account Plan is a micro filing (3 participants), the leftmost band.

DOL schedule card

Filing strip 472849870 · Dsvalencia1970, Inc. PY 2022 · Defined Benefit (Pension)

Dsvalencia1970, Inc. Cash Balance Account Plan · $670K · 3 · 21st

  • IND $670K
  • IND 3
  • IND 21st
  • IND Defined Benefit (Pension)
  • IND near City Club Retirement Plan
  • IND ind #3670

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 →

Dsvalencia1970, Inc. Cash Balance Account Plan in the asset neighbourhood

Dsvalencia1970, Inc. Cash Balance Account PlanDsvalencia1970, Inc. Cash Ba…$670KCity Club Retirement Plan$669KM-Kov, Inc. Defined Benefit PlanM-Kov, Inc. Defined Benefit …$668KP & M Trading, Inc. Pension PlanP & M Trading, Inc. Pension …$667KDr. Alberto Juan Gonzalez Defined Benefit PlanDr. Alberto Juan Gonzalez De…$675K
End-of-year total assets ($M) among Dsvalencia1970, Inc. Cash Balance Account Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

Dsvalencia1970, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Dsvalencia1970, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$7M 12.339688383684813% vs 2022
2024 filing year
$6M$6.5M$7M$7.5M 202220232024 $6.38M $7.17M ▲ +12.4%
Year Plans Participants Total Assets
2022 2 6 $6M
2023 2 6 $7M
2024 2 6 $7M

Dsvalencia1970, Inc. filing trail (2022)

Total Assets (Beginning of Year)$638K
Net Assets (End of Year)$670K
Net Income$32K
Employer EIN472849870
Plan Effective Date2015-11-01
Filing StatusFILING RECEIVED

Nearby Defined Benefit (Pension) Plans in California

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

Dsvalencia1970, Inc. Cash Balance Account Plan vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -10010203040 Total assets ($B) Participants Dsvalencia1970, Inc. Cash Balance Account Plan, Total assets ($B): 0.000670366 · Participants: 3Dsvalencia1970, Inc. Cash Balance Account PlanKaiser 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
Dsvalencia1970, Inc. Cash Balance Account Plan vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants
Compare Dsvalencia1970, Inc. Cash Balance Account Plan side-by-side with 3 peers →

Dsvalencia1970, Inc. Cash Balance Account Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside California, the nearest Defined Benefit (Pension) by assets is City Club Retirement Plan in TX ($669K); 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.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($670K here).

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 Dsvalencia1970, Inc. Cash Balance Account Plan assets move in 2022? ▼
Dsvalencia1970, Inc. Cash Balance Account Plan grew at a solid clip - up 5.0% during 2022, from $638K to $670K. Reported net income was $32K.
How have Dsvalencia1970, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Dsvalencia1970, Inc.'s sponsor-wide assets grew 12.3%, from $6M to $7M.
Where does Dsvalencia1970, Inc. Cash Balance Account Plan rank by assets among Form 5500 filers? ▼
Dsvalencia1970, Inc. Cash Balance Account Plan ranks in the 21st percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (among the smaller plans by assets on file).
Which Defined Benefit (Pension) plans are similar in size to Dsvalencia1970, Inc. Cash Balance Account Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is City Club Retirement Plan in TX ($669K, 20 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Dsvalencia1970, Inc. Cash Balance Account Plan? ▼
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 472849870.

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.