Defined Benefit (Pension) · DOL Form 5500 · 2022

Interstate Td Investments, LLC Pension Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
7
Participants Small participant base
31st
Percentile by assets National rank
$235,474
Avg per participant Above avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Interstate Td Investments, LLC Cash Balance Plan · Sponsored by Interstate Td Investments, LLC · California · Finance & Insurance

$2M in assets, 7 participants

Interstate Td Investments, LLC's Interstate Td Investments, LLC Cash Balance Plan reported $2M in total assets and 7 participants in its 2022 DOL Form 5500 filing, ranking in the 31st 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.

  • #1,928 in Finance & Insurance (9,261 peers)

Interstate Td Investments, LLC multi-year trail

Interstate Td Investments, LLC's plans moved +24.0% in assets from 2022 to 2024; this filing shows Interstate Td Investments, LLC Cash Balance Plan at $2M / 7 participants.

#1,928
in Finance & Insurance (9,261 peers)
+17.7%
assets growth YoY

Interstate Td Investments, LLC Cash Balance Plan among the smaller filed plans by assets

Interstate Td Investments, LLC Cash Balance Plan vs every filed plan by assets

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

$1,648,319 31st percentile higher than 31% 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

Interstate Td Investments, LLC Cash Balance Plan among micro filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Interstate Td Investments, LLC Cash Balance Plan is a micro filing (7 participants), the leftmost band.

Published 5500 schedule card

Filing strip 651195108 · Interstate Td Investments, LLC PY 2022 · Defined Benefit (Pension)

Interstate Td Investments, LLC Cash Balance Plan · $2M · 7 · 31st

  • PART $2M
  • PART 7
  • PART 31st
  • PART Defined Benefit (Pension)
  • PART near The Pieper Bar Review Retirement Income Plan
  • PART ind #1928

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 →

Interstate Td Investments, LLC Cash Balance Plan in the asset neighbourhood

Interstate Td Investments, LLC Cash Balance PlanInterstate Td Investments, L…$2MThe Pieper Bar Review Retirement Income PlanThe Pieper Bar Review Retire…$2MImz Financial Services, Inc. Cash Balance PlanImz Financial Services, Inc.…$2MMosbacher Properties Group, LLC Retirement PlanMosbacher Properties Group, …$2MBricklayers Local Union No. 5 Pension PlanBricklayers Local Union No. …$2M
End-of-year total assets ($M) among Interstate Td Investments, LLC Cash Balance Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

Interstate Td Investments, LLC multi-year asset trail

Sponsor-wide plan assets over time

All Interstate Td Investments, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$5M 23.96304194193917% vs 2022
2024 filing year
$3.5M$4M$4.5M$5M 202220232024 $3.9M $4.83M ▲ +23.8%
Year Plans Participants Total Assets
2022 2 20 $4M
2023 2 19 $4M
2024 2 17 $5M

Interstate Td Investments, LLC filing trail (2022)

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$2M
Net Income$248K
Employer EIN651195108
Plan Effective Date2016-01-01
Filing StatusFILING RECEIVED

Nearby Defined Benefit (Pension) Plans in California

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

Interstate Td Investments, LLC Cash Balance Plan vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -10010203040 Total assets ($B) Participants Interstate Td Investments, LLC Cash Balance Plan, Total assets ($B): 0.001648319 · Participants: 7Interstate Td Investments, LLC Cash Balance PlanKaiser 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
Interstate Td Investments, LLC Cash Balance Plan vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants
Compare Interstate Td Investments, LLC Cash Balance Plan side-by-side with 3 peers →

Interstate Td Investments, 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 The Pieper Bar Review Retirement Income Plan in NY ($2M); by covered participants it is Chicago Medical Society Pension Plan in IL (7 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (7 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 Interstate Td Investments, LLC Cash Balance Plan assets move in 2022? ▼
Interstate Td Investments, LLC Cash Balance Plan grew sharply - up 17.7% during 2022, from $1M to $2M. Reported net income was $248K.
How have Interstate Td Investments, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Interstate Td Investments, LLC's sponsor-wide assets grew 24.0%, from $4M to $5M.
Which Defined Benefit (Pension) plans are similar in size to Interstate Td Investments, LLC Cash Balance Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is The Pieper Bar Review Retirement Income Plan in NY ($2M, 2 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Interstate Td Investments, LLC Cash Balance Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Chicago Medical Society Pension Plan in IL (7 participants, $2M 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 651195108.

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.