Defined Benefit (Pension) · DOL Form 5500 · 2023
Ronald J. Mix, a Sole Proprietorship Pension Plan
Data updated 2026-08-25
- $472K
- Total assets Small plan by assets
- 1
- Participants Small participant base
- 17th
- Percentile by assets National rank
- $472,143
- Avg per participant High balance/head
Official DOL plan name: Ronald J. Mix, Asp Defined Benefit Pension Plan · Sponsored by Ronald J. Mix, a Sole Proprietorship · California · Professional & Technical Services
$472K in assets, 1 participants
Ronald J. Mix, a Sole Proprietorship's Ronald J. Mix, Asp Defined Benefit Pension Plan reported $472K in total assets and 1 participant in its 2023 DOL Form 5500 filing, ranking in the 17th 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.
- #2,657 in Professional & Technical Services (20,321 peers)
Ronald J. Mix, a Sole Proprietorship multi-year trail
Ronald J. Mix, a Sole Proprietorship's plans moved +30.6% in assets from 2022 to 2024; this filing shows Ronald J. Mix, Asp Defined Benefit Pension Plan at $472K / 1 participant.
- #2,657
- in Professional & Technical Services (20,321 peers)
- +3.1%
- assets growth YoY
Ronald J. Mix, Asp Defined Benefit Pension Plan among the smaller filed plans by assets
Ronald J. Mix, Asp Defined Benefit Pension Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$472,143 17th percentile higher than 17% 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
Ronald J. Mix, Asp Defined Benefit 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. Ronald J. Mix, Asp Defined Benefit Pension Plan is a micro filing (1 participant), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Ronald J. Mix, Asp Defined Benefit Pension Plan reported net income rose from -$90 in the plan year 2022 filing to $14K in the plan year 2023 filing.
- Ronald J. Mix, Asp Defined Benefit Pension Plan end-of-year assets rose from $458K in the plan year 2022 filing to $472K in the plan year 2023 filing.
DOL schedule card
Filing strip 264739804 · Ronald J. Mix, a Sole Proprietorship PY 2023 · Defined Benefit (Pension)
Ronald J. Mix, Asp Defined Benefit Pension Plan · $472K · 1 · 17th
- VS-ST $472K
- BOY 1
- SCH 17th
- EBSA Defined Benefit (Pension)
- PART near Ufcw Local 174 Commercial Pension Fund
- TYPE ind #2657
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 →
Ronald J. Mix, Asp Defined Benefit Pension Plan in the asset neighbourhood
Ronald J. Mix, a Sole Proprietorship multi-year asset trail
Sponsor-wide plan assets over time
All Ronald J. Mix, a Sole Proprietorship plans reported in each filing year
- Latest sponsor-wide plan assets
- $598K 30.551425558532063% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1 | $458K |
| 2023 | 1 | 1 | $472K |
| 2024 | 1 | 1 | $598K |
Ronald J. Mix, a Sole Proprietorship filing trail (2023)
| Total Assets (Beginning of Year) | $458K |
|---|---|
| Net Assets (End of Year) | $472K |
| Net Income | $14K |
| Employer EIN | 264739804 |
| Plan Effective Date | 1988-01-01 |
| Filing Status | FILING RECEIVED |
Nearby Defined Benefit (Pension) Plans in California
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- Kaiser Permanente Retirement Plan $33.5B · 127,356
- Pacific Gas and Electric Company Retirement Plan $21.4B · 22,914
- Pacific Gas and Electric Company Retirement Plan $18.0B · 25,647
- Retirement Plan for Physicians and Salaried Employees of the Permanente Medical Group, Inc. $10.8B · 19,545
- Disney Salaried Pension Plan D $10.1B · 10,813
Ronald J. Mix, Asp Defined Benefit Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside California, the nearest Defined Benefit (Pension) by assets is Ufcw Local 174 Commercial Pension Fund in PA ($469K); by covered participants it is Retirement Plan for Employees of American Institute of Marine Underwriters in NY (1 participant). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($472K here).
- Ufcw Local 174 Commercial Pension Fund (PA) $469K · N/A
- Alfred H. Chan M.D., P.C. Defined Benefit Pension Plan & Trust (WA) $477K · N/A
- Addiego Orthodontics LLC Cash Balance Plan (NJ) $465K · 9
- Ffw Cash Balance Plan (NY) $463K · 5
Similar participant headcount
Nearest other-state filings by covered participants (1 participant); 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.