Defined Benefit (Pension) · DOL Form 5500 · 2023
Richard Hambleton Inc Pension Plan
Data updated 2026-08-25
- $77K
- Total assets Small plan by assets
- 12
- Participants Small participant base
- 5th
- Percentile by assets National rank
- $6,405
- Avg per participant Low balance/head
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.
- #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.
- #633
- in Healthcare & Social Assistance (17,684 peers)
- -98.0%
- assets change YoY
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.
Richard Hambleton Inc Defined Benefit Pension Plan among the smaller filed plans by assets
Richard Hambleton Inc Defined Benefit Pension Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$76,861 5th percentile higher than 5% 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
Richard Hambleton Inc Defined Benefit Pension Plan among smaller filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Richard Hambleton Inc Defined Benefit Pension Plan is a small filing (12 participants) on this national headcount ladder.
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.
Published 5500 schedule card
Filing strip 952668577 · Richard Hambleton Inc PY 2023 · Defined Benefit (Pension)
Richard Hambleton Inc Defined Benefit Pension Plan · $77K · 12 · 5th
- PCT $77K
- EIN 12
- RANK 5th
- PHOTO Defined Benefit (Pension)
- IND near Milk & Ice Cream Industry Dairy Employees Union Pen. Pln.
- EOY ind #633
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 Healthcare & Social Assistance retirement plans → · Plans in California →
Richard Hambleton Inc Defined Benefit Pension Plan in the asset neighbourhood
Richard Hambleton Inc multi-year asset trail
Sponsor-wide plan assets over time
All Richard Hambleton Inc plans reported in each filing year
- Latest sponsor-wide plan assets
- $9M 21.307243571815732% vs 2022
- 2024 filing year
| 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.
- 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
Richard Hambleton 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 Milk & Ice Cream Industry Dairy Employees Union Pen. Pln. in OH ($76K); by covered participants it is Niagara Frontier Anesthesia Services, LLP Cash Balance Plan in NY (12 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($77K here).
- 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
Similar participant headcount
Nearest other-state filings by covered participants (12 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.