Defined Benefit (Pension) · DOL Form 5500 · 2022

Fuerst Group, Inc. Pension Plan

Data updated 2026-08-25

$25M
Total assets Small plan by assets
40
Participants Small participant base
80th
Percentile by assets National rank
$621,148
Avg per participant High balance/head
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Official DOL plan name: Fuerst Group Pension Plan · Sponsored by Fuerst Group, Inc. · California · Wholesale Trade

$25M in assets, 40 participants

Fuerst Group, Inc.'s Fuerst Group Pension Plan reported $25M in total assets and 40 participants in its 2022 DOL Form 5500 filing, ranking in the 80th 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.

  • #5,427 in Wholesale Trade (6,843 peers)

Where Fuerst Group Pension Plan sits by assets

Fuerst Group Pension Plan sits in the top quartile of all filed plans by assets, $25M for 40 participants (~$621,148/participant), up 26.1% in 2022.

#5,427
in Wholesale Trade (6,843 peers)
+26.1%
assets growth YoY
0.2×
vs typical plan assets (national mean)

Fuerst Group Pension Plan's outsized position by total assets

Fuerst Group Pension Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$24,845,911 Top 20% higher than 80% of 139,123 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 2022

Fuerst Group Pension Plan among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Fuerst Group Pension Plan is a small filing (40 participants) on this national headcount ladder.

Plan-year Form 5500 strip

Filing strip 942943765 · Fuerst Group, Inc. PY 2022 · Defined Benefit (Pension)

Fuerst Group Pension Plan · $25M · 40 · 80th

  • EOY $25M
  • EOY 40
  • EOY 80th
  • EOY Defined Benefit (Pension)
  • EOY near Bank of Ireland Group U.S. Retirement Plan
  • EOY ind #5427

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 Wholesale Trade retirement plans → · Plans in California →

Fuerst Group Pension Plan in the asset neighbourhood

Entergy Corporation Cash Balance Plan for Bargaining EmployeesEntergy Corporation Cash Bal…$25MKennedy Valve Factory Employees Pension PlanKennedy Valve Factory Employ…$25MFuerst Group Pension Plan$25MBank of Ireland Group U.S. Retirement PlanBank of Ireland Group U.S. R…$25MRoofers Local No. 88 Pension FundRoofers Local No. 88 Pension…$25M
End-of-year total assets ($M) among Fuerst Group Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$20M
Net Assets (End of Year)$25M
Net Income$5M
Employer EIN942943765
Plan Effective Date2005-12-31
Filing StatusFILING RECEIVED

Sponsor Plan History (Fuerst Group, Inc.)

Sponsor-wide plan assets over time

All Fuerst Group, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$63M 10.440434516854124% vs 2022
2024 filing year
$60M$70M$80M$90M 202220232024 $70.9M $63.5M ▼ -10.4%
Year Plans Participants Total Assets
2022 2 557 $71M
2023 2 598 $81M
2024 1 484 $63M

Nearby Defined Benefit (Pension) Plans in California

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

Fuerst Group Pension Plan vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -10010203040 Total assets ($B) Participants Fuerst Group Pension Plan, Total assets ($B): 0.024845911 · Participants: 40Fuerst Group Pension PlanKaiser Permanente Retirement Plan, Total assets ($B): 31.853758931 · Participants: 126331Kaiser Permanente Retirement PlanPacific Gas and Electric Company Retirement Plan, Total assets ($B): 17.05949917 · Participants: 25709Pacific Gas and Electric Company Retirement PlanRetirement Plan for Physicians and Salaried Employees of the Permanente Medical Group, Inc., Total assets ($B): 10.381485239 · Participants: 19326Retirement Plan for Physicians and Salaried Employees of the Permanente Medical Group, Inc.Disney Salaried Pension Plan D, Total assets ($B): 9.228005463 · Participants: 11405Disney Salaried Pension Plan DWells Fargo & Company Cash Balance Plan, Total assets ($B): 8.784432859 · Participants: 59141Wells Fargo & Company Cash Balance Plan
Fuerst Group Pension Plan vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants
Compare Fuerst Group Pension Plan side-by-side with 3 peers →

Fuerst Group Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside California, the nearest Defined Benefit (Pension) by assets is Bank of Ireland Group U.S. Retirement Plan in CT ($25M); by covered participants it is Employees' Retirement Plan of Sterling Insurance Company in NY (40 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (40 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Fuerst Group Pension Plan assets move in 2022? ▼
Fuerst Group Pension Plan grew sharply - up 26.1% during 2022, from $20M to $25M. Reported net income was $5M.
How have Fuerst Group, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Fuerst Group, Inc.'s sponsor-wide assets declined 10.4%, from $71M to $63M.
Where does Fuerst Group Pension Plan rank by assets among Form 5500 filers? ▼
Fuerst Group Pension Plan ranks in the 80th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to Fuerst Group Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Bank of Ireland Group U.S. Retirement Plan in CT ($25M, 3 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Fuerst Group Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Employees' Retirement Plan of Sterling Insurance Company in NY (40 participants, $18M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 942943765.

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.