Defined Benefit (Pension) · DOL Form 5500 · 2023
Lily Bleu, Inc. Pension Plan
Data updated 2026-08-25
- $4M
- Total assets Small plan by assets
- 18
- Participants Small participant base
- 42nd
- Percentile by assets National rank
- $240,897
- Avg per participant Above avg balance/head
Official DOL plan name: Lily Bleu, Inc. Defined Benefit Pension Plan · Sponsored by Lily Bleu, Inc. · California · Wholesale Trade
$4M in assets, 18 participants
Lily Bleu, Inc.'s Lily Bleu, Inc. Defined Benefit Pension Plan reported $4M in total assets and 18 participants in its 2023 DOL Form 5500 filing, ranking in the 42nd 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.
- #1,945 in Wholesale Trade (6,309 peers)
2023 asset change
Lily Bleu, Inc. Defined Benefit Pension Plan grew at a solid clip 14.8% in 2023 ($4M → $4M) for 18 participants.
- #1,945
- in Wholesale Trade (6,309 peers)
- +14.8%
- assets growth YoY
Lily Bleu, Inc. Defined Benefit Pension Plan's mid-pack asset rank among Wholesale Trade and all filers
Lily Bleu, Inc. Defined Benefit Pension Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$4,336,143 42nd percentile higher than 42% 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
Lily Bleu, 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. Lily Bleu, Inc. Defined Benefit Pension Plan is a small filing (18 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Lily Bleu, Inc. Defined Benefit Pension Plan reported net income rose from -$246K in the plan year 2022 filing to $561K in the plan year 2023 filing.
- Lily Bleu, Inc. Defined Benefit Pension Plan end-of-year assets rose from $4M in the plan year 2022 filing to $4M in the plan year 2023 filing.
- Lily Bleu, Inc. Defined Benefit Pension Plan reported participants fell from 19 in the plan year 2022 filing to 18 in the plan year 2023 filing.
Form 5500 schedule snapshot
Filing strip 161618244 · Lily Bleu, Inc. PY 2023 · Defined Benefit (Pension)
Lily Bleu, Inc. Defined Benefit Pension Plan · $4M · 18 · 42nd
- PART $4M
- PART 18
- PART 42nd
- PART Defined Benefit (Pension)
- PART near Retirement Plan for Employees of Cascade Pole and Lumber Company
- PART ind #1945
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 Wholesale Trade retirement plans → · Plans in California →
Lily Bleu, Inc. Defined Benefit Pension Plan in the asset neighbourhood
Lily Bleu, Inc. years around the 2023 move
Sponsor-wide plan assets over time
All Lily Bleu, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- N/A
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 19 | $4M |
| 2023 | 1 | 18 | $4M |
| 2024 | 1 | 20 | N/A |
2023 asset-move particulars
| Total Assets (Beginning of Year) | $4M |
|---|---|
| Net Assets (End of Year) | $4M |
| Net Income | $561K |
| Employer EIN | 161618244 |
| Plan Effective Date | 2013-01-01 |
| 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
Lily Bleu, 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 Retirement Plan for Employees of Cascade Pole and Lumber Company in ($4M); by covered participants it is Virtus Precision Tube, LLC Pension Plan in KY (18 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($4M here).
Similar participant headcount
Nearest other-state filings by covered participants (18 participants); asset peers above are excluded.
- Virtus Precision Tube, LLC Pension Plan (KY) 18 · 0 off
- The Bazooka Retirement Plan (NY) 18 · 0 off
- City Club Retirement Plan (TX) 18 · 0 off
- National Association of Mutual Insurance Companies Defined Benefit Plan (IN) 18 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.