Defined Benefit (Pension) · DOL Form 5500 · 2023

Yuan Zan Jessie Shaw Pension Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
1
Participants Small participant base
37th
Percentile by assets National rank
$3.3M
Avg per participant High balance/head
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Official DOL plan name: Yuan Zan Jessie Shaw Defined Benefit Pension Plan · Sponsored by Yuan Zan Jessie Shaw · California · Professional & Technical Services

$3M in assets, 1 participants

Yuan Zan Jessie Shaw's Yuan Zan Jessie Shaw Defined Benefit Pension Plan reported $3M in total assets and 1 participant in its 2023 DOL Form 5500 filing, ranking in the 37th 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.

  • #6,985 in Professional & Technical Services (20,321 peers)

Yuan Zan Jessie Shaw multi-year trail

Yuan Zan Jessie Shaw's plans moved +17.8% in assets from 2022 to 2024; this filing shows Yuan Zan Jessie Shaw Defined Benefit Pension Plan at $3M / 1 participant.

#6,985
in Professional & Technical Services (20,321 peers)
+14.0%
assets growth YoY

Yuan Zan Jessie Shaw Defined Benefit Pension Plan's mid-pack asset rank among Professional & Technical Services and all filers

Yuan Zan Jessie Shaw Defined Benefit Pension Plan vs every filed plan by assets

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

$3,349,473 37th percentile higher than 37% 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

Yuan Zan Jessie Shaw 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. Yuan Zan Jessie Shaw Defined Benefit Pension Plan is a micro filing (1 participant), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Yuan Zan Jessie Shaw Defined Benefit Pension Plan reported net income rose from -$271K in the plan year 2022 filing to $413K in the plan year 2023 filing.
  • Yuan Zan Jessie Shaw Defined Benefit Pension Plan reported participants fell from 3 in the plan year 2022 filing to 1 in the plan year 2023 filing.
  • Yuan Zan Jessie Shaw Defined Benefit Pension Plan end-of-year assets rose from $3M in the plan year 2022 filing to $3M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 954386687 · Yuan Zan Jessie Shaw PY 2023 · Defined Benefit (Pension)

Yuan Zan Jessie Shaw Defined Benefit Pension Plan · $3M · 1 · 37th

  • PCT $3M
  • PCT 1
  • PCT 37th
  • PCT Defined Benefit (Pension)
  • PCT near Foss Nirsystems, Inc. Retirement Plan
  • PCT ind #6985

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 →

Yuan Zan Jessie Shaw Defined Benefit Pension Plan in the asset neighbourhood

Emd Serono, Inc. Employees Retirement PlanEmd Serono, Inc. Employees R…$3MYuan Zan Jessie Shaw Defined Benefit Pension PlanYuan Zan Jessie Shaw Defined…$3MFoss Nirsystems, Inc. Retirement PlanFoss Nirsystems, Inc. Retire…$3MShoaib a Hashmi Md PA Defined Benefit PlanShoaib a Hashmi Md PA Define…$3MCascade Eye & Skin Centers, P.C. Cash Balance PlanCascade Eye & Skin Centers, …$3M
End-of-year total assets ($M) among Yuan Zan Jessie Shaw Defined Benefit Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Yuan Zan Jessie Shaw multi-year asset trail

Sponsor-wide plan assets over time

All Yuan Zan Jessie Shaw plans reported in each filing year

Latest sponsor-wide plan assets
$5M 17.757104667517396% vs 2022
2024 filing year
$4M$4.5M$5M$5.5M 202220232024 $4.29M $5.06M ▲ +17.9%
Year Plans Participants Total Assets
2022 2 4 $4M
2023 2 2 $5M
2024 2 2 $5M

Yuan Zan Jessie Shaw filing trail (2023)

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$3M
Net Income$413K
Employer EIN954386687
Plan Effective Date2001-01-01
Filing StatusFILING RECEIVED

Nearby Defined Benefit (Pension) Plans in California

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

Yuan Zan Jessie Shaw Defined Benefit Pension Plan vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -10010203040 Total assets ($B) Participants Yuan Zan Jessie Shaw Defined Benefit Pension Plan, Total assets ($B): 0.003349473 · Participants: 1Yuan Zan Jessie Shaw Defined Benefit 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
Yuan Zan Jessie Shaw Defined Benefit Pension Plan vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants
Compare Yuan Zan Jessie Shaw Defined Benefit Pension Plan side-by-side with 3 peers →

Yuan Zan Jessie Shaw 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 Foss Nirsystems, Inc. Retirement Plan in MN ($3M); by covered participants it is Retirement Plan for Employees of American Institute of Marine Underwriters in NY (1 participant). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1 participant); 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 Yuan Zan Jessie Shaw Defined Benefit Pension Plan assets move in 2023? ▼
Yuan Zan Jessie Shaw Defined Benefit Pension Plan grew at a solid clip - up 14.0% during 2023, from $3M to $3M. Reported net income was $413K.
How have Yuan Zan Jessie Shaw plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Yuan Zan Jessie Shaw's sponsor-wide assets grew 17.8%, from $4M to $5M.
Which Defined Benefit (Pension) plans are similar in size to Yuan Zan Jessie Shaw Defined Benefit Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Foss Nirsystems, Inc. Retirement Plan in MN ($3M, N/A participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Yuan Zan Jessie Shaw Defined Benefit Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Retirement Plan for Employees of American Institute of Marine Underwriters in NY (1 participant, N/A 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 954386687.

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.