Defined Benefit (Pension) · DOL Form 5500 · 2023

Rb Williams Co., Inc. Dba Keiretsu Forum Pension Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
5
Participants Small participant base
37th
Percentile by assets National rank
$662,031
Avg per participant High balance/head
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Official DOL plan name: Keiretsu Forum Cash Balance Plan · Sponsored by Rb Williams Co., Inc. Dba Keiretsu Forum · California · Finance & Insurance

$3M in assets, 5 participants

Rb Williams Co., Inc. Dba Keiretsu Forum's Keiretsu Forum Cash Balance Plan reported $3M in total assets and 5 participants in its 2023 DOL Form 5500 filing, ranking in the 37th 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.

  • #2,296 in Finance & Insurance (8,869 peers)

What the 2023 filing shows

Keiretsu Forum Cash Balance Plan holds $3M for 5 participants - about $662,031 per participant, in the lower half of filed plans by assets.

#2,296
in Finance & Insurance (8,869 peers)
+0.5%
assets growth YoY

Keiretsu Forum Cash Balance Plan's mid-pack asset rank among Finance & Insurance and all filers

Keiretsu Forum Cash Balance Plan vs every filed plan by assets

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

$3,310,156 37th percentile higher than 37% 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

Keiretsu Forum 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. Keiretsu Forum Cash Balance Plan is a micro filing (5 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Keiretsu Forum Cash Balance Plan reported net income rose from -$310K in the plan year 2022 filing to $18K in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 943382528 · Rb Williams Co., Inc. Dba Keiretsu Forum PY 2023 · Defined Benefit (Pension)

Keiretsu Forum Cash Balance Plan · $3M · 5 · 37th

  • BOOK $3M
  • BOOK 5
  • BOOK 37th
  • BOOK Defined Benefit (Pension)
  • BOOK near Nj Best Ob/Gym LLC. Retirement Plan and Trust
  • BOOK ind #2296

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 Finance & Insurance retirement plans → · Plans in California →

Keiretsu Forum Cash Balance Plan in the asset neighbourhood

Rosen Law, LLC Cash Balance PlanRosen Law, LLC Cash Balance …$3MKeiretsu Forum Cash Balance PlanKeiretsu Forum Cash Balance …$3MNj Best Ob/Gym LLC. Retirement Plan and TrustNj Best Ob/Gym LLC. Retireme…$3MRetirement System of Burlington Industries LLC and Affiliated CompaniesRetirement System of Burling…$3MLakeside Manufacturing, Inc. Employees' Pension PlanLakeside Manufacturing, Inc.…$3M
End-of-year total assets ($M) among Keiretsu Forum Cash Balance Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Filing particulars (2023)

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$3M
Net Income$18K
Employer EIN943382528
Plan Effective Date2005-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Rb Williams Co., Inc. Dba Keiretsu Forum)

Sponsor-wide plan assets over time

All Rb Williams Co., Inc. Dba Keiretsu Forum plans reported in each filing year

Latest sponsor-wide plan assets
$3M 4.474153211061558% vs 2022
2024 filing year
$3.25M$3.3M$3.35M$3.4M$3.45M$3.5M 202220232024 $3.29M $3.44M ▲ +4.6%
Year Plans Participants Total Assets
2022 1 5 $3M
2023 1 5 $3M
2024 1 4 $3M

Nearby Defined Benefit (Pension) Plans in California

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

Keiretsu Forum Cash Balance Plan vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -10010203040 Total assets ($B) Participants Keiretsu Forum Cash Balance Plan, Total assets ($B): 0.003310156 · Participants: 5Keiretsu Forum Cash Balance 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
Keiretsu Forum Cash Balance Plan vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants
Compare Keiretsu Forum Cash Balance Plan side-by-side with 3 peers →

Keiretsu Forum 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 Nj Best Ob/Gym LLC. Retirement Plan and Trust in NY ($3M); 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.

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.

Frequently Asked Questions

How did Keiretsu Forum Cash Balance Plan assets move in 2023? ▼
Keiretsu Forum Cash Balance Plan held essentially flat - up 0.5% during 2023, from $3M to $3M. Reported net income was $18K.
How have Rb Williams Co., Inc. Dba Keiretsu Forum plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Rb Williams Co., Inc. Dba Keiretsu Forum's sponsor-wide assets grew 4.5%, from $3M to $3M.
Which Defined Benefit (Pension) plans are similar in size to Keiretsu Forum Cash Balance Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Nj Best Ob/Gym LLC. Retirement Plan and Trust in NY ($3M, 5 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Keiretsu Forum Cash Balance Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Suncoast Industries, Inc. Defined Benefit Pension Plan and Trust in FL (5 participants, $1M 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 943382528.

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.