Defined Benefit (Pension) · DOL Form 5500 · 2023

Keker, Van Nest & Peters LLP Pension Plan

Data updated 2026-08-25

$13M
Total assets Small plan by assets
107
Participants Small participant base
64th
Percentile by assets National rank
$119,115
Avg per participant Near avg balance/head
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Official DOL plan name: Keker, Van Nest & Peters LLP Cash Balance Plan · Sponsored by Keker, Van Nest & Peters LLP · California · Professional & Technical Services

$13M in assets, 107 participants

Keker, Van Nest & Peters LLP's Keker, Van Nest & Peters LLP Cash Balance Plan reported $13M in total assets and 107 participants in its 2023 DOL Form 5500 filing, ranking in the 64th 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.

  • #12,793 in Professional & Technical Services (20,321 peers)

Coverage in California

Keker, Van Nest & Peters LLP Cash Balance Plan covers 107 participants in California, about 17% of the average California filer (state average ~630 per filing). Assets: $13M.

#12,793
in Professional & Technical Services (20,321 peers)
+0.6%
assets growth YoY

Keker, Van Nest & Peters LLP Cash Balance Plan's mid-pack asset rank among Professional & Technical Services and all filers

Keker, Van Nest & Peters LLP Cash Balance Plan vs every filed plan by assets

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

$12,745,320 Top 36% higher than 64% 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

Keker, Van Nest & Peters LLP Cash Balance Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Keker, Van Nest & Peters LLP Cash Balance Plan sits mid-pack in the medium band (107 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Keker, Van Nest & Peters LLP Cash Balance Plan reported net income rose from -$143K in the plan year 2022 filing to $42K in the plan year 2023 filing.
  • Keker, Van Nest & Peters LLP Cash Balance Plan reported participants rose from 105 in the plan year 2022 filing to 107 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 942789810 · Keker, Van Nest & Peters LLP PY 2023 · Defined Benefit (Pension)

Keker, Van Nest & Peters LLP Cash Balance Plan · $13M · 107 · 64th

  • PART $13M
  • TYPE 107
  • NET 64th
  • BOOK Defined Benefit (Pension)
  • VS-ST near Iatse , Mpt, a & Ac of the U.S. and Canada Local No. 46 Pension Plan
  • BOY ind #12793

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 →

Keker, Van Nest & Peters LLP Cash Balance Plan in the asset neighbourhood

Retirement Income Agreement Between the Aventics Corporation and the International Brotherhood of Teamsters Local 651Retirement Income Agreement …$13MTampa Banana Handlers Pension PlanTampa Banana Handlers Pensio…$13MKeker, Van Nest & Peters LLP Cash Balance PlanKeker, Van Nest & Peters LLP…$13MIatse , Mpt, a & Ac of the U.S. and Canada Local No. 46 Pension PlanIatse , Mpt, a & Ac of the U…$13MRetirement Fund of Local 1482 Paint and Allied Products ManufacturersRetirement Fund of Local 148…$13M
End-of-year total assets ($M) among Keker, Van Nest & Peters LLP Cash Balance Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

California filing particulars

Total Assets (Beginning of Year)$13M
Net Assets (End of Year)$13M
Net Income$42K
Employer EIN942789810
Plan Effective Date2009-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Keker, Van Nest & Peters LLP)

Sponsor-wide plan assets over time

All Keker, Van Nest & Peters LLP plans reported in each filing year

Latest sponsor-wide plan assets
$128M 13.779704210017352% vs 2022
2024 filing year
$110M$120M$130M$140M 202220232024 $112M $128M ▲ +13.8%
Year Plans Participants Total Assets
2022 3 292 $112M
2023 3 306 $130M
2024 3 319 $128M

Nearby Defined Benefit (Pension) Plans in California

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

Keker, Van Nest & Peters LLP Cash Balance Plan vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -10010203040 Total assets ($B) Participants Keker, Van Nest & Peters LLP Cash Balance Plan, Total assets ($B): 0.01274532 · Participants: 107Keker, Van Nest & Peters LLP 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
Keker, Van Nest & Peters LLP Cash Balance Plan vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants
Compare Keker, Van Nest & Peters LLP Cash Balance Plan side-by-side with 3 peers →

Keker, Van Nest & Peters LLP 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 Iatse , Mpt, a & Ac of the U.S. and Canada Local No. 46 Pension Plan in TN ($13M); by covered participants it is Trimas Corporation Union Employees Pension Plan in MI (107 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (107 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 Keker, Van Nest & Peters LLP Cash Balance Plan assets move in 2023? ▼
Keker, Van Nest & Peters LLP Cash Balance Plan held essentially flat - up 0.6% during 2023, from $13M to $13M. Reported net income was $42K.
How have Keker, Van Nest & Peters LLP plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Keker, Van Nest & Peters LLP's sponsor-wide assets grew 13.8%, from $112M to $128M.
Which Defined Benefit (Pension) plans are similar in size to Keker, Van Nest & Peters LLP Cash Balance Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Iatse , Mpt, a & Ac of the U.S. and Canada Local No. 46 Pension Plan in TN ($13M, 215 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Keker, Van Nest & Peters LLP Cash Balance Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Trimas Corporation Union Employees Pension Plan in MI (107 participants, $10M 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 942789810.

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.