Defined Benefit (Pension) · DOL Form 5500 · 2023
Sc Partners, LLC Pension Plan
Data updated 2026-08-25
- $3M
- Total assets Small plan by assets
- 3
- Participants Small participant base
- 37th
- Percentile by assets National rank
- $1.1M
- Avg per participant High balance/head
Official DOL plan name: Charles Shipp & Associates Defined Benefit Plan · Sponsored by Sc Partners, LLC · District of Columbia · Professional & Technical Services
$3M in assets, 3 participants
Sc Partners, LLC's Charles Shipp & Associates Defined Benefit Plan reported $3M in total assets and 3 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.
- #6,794 in Professional & Technical Services (20,321 peers)
Sc Partners, LLC multi-year trail
Sc Partners, LLC's plans moved -21.0% in assets from 2022 to 2024; this filing shows Charles Shipp & Associates Defined Benefit Plan at $3M / 3 participants.
- #6,794
- in Professional & Technical Services (20,321 peers)
- +2.4%
- assets growth YoY
Charles Shipp & Associates Defined Benefit Plan's mid-pack asset rank among Professional & Technical Services and all filers
Charles Shipp & Associates Defined Benefit Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$3,176,101 37th percentile higher than 37% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Charles Shipp & Associates Defined Benefit 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. Charles Shipp & Associates Defined Benefit Plan is a micro filing (3 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Charles Shipp & Associates Defined Benefit Plan reported net income fell from $136K in the plan year 2022 filing to $74K in the plan year 2023 filing.
- Charles Shipp & Associates Defined Benefit Plan end-of-year assets rose from $3M in the plan year 2022 filing to $3M in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 208994227 · Sc Partners, LLC PY 2023 · Defined Benefit (Pension)
Charles Shipp & Associates Defined Benefit Plan · $3M · 3 · 37th
- SCH $3M
- SCH 3
- SCH 37th
- SCH Defined Benefit (Pension)
- SCH near Mattel, Inc. Pension Plan
- SCH ind #6794
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 District of Columbia →
Charles Shipp & Associates Defined Benefit Plan in the asset neighbourhood
Sc Partners, LLC multi-year asset trail
Sponsor-wide plan assets over time
All Sc Partners, LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $3M 21.01712295863299% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 3 | 9 | $4M |
| 2023 | 2 | 6 | $4M |
| 2024 | 1 | 3 | $3M |
Sc Partners, LLC filing trail (2023)
| Total Assets (Beginning of Year) | $3M |
|---|---|
| Net Assets (End of Year) | $3M |
| Net Income | $74K |
| Employer EIN | 208994227 |
| Plan Effective Date | 2002-01-01 |
| Filing Status | FILING RECEIVED |
Nearby Defined Benefit (Pension) Plans in District of Columbia
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- Central Pension Fund of the Iuoe & Participating Employers $24.9B · 100,627
- Iam National Pension Fund $14.3B · 92,151
- United Mine Workers of America 1974 Pension Plan $3.5B · 52
- Danaher Corporation & Subsidiaries Pension Plan $1.9B · 3,354
- Liuna Staff and Affiliates Pension Fund $1.8B · 3,533
Charles Shipp & Associates Defined Benefit Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside District of Columbia, the nearest Defined Benefit (Pension) by assets is Mattel, Inc. Pension Plan in CA ($3M); by covered participants it is Cape Cod Management, LLC Defined Benefit Pension Plan in TX (3 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($3M here).
Similar participant headcount
Nearest other-state filings by covered participants (3 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.