Defined Benefit (Pension) · DOL Form 5500 · 2023
Richard Hambleton Inc Pension Plan
Data updated 2026-08-11
- $77K
- Total assets
- 12
- Participants
- 5th
- Percentile by assets
- $6,405
- Avg per participant
Official DOL plan name: Richard Hambleton Inc Defined Benefit Pension Plan · Sponsored by Richard Hambleton Inc · California · Healthcare & Social Assistance
$77K in assets, 12 participants
Richard Hambleton Inc's Richard Hambleton Inc Defined Benefit Pension Plan reported $77K in total assets and 12 participants in its 2023 DOL Form 5500 filing, ranking in the 5th 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.
- 5th percentile by assets (of 127,072 plans)
- #633 in Healthcare & Social Assistance (17,684 peers)
Richard Hambleton Inc multi-year trail
Richard Hambleton Inc's plans moved +21.3% in assets from 2022 to 2024; this filing shows Richard Hambleton Inc Defined Benefit Pension Plan at $77K / 12 participants.
- $77K
- total plan assets (2023 EOY)
- 12
- covered participants
- 5th
- percentile by assets (of 127,072 plans)
- $6,405
- avg assets per participant
The plan reported a net loss of $4M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Richard Hambleton Inc Defined Benefit Pension Plan reported net income fell from -$476K in the plan year 2022 filing to -$4M in the plan year 2023 filing.
- Richard Hambleton Inc Defined Benefit Pension Plan end-of-year assets fell from $4M in the plan year 2022 filing to $77K in the plan year 2023 filing.
- Richard Hambleton Inc Defined Benefit Pension Plan reported participants rose from 11 in the plan year 2022 filing to 12 in the plan year 2023 filing.
Richard Hambleton Inc across 3 plan years on file
Across the 3 plan years Richard Hambleton Inc has on file (2022-2024), sponsor-wide plan assets have moved from $8M to $9M, a gain of 21.3%, while reported participants moved from 21 to 20 (-4.8%). Peak year by sponsor assets: 2024 ($9M); trough: 2022 ($8M).
Richard Hambleton Inc multi-year asset trail
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 21 | $8M |
| 2023 | 2 | 23 | $8M |
| 2024 | 2 | 20 | $9M |
Richard Hambleton Inc filing trail (2023)
| Total Assets (Beginning of Year) | $4M |
|---|---|
| Net Assets (End of Year) | $77K |
| Net Income | -$4M |
| Employer EIN | 952668577 |
| Plan Effective Date | 2002-01-01 |
| Filing Status | FILING RECEIVED |
Nearby Defined Benefit (Pension) Plans in California
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
Richard Hambleton Inc Defined Benefit Pension Plan vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants
- 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
Similar-Sized Defined Benefit (Pension) Plans Nationally
Defined Benefit (Pension) plans in other states closest to Richard Hambleton Inc Defined Benefit Pension Plan by total assets, not by location.
- Milk & Ice Cream Industry Dairy Employees Union Pen. Pln. (OH) $76K · N/A
- Lafargeholcim US Pension Plan (MI) $74K · 1,442
- Catawba County United Way Profit Sharing Plan (NC) $74K · 4
- Wang Laboratories, Inc. Pension Plan (FL) $74K · N/A
Frequently Asked Questions
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Multi-year trail
Ways to act on Richard Hambleton Inc Defined Benefit Pension Plan's numbers.
- By total assets, Richard Hambleton Inc Defined Benefit Pension Plan ranks among the smaller plans by assets on file. See the largest plans
- Compare it side-by-side against 3 similar Defined Benefit (Pension) plans in California. Compare plans
- Richard Hambleton Inc's sponsor-wide assets have grown 21.3% since 2022 across 3 plan years on file. More Healthcare & Social Assistance plans