Defined Benefit (Pension) · DOL Form 5500 · 2023

Chamberlain Group Pension Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
15
Participants Small participant base
33rd
Percentile by assets National rank
$160,805
Avg per participant Above avg balance/head
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Official DOL plan name: Chamberlain Group Cash Balance Plan · Sponsored by Chamberlain Group · California · Finance & Insurance

$2M in assets, 15 participants

Chamberlain Group's Chamberlain Group Cash Balance Plan reported $2M in total assets and 15 participants in its 2023 DOL Form 5500 filing, ranking in the 33rd 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.

  • #2,000 in Finance & Insurance (8,869 peers)

Chamberlain Group multi-year trail

Chamberlain Group's plans moved +22.7% in assets from 2022 to 2023; this filing shows Chamberlain Group Cash Balance Plan at $2M / 15 participants.

#2,000
in Finance & Insurance (8,869 peers)
+22.7%
assets growth YoY

Chamberlain Group Cash Balance Plan among the smaller filed plans by assets

Chamberlain Group Cash Balance Plan vs every filed plan by assets

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

$2,412,082 33rd percentile higher than 33% 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

Chamberlain Group Cash Balance Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Chamberlain Group Cash Balance Plan is a small filing (15 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Chamberlain Group Cash Balance Plan reported net income rose from -$22K in the plan year 2022 filing to $446K in the plan year 2023 filing.
  • Chamberlain Group Cash Balance Plan end-of-year assets rose from $2M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Chamberlain Group Cash Balance Plan reported participants rose from 14 in the plan year 2022 filing to 15 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 330812494 · Chamberlain Group PY 2023 · Defined Benefit (Pension)

Chamberlain Group Cash Balance Plan · $2M · 15 · 33rd

  • PHOTO $2M
  • PHOTO 15
  • PHOTO 33rd
  • PHOTO Defined Benefit (Pension)
  • PHOTO near Anne Silva Retirement Plan and Trust
  • PHOTO ind #2000

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 →

Chamberlain Group Cash Balance Plan in the asset neighbourhood

Battenfeld American, Inc. Amended Pension PlanBattenfeld American, Inc. Am…$2MEast Jordan Plastics, Inc. Pension PlanEast Jordan Plastics, Inc. P…$2MChamberlain Group Cash Balance PlanChamberlain Group Cash Balan…$2MAnne Silva Retirement Plan and TrustAnne Silva Retirement Plan a…$2MGreat American Holding Co., Inc. Defined Benefit PlanGreat American Holding Co., …$2M
End-of-year total assets ($M) among Chamberlain Group Cash Balance Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Chamberlain Group multi-year asset trail

Sponsor-wide plan assets over time

All Chamberlain Group plans reported in each filing year

Latest sponsor-wide plan assets
$2M 22.66212513552382% vs 2022
2023 filing year
$1.8M$2M$2.2M$2.4M$2.6M 20222023 $1.97M $2.41M ▲ +22.3%
Year Plans Participants Total Assets
2022 1 14 $2M
2023 1 15 $2M

Chamberlain Group filing trail (2023)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income$446K
Employer EIN330812494
Plan Effective Date2008-01-01
Filing StatusFILING RECEIVED

Nearby Defined Benefit (Pension) Plans in California

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

Chamberlain Group Cash Balance Plan vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -10010203040 Total assets ($B) Participants Chamberlain Group Cash Balance Plan, Total assets ($B): 0.002412082 · Participants: 15Chamberlain Group Cash Balance 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
Chamberlain Group Cash Balance Plan vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants
Compare Chamberlain Group Cash Balance Plan side-by-side with 3 peers →

Chamberlain Group Cash Balance Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside California, the nearest Defined Benefit (Pension) by assets is Anne Silva Retirement Plan and Trust in NY ($2M); by covered participants it is Retirement Plan for Employees of Woman's Life Insurance Society in MI (15 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (15 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 Chamberlain Group Cash Balance Plan assets move in 2023? ▼
Chamberlain Group Cash Balance Plan grew sharply - up 22.7% during 2023, from $2M to $2M. Reported net income was $446K.
How have Chamberlain Group plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), Chamberlain Group's sponsor-wide assets grew 22.7%, from $2M to $2M.
Which Defined Benefit (Pension) plans are similar in size to Chamberlain Group Cash Balance Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Anne Silva Retirement Plan and Trust in NY ($2M, 4 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Chamberlain Group Cash Balance Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Retirement Plan for Employees of Woman's Life Insurance Society in MI (15 participants, $17M 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 330812494.

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.