Defined Benefit (Pension) · DOL Form 5500 · 2023

Ebms, Inc. Dba Hermes Wealth Strategies Pension Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
5
Participants Small participant base
33rd
Percentile by assets National rank
$490,360
Avg per participant High balance/head
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Official DOL plan name: Ebms, Inc. Dba Hermes Wealth Strategies Cash Balance Pension Plan · Sponsored by Ebms, Inc. Dba Hermes Wealth Strategies · California · Finance & Insurance

$2M in assets, 5 participants

Ebms, Inc. Dba Hermes Wealth Strategies's Ebms, Inc. Dba Hermes Wealth Strategies Cash Balance Pension Plan reported $2M in total assets and 5 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.

  • #2,016 in Finance & Insurance (8,869 peers)

Ebms, Inc. Dba Hermes Wealth Strategies multi-year trail

Ebms, Inc. Dba Hermes Wealth Strategies's plans moved +62.1% in assets from 2022 to 2023; this filing shows Ebms, Inc. Dba Hermes Wealth Strategies Cash Balance Pension Plan at $2M / 5 participants.

#2,016
in Finance & Insurance (8,869 peers)
+62.1%
assets growth YoY

Ebms, Inc. Dba Hermes Wealth Strategies Cash Balance Pension Plan among the smaller filed plans by assets

Ebms, Inc. Dba Hermes Wealth Strategies Cash Balance Pension Plan vs every filed plan by assets

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

$2,451,799 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

Ebms, Inc. Dba Hermes Wealth Strategies Cash Balance 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. Ebms, Inc. Dba Hermes Wealth Strategies Cash Balance Pension Plan is a micro filing (5 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Ebms, Inc. Dba Hermes Wealth Strategies Cash Balance Pension Plan reported net income rose from $328K in the plan year 2022 filing to $940K in the plan year 2023 filing.
  • Ebms, Inc. Dba Hermes Wealth Strategies Cash Balance 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 →

Plan-year Form 5500 strip

Filing strip 273354125 · Ebms, Inc. Dba Hermes Wealth Strategies PY 2023 · Defined Benefit (Pension)

Ebms, Inc. Dba Hermes Wealth Strategies Cash Balance Pension Plan · $2M · 5 · 33rd

  • PHOTO $2M
  • IND 5
  • EOY 33rd
  • 5500 Defined Benefit (Pension)
  • ASSETS near Electric Cities of Georgia, Inc. Retirement Plan
  • PCT ind #2016

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 →

Ebms, Inc. Dba Hermes Wealth Strategies Cash Balance Pension Plan in the asset neighbourhood

Ebms, Inc. Dba Hermes Wealth Strategies Cash Balance Pension PlanEbms, Inc. Dba Hermes Wealth…$2MElectric Cities of Georgia, Inc. Retirement PlanElectric Cities of Georgia, …$2MP & M Electrical Contracting Corp. Defined Benefit PlanP & M Electrical Contracting…$2MJosiane Lederman, M. D. , P. C. Cash Balance PlanJosiane Lederman, M. D. , P.…$2MRetirement Plan for Employees of Bethesda Health Group, Inc.Retirement Plan for Employee…$2M
End-of-year total assets ($M) among Ebms, Inc. Dba Hermes Wealth Strategies Cash Balance Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Ebms, Inc. Dba Hermes Wealth Strategies multi-year asset trail

Sponsor-wide plan assets over time

All Ebms, Inc. Dba Hermes Wealth Strategies plans reported in each filing year

Latest sponsor-wide plan assets
$2M 62.14625971585044% vs 2022
2023 filing year
$1M$1.5M$2M$2.5M$3M 20222023 $1.51M $2.45M ▲ +62.3%
Year Plans Participants Total Assets
2022 1 5 $2M
2023 1 5 $2M

Ebms, Inc. Dba Hermes Wealth Strategies filing trail (2023)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income$940K
Employer EIN273354125
Plan Effective Date2010-01-01
Filing StatusFILING RECEIVED

Nearby Defined Benefit (Pension) Plans in California

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

Ebms, Inc. Dba Hermes Wealth Strategies Cash Balance Pension Plan vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -10010203040 Total assets ($B) Participants Ebms, Inc. Dba Hermes Wealth Strategies Cash Balance Pension Plan, Total assets ($B): 0.002451799 · Participants: 5Ebms, Inc. Dba Hermes Wealth Strategies Cash Balance 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
Ebms, Inc. Dba Hermes Wealth Strategies Cash Balance Pension Plan vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants
Compare Ebms, Inc. Dba Hermes Wealth Strategies Cash Balance Pension Plan side-by-side with 3 peers →

Ebms, Inc. Dba Hermes Wealth Strategies Cash Balance Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside California, the nearest Defined Benefit (Pension) by assets is Electric Cities of Georgia, Inc. Retirement Plan in GA ($2M); 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.

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.

Frequently Asked Questions

How did Ebms, Inc. Dba Hermes Wealth Strategies Cash Balance Pension Plan assets move in 2023? ▼
Ebms, Inc. Dba Hermes Wealth Strategies Cash Balance Pension Plan surged - up 62.1% during 2023, from $2M to $2M. Reported net income was $940K.
How have Ebms, Inc. Dba Hermes Wealth Strategies plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), Ebms, Inc. Dba Hermes Wealth Strategies's sponsor-wide assets grew 62.1%, from $2M to $2M.
Which Defined Benefit (Pension) plans are similar in size to Ebms, Inc. Dba Hermes Wealth Strategies Cash Balance Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Electric Cities of Georgia, Inc. Retirement Plan in GA ($2M, 15 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Ebms, Inc. Dba Hermes Wealth Strategies Cash Balance Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Suncoast Industries, Inc. Defined Benefit Pension Plan and Trust in FL (5 participants, $1M 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 273354125.

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.