Defined Benefit (Pension) · DOL Form 5500 · 2023

Fenwick & West LLP Pension Plan

Data updated 2026-08-25

$66M
Total assets Below avg plan size
153
Participants Small participant base
88th
Percentile by assets National rank
$430,588
Avg per participant High balance/head
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Official DOL plan name: Fenwick & West LLP Partners' Pension Plan II · Sponsored by Fenwick & West LLP · California · Professional & Technical Services

$66M in assets, 153 participants

Fenwick & West LLP's Fenwick & West LLP Partners' Pension Plan II reported $66M in total assets and 153 participants in its 2023 DOL Form 5500 filing, ranking in the 88th 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.

  • #18,162 in Professional & Technical Services (20,321 peers)

Coverage in California

Fenwick & West LLP Partners' Pension Plan II covers 153 participants in California, about 24% of the average California filer (state average ~630 per filing). Assets: $66M.

#18,162
in Professional & Technical Services (20,321 peers)
+47.1%
assets growth YoY
0.7×
vs typical plan assets (national mean)

Fenwick & West LLP Partners' Pension Plan II's outsized position by total assets

Fenwick & West LLP Partners' Pension Plan II vs every filed plan by assets

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

$65,879,959 Top 12% higher than 88% 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

Fenwick & West LLP Partners' Pension Plan II among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Fenwick & West LLP Partners' Pension Plan II sits mid-pack in the medium band (153 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Fenwick & West LLP Partners' Pension Plan II reported net income rose from $10M in the plan year 2022 filing to $21M in the plan year 2023 filing.
  • Fenwick & West LLP Partners' Pension Plan II end-of-year assets rose from $45M in the plan year 2022 filing to $66M in the plan year 2023 filing.
  • Fenwick & West LLP Partners' Pension Plan II reported participants rose from 147 in the plan year 2022 filing to 153 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 942708481 · Fenwick & West LLP PY 2023 · Defined Benefit (Pension)

Fenwick & West LLP Partners' Pension Plan II · $66M · 153 · 88th

  • PHOTO $66M
  • IND 153
  • EOY 88th
  • 5500 Defined Benefit (Pension)
  • ASSETS near Conmed Corporation Retirement Pension Plan
  • PCT ind #18162

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 Professional & Technical Services retirement plans → · Plans in California →

Fenwick & West LLP Partners' Pension Plan II in the asset neighbourhood

B&g Foods Ankeny, Ia Pension PlanB&g Foods Ankeny, Ia Pension…$66MConmed Corporation Retirement Pension PlanConmed Corporation Retiremen…$66MFenwick & West LLP Partners' Pension Plan IIFenwick & West LLP Partners'…$66MHeat and Frost Insulators Pension PlanHeat and Frost Insulators Pe…$66MLocal 966 Pension Plan$66M
End-of-year total assets ($M) among Fenwick & West LLP Partners' Pension Plan II and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

California filing particulars

Total Assets (Beginning of Year)$45M
Net Assets (End of Year)$66M
Net Income$21M
Employer EIN942708481
Plan Effective Date2019-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Fenwick & West LLP)

Sponsor-wide plan assets over time

All Fenwick & West LLP plans reported in each filing year

Latest sponsor-wide plan assets
$747M 35.55641843346303% vs 2022
2024 filing year
$500M$600M$700M$800M 202220232024 $551M $747M ▲ +35.6%
Year Plans Participants Total Assets
2022 2 1,349 $551M
2023 2 1,378 $678M
2024 2 1,362 $747M

Nearby Defined Benefit (Pension) Plans in California

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

Fenwick & West LLP Partners' Pension Plan II vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -10010203040 Total assets ($B) Participants Fenwick & West LLP Partners' Pension Plan II, Total assets ($B): 0.065879959 · Participants: 153Fenwick & West LLP Partners' Pension Plan IIKaiser 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
Fenwick & West LLP Partners' Pension Plan II vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants
Compare Fenwick & West LLP Partners' Pension Plan II side-by-side with 3 peers →

Fenwick & West LLP Partners' Pension Plan II's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside California, the nearest Defined Benefit (Pension) by assets is Conmed Corporation Retirement Pension Plan in FL ($66M); by covered participants it is Penn Mutual Retirement Plan in PA (153 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($66M here).

Similar participant headcount

Nearest other-state filings by covered participants (153 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 Fenwick & West LLP Partners' Pension Plan II assets move in 2023? ▼
Fenwick & West LLP Partners' Pension Plan II surged - up 47.1% during 2023, from $45M to $66M. Reported net income was $21M.
How have Fenwick & West LLP plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Fenwick & West LLP's sponsor-wide assets grew 35.6%, from $551M to $747M.
Where does Fenwick & West LLP Partners' Pension Plan II rank by assets among Form 5500 filers? ▼
Fenwick & West LLP Partners' Pension Plan II ranks in the 88th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to Fenwick & West LLP Partners' Pension Plan II? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Conmed Corporation Retirement Pension Plan in FL ($66M, 438 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Fenwick & West LLP Partners' Pension Plan II? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Penn Mutual Retirement Plan in PA (153 participants, $207M 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 942708481.

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.