Defined Benefit (Pension) · DOL Form 5500 · 2023
Lbk Enterprise LLC Dba Kellyco Agency Pension Plan
Data updated 2026-08-25
- $223K
- Total assets Small plan by assets
- 5
- Participants Small participant base
- 11th
- Percentile by assets National rank
- $44,583
- Avg per participant Low balance/head
Official DOL plan name: Lbk Enterprise LLC Cash Balance Plan · Sponsored by Lbk Enterprise LLC Dba Kellyco Agency · California · Professional & Technical Services
$223K in assets, 5 participants
Lbk Enterprise LLC Dba Kellyco Agency's Lbk Enterprise LLC Cash Balance Plan reported $223K in total assets and 5 participants in its 2023 DOL Form 5500 filing, ranking in the 11th 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.
- #1,807 in Professional & Technical Services (20,321 peers)
Lbk Enterprise LLC Dba Kellyco Agency multi-year trail
Lbk Enterprise LLC Dba Kellyco Agency's plans moved +190.0% in assets from 2022 to 2024; this filing shows Lbk Enterprise LLC Cash Balance Plan at $223K / 5 participants.
- #1,807
- in Professional & Technical Services (20,321 peers)
- +1.8%
- assets growth YoY
Lbk Enterprise LLC Cash Balance Plan among the smaller filed plans by assets
Lbk Enterprise LLC Cash Balance Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$222,917 11th percentile higher than 11% 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
Lbk Enterprise LLC Cash Balance 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. Lbk Enterprise LLC Cash Balance Plan is a micro filing (5 participants), the leftmost band.
DOL schedule card
Filing strip 820936768 · Lbk Enterprise LLC Dba Kellyco Agency PY 2023 · Defined Benefit (Pension)
Lbk Enterprise LLC Cash Balance Plan · $223K · 5 · 11th
- EOY $223K
- 5500 5
- ASSETS 11th
- PCT Defined Benefit (Pension)
- EIN near Klein, Paull, Holleb & Jacobs, Ltd. Cash Balance Pension Plan & Trust
- RANK ind #1807
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 →
Lbk Enterprise LLC Cash Balance Plan in the asset neighbourhood
Lbk Enterprise LLC Dba Kellyco Agency multi-year asset trail
Sponsor-wide plan assets over time
All Lbk Enterprise LLC Dba Kellyco Agency plans reported in each filing year
- Latest sponsor-wide plan assets
- $1M 190.0140072990994% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 5 | $470K |
| 2023 | 2 | 11 | $921K |
| 2024 | 2 | 12 | $1M |
Lbk Enterprise LLC Dba Kellyco Agency filing trail (2023)
| Total Assets (Beginning of Year) | $219K |
|---|---|
| Net Assets (End of Year) | $223K |
| Net Income | $4K |
| Employer EIN | 820936768 |
| Plan Effective Date | 2022-01-01 |
| 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
Lbk Enterprise LLC Cash Balance Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside California, the nearest Defined Benefit (Pension) by assets is Klein, Paull, Holleb & Jacobs, Ltd. Cash Balance Pension Plan & Trust in IL ($222K); by covered participants it is Suncoast Industries, Inc. Defined Benefit Pension Plan and Trust in FL (5 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($223K here).
- Klein, Paull, Holleb & Jacobs, Ltd. Cash Balance Pension Plan & Trust (IL) $222K · 2
- T.D. Williamson, Inc. Pension Plan (OK) $222K · N/A
- Retirement Plan of Bricklayers Local No. 1 of Rich Mond Pension Fund (VA) $224K · 14
- Federal Screw Works Detroit Division and Romulus Divisions Hourly Pension Plan (MI) $221K · 4
Similar participant headcount
Nearest other-state filings by covered participants (5 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.