Defined Benefit (Pension) · DOL Form 5500 · 2023

Shulman Bastian Friedman & Bui LLP Pension Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
13
Participants Small participant base
38th
Percentile by assets National rank
$262,339
Avg per participant Above avg balance/head
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Official DOL plan name: Shulman Bastian Defined Benefit Pension Plan · Sponsored by Shulman Bastian Friedman & Bui LLP · California · Professional & Technical Services

$3M in assets, 13 participants

Shulman Bastian Friedman & Bui LLP's Shulman Bastian Defined Benefit Pension Plan reported $3M in total assets and 13 participants in its 2023 DOL Form 5500 filing, ranking in the 38th 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.

  • #7,046 in Professional & Technical Services (20,321 peers)

Shulman Bastian Friedman & Bui LLP multi-year trail

Shulman Bastian Friedman & Bui LLP's plans moved +26.2% in assets from 2022 to 2024; this filing shows Shulman Bastian Defined Benefit Pension Plan at $3M / 13 participants.

#7,046
in Professional & Technical Services (20,321 peers)
+16.8%
assets growth YoY

Shulman Bastian Defined Benefit Pension Plan's mid-pack asset rank among Professional & Technical Services and all filers

Shulman Bastian Defined Benefit Pension Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$3,410,403 38th percentile higher than 38% of 127,068 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023

Shulman Bastian 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. Shulman Bastian Defined Benefit Pension Plan is a small filing (13 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Shulman Bastian Defined Benefit Pension Plan reported net income rose from -$74K in the plan year 2022 filing to $490K in the plan year 2023 filing.
  • Shulman Bastian Defined Benefit Pension Plan reported participants rose from 10 in the plan year 2022 filing to 13 in the plan year 2023 filing.
  • Shulman Bastian Defined Benefit Pension Plan end-of-year assets rose from $3M in the plan year 2022 filing to $3M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 330567045 · Shulman Bastian Friedman & Bui LLP PY 2023 · Defined Benefit (Pension)

Shulman Bastian Defined Benefit Pension Plan · $3M · 13 · 38th

  • EIN $3M
  • EIN 13
  • EIN 38th
  • EIN Defined Benefit (Pension)
  • EIN near Shrenik G. Shah, M.D. Defined Benefit Pension Plan
  • EIN ind #7046

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 →

Shulman Bastian Defined Benefit Pension Plan in the asset neighbourhood

Cooperativa De Ahorro Y Credito De Los Maestros De Pr Employees' Retirement PlanCooperativa De Ahorro Y Cred…$3MShulman Bastian Defined Benefit Pension PlanShulman Bastian Defined Bene…$3MShrenik G. Shah, M.D. Defined Benefit Pension PlanShrenik G. Shah, M.D. Define…$3MSbera Pension Plan as Adopted by North Brookfield Savings BankSbera Pension Plan as Adopte…$3MSbera Pension Plan as Adopted by North Brookfield Savings BankSbera Pension Plan as Adopte…$3M
End-of-year total assets ($M) among Shulman Bastian Defined Benefit Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Shulman Bastian Friedman & Bui LLP multi-year asset trail

Sponsor-wide plan assets over time

All Shulman Bastian Friedman & Bui LLP plans reported in each filing year

Latest sponsor-wide plan assets
$4M 26.186542891016195% vs 2022
2024 filing year
$2.5M$3M$3.5M$4M 202220232024 $2.92M $3.68M ▲ +26.0%
Year Plans Participants Total Assets
2022 1 10 $3M
2023 1 13 $3M
2024 1 13 $4M

Shulman Bastian Friedman & Bui LLP filing trail (2023)

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$3M
Net Income$490K
Employer EIN330567045
Plan Effective Date2005-01-01
Filing StatusFILING RECEIVED

Nearby Defined Benefit (Pension) Plans in California

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Shulman Bastian Defined Benefit Pension Plan vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -10010203040 Total assets ($B) Participants Shulman Bastian Defined Benefit Pension Plan, Total assets ($B): 0.003410403 · Participants: 13Shulman Bastian Defined Benefit Pension PlanKaiser Permanente Retirement Plan, Total assets ($B): 33.538817099 · Participants: 127356Kaiser Permanente Retirement PlanPacific Gas and Electric Company Retirement Plan, Total assets ($B): 21.40954351 · Participants: 22914Pacific Gas and Electric Company Retirement PlanPacific Gas and Electric Company Retirement Plan, Total assets ($B): 17.980531142 · Participants: 25647Pacific Gas and Electric Company Retirement PlanRetirement Plan for Physicians and Salaried Employees of the Permanente Medical Group, Inc., Total assets ($B): 10.814691143 · Participants: 19545Retirement Plan for Physicians and Salaried Employees of the Permanente Medical Group, Inc.Disney Salaried Pension Plan D, Total assets ($B): 10.057095066 · Participants: 10813Disney Salaried Pension Plan D
Shulman Bastian Defined Benefit Pension Plan vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants
Compare Shulman Bastian Defined Benefit Pension Plan side-by-side with 3 peers →

Shulman Bastian 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 Shrenik G. Shah, M.D. Defined Benefit Pension Plan in NJ ($3M); by covered participants it is Weinstein Appraisal Group, Inc. Cash Balance Plan in PA (13 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (13 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.

Frequently Asked Questions

How did Shulman Bastian Defined Benefit Pension Plan assets move in 2023? ▼
Shulman Bastian Defined Benefit Pension Plan grew sharply - up 16.8% during 2023, from $3M to $3M. Reported net income was $490K.
How have Shulman Bastian Friedman & Bui LLP plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Shulman Bastian Friedman & Bui LLP's sponsor-wide assets grew 26.2%, from $3M to $4M.
Which Defined Benefit (Pension) plans are similar in size to Shulman Bastian Defined Benefit Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Shrenik G. Shah, M.D. Defined Benefit Pension Plan in NJ ($3M, 1 participant).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Shulman Bastian Defined Benefit Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Weinstein Appraisal Group, Inc. Cash Balance Plan in PA (13 participants, $4M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 330567045.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.