Defined Benefit (Pension) · DOL Form 5500 · 2023
Sean H Moshiri & Associates an Accountancy Corporation Pension Plan
Data updated 2026-08-25
- $5M
- Total assets Small plan by assets
- 3
- Participants Small participant base
- 45th
- Percentile by assets National rank
- $1.7M
- Avg per participant High balance/head
Official DOL plan name: Sean H Moshiri & Associates Defined Benefit Plan and Trust · Sponsored by Sean H Moshiri & Associates an Accountancy Corporation · California · Professional & Technical Services
$5M in assets, 3 participants
Sean H Moshiri & Associates an Accountancy Corporation's Sean H Moshiri & Associates Defined Benefit Plan and Trust reported $5M in total assets and 3 participants in its 2023 DOL Form 5500 filing, ranking in the 45th 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.
- #8,674 in Professional & Technical Services (20,321 peers)
Sean H Moshiri & Associates an Accountancy Corporation multi-year trail
Sean H Moshiri & Associates an Accountancy Corporation's plans moved +18.9% in assets from 2022 to 2024; this filing shows Sean H Moshiri & Associates Defined Benefit Plan and Trust at $5M / 3 participants.
- #8,674
- in Professional & Technical Services (20,321 peers)
- +4.9%
- assets growth YoY
Sean H Moshiri & Associates Defined Benefit Plan and Trust's mid-pack asset rank among Professional & Technical Services and all filers
Sean H Moshiri & Associates Defined Benefit Plan and Trust vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$5,123,482 45th percentile higher than 45% 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
Sean H Moshiri & Associates Defined Benefit Plan and Trust among micro filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Sean H Moshiri & Associates Defined Benefit Plan and Trust is a micro filing (3 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Sean H Moshiri & Associates Defined Benefit Plan and Trust reported net income rose from $138K in the plan year 2022 filing to $239K in the plan year 2023 filing.
- Sean H Moshiri & Associates Defined Benefit Plan and Trust end-of-year assets rose from $5M in the plan year 2022 filing to $5M in the plan year 2023 filing.
Published 5500 schedule card
Filing strip 954683143 · Sean H Moshiri & Associates an Accountancy Corporation PY 2023 · Defined Benefit (Pension)
Sean H Moshiri & Associates Defined Benefit Plan and Trust · $5M · 3 · 45th
- PART $5M
- TYPE 3
- NET 45th
- BOOK Defined Benefit (Pension)
- VS-ST near X-Ray Associates of New Mexico, PC Cash Balance Pension Plan & Trust
- BOY ind #8674
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 →
Sean H Moshiri & Associates Defined Benefit Plan and Trust in the asset neighbourhood
Sean H Moshiri & Associates an Accountancy Corporation multi-year asset trail
Sponsor-wide plan assets over time
All Sean H Moshiri & Associates an Accountancy Corporation plans reported in each filing year
- Latest sponsor-wide plan assets
- $9M 18.921970535859717% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 6 | $7M |
| 2023 | 2 | 6 | $8M |
| 2024 | 2 | 8 | $9M |
Sean H Moshiri & Associates an Accountancy Corporation filing trail (2023)
| Total Assets (Beginning of Year) | $5M |
|---|---|
| Net Assets (End of Year) | $5M |
| Net Income | $239K |
| Employer EIN | 954683143 |
| Plan Effective Date | 2002-01-01 |
| Filing Status | FILING RECEIVED |
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
Sean H Moshiri & Associates Defined Benefit Plan and Trust's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside California, the nearest Defined Benefit (Pension) by assets is X-Ray Associates of New Mexico, PC Cash Balance Pension Plan & Trust in NM ($5M); by covered participants it is Cape Cod Management, LLC Defined Benefit Pension Plan in TX (3 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($5M here).
- X-Ray Associates of New Mexico, PC Cash Balance Pension Plan & Trust (NM) $5M · 227
- Adient Production Employees Pension Fund (MI) $5M · 147
- The Retirement Plan of Merchants & Farmers Bank & Trust Company (LA) $5M · 21
- Lancaster Glass Corporation Union Employees Retirement Benefit Plan (OH) $5M · N/A
Similar participant headcount
Nearest other-state filings by covered participants (3 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.