Defined Benefit (Pension) · DOL Form 5500 · 2023

Mcdermott Investments, LLC Pension Plan

Data updated 2026-08-25

$7M
Total assets Small plan by assets
37
Participants Small participant base
51st
Percentile by assets National rank
$192,878
Avg per participant Above avg balance/head
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Official DOL plan name: Cb&i Pension Plan for Clive Shop Employees · Sponsored by Mcdermott Investments, LLC · Texas · Construction

$7M in assets, 37 participants

Mcdermott Investments, LLC's Cb&i Pension Plan for Clive Shop Employees reported $7M in total assets and 37 participants in its 2023 DOL Form 5500 filing, ranking in the 51st 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.

  • #4,479 in Construction (9,030 peers)

Mcdermott Investments, LLC multi-year trail

Mcdermott Investments, LLC's plans moved +12.1% in assets from 2022 to 2024; this filing shows Cb&i Pension Plan for Clive Shop Employees at $7M / 37 participants.

#4,479
in Construction (9,030 peers)
+9.5%
assets growth YoY

Cb&i Pension Plan for Clive Shop Employees's mid-pack asset rank among Construction and all filers

Cb&i Pension Plan for Clive Shop Employees vs every filed plan by assets

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

$7,136,487 Top 49% higher than 51% 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

Cb&i Pension Plan for Clive Shop Employees among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Cb&i Pension Plan for Clive Shop Employees is a small filing (37 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Cb&i Pension Plan for Clive Shop Employees reported net income rose from -$2M in the plan year 2022 filing to $619K in the plan year 2023 filing.
  • Cb&i Pension Plan for Clive Shop Employees end-of-year assets rose from $7M in the plan year 2022 filing to $7M in the plan year 2023 filing.
  • Cb&i Pension Plan for Clive Shop Employees reported participants fell from 40 in the plan year 2022 filing to 37 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 741032246 · Mcdermott Investments, LLC PY 2023 · Defined Benefit (Pension)

Cb&i Pension Plan for Clive Shop Employees · $7M · 37 · 51st

  • NET $7M
  • NET 37
  • NET 51st
  • NET Defined Benefit (Pension)
  • NET near Durham Pension Plan
  • NET ind #4479

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 Construction retirement plans → · Plans in Texas →

Cb&i Pension Plan for Clive Shop Employees in the asset neighbourhood

Kenosha Beef International, Ltd. Employees' Pension PlanKenosha Beef International, …$7MGrassi & Co. Cpas, PC Cash Balance PlanGrassi & Co. Cpas, PC Cash B…$7MCentrome D/B/a Advanced Biotech Inc. Cash Balance Pension TrustCentrome D/B/a Advanced Biot…$7MCb&i Pension Plan for Clive Shop EmployeesCb&i Pension Plan for Clive …$7MDurham Pension Plan$7M
End-of-year total assets ($M) among Cb&i Pension Plan for Clive Shop Employees and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Mcdermott Investments, LLC multi-year asset trail

Sponsor-wide plan assets over time

All Mcdermott Investments, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$1.4B 12.089219391063247% vs 2022
2024 filing year
$1.15B$1.2B$1.25B$1.3B$1.35B$1.4B 202220232024 $1.21B $1.35B ▲ +11.6%
Year Plans Participants Total Assets
2022 2 3,793 $1.2B
2023 2 3,353 $1.3B
2024 1 3,605 $1.4B

Mcdermott Investments, LLC filing trail (2023)

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$7M
Net Income$619K
Employer EIN741032246
Plan Effective Date2001-02-07
Filing StatusFILING RECEIVED

Nearby Defined Benefit (Pension) Plans in Texas

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

Cb&i Pension Plan for Clive Shop Employees vs. nearby Defined Benefit (Pension) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -10010203040 Total assets ($B) Participants Cb&i Pension Plan for Clive Shop Employees, Total assets ($B): 0.007136487 · Participants: 37Cb&i Pension Plan for Clive Shop EmployeesAT&T Pension Benefit Plan, Total assets ($B): 30.018512 · Participants: 107859AT&T Pension Benefit PlanShell Pension Plan, Total assets ($B): 15.133347097 · Participants: 12215Shell Pension PlanExxonmobil Pension Plan, Total assets ($B): 12.015 · Participants: 22551Exxonmobil Pension PlanCaterpillar Inc. Retirement Income Plan, Total assets ($B): 9.803014695 · Participants: 12138Caterpillar Inc. Retirement Income PlanBp Retirement Accumulation Plan, Total assets ($B): 5.493677099 · Participants: 9360Bp Retirement Accumulation Plan
Cb&i Pension Plan for Clive Shop Employees vs. nearby Defined Benefit (Pension) plans in Texas, assets vs. participants
Compare Cb&i Pension Plan for Clive Shop Employees side-by-side with 3 peers →

Cb&i Pension Plan for Clive Shop Employees's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Texas, the nearest Defined Benefit (Pension) by assets is Durham Pension Plan in NC ($7M); by covered participants it is Retirement Plan for Officers,Business Reps and Office Employees of Local 464a in NJ (37 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (37 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 Cb&i Pension Plan for Clive Shop Employees assets move in 2023? ▼
Cb&i Pension Plan for Clive Shop Employees grew at a solid clip - up 9.5% during 2023, from $7M to $7M. Reported net income was $619K.
How have Mcdermott Investments, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Mcdermott Investments, LLC's sponsor-wide assets grew 12.1%, from $1.2B to $1.4B.
Which Defined Benefit (Pension) plans are similar in size to Cb&i Pension Plan for Clive Shop Employees? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Durham Pension Plan in NC ($7M, 6 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Cb&i Pension Plan for Clive Shop Employees? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Retirement Plan for Officers,Business Reps and Office Employees of Local 464a in NJ (37 participants, $13M 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 741032246.

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.