Defined Benefit (Pension) · DOL Form 5500 · 2023

Hertz Lichtenstein & Young, L.L.P. Pension Plan

Data updated 2026-08-25

$827K
Total assets Small plan by assets
N/A
Participants Small participant base
22nd
Percentile by assets National rank
PlainRetire home → About this data RSS: change history

Official DOL plan name: Hertz Lichtenstein & Young, L.L.P. Cash Balance Plan · Sponsored by Hertz Lichtenstein & Young, L.L.P. · California · Professional & Technical Services

$827K in assets, N/A participants

Hertz Lichtenstein & Young, L.L.P.'s Hertz Lichtenstein & Young, L.L.P. Cash Balance Plan reported $827K in total assets and N/A participants in its 2023 DOL Form 5500 filing, ranking in the 22nd 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.

  • #3,482 in Professional & Technical Services (20,321 peers)

Hertz Lichtenstein & Young, L.L.P. multi-year trail

Hertz Lichtenstein & Young, L.L.P.'s plans moved -73.9% in assets from 2022 to 2023; this filing shows Hertz Lichtenstein & Young, L.L.P. Cash Balance Plan at $827K / N/A participants.

#3,482
in Professional & Technical Services (20,321 peers)
-73.9%
assets change YoY

The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Hertz Lichtenstein & Young, L.L.P. Cash Balance Plan among the smaller filed plans by assets

Hertz Lichtenstein & Young, L.L.P. Cash Balance Plan vs every filed plan by assets

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

$827,089 22nd percentile higher than 22% 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

Filed plans by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Hertz Lichtenstein & Young, L.L.P. Cash Balance Plan reported net income fell from -$291K in the plan year 2022 filing to -$2M in the plan year 2023 filing.
  • Hertz Lichtenstein & Young, L.L.P. Cash Balance Plan end-of-year assets fell from $3M in the plan year 2022 filing to $827K in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 954802590 · Hertz Lichtenstein & Young, L.L.P. PY 2023 · Defined Benefit (Pension)

Hertz Lichtenstein & Young, L.L.P. Cash Balance Plan · $827K · N/A · 22nd

  • EBSA $827K
  • EBSA N/A
  • EBSA 22nd
  • EBSA Defined Benefit (Pension)
  • EBSA near Ivy League Financial Advisors, LLC Cash Balance Plan
  • EBSA ind #3482

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 →

Hertz Lichtenstein & Young, L.L.P. Cash Balance Plan in the asset neighbourhood

Hertz Lichtenstein & Young, L.L.P. Cash Balance PlanHertz Lichtenstein & Young, …$827KIvy League Financial Advisors, LLC Cash Balance PlanIvy League Financial Advisor…$828KProducers Retirement Plan TrustProducers Retirement Plan Tr…$829KOdyssey Funding, LLC Defined Benefit PlanOdyssey Funding, LLC Defined…$819KPrecision Endodontics, P.C. Cash Balance Pension PlanPrecision Endodontics, P.C. …$817K
End-of-year total assets ($M) among Hertz Lichtenstein & Young, L.L.P. Cash Balance Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Hertz Lichtenstein & Young, L.L.P. multi-year asset trail

Sponsor-wide plan assets over time

All Hertz Lichtenstein & Young, L.L.P. plans reported in each filing year

Latest sponsor-wide plan assets
$827K 73.9458169107789% vs 2022
2023 filing year
$0M$1M$2M$3M$4M 20222023 $3.17M $0.83M ▼ -73.8%
Year Plans Participants Total Assets
2022 1 N/A $3M
2023 2 N/A $827K

Hertz Lichtenstein & Young, L.L.P. filing trail (2023)

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$827K
Net Income-$2M
Employer EIN954802590
Plan Effective Date2015-01-01
Filing StatusFILING RECEIVED

Nearby Defined Benefit (Pension) Plans in California

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

Hertz Lichtenstein & Young, L.L.P. Cash Balance Plan vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -10010203040 Total assets ($B) Participants Hertz Lichtenstein & Young, L.L.P. Cash Balance Plan, Total assets ($B): 0.000827089 · Participants: 0Hertz Lichtenstein & Young, L.L.P. 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
Hertz Lichtenstein & Young, L.L.P. Cash Balance Plan vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants
Compare Hertz Lichtenstein & Young, L.L.P. Cash Balance Plan side-by-side with 3 peers →

Hertz Lichtenstein & Young, L.L.P. Cash Balance Plan's closest out-of-state Defined Benefit (Pension) peers by assets

Outside California, the nearest Defined Benefit (Pension) by end-of-year assets is Ivy League Financial Advisors, LLC Cash Balance Plan in MD at $828K (this filing: $827K).

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 Hertz Lichtenstein & Young, L.L.P. Cash Balance Plan assets move in 2023? ▼
Hertz Lichtenstein & Young, L.L.P. Cash Balance Plan contracted severely - down 73.9% during 2023, from $3M to $827K. Reported net income was -$2M.
How have Hertz Lichtenstein & Young, L.L.P. plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), Hertz Lichtenstein & Young, L.L.P.'s sponsor-wide assets declined 73.9%, from $3M to $827K.
Where does Hertz Lichtenstein & Young, L.L.P. Cash Balance Plan rank by assets among Form 5500 filers? ▼
Hertz Lichtenstein & Young, L.L.P. Cash Balance Plan ranks in the 22nd 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 Hertz Lichtenstein & Young, L.L.P. Cash Balance Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Ivy League Financial Advisors, LLC Cash Balance Plan in MD ($828K, 4 participants).

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 954802590.

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.