Defined Benefit (Pension) · DOL Form 5500 · 2023

Interstate Td Investments, LLC Pension Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
6
Participants Small participant base
30th
Percentile by assets National rank
$320,081
Avg per participant High balance/head
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Official DOL plan name: Interstate Td Investments, LLC Cash Balance Pension Plan · Sponsored by Interstate Td Investments, LLC · California · Finance & Insurance

$2M in assets, 6 participants

Interstate Td Investments, LLC's Interstate Td Investments, LLC Cash Balance Pension Plan reported $2M in total assets and 6 participants in its 2023 DOL Form 5500 filing, ranking in the 30th 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.

  • #1,801 in Finance & Insurance (8,869 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 Pension Plan at $2M / 6 participants.

#1,801
in Finance & Insurance (8,869 peers)
+16.5%
assets growth YoY

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

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

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

$1,920,483 30th percentile higher than 30% 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

Interstate Td Investments, LLC Cash Balance Pension 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. Interstate Td Investments, LLC Cash Balance Pension Plan is a micro filing (6 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Interstate Td Investments, LLC Cash Balance Pension Plan end-of-year assets rose from $2M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Interstate Td Investments, LLC Cash Balance Pension Plan reported participants fell from 7 in the plan year 2022 filing to 6 in the plan year 2023 filing.
  • Interstate Td Investments, LLC Cash Balance Pension Plan reported net income rose from $248K in the plan year 2022 filing to $272K in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 651195108 · Interstate Td Investments, LLC PY 2023 · Defined Benefit (Pension)

Interstate Td Investments, LLC Cash Balance Pension Plan · $2M · 6 · 30th

  • PHOTO $2M
  • IND 6
  • EOY 30th
  • 5500 Defined Benefit (Pension)
  • ASSETS near Employees' Retirement Plan of Simkins Industries, Inc.
  • PCT ind #1801

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 Pension Plan in the asset neighbourhood

Lee Zhao Dmd PC Defined Benefit PlanLee Zhao Dmd PC Defined Bene…$2MInterstate Td Investments, LLC Cash Balance Pension PlanInterstate Td Investments, L…$2MEmployees' Retirement Plan of Simkins Industries, Inc.Employees' Retirement Plan o…$2MMinova USA, Inc. Pension Plan for Hourly EmployeesMinova USA, Inc. Pension Pla…$2MArgos Cement LLC Pension Plan for Roberta Plant Hourly Compensated EmployeesArgos Cement LLC Pension Pla…$2M
End-of-year total assets ($M) among Interstate Td Investments, LLC Cash Balance Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

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 (2023)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income$272K
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 Pension Plan vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -10010203040 Total assets ($B) Participants Interstate Td Investments, LLC Cash Balance Pension Plan, Total assets ($B): 0.001920483 · Participants: 6Interstate Td Investments, LLC Cash Balance 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
Interstate Td Investments, LLC Cash Balance Pension Plan vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants
Compare Interstate Td Investments, LLC Cash Balance Pension Plan side-by-side with 3 peers →

Interstate Td Investments, LLC Cash Balance Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside California, the nearest Defined Benefit (Pension) by assets is Employees' Retirement Plan of Simkins Industries, Inc. in FL ($2M); by covered participants it is Performance Capital, LLC Cash Balance Plan in AZ (6 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (6 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 Interstate Td Investments, LLC Cash Balance Pension Plan assets move in 2023? ▼
Interstate Td Investments, LLC Cash Balance Pension Plan grew sharply - up 16.5% during 2023, from $2M to $2M. Reported net income was $272K.
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 Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Employees' Retirement Plan of Simkins Industries, Inc. in FL ($2M, N/A participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Interstate Td Investments, LLC Cash Balance Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Performance Capital, LLC Cash Balance Plan in AZ (6 participants, N/A 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 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.