Defined Benefit (Pension) · DOL Form 5500 · 2023

Planahead, LLC Pension Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
16
Participants Small participant base
39th
Percentile by assets National rank
$229,379
Avg per participant Above avg balance/head
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Official DOL plan name: Planahead, LLC Defined Benefit Plan · Sponsored by Planahead, LLC · California · Wholesale Trade

$4M in assets, 16 participants

Planahead, LLC's Planahead, LLC Defined Benefit Plan reported $4M in total assets and 16 participants in its 2023 DOL Form 5500 filing, ranking in the 39th 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.

  • #1,762 in Wholesale Trade (6,309 peers)

Planahead, LLC multi-year trail

Planahead, LLC's plans moved +34.4% in assets from 2022 to 2024; this filing shows Planahead, LLC Defined Benefit Plan at $4M / 16 participants.

#1,762
in Wholesale Trade (6,309 peers)
+20.9%
assets growth YoY

Planahead, LLC Defined Benefit Plan's mid-pack asset rank among Wholesale Trade and all filers

Planahead, LLC Defined Benefit Plan vs every filed plan by assets

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

$3,670,065 39th percentile higher than 39% 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

Planahead, LLC Defined Benefit Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Planahead, LLC Defined Benefit Plan is a small filing (16 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Planahead, LLC Defined Benefit Plan reported net income rose from $116K in the plan year 2022 filing to $635K in the plan year 2023 filing.
  • Planahead, LLC Defined Benefit Plan end-of-year assets rose from $3M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Planahead, LLC Defined Benefit Plan reported participants rose from 15 in the plan year 2022 filing to 16 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 020586040 · Planahead, LLC PY 2023 · Defined Benefit (Pension)

Planahead, LLC Defined Benefit Plan · $4M · 16 · 39th

  • BOOK $4M
  • VS-ST 16
  • BOY 39th
  • SCH Defined Benefit (Pension)
  • EBSA near Amelia Peabody Foundation Pension Plan
  • PART ind #1762

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 Wholesale Trade retirement plans → · Plans in California →

Planahead, LLC Defined Benefit Plan in the asset neighbourhood

Jem Container Corp. Defined Benefit Pension PlanJem Container Corp. Defined …$4MPlanahead, LLC Defined Benefit PlanPlanahead, LLC Defined Benef…$4MAmelia Peabody Foundation Pension PlanAmelia Peabody Foundation Pe…$4MRetirement Plan for Employees of the Polarware CompanyRetirement Plan for Employee…$4MMichael a. Littman, Atty., Defined Benefit PlanMichael a. Littman, Atty., D…$4M
End-of-year total assets ($M) among Planahead, LLC Defined Benefit Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Planahead, LLC multi-year asset trail

Sponsor-wide plan assets over time

All Planahead, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$13M 34.400619643632915% vs 2022
2024 filing year
$8M$10M$12M$14M 202220232024 $9.72M $13.1M ▲ +34.5%
Year Plans Participants Total Assets
2022 2 31 $10M
2023 2 32 $12M
2024 2 32 $13M

Planahead, LLC filing trail (2023)

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$4M
Net Income$635K
Employer EIN020586040
Plan Effective Date2004-01-01
Filing StatusFILING RECEIVED

Nearby Defined Benefit (Pension) Plans in California

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

Planahead, LLC Defined Benefit Plan vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -10010203040 Total assets ($B) Participants Planahead, LLC Defined Benefit Plan, Total assets ($B): 0.003670065 · Participants: 16Planahead, LLC Defined Benefit 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
Planahead, LLC Defined Benefit Plan vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants
Compare Planahead, LLC Defined Benefit Plan side-by-side with 3 peers →

Planahead, LLC Defined Benefit Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside California, the nearest Defined Benefit (Pension) by assets is Amelia Peabody Foundation Pension Plan in MA ($4M); by covered participants it is Middleburgh Telephone Company Pension Plan in NY (16 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (16 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 Planahead, LLC Defined Benefit Plan assets move in 2023? ▼
Planahead, LLC Defined Benefit Plan grew sharply - up 20.9% during 2023, from $3M to $4M. Reported net income was $635K.
How have Planahead, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Planahead, LLC's sponsor-wide assets grew 34.4%, from $10M to $13M.
Which Defined Benefit (Pension) plans are similar in size to Planahead, LLC Defined Benefit Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Amelia Peabody Foundation Pension Plan in MA ($4M, 3 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Planahead, LLC Defined Benefit Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Middleburgh Telephone Company Pension Plan in NY (16 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 020586040.

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.