Defined Benefit (Pension) · DOL Form 5500 · 2023

Kbf Cpas LLP Pension Plan

Data updated 2026-08-25

$9M
Total assets Small plan by assets
120
Participants Small participant base
56th
Percentile by assets National rank
$75,502
Avg per participant Below avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Kbf Cpas LLP Cash Balance Plan · Sponsored by Kbf Cpas LLP · Oregon · Professional & Technical Services

$9M in assets, 120 participants

Kbf Cpas LLP's Kbf Cpas LLP Cash Balance Plan reported $9M in total assets and 120 participants in its 2023 DOL Form 5500 filing, ranking in the 56th 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.

  • #11,162 in Professional & Technical Services (20,321 peers)

Coverage in Oregon

Kbf Cpas LLP Cash Balance Plan covers 120 participants in Oregon, about 27% of the average Oregon filer (state average ~443 per filing). Assets: $9M.

#11,162
in Professional & Technical Services (20,321 peers)
+23.3%
assets growth YoY

Kbf Cpas LLP Cash Balance Plan's mid-pack asset rank among Professional & Technical Services and all filers

Kbf Cpas LLP Cash Balance Plan vs every filed plan by assets

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

$9,060,299 Top 44% higher than 56% 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

Kbf Cpas LLP Cash Balance Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Kbf Cpas LLP Cash Balance Plan sits mid-pack in the medium band (120 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Kbf Cpas LLP Cash Balance Plan reported participants rose from 90 in the plan year 2022 filing to 120 in the plan year 2023 filing.
  • Kbf Cpas LLP Cash Balance Plan end-of-year assets rose from $7M in the plan year 2022 filing to $9M in the plan year 2023 filing.
  • Kbf Cpas LLP Cash Balance Plan reported net income fell from $2M in the plan year 2022 filing to $2M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 821030164 · Kbf Cpas LLP PY 2023 · Defined Benefit (Pension)

Kbf Cpas LLP Cash Balance Plan · $9M · 120 · 56th

  • IND $9M
  • EOY 120
  • 5500 56th
  • ASSETS Defined Benefit (Pension)
  • PCT near Pension Plan for Hourly-Paid Employees of Tms Division
  • EIN ind #11162

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 Oregon →

Kbf Cpas LLP Cash Balance Plan in the asset neighbourhood

Kbf Cpas LLP Cash Balance PlanKbf Cpas LLP Cash Balance Pl…$9MPension Plan for Hourly-Paid Employees of Tms DivisionPension Plan for Hourly-Paid…$9MEversheds Sutherland (US) LLP Cash Balance Plan BEversheds Sutherland (US) LL…$9MEversheds Sutherland (US) LLP Cash Balance Plan aEversheds Sutherland (US) LL…$9MRoller Bearing Company of America, Inc. Union Pension PlanRoller Bearing Company of Am…$9M
End-of-year total assets ($M) among Kbf Cpas LLP Cash Balance Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Oregon filing particulars

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$9M
Net Income$2M
Employer EIN821030164
Plan Effective Date2018-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Kbf Cpas LLP)

Sponsor-wide plan assets over time

All Kbf Cpas LLP plans reported in each filing year

Latest sponsor-wide plan assets
$42M 50.46395035401946% vs 2022
2024 filing year
$25M$30M$35M$40M$45M 202220232024 $27.9M $42M ▲ +50.4%
Year Plans Participants Total Assets
2022 2 195 $28M
2023 2 240 $34M
2024 2 243 $42M

Nearby Defined Benefit (Pension) Plans in Oregon

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

Kbf Cpas LLP Cash Balance Plan vs. nearby Defined Benefit (Pension) plans in Oregon, assets vs. participants Scatter plot of 6 data points. -50000500010000150002000025000 -0.500.511.52 Total assets ($B) Participants Kbf Cpas LLP Cash Balance Plan, Total assets ($B): 0.009060299 · Participants: 120Kbf Cpas LLP Cash Balance PlanXpo Pension Plan, Total assets ($B): 1.662597016 · Participants: 4840Xpo Pension PlanNorthwest Sheet Metal Workers Pension Plan, Total assets ($B): 1.546537504 · Participants: 4660Northwest Sheet Metal Workers Pension PlanUa Local 290 Plumber, Steamfitter & Shipfitter Pension Plan, Total assets ($B): 1.119947239 · Participants: 3351Ua Local 290 Plumber, Steamfitter & Shipfitter Pension PlanPrecision Castparts Corp. Retirement Plan, Total assets ($B): 1.05006839 · Participants: 2018Precision Castparts Corp. Retirement PlanOregon Retail Employees Pension Plan, Total assets ($B): 1.019198743 · Participants: 20043Oregon Retail Employees Pension Plan
Kbf Cpas LLP Cash Balance Plan vs. nearby Defined Benefit (Pension) plans in Oregon, assets vs. participants
Compare Kbf Cpas LLP Cash Balance Plan side-by-side with 3 peers →

Kbf Cpas LLP Cash Balance Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Oregon, the nearest Defined Benefit (Pension) by assets is Pension Plan for Hourly-Paid Employees of Tms Division in CT ($9M); by covered participants it is Unify Inc. Pension Plan in AZ (120 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (120 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 Kbf Cpas LLP Cash Balance Plan assets move in 2023? ▼
Kbf Cpas LLP Cash Balance Plan grew sharply - up 23.3% during 2023, from $7M to $9M. Reported net income was $2M.
How have Kbf Cpas LLP plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Kbf Cpas LLP's sponsor-wide assets grew 50.5%, from $28M to $42M.
Which Defined Benefit (Pension) plans are similar in size to Kbf Cpas LLP Cash Balance Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Pension Plan for Hourly-Paid Employees of Tms Division in CT ($9M, 49 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Kbf Cpas LLP Cash Balance Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Unify Inc. Pension Plan in AZ (120 participants, $232M 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 821030164.

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.