Defined Benefit (Pension) · DOL Form 5500 · 2023

Somerset Holdings Group, LLC Pension Plan

Data updated 2026-08-25

$931K
Total assets Small plan by assets
5
Participants Small participant base
23rd
Percentile by assets National rank
$186,189
Avg per participant Above avg balance/head
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Official DOL plan name: Somerset Holdings Group, LLC Cash Balance Plan · Sponsored by Somerset Holdings Group, LLC · Oregon · Finance & Insurance

$931K in assets, 5 participants

Somerset Holdings Group, LLC's Somerset Holdings Group, LLC Cash Balance Plan reported $931K in total assets and 5 participants in its 2023 DOL Form 5500 filing, ranking in the 23rd 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.

  • #1,299 in Finance & Insurance (8,869 peers)

Somerset Holdings Group, LLC multi-year trail

Somerset Holdings Group, LLC's plans moved +43.3% in assets from 2023 to 2024; this filing shows Somerset Holdings Group, LLC Cash Balance Plan at $931K / 5 participants.

#1,299
in Finance & Insurance (8,869 peers)
+61.3%
assets growth YoY

Somerset Holdings Group, LLC Cash Balance Plan among the smaller filed plans by assets

Somerset Holdings Group, LLC Cash Balance Plan vs every filed plan by assets

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

$930,947 23rd percentile higher than 23% 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

Somerset Holdings Group, LLC Cash Balance 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. Somerset Holdings Group, LLC Cash Balance Plan is a micro filing (5 participants), the leftmost band.

DOL schedule card

Filing strip 943409491 · Somerset Holdings Group, LLC PY 2023 · Defined Benefit (Pension)

Somerset Holdings Group, LLC Cash Balance Plan · $931K · 5 · 23rd

  • 5500 $931K
  • 5500 5
  • 5500 23rd
  • 5500 Defined Benefit (Pension)
  • 5500 near Iracore International, LLC Retirement Income Plan
  • 5500 ind #1299

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 Finance & Insurance retirement plans → · Plans in Oregon →

Somerset Holdings Group, LLC Cash Balance Plan in the asset neighbourhood

A.N. Deringer, Inc. Restated Pension PlanA.N. Deringer, Inc. Restated…$935KSomerset Holdings Group, LLC Cash Balance PlanSomerset Holdings Group, LLC…$931KIracore International, LLC Retirement Income PlanIracore International, LLC R…$931KCrackerpants Inc Defined Benefit Pension PlanCrackerpants Inc Defined Ben…$931KWestern Growers Pension Trust Plan aWestern Growers Pension Trus…$929K
End-of-year total assets ($M) among Somerset Holdings Group, LLC Cash Balance Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Somerset Holdings Group, LLC multi-year asset trail

Sponsor-wide plan assets over time

All Somerset Holdings Group, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$1M 43.33802031694608% vs 2023
2024 filing year
$0.8M$1M$1.2M$1.4M 20232024 $0.93M $1.33M ▲ +43.0%
Year Plans Participants Total Assets
2023 1 5 $931K
2024 1 5 $1M

Somerset Holdings Group, LLC filing trail (2023)

Total Assets (Beginning of Year)$577K
Net Assets (End of Year)$931K
Net Income$354K
Employer EIN943409491
Plan Effective Date2019-01-01
Filing StatusFILING RECEIVED

Nearby Defined Benefit (Pension) Plans in Oregon

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

Somerset Holdings Group, LLC 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 ($B) Participants Somerset Holdings Group, LLC Cash Balance Plan, Total assets ($B): 0.000930947 · Participants: 5Somerset Holdings Group, LLC 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
Somerset Holdings Group, LLC Cash Balance Plan vs. nearby Defined Benefit (Pension) plans in Oregon, assets vs. participants
Compare Somerset Holdings Group, LLC Cash Balance Plan side-by-side with 3 peers →

Somerset Holdings Group, LLC 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 Iracore International, LLC Retirement Income Plan in MN ($931K); by covered participants it is Suncoast Industries, Inc. Defined Benefit Pension Plan and Trust in FL (5 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (5 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 Somerset Holdings Group, LLC Cash Balance Plan assets move in 2023? ▼
Somerset Holdings Group, LLC Cash Balance Plan surged - up 61.3% during 2023, from $577K to $931K. Reported net income was $354K.
How have Somerset Holdings Group, LLC plan assets changed over time? ▼
Across 2 plan years on file (2023-2024), Somerset Holdings Group, LLC's sponsor-wide assets grew 43.3%, from $931K to $1M.
Where does Somerset Holdings Group, LLC Cash Balance Plan rank by assets among Form 5500 filers? ▼
Somerset Holdings Group, LLC Cash Balance Plan ranks in the 23rd 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 Somerset Holdings Group, LLC Cash Balance Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Iracore International, LLC Retirement Income Plan in MN ($931K, 27 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Somerset Holdings Group, LLC Cash Balance Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Suncoast Industries, Inc. Defined Benefit Pension Plan and Trust in FL (5 participants, $1M 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 943409491.

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.