Defined Benefit (Pension) · DOL Form 5500 · 2023

Alan D. Wallace, Esq. Pension Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
5
Participants Small participant base
45th
Percentile by assets National rank
$1.1M
Avg per participant High balance/head
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Official DOL plan name: Alan D. Wallace Pension Plan · Sponsored by Alan D. Wallace, Esq. · California · Professional & Technical Services

$5M in assets, 5 participants

Alan D. Wallace, Esq.'s Alan D. Wallace Pension Plan reported $5M in total assets and 5 participants in its 2023 DOL Form 5500 filing, ranking in the 45th 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.

  • #8,837 in Professional & Technical Services (20,321 peers)

Alan D. Wallace, Esq. multi-year trail

Alan D. Wallace, Esq.'s plans moved +23.6% in assets from 2022 to 2024; this filing shows Alan D. Wallace Pension Plan at $5M / 5 participants.

#8,837
in Professional & Technical Services (20,321 peers)
+10.7%
assets growth YoY

Alan D. Wallace Pension Plan's mid-pack asset rank among Professional & Technical Services and all filers

Alan D. Wallace Pension Plan vs every filed plan by assets

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

$5,325,120 45th percentile higher than 45% 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

Alan D. Wallace 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. Alan D. Wallace Pension Plan is a micro filing (5 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Alan D. Wallace Pension Plan reported net income rose from -$655K in the plan year 2022 filing to $515K in the plan year 2023 filing.
  • Alan D. Wallace Pension Plan end-of-year assets rose from $5M in the plan year 2022 filing to $5M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 954725567 · Alan D. Wallace, Esq. PY 2023 · Defined Benefit (Pension)

Alan D. Wallace Pension Plan · $5M · 5 · 45th

  • PCT $5M
  • PCT 5
  • PCT 45th
  • PCT Defined Benefit (Pension)
  • PCT near Oxychem Alkali Pension Plan for Hourly-Rated Employees
  • PCT ind #8837

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 Professional & Technical Services retirement plans → · Plans in California →

Alan D. Wallace Pension Plan in the asset neighbourhood

Alan D. Wallace Pension Plan$5MPrimus Pipe & Tube, Inc. Wage Retirement PlanPrimus Pipe & Tube, Inc. Wag…$5MHavas Worldwide Puerto Rico, Inc. Pension PlanHavas Worldwide Puerto Rico,…$5MOxychem Alkali Pension Plan for Hourly-Rated EmployeesOxychem Alkali Pension Plan …$5MRetirement Plan for Salaried Employees of Tinius Olsen Testing Machine CompanyRetirement Plan for Salaried…$5M
End-of-year total assets ($M) among Alan D. Wallace Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Alan D. Wallace, Esq. multi-year asset trail

Sponsor-wide plan assets over time

All Alan D. Wallace, Esq. plans reported in each filing year

Latest sponsor-wide plan assets
$6M 23.63529742409011% vs 2022
2024 filing year
$4.5M$5M$5.5M$6M$6.5M 202220232024 $4.81M $5.95M ▲ +23.7%
Year Plans Participants Total Assets
2022 1 5 $5M
2023 1 5 $5M
2024 1 4 $6M

Alan D. Wallace, Esq. filing trail (2023)

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$5M
Net Income$515K
Employer EIN954725567
Plan Effective Date2006-01-01
Filing StatusFILING RECEIVED

Nearby Defined Benefit (Pension) Plans in California

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

Alan D. Wallace Pension Plan vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -10010203040 Total assets ($B) Participants Alan D. Wallace Pension Plan, Total assets ($B): 0.00532512 · Participants: 5Alan D. Wallace 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
Alan D. Wallace Pension Plan vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants
Compare Alan D. Wallace Pension Plan side-by-side with 3 peers →

Alan D. Wallace Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside California, the nearest Defined Benefit (Pension) by assets is Oxychem Alkali Pension Plan for Hourly-Rated Employees in TX ($5M); 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 Alan D. Wallace Pension Plan assets move in 2023? ▼
Alan D. Wallace Pension Plan grew at a solid clip - up 10.7% during 2023, from $5M to $5M. Reported net income was $515K.
How have Alan D. Wallace, Esq. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Alan D. Wallace, Esq.'s sponsor-wide assets grew 23.6%, from $5M to $6M.
Which Defined Benefit (Pension) plans are similar in size to Alan D. Wallace Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Oxychem Alkali Pension Plan for Hourly-Rated Employees in TX ($5M, 13 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Alan D. Wallace Pension 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 954725567.

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.