Defined Benefit (Pension) · DOL Form 5500 · 2023

The Rice Partnership, LLC Pension Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
7
Participants Small participant base
28th
Percentile by assets National rank
$235,924
Avg per participant Above avg balance/head
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Official DOL plan name: The Rice Partnership, LLC Cash Balance Plan · Sponsored by The Rice Partnership, LLC · Hawaii · Finance & Insurance

$2M in assets, 7 participants

The Rice Partnership, LLC's The Rice Partnership, LLC Cash Balance Plan reported $2M in total assets and 7 participants in its 2023 DOL Form 5500 filing, ranking in the 28th 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.

  • #1,687 in Finance & Insurance (8,869 peers)

What the 2023 filing shows

The Rice Partnership, LLC Cash Balance Plan holds $2M for 7 participants - about $235,924 per participant, in the lower half of filed plans by assets.

#1,687
in Finance & Insurance (8,869 peers)
+1.7%
assets growth YoY

The Rice Partnership, LLC Cash Balance Plan among the smaller filed plans by assets

The Rice Partnership, LLC Cash Balance Plan vs every filed plan by assets

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

$1,651,467 28th percentile higher than 28% 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

The Rice Partnership, 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. The Rice Partnership, LLC Cash Balance Plan is a micro filing (7 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • The Rice Partnership, LLC Cash Balance Plan reported net income fell from $97K in the plan year 2022 filing to $28K in the plan year 2023 filing.
  • The Rice Partnership, LLC Cash Balance Plan reported participants rose from 6 in the plan year 2022 filing to 7 in the plan year 2023 filing.
  • The Rice Partnership, LLC Cash Balance Plan end-of-year assets rose 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 810671115 · The Rice Partnership, LLC PY 2023 · Defined Benefit (Pension)

The Rice Partnership, LLC Cash Balance Plan · $2M · 7 · 28th

  • TYPE $2M
  • NET 7
  • BOOK 28th
  • VS-ST Defined Benefit (Pension)
  • BOY near Kuda Express Corp. Pension Plan
  • SCH ind #1687

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 Hawaii →

The Rice Partnership, LLC Cash Balance Plan in the asset neighbourhood

Robb M. Strom & Associates, Apc Defined Benefit Pension PlanRobb M. Strom & Associates, …$2MBeverage and Brewery Drivers Local 67 Pension Fund Retirement PlanBeverage and Brewery Drivers…$2MThe Rice Partnership, LLC Cash Balance PlanThe Rice Partnership, LLC Ca…$2MKuda Express Corp. Pension PlanKuda Express Corp. Pension P…$2MGolden Gate National Parks Conservancy Cash Balance PlanGolden Gate National Parks C…$2M
End-of-year total assets ($M) among The Rice Partnership, LLC Cash Balance Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Filing particulars (2023)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income$28K
Employer EIN810671115
Plan Effective Date2016-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The Rice Partnership, LLC)

Sponsor-wide plan assets over time

All The Rice Partnership, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$2M 3.024569895301731% vs 2022
2024 filing year
$2M$2.5M$3M$3.5M 202220232024 $2.38M $2.45M ▲ +2.9%
Year Plans Participants Total Assets
2022 2 13 $2M
2023 2 15 $3M
2024 1 7 $2M

Nearby Defined Benefit (Pension) Plans in Hawaii

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

The Rice Partnership, LLC Cash Balance Plan vs. nearby Defined Benefit (Pension) plans in Hawaii, assets vs. participants Scatter plot of 6 data points. -200002000400060008000 -0.500.511.522.5 Total assets ($B) Participants The Rice Partnership, LLC Cash Balance Plan, Total assets ($B): 0.001651467 · Participants: 7The Rice Partnership, LLC Cash Balance PlanRetirement Plan for Employees of Hawaiian Electric Industries, Inc. and Participating Subsidiaries, Total assets ($B): 1.91180259 · Participants: 2406Retirement Plan for Employees of Hawaiian Electric Industries, Inc. and Participating SubsidiariesHotel Union and Hotel Industry of Hawaii Pension Plan, Total assets ($B): 0.704996682 · Participants: 7370Hotel Union and Hotel Industry of Hawaii Pension PlanPamcah-Ua Local 675 Pension Plan, Total assets ($B): 0.574975486 · Participants: 1505Pamcah-Ua Local 675 Pension PlanThe Queen's Health Systems Pension Plan, Total assets ($B): 0.505374398 · Participants: 5037The Queen's Health Systems Pension PlanHawaii Pacific Health Retirement Plan, Total assets ($B): 0.452484278 · Participants: 5550Hawaii Pacific Health Retirement Plan
The Rice Partnership, LLC Cash Balance Plan vs. nearby Defined Benefit (Pension) plans in Hawaii, assets vs. participants
Compare The Rice Partnership, LLC Cash Balance Plan side-by-side with 3 peers →

The Rice Partnership, LLC Cash Balance Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Hawaii, the nearest Defined Benefit (Pension) by assets is Kuda Express Corp. Pension Plan in CA ($2M); by covered participants it is Team Sweasey, Inc. Defined Benefit Pension Plan in CA (7 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (7 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 The Rice Partnership, LLC Cash Balance Plan assets move in 2023? ▼
The Rice Partnership, LLC Cash Balance Plan edged up modestly - up 1.7% during 2023, from $2M to $2M. Reported net income was $28K.
How have The Rice Partnership, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Rice Partnership, LLC's sponsor-wide assets grew 3.0%, from $2M to $2M.
Which Defined Benefit (Pension) plans are similar in size to The Rice Partnership, LLC Cash Balance Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Kuda Express Corp. Pension Plan in CA ($2M, 4 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to The Rice Partnership, LLC Cash Balance Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Team Sweasey, Inc. Defined Benefit Pension Plan in CA (7 participants, $3M 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 810671115.

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.