Defined Benefit (Pension) · DOL Form 5500 · 2023
Law Offices of Brent H Blakely Inc Pension Plan
Data updated 2026-08-25
- $627K
- Total assets Small plan by assets
- 5
- Participants Small participant base
- 20th
- Percentile by assets National rank
- $125,487
- Avg per participant Near avg balance/head
Official DOL plan name: Law Offices of Brent H Blakely Inc Defined Benefit Pension Plan · Sponsored by Law Offices of Brent H Blakely Inc · California · Professional & Technical Services
$627K in assets, 5 participants
Law Offices of Brent H Blakely Inc's Law Offices of Brent H Blakely Inc Defined Benefit Pension Plan reported $627K in total assets and 5 participants in its 2023 DOL Form 5500 filing, ranking in the 20th 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.
- #3,002 in Professional & Technical Services (20,321 peers)
What the 2023 filing shows
Law Offices of Brent H Blakely Inc Defined Benefit Pension Plan holds $627K for 5 participants - about $125,487 per participant, among the smaller plans by assets on file.
- #3,002
- in Professional & Technical Services (20,321 peers)
- -3.1%
- assets change YoY
The plan reported a net loss of $20K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Law Offices of Brent H Blakely Inc Defined Benefit Pension Plan among the smaller filed plans by assets
Law Offices of Brent H Blakely Inc Defined Benefit Pension Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$627,437 20th percentile higher than 20% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Law Offices of Brent H Blakely 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. Law Offices of Brent H Blakely Inc Defined Benefit Pension Plan is a micro filing (5 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Law Offices of Brent H Blakely Inc Defined Benefit Pension Plan reported net income fell from $270K in the plan year 2022 filing to -$20K in the plan year 2023 filing.
- Law Offices of Brent H Blakely Inc Defined Benefit Pension Plan reported participants fell from 6 in the plan year 2022 filing to 5 in the plan year 2023 filing.
- Law Offices of Brent H Blakely Inc Defined Benefit Pension Plan end-of-year assets fell from $648K in the plan year 2022 filing to $627K in the plan year 2023 filing.
Published 5500 schedule card
Filing strip 954771000 · Law Offices of Brent H Blakely Inc PY 2023 · Defined Benefit (Pension)
Law Offices of Brent H Blakely Inc Defined Benefit Pension Plan · $627K · 5 · 20th
- EOY $627K
- EOY 5
- EOY 20th
- EOY Defined Benefit (Pension)
- EOY near Bokser Dental Cash Balance Plan
- EOY ind #3002
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 →
Law Offices of Brent H Blakely Inc Defined Benefit Pension Plan in the asset neighbourhood
Filing particulars (2023)
| Total Assets (Beginning of Year) | $648K |
|---|---|
| Net Assets (End of Year) | $627K |
| Net Income | -$20K |
| Employer EIN | 954771000 |
| Plan Effective Date | 2019-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Law Offices of Brent H Blakely Inc)
Sponsor-wide plan assets over time
All Law Offices of Brent H Blakely Inc plans reported in each filing year
- Latest sponsor-wide plan assets
- $751K 3.1854752434154725% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 12 | $776K |
| 2023 | 2 | 10 | $751K |
| 2024 | 2 | 12 | $751K |
Nearby Defined Benefit (Pension) Plans in California
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- Kaiser Permanente Retirement Plan $33.5B · 127,356
- Pacific Gas and Electric Company Retirement Plan $21.4B · 22,914
- Pacific Gas and Electric Company Retirement Plan $18.0B · 25,647
- Retirement Plan for Physicians and Salaried Employees of the Permanente Medical Group, Inc. $10.8B · 19,545
- Disney Salaried Pension Plan D $10.1B · 10,813
Law Offices of Brent H Blakely 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 Bokser Dental Cash Balance Plan in NY ($628K); by covered participants it is Suncoast Industries, Inc. Defined Benefit Pension Plan and Trust in FL (5 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($627K here).
Similar participant headcount
Nearest other-state filings by covered participants (5 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.