Defined Benefit (Pension) · DOL Form 5500 · 2023

Chu & Lin Pension Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
3
Participants Small participant base
41st
Percentile by assets National rank
$1.4M
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Chu & Lin Defined Benefit Pension Plan · Sponsored by Chu & Lin · California · Healthcare & Social Assistance

$4M in assets, 3 participants

Chu & Lin's Chu & Lin Defined Benefit Pension Plan reported $4M in total assets and 3 participants in its 2023 DOL Form 5500 filing, ranking in the 41st 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.

  • #7,755 in Healthcare & Social Assistance (17,684 peers)

Chu & Lin multi-year trail

Chu & Lin's plans moved +21.9% in assets from 2022 to 2024; this filing shows Chu & Lin Defined Benefit Pension Plan at $4M / 3 participants.

#7,755
in Healthcare & Social Assistance (17,684 peers)
+8.4%
assets growth YoY

Chu & Lin Defined Benefit Pension Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Chu & Lin Defined Benefit Pension Plan vs every filed plan by assets

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

$4,150,342 41st percentile higher than 41% 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

Chu & Lin 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. Chu & Lin 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

  • Chu & Lin Defined Benefit Pension Plan reported net income rose from -$774K in the plan year 2022 filing to $321K in the plan year 2023 filing.
  • Chu & Lin Defined Benefit Pension Plan end-of-year assets rose from $4M in the plan year 2022 filing to $4M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 954082345 · Chu & Lin PY 2023 · Defined Benefit (Pension)

Chu & Lin Defined Benefit Pension Plan · $4M · 3 · 41st

  • NET $4M
  • NET 3
  • NET 41st
  • NET Defined Benefit (Pension)
  • NET near Marriagemax, Inc. Defined Benefit Plan & Trust
  • NET ind #7755

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 Healthcare & Social Assistance retirement plans → · Plans in California →

Chu & Lin Defined Benefit Pension Plan in the asset neighbourhood

Chu & Lin Defined Benefit Pension PlanChu & Lin Defined Benefit Pe…$4MMarriagemax, Inc. Defined Benefit Plan & TrustMarriagemax, Inc. Defined Be…$4MRotterdam Ventures, Inc. Employees' Pension PlanRotterdam Ventures, Inc. Emp…$4MCp Industries Holdings, Inc. Collective Bargaining Employees Pension PlanCp Industries Holdings, Inc.…$4MThe Retirement Plan of the Amalgamated Insurance FundThe Retirement Plan of the A…$4M
End-of-year total assets ($M) among Chu & Lin Defined Benefit Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Chu & Lin multi-year asset trail

Sponsor-wide plan assets over time

All Chu & Lin plans reported in each filing year

Latest sponsor-wide plan assets
$5M 21.930132644100343% vs 2022
2024 filing year
$3.5M$4M$4.5M$5M 202220232024 $3.83M $4.67M ▲ +21.9%
Year Plans Participants Total Assets
2022 1 3 $4M
2023 1 3 $4M
2024 1 3 $5M

Chu & Lin filing trail (2023)

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$4M
Net Income$321K
Employer EIN954082345
Plan Effective Date2010-01-01
Filing StatusFILING RECEIVED

Nearby Defined Benefit (Pension) Plans in California

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

Chu & Lin 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 ($B) Participants Chu & Lin Defined Benefit Pension Plan, Total assets ($B): 0.004150342 · Participants: 3Chu & Lin 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
Chu & Lin Defined Benefit Pension Plan vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants
Compare Chu & Lin Defined Benefit Pension Plan side-by-side with 3 peers →

Chu & Lin 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 Marriagemax, Inc. Defined Benefit Plan & Trust in MD ($4M); 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 Chu & Lin Defined Benefit Pension Plan assets move in 2023? ▼
Chu & Lin Defined Benefit Pension Plan grew at a solid clip - up 8.4% during 2023, from $4M to $4M. Reported net income was $321K.
How have Chu & Lin plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Chu & Lin's sponsor-wide assets grew 21.9%, from $4M to $5M.
Which Defined Benefit (Pension) plans are similar in size to Chu & Lin Defined Benefit Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Marriagemax, Inc. Defined Benefit Plan & Trust in MD ($4M, 2 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Chu & Lin 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 954082345.

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.