Defined Benefit (Pension) · DOL Form 5500 · 2023

M Squared Resources Pension Plan

Data updated 2026-08-25

$756K
Total assets Small plan by assets: 2
Participants Small participant base: 21st
Percentile by assets National rank: $378,144
Avg per participant High balance/head

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Official DOL plan name: M Squared Resources Defined Benefit Pension Plan · Sponsored by M Squared Resources · California · Administrative & Support Services

$756K in assets, 2 participants

M Squared Resources's M Squared Resources Defined Benefit Pension Plan reported $756K in total assets and 2 participants in its 2023 DOL Form 5500 filing, ranking in the 21st 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.

#1,904 in Administrative & Support Services (4,372 peers)

Administrative & Support Services sector rank

Within Administrative & Support Services, M Squared Resources Defined Benefit Pension Plan ranks #1,904 of 4,372 2023 filers by assets (3815% of the sector average)-$756K for 2 participants.

#1,904
in Administrative & Support Services (4,372 peers): -12.3%
assets change YoY

The plan reported a net loss of $104K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

M Squared Resources Defined Benefit Pension Plan among the smaller filed plans by assets

M Squared Resources Defined Benefit Pension Plan vs every filed plan by assets

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

$756,287 21st percentile higher than 21% 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

M Squared Resources 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. M Squared Resources Defined Benefit Pension Plan is a micro filing (2 participants), the leftmost band.

Micro (1-10) 35,718 filings (27%) Small (11-100) 27,089 filings (21%) Medium (101-1,000) 55,445 filings (43%) Large (1,001-10,000) 10,273 filings (8%) Mega (10,000+) 1,374 filings (1%)

M Squared Resources Defined Benefit Pension Plan reported net income fell from -$82K in the plan year 2022 filing to -$104K in the plan year 2023 filing.
M Squared Resources Defined Benefit Pension Plan end-of-year assets fell from $863K in the plan year 2022 filing to $756K in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 465684721 · M Squared Resources PY 2023 · Defined Benefit (Pension)

M Squared Resources Defined Benefit Pension Plan · $756K · 2 · 21st

BOOK $756K
VS-ST 2
BOY 21st
SCH Defined Benefit (Pension)
EBSA near Gel Spice Co., Inc. Union Pension Plan
PART ind #1904

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 Administrative & Support Services retirement plans → · Plans in California →

End-of-year total assets ($M) among M Squared Resources Defined Benefit Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Administrative & Support Services filing particulars

Total Assets (Beginning of Year)	$863K
Net Assets (End of Year)	$656K
Net Income	-$104K
Employer EIN	465684721
Plan Effective Date	2007-01-01
Filing Status	FILING RECEIVED

Sponsor Plan History (M Squared Resources)

Latest sponsor-wide plan assets: $756K 12.347579173065222% vs 2022; 2023 filing year

Year	Plans	Participants	Total Assets
2022	1	2	$863K
2023	1	2	$756K

Nearby Defined Benefit (Pension) Plans in California

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

M Squared Resources Defined Benefit Pension Plan vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants

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

Compare M Squared Resources Defined Benefit Pension Plan side-by-side with 3 peers →

M Squared Resources 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 Gel Spice Co., Inc. Union Pension Plan in NJ ($756K); by covered participants it is Lipsius-Benhaim Law LLP Cash Balance Plan in NY (2 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($756K here).

Gel Spice Co., Inc. Union Pension Plan (NJ) $756K · 202
Mark H. Miller, Self-Employed Defined Benefit Pension Plan (NY) $762K · 5
Architextural Building Supplies, Inc. Pension Plan (NY) $764K · 5
Oddworld Inhabitants Inc Defined Benefit Pension Plan (AZ) $747K · 2

Similar participant headcount

Nearest other-state filings by covered participants (2 participants); asset peers above are excluded.

Lipsius-Benhaim Law LLP Cash Balance Plan (NY) 2 · 0 off
Cavallo Chiropractic Clinic, P.C. Defined Benefit Pension Plan (PA) 2 · 0 off
Sterling Builder Group, Inc. DB Plan (GA) 2 · 0 off
Sham M. Vengurlekar, M.D., P.C. Defined Benefit Pension Plan (AZ) 2 · 0 off

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 M Squared Resources Defined Benefit Pension Plan assets move in 2023? ▼

M Squared Resources Defined Benefit Pension Plan pulled back noticeably - down 12.3% during 2023, from $863K to $756K. Reported net income was -$104K.

How have M Squared Resources plan assets changed over time? ▼

Across 2 plan years on file (2022-2023), M Squared Resources's sponsor-wide assets declined 12.3%, from $863K to $756K.

Where does M Squared Resources Defined Benefit Pension Plan rank by assets among Form 5500 filers? ▼

M Squared Resources Defined Benefit Pension Plan ranks in the 21st percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).

Which Defined Benefit (Pension) plans are similar in size to M Squared Resources Defined Benefit Pension Plan? ▼

Among Defined Benefit (Pension) plans in other states, the closest by assets is Gel Spice Co., Inc. Union Pension Plan in NJ ($756K, 202 participants).

Which Defined Benefit (Pension) plans cover a similar participant headcount to M Squared Resources Defined Benefit Pension Plan? ▼

Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Lipsius-Benhaim Law LLP Cash Balance Plan in NY (2 participants, $7K 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 465684721.