Defined Benefit (Pension) · DOL Form 5500 · 2023

Fish & Richardson, P.C. Pension Plan

Data updated 2026-08-25

$146M
Total assets Near avg plan size
131
Participants Small participant base
93rd
Percentile by assets National rank
$1.1M
Avg per participant High balance/head
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Official DOL plan name: Fish & Richardson Principals' Cash Balance Plan · Sponsored by Fish & Richardson, P.C. · Minnesota · Professional & Technical Services

$146M in assets, 131 participants

Fish & Richardson, P.C.'s Fish & Richardson Principals' Cash Balance Plan reported $146M in total assets and 131 participants in its 2023 DOL Form 5500 filing, ranking in the 93rd 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.

  • #19,221 in Professional & Technical Services (20,321 peers)

Coverage in Minnesota

Fish & Richardson Principals' Cash Balance Plan covers 131 participants in Minnesota, about 12% of the average Minnesota filer (state average ~1,126 per filing). Assets: $146M.

#19,221
in Professional & Technical Services (20,321 peers)
+5.7%
assets growth YoY
1.5×
vs typical plan assets (national mean)

Fish & Richardson Principals' Cash Balance Plan's outsized position by total assets

Fish & Richardson Principals' Cash Balance Plan vs every filed plan by assets

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

$145,646,709 Top 7% higher than 93% 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

Fish & Richardson Principals' 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. Fish & Richardson Principals' Cash Balance Plan sits mid-pack in the medium band (131 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Fish & Richardson Principals' Cash Balance Plan reported net income rose from $994K in the plan year 2022 filing to $8M in the plan year 2023 filing.
  • Fish & Richardson Principals' Cash Balance Plan end-of-year assets rose from $138M in the plan year 2022 filing to $146M in the plan year 2023 filing.
  • Fish & Richardson Principals' Cash Balance Plan reported participants rose from 126 in the plan year 2022 filing to 131 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 043254521 · Fish & Richardson, P.C. PY 2023 · Defined Benefit (Pension)

Fish & Richardson Principals' Cash Balance Plan · $146M · 131 · 93rd

  • IND $146M
  • EOY 131
  • 5500 93rd
  • ASSETS Defined Benefit (Pension)
  • PCT near Mclaren St. Luke's Retirement Plan
  • EIN ind #19221

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 Minnesota →

Fish & Richardson Principals' Cash Balance Plan in the asset neighbourhood

U.a.P.P. Local Union No.142 Pension PlanU.a.P.P. Local Union No.142 …$146MLiberty Bank Pension Plan$146MFish & Richardson Principals' Cash Balance PlanFish & Richardson Principals…$146MMclaren St. Luke's Retirement PlanMclaren St. Luke's Retiremen…$146MMarin General Hospital Retirement PlanMarin General Hospital Retir…$145M
End-of-year total assets ($M) among Fish & Richardson Principals' Cash Balance Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Minnesota filing particulars

Total Assets (Beginning of Year)$138M
Net Assets (End of Year)$146M
Net Income$8M
Employer EIN043254521
Plan Effective Date2001-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Fish & Richardson, P.C.)

Sponsor-wide plan assets over time

All Fish & Richardson, P.C. plans reported in each filing year

Latest sponsor-wide plan assets
$827M 27.184456195306574% vs 2022
2024 filing year
$600M$700M$800M$900M 202220232024 $650M $827M ▲ +27.2%
Year Plans Participants Total Assets
2022 3 1,284 $650M
2023 3 1,300 $748M
2024 3 1,316 $827M

Nearby Defined Benefit (Pension) Plans in Minnesota

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

Fish & Richardson Principals' Cash Balance Plan vs. nearby Defined Benefit (Pension) plans in Minnesota, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -5051015 Total assets ($B) Participants Fish & Richardson Principals' Cash Balance Plan, Total assets ($B): 0.145646709 · Participants: 131Fish & Richardson Principals' Cash Balance Plan3M Employee Retirement Income Plan, Total assets ($B): 14.281991028 · Participants: 106383M Employee Retirement Income PlanMayo Pension Plan, Total assets ($B): 11.032936702 · Participants: 69155Mayo Pension PlanThe Travelers Pension Plan, Total assets ($B): 4.150985971 · Participants: 24884The Travelers Pension PlanGeneral Mills Pension Plan I, Total assets ($B): 3.991064596 · Participants: 383General Mills Pension Plan IU.S. Bank Pension Plan, Total assets ($B): 3.969502742 · Participants: 56287U.S. Bank Pension Plan
Fish & Richardson Principals' Cash Balance Plan vs. nearby Defined Benefit (Pension) plans in Minnesota, assets vs. participants
Compare Fish & Richardson Principals' Cash Balance Plan side-by-side with 3 peers →

Fish & Richardson Principals' Cash Balance Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Minnesota, the nearest Defined Benefit (Pension) by assets is Mclaren St. Luke's Retirement Plan in MI ($146M); by covered participants it is Northwestern Energy Sd/Ne Pension Plan in MT (131 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($146M here).

Similar participant headcount

Nearest other-state filings by covered participants (131 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 Fish & Richardson Principals' Cash Balance Plan assets move in 2023? ▼
Fish & Richardson Principals' Cash Balance Plan grew at a solid clip - up 5.7% during 2023, from $138M to $146M. Reported net income was $8M.
How have Fish & Richardson, P.C. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Fish & Richardson, P.C.'s sponsor-wide assets grew 27.2%, from $650M to $827M.
Where does Fish & Richardson Principals' Cash Balance Plan rank by assets among Form 5500 filers? ▼
Fish & Richardson Principals' Cash Balance Plan ranks in the 93rd percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to Fish & Richardson Principals' Cash Balance Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Mclaren St. Luke's Retirement Plan in MI ($146M, 240 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Fish & Richardson Principals' Cash Balance Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Northwestern Energy Sd/Ne Pension Plan in MT (131 participants, $56M 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 043254521.

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.