Defined Benefit (Pension) · DOL Form 5500 · 2023

John Sponsler, Inc. Pension Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
4
Participants Small participant base
37th
Percentile by assets National rank
$792,892
Avg per participant High balance/head
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Official DOL plan name: Brand X Music, LLC Cash Balance Plan · Sponsored by John Sponsler, Inc. · California · Arts, Entertainment & Recreation

$3M in assets, 4 participants

John Sponsler, Inc.'s Brand X Music, LLC Cash Balance Plan reported $3M in total assets and 4 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.

  • #1,742 in Arts, Entertainment & Recreation (2,945 peers)

Arts, Entertainment & Recreation sector rank

Within Arts, Entertainment & Recreation, Brand X Music, LLC Cash Balance Plan ranks #1,742 of 2,945 2023 filers by assets (876% of the sector average)-$3M for 4 participants.

#1,742
in Arts, Entertainment & Recreation (2,945 peers)
+25.8%
assets growth YoY

Brand X Music, LLC Cash Balance Plan's mid-pack asset rank among Arts, Entertainment & Recreation and all filers

Brand X Music, LLC Cash Balance Plan vs every filed plan by assets

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

$3,171,567 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

Brand X Music, LLC 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. Brand X Music, LLC Cash Balance Plan is a micro filing (4 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Brand X Music, LLC Cash Balance Plan reported net income rose from -$225K in the plan year 2022 filing to $651K in the plan year 2023 filing.
  • Brand X Music, LLC Cash Balance Plan reported participants rose from 3 in the plan year 2022 filing to 4 in the plan year 2023 filing.
  • Brand X Music, LLC Cash Balance 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 →

Form 5500 schedule snapshot

Filing strip 352367709 · John Sponsler, Inc. PY 2023 · Defined Benefit (Pension)

Brand X Music, LLC Cash Balance Plan · $3M · 4 · 37th

  • EOY $3M
  • 5500 4
  • ASSETS 37th
  • PCT Defined Benefit (Pension)
  • EIN near The S. Kann Sons Company Pension Plan
  • RANK ind #1742

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 Arts, Entertainment & Recreation retirement plans → · Plans in California →

Brand X Music, LLC Cash Balance Plan in the asset neighbourhood

Charles Shipp & Associates Defined Benefit PlanCharles Shipp & Associates D…$3MBrand X Music, LLC Cash Balance PlanBrand X Music, LLC Cash Bala…$3MThe S. Kann Sons Company Pension PlanThe S. Kann Sons Company Pen…$3MPension Plan for Hourly Paid Employees of Delta Star, Inc.Pension Plan for Hourly Paid…$3MStepan Company Retirement Plan for Maywood Hourly EmployeesStepan Company Retirement Pl…$3M
End-of-year total assets ($M) among Brand X Music, LLC Cash Balance Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Arts, Entertainment & Recreation filing particulars

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$3M
Net Income$651K
Employer EIN352367709
Plan Effective Date2008-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (John Sponsler, Inc.)

Sponsor-wide plan assets over time

All John Sponsler, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$4M 53.444811170477614% vs 2022
2024 filing year
$2M$2.5M$3M$3.5M$4M$4.5M 202220232024 $2.52M $3.87M ▲ +53.6%
Year Plans Participants Total Assets
2022 1 3 $3M
2023 1 4 $3M
2024 1 4 $4M

Nearby Defined Benefit (Pension) Plans in California

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

Brand X Music, 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 ($B) Participants Brand X Music, LLC Cash Balance Plan, Total assets ($B): 0.003171567 · Participants: 4Brand X Music, LLC 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
Brand X Music, LLC Cash Balance Plan vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants
Compare Brand X Music, LLC Cash Balance Plan side-by-side with 3 peers →

Brand X Music, 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 S. Kann Sons Company Pension Plan in MD ($3M); by covered participants it is Ship Wheel Retirement Fund and Trust in MA (4 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (4 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 Brand X Music, LLC Cash Balance Plan assets move in 2023? ▼
Brand X Music, LLC Cash Balance Plan grew sharply - up 25.8% during 2023, from $3M to $3M. Reported net income was $651K.
How have John Sponsler, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), John Sponsler, Inc.'s sponsor-wide assets grew 53.4%, from $3M to $4M.
Which Defined Benefit (Pension) plans are similar in size to Brand X Music, LLC Cash Balance Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is The S. Kann Sons Company Pension Plan in MD ($3M, N/A participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Brand X Music, LLC Cash Balance Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Ship Wheel Retirement Fund and Trust in MA (4 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 352367709.

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.