Defined Benefit (Pension) · DOL Form 5500 · 2023

Financial Alternatives, Inc. Pension Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
8
Participants Small participant base
28th
Percentile by assets National rank
$207,390
Avg per participant Above avg balance/head
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Official DOL plan name: Financial Alternatives, Inc. Defined Benefit Pension Plan · Sponsored by Financial Alternatives, Inc. · California · Finance & Insurance

$2M in assets, 8 participants

Financial Alternatives, Inc.'s Financial Alternatives, Inc. Defined Benefit Pension Plan reported $2M in total assets and 8 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.

  • #1,691 in Finance & Insurance (8,869 peers)

2023 asset change

Financial Alternatives, Inc. Defined Benefit Pension Plan grew at a solid clip 9.2% in 2023 ($2M → $2M) for 8 participants.

#1,691
in Finance & Insurance (8,869 peers)
+9.2%
assets growth YoY

Financial Alternatives, Inc. Defined Benefit Pension Plan among the smaller filed plans by assets

Financial Alternatives, Inc. Defined Benefit Pension Plan vs every filed plan by assets

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

$1,659,122 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

Financial Alternatives, Inc. 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. Financial Alternatives, Inc. Defined Benefit Pension Plan is a micro filing (8 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Financial Alternatives, Inc. Defined Benefit Pension Plan reported net income rose from $70K in the plan year 2022 filing to $140K in the plan year 2023 filing.
  • Financial Alternatives, Inc. Defined Benefit Pension Plan reported participants rose from 6 in the plan year 2022 filing to 8 in the plan year 2023 filing.
  • Financial Alternatives, Inc. Defined Benefit Pension 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 →

DOL schedule card

Filing strip 912099892 · Financial Alternatives, Inc. PY 2023 · Defined Benefit (Pension)

Financial Alternatives, Inc. Defined Benefit Pension Plan · $2M · 8 · 28th

  • SCH $2M
  • EBSA 8
  • PART 28th
  • TYPE Defined Benefit (Pension)
  • NET near Beverage and Brewery Drivers Local 67 Pension Fund Retirement Plan
  • BOOK ind #1691

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 California →

Financial Alternatives, Inc. Defined Benefit Pension Plan in the asset neighbourhood

Napco International UAW Local No. 125 Retirement Income PlanNapco International UAW Loca…$2MFinancial Alternatives, Inc. Defined Benefit Pension PlanFinancial Alternatives, Inc.…$2MBeverage and Brewery Drivers Local 67 Pension Fund Retirement PlanBeverage and Brewery Drivers…$2MDeffet Group Cash Balance PlanDeffet Group Cash Balance Pl…$2MThe Rice Partnership, LLC Cash Balance PlanThe Rice Partnership, LLC Ca…$2M
End-of-year total assets ($M) among Financial Alternatives, Inc. Defined Benefit Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Financial Alternatives, Inc. years around the 2023 move

Sponsor-wide plan assets over time

All Financial Alternatives, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
N/A
2024 filing year
$0M$0.5M$1M$1.5M$2M 202220232024 $1.52M $0M ▼ -100.0%
Year Plans Participants Total Assets
2022 1 6 $2M
2023 1 8 $2M
2024 1 7 N/A

2023 asset-move particulars

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income$140K
Employer EIN912099892
Plan Effective Date2001-01-01
Filing StatusFILING RECEIVED

Nearby Defined Benefit (Pension) Plans in California

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

Financial Alternatives, Inc. 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 ($B) Participants Financial Alternatives, Inc. Defined Benefit Pension Plan, Total assets ($B): 0.001659122 · Participants: 8Financial Alternatives, Inc. 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
Financial Alternatives, Inc. Defined Benefit Pension Plan vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants
Compare Financial Alternatives, Inc. Defined Benefit Pension Plan side-by-side with 3 peers →

Financial Alternatives, Inc. 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 Beverage and Brewery Drivers Local 67 Pension Fund Retirement Plan in PA ($2M); by covered participants it is R. Ward & Associates, Inc. Cash Balance Plan in MO (8 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (8 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 Financial Alternatives, Inc. Defined Benefit Pension Plan assets move in 2023? ▼
Financial Alternatives, Inc. Defined Benefit Pension Plan grew at a solid clip - up 9.2% during 2023, from $2M to $2M. Reported net income was $140K.
Which Defined Benefit (Pension) plans are similar in size to Financial Alternatives, Inc. Defined Benefit Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Beverage and Brewery Drivers Local 67 Pension Fund Retirement Plan in PA ($2M, N/A participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Financial Alternatives, Inc. Defined Benefit Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is R. Ward & Associates, Inc. Cash Balance Plan in MO (8 participants, $992K 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 912099892.

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.