Defined Benefit (Pension) · DOL Form 5500 · 2023
Kirsten Ames Management Inc Pension Plan
Data updated 2026-08-25
- $2M
- Total assets Small plan by assets
- 2
- Participants Small participant base
- 27th
- Percentile by assets National rank
- $755,547
- Avg per participant High balance/head
Official DOL plan name: Kirsten Ames Management Inc Defined Benefit Pension Plan · Sponsored by Kirsten Ames Management Inc · California · Arts, Entertainment & Recreation
$2M in assets, 2 participants
Kirsten Ames Management Inc's Kirsten Ames Management Inc Defined Benefit Pension Plan reported $2M in total assets and 2 participants in its 2023 DOL Form 5500 filing, ranking in the 27th 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.
- #1,540 in Arts, Entertainment & Recreation (2,945 peers)
Arts, Entertainment & Recreation sector rank
Within Arts, Entertainment & Recreation, Kirsten Ames Management Inc Defined Benefit Pension Plan ranks #1,540 of 2,945 2023 filers by assets (1838% of the sector average)-$2M for 2 participants.
- #1,540
- in Arts, Entertainment & Recreation (2,945 peers)
- +20.4%
- assets growth YoY
Kirsten Ames Management Inc Defined Benefit Pension Plan among the smaller filed plans by assets
Kirsten Ames Management Inc Defined Benefit Pension Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$1,511,093 27th percentile higher than 27% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Kirsten Ames Management Inc 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. Kirsten Ames Management Inc 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
- Kirsten Ames Management Inc Defined Benefit Pension Plan reported net income rose from $117K in the plan year 2022 filing to $256K in the plan year 2023 filing.
- Kirsten Ames Management Inc 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.
Form 5500 schedule snapshot
Filing strip 462676612 · Kirsten Ames Management Inc PY 2023 · Defined Benefit (Pension)
Kirsten Ames Management Inc Defined Benefit Pension Plan · $2M · 2 · 27th
- BOY $2M
- SCH 2
- EBSA 27th
- PART Defined Benefit (Pension)
- TYPE near V & M Sand and Stone Corp Retirement Plan and Trust
- NET ind #1540
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 Arts, Entertainment & Recreation retirement plans → · Plans in California →
Kirsten Ames Management Inc Defined Benefit Pension Plan in the asset neighbourhood
Arts, Entertainment & Recreation filing particulars
| Total Assets (Beginning of Year) | $1M |
|---|---|
| Net Assets (End of Year) | $2M |
| Net Income | $256K |
| Employer EIN | 462676612 |
| Plan Effective Date | 2017-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Kirsten Ames Management Inc)
Sponsor-wide plan assets over time
All Kirsten Ames Management Inc plans reported in each filing year
- Latest sponsor-wide plan assets
- $2M 35.171342975262476% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 4 | $1M |
| 2023 | 2 | 4 | $2M |
| 2024 | 2 | 4 | $2M |
Nearby Defined Benefit (Pension) Plans in California
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- Kaiser Permanente Retirement Plan $33.5B · 127,356
- Pacific Gas and Electric Company Retirement Plan $21.4B · 22,914
- Pacific Gas and Electric Company Retirement Plan $18.0B · 25,647
- Retirement Plan for Physicians and Salaried Employees of the Permanente Medical Group, Inc. $10.8B · 19,545
- Disney Salaried Pension Plan D $10.1B · 10,813
Kirsten Ames Management Inc 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 V & M Sand and Stone Corp Retirement Plan and Trust in NY ($2M); by covered participants it is Lipsius-Benhaim Law LLP Cash Balance Plan in NY (2 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($2M here).
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.