Defined Benefit (Pension) · DOL Form 5500 · 2023

Samrose Advisors, Inc. Pension Plan

Data updated 2026-08-25

$229K
Total assets Small plan by assets
3
Participants Small participant base
12th
Percentile by assets National rank
$76,292
Avg per participant Below avg balance/head
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Official DOL plan name: Samrose & Shepard Defined Benefit Pension Plan · Sponsored by Samrose Advisors, Inc. · California · Professional & Technical Services

$229K in assets, 3 participants

Samrose Advisors, Inc.'s Samrose & Shepard Defined Benefit Pension Plan reported $229K in total assets and 3 participants in its 2023 DOL Form 5500 filing, ranking in the 12th 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.

  • #1,840 in Professional & Technical Services (20,321 peers)

What the 2023 filing shows

Samrose & Shepard Defined Benefit Pension Plan holds $229K for 3 participants - about $76,292 per participant, among the smaller plans by assets on file.

#1,840
in Professional & Technical Services (20,321 peers)
+4.7%
assets growth YoY

Samrose & Shepard Defined Benefit Pension Plan among the smaller filed plans by assets

Samrose & Shepard Defined Benefit Pension Plan vs every filed plan by assets

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

$228,877 12th percentile higher than 12% 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

Samrose & Shepard 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. Samrose & Shepard Defined Benefit Pension Plan is a micro filing (3 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Samrose & Shepard Defined Benefit Pension Plan reported net income fell from $219K in the plan year 2022 filing to $10K in the plan year 2023 filing.
  • Samrose & Shepard Defined Benefit Pension Plan end-of-year assets rose from $219K in the plan year 2022 filing to $229K in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 330926072 · Samrose Advisors, Inc. PY 2023 · Defined Benefit (Pension)

Samrose & Shepard Defined Benefit Pension Plan · $229K · 3 · 12th

  • SCH $229K
  • EBSA 3
  • PART 12th
  • TYPE Defined Benefit (Pension)
  • NET near Zhealth, LLC Cash Balance Plan
  • BOOK ind #1840

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 →

Samrose & Shepard Defined Benefit Pension Plan in the asset neighbourhood

Michigan Millers Mutual Insurance Company Employee Retirement PlanMichigan Millers Mutual Insu…$235KSamrose & Shepard Defined Benefit Pension PlanSamrose & Shepard Defined Be…$229KZhealth, LLC Cash Balance PlanZhealth, LLC Cash Balance Pl…$230KRoofers Local 195 Pension FundRoofers Local 195 Pension Fu…$230KRetirement Plan of Bricklayers Local No. 1 of Rich Mond Pension FundRetirement Plan of Bricklaye…$224K
End-of-year total assets ($M) among Samrose & Shepard Defined Benefit Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Filing particulars (2023)

Total Assets (Beginning of Year)$219K
Net Assets (End of Year)$229K
Net Income$10K
Employer EIN330926072
Plan Effective Date2022-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Samrose Advisors, Inc.)

Sponsor-wide plan assets over time

All Samrose Advisors, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$234K 5.732251191679907% vs 2022
2024 filing year
$0.22M$0.22M$0.23M$0.23M$0.24M 202220232024 $0.22M $0.23M ▲ +4.5%
Year Plans Participants Total Assets
2022 2 3 $222K
2023 2 6 $232K
2024 2 6 $234K

Nearby Defined Benefit (Pension) Plans in California

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

Samrose & Shepard Defined Benefit Pension Plan vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -10010203040 Total assets ($B) Participants Samrose & Shepard Defined Benefit Pension Plan, Total assets ($B): 0.000228877 · Participants: 3Samrose & Shepard Defined Benefit 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
Samrose & Shepard Defined Benefit Pension Plan vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants
Compare Samrose & Shepard Defined Benefit Pension Plan side-by-side with 3 peers →

Samrose & Shepard 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 Zhealth, LLC Cash Balance Plan in TN ($230K); 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.

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.

Frequently Asked Questions

How did Samrose & Shepard Defined Benefit Pension Plan assets move in 2023? ▼
Samrose & Shepard Defined Benefit Pension Plan edged up modestly - up 4.7% during 2023, from $219K to $229K. Reported net income was $10K.
How have Samrose Advisors, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Samrose Advisors, Inc.'s sponsor-wide assets grew 5.7%, from $222K to $234K.
Where does Samrose & Shepard Defined Benefit Pension Plan rank by assets among Form 5500 filers? ▼
Samrose & Shepard Defined Benefit Pension Plan ranks in the 12th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).
Which Defined Benefit (Pension) plans are similar in size to Samrose & Shepard Defined Benefit Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Zhealth, LLC Cash Balance Plan in TN ($230K, 11 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Samrose & Shepard Defined Benefit Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Cape Cod Management, LLC Defined Benefit Pension Plan in TX (3 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 330926072.

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.