Defined Benefit (Pension) · DOL Form 5500 · 2022

Procurement Concepts, Inc. Pension Plan

Data updated 2026-08-25

$879K
Total assets Small plan by assets
9
Participants Small participant base
24th
Percentile by assets National rank
$97,668
Avg per participant Below avg balance/head
PlainRetire home → About this data

Official DOL plan name: Procurement Concepts, Inc. Defined Benefit Pension Plan Trust · Sponsored by Procurement Concepts, Inc. · California · Retail Trade

$879K in assets, 9 participants

Procurement Concepts, Inc.'s Procurement Concepts, Inc. Defined Benefit Pension Plan Trust reported $879K in total assets and 9 participants in its 2022 DOL Form 5500 filing, ranking in the 24th 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.

  • #3,202 in Retail Trade (9,519 peers)

What the 2022 filing shows

Procurement Concepts, Inc. Defined Benefit Pension Plan Trust holds $879K for 9 participants - about $97,668 per participant, among the smaller plans by assets on file.

#3,202
in Retail Trade (9,519 peers)
-6.2%
assets change YoY

The plan reported a net loss of $58K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Procurement Concepts, Inc. Defined Benefit Pension Plan Trust among the smaller filed plans by assets

Procurement Concepts, Inc. Defined Benefit Pension Plan Trust vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$879,013 24th percentile higher than 24% of 139,123 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 2022

Procurement Concepts, Inc. Defined Benefit Pension Plan Trust among micro filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Procurement Concepts, Inc. Defined Benefit Pension Plan Trust is a micro filing (9 participants), the leftmost band.

Published 5500 schedule card

Filing strip 953919706 · Procurement Concepts, Inc. PY 2022 · Defined Benefit (Pension)

Procurement Concepts, Inc. Defined Benefit Pension Plan Trust · $879K · 9 · 24th

  • EBSA $879K
  • EBSA 9
  • EBSA 24th
  • EBSA Defined Benefit (Pension)
  • EBSA near Ljms Associates, LLC Retirement Plan and Trust
  • EBSA ind #3202

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 Retail Trade retirement plans → · Plans in California →

Procurement Concepts, Inc. Defined Benefit Pension Plan Trust in the asset neighbourhood

Klein, Paull, Holleb & Jacobs, Ltd. Cash Balance Pension Plan & TrustKlein, Paull, Holleb & Jacob…$887KProcurement Concepts, Inc. Defined Benefit Pension Plan TrustProcurement Concepts, Inc. D…$879KLjms Associates, LLC Retirement Plan and TrustLjms Associates, LLC Retirem…$878KCommunication Investment Partners, LLC Cash Balance PlanCommunication Investment Par…$882KTerry Roberts Site Work, Inc. Cash Balance PlanTerry Roberts Site Work, Inc…$875K
End-of-year total assets ($M) among Procurement Concepts, Inc. Defined Benefit Pension Plan Trust and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

Filing particulars (2022)

Total Assets (Beginning of Year)$937K
Net Assets (End of Year)$879K
Net Income-$58K
Employer EIN953919706
Plan Effective Date1993-12-01
Filing StatusFILING RECEIVED

Nearby Defined Benefit (Pension) Plans in California

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

Procurement Concepts, Inc. Defined Benefit Pension Plan Trust vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -10010203040 Total assets ($B) Participants Procurement Concepts, Inc. Defined Benefit Pension Plan Trust, Total assets ($B): 0.000879013 · Participants: 9Procurement Concepts, Inc. Defined Benefit Pension Plan TrustKaiser Permanente Retirement Plan, Total assets ($B): 31.853758931 · Participants: 126331Kaiser Permanente Retirement PlanPacific Gas and Electric Company Retirement Plan, Total assets ($B): 17.05949917 · Participants: 25709Pacific Gas and Electric Company Retirement PlanRetirement Plan for Physicians and Salaried Employees of the Permanente Medical Group, Inc., Total assets ($B): 10.381485239 · Participants: 19326Retirement Plan for Physicians and Salaried Employees of the Permanente Medical Group, Inc.Disney Salaried Pension Plan D, Total assets ($B): 9.228005463 · Participants: 11405Disney Salaried Pension Plan DWells Fargo & Company Cash Balance Plan, Total assets ($B): 8.784432859 · Participants: 59141Wells Fargo & Company Cash Balance Plan
Procurement Concepts, Inc. Defined Benefit Pension Plan Trust vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants
Compare Procurement Concepts, Inc. Defined Benefit Pension Plan Trust side-by-side with 3 peers →

Procurement Concepts, Inc. Defined Benefit Pension Plan Trust's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside California, the nearest Defined Benefit (Pension) by assets is Ljms Associates, LLC Retirement Plan and Trust in NY ($878K); by covered participants it is Teamsters Union Local 970 Pension Plan for Metal-Matic, Inc. in MN (9 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (9 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Procurement Concepts, Inc. Defined Benefit Pension Plan Trust assets move in 2022? ▼
Procurement Concepts, Inc. Defined Benefit Pension Plan Trust pulled back noticeably - down 6.2% during 2022, from $937K to $879K. Reported net income was -$58K.
Where does Procurement Concepts, Inc. Defined Benefit Pension Plan Trust rank by assets among Form 5500 filers? ▼
Procurement Concepts, Inc. Defined Benefit Pension Plan Trust ranks in the 24th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (among the smaller plans by assets on file).
Which Defined Benefit (Pension) plans are similar in size to Procurement Concepts, Inc. Defined Benefit Pension Plan Trust? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Ljms Associates, LLC Retirement Plan and Trust in NY ($878K, 4 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Procurement Concepts, Inc. Defined Benefit Pension Plan Trust? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Teamsters Union Local 970 Pension Plan for Metal-Matic, Inc. in MN (9 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 953919706.

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.