Defined Benefit (Pension) · DOL Form 5500 · 2023

Law Offices of Charles Riley, P.C. Pension Plan

Data updated 2026-08-25

$716K
Total assets Small plan by assets
3
Participants Small participant base
21st
Percentile by assets National rank
$238,727
Avg per participant Above avg balance/head
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Official DOL plan name: Law Office of Charles Riley, P.C. Retirement Plan · Sponsored by Law Offices of Charles Riley, P.C. · Texas · Professional & Technical Services

$716K in assets, 3 participants

Law Offices of Charles Riley, P.C.'s Law Office of Charles Riley, P.C. Retirement Plan reported $716K in total assets and 3 participants in its 2023 DOL Form 5500 filing, ranking in the 21st 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.

  • #3,234 in Professional & Technical Services (20,321 peers)

Law Offices of Charles Riley, P.C. multi-year trail

Law Offices of Charles Riley, P.C.'s plans moved +84.0% in assets from 2022 to 2024; this filing shows Law Office of Charles Riley, P.C. Retirement Plan at $716K / 3 participants.

#3,234
in Professional & Technical Services (20,321 peers)
+51.9%
assets growth YoY

Law Office of Charles Riley, P.C. Retirement Plan among the smaller filed plans by assets

Law Office of Charles Riley, P.C. Retirement Plan vs every filed plan by assets

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

$716,181 21st percentile higher than 21% 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

Law Office of Charles Riley, P.C. Retirement 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. Law Office of Charles Riley, P.C. Retirement Plan is a micro filing (3 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Law Office of Charles Riley, P.C. Retirement Plan reported net income rose from $60K in the plan year 2022 filing to $245K in the plan year 2023 filing.
  • Law Office of Charles Riley, P.C. Retirement Plan end-of-year assets rose from $471K in the plan year 2022 filing to $716K in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 010892398 · Law Offices of Charles Riley, P.C. PY 2023 · Defined Benefit (Pension)

Law Office of Charles Riley, P.C. Retirement Plan · $716K · 3 · 21st

  • NET $716K
  • BOOK 3
  • VS-ST 21st
  • BOY Defined Benefit (Pension)
  • SCH near Terry Moore, Ccim, Inc. Defined Benefit Pension Plan & Trust
  • EBSA ind #3234

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 Texas →

Law Office of Charles Riley, P.C. Retirement Plan in the asset neighbourhood

Law Office of Charles Riley, P.C. Retirement PlanLaw Office of Charles Riley,…$716KTerry Moore, Ccim, Inc. Defined Benefit Pension Plan & TrustTerry Moore, Ccim, Inc. Defi…$719KAkash Makkar, PLLC Cash Balance PlanAkash Makkar, PLLC Cash Bala…$721KLegacy Financial Advisors, Inc. Cash Balance PlanLegacy Financial Advisors, I…$722KCrs Capital Group LLC Cash Balance Pension PlanCrs Capital Group LLC Cash B…$711K
End-of-year total assets ($M) among Law Office of Charles Riley, P.C. Retirement Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Law Offices of Charles Riley, P.C. multi-year asset trail

Sponsor-wide plan assets over time

All Law Offices of Charles Riley, P.C. plans reported in each filing year

Latest sponsor-wide plan assets
$867K 84.00982600837501% vs 2022
2024 filing year
$0.4M$0.6M$0.8M$1M 202220232024 $0.47M $0.87M ▲ +85.1%
Year Plans Participants Total Assets
2022 1 3 $471K
2023 1 3 $716K
2024 1 3 $867K

Law Offices of Charles Riley, P.C. filing trail (2023)

Total Assets (Beginning of Year)$471K
Net Assets (End of Year)$716K
Net Income$245K
Employer EIN010892398
Plan Effective Date2016-01-01
Filing StatusFILING RECEIVED

Nearby Defined Benefit (Pension) Plans in Texas

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

Law Office of Charles Riley, P.C. Retirement Plan vs. nearby Defined Benefit (Pension) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -10010203040 Total assets ($B) Participants Law Office of Charles Riley, P.C. Retirement Plan, Total assets ($B): 0.000716181 · Participants: 3Law Office of Charles Riley, P.C. Retirement PlanAT&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
Law Office of Charles Riley, P.C. Retirement Plan vs. nearby Defined Benefit (Pension) plans in Texas, assets vs. participants

Law Office of Charles Riley, P.C. Retirement Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Texas, the nearest Defined Benefit (Pension) by assets is Terry Moore, Ccim, Inc. Defined Benefit Pension Plan & Trust in CA ($719K); by covered participants it is Merkley, Newman & Mclaws, Inc. Defined Benefit Pension Plan in AZ (3 participants). Same-state nearby plans are listed separately above.

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 Law Office of Charles Riley, P.C. Retirement Plan assets move in 2023? ▼
Law Office of Charles Riley, P.C. Retirement Plan surged - up 51.9% during 2023, from $471K to $716K. Reported net income was $245K.
How have Law Offices of Charles Riley, P.C. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Law Offices of Charles Riley, P.C.'s sponsor-wide assets grew 84.0%, from $471K to $867K.
Where does Law Office of Charles Riley, P.C. Retirement Plan rank by assets among Form 5500 filers? ▼
Law Office of Charles Riley, P.C. Retirement Plan ranks in the 21st 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 Law Office of Charles Riley, P.C. Retirement Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Terry Moore, Ccim, Inc. Defined Benefit Pension Plan & Trust in CA ($719K, 3 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Law Office of Charles Riley, P.C. Retirement Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Merkley, Newman & Mclaws, Inc. Defined Benefit Pension Plan in AZ (3 participants, $1M in assets).