Defined Benefit (Pension) · DOL Form 5500 · 2023

Geraci Legal Corporation Pension Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets
7
Participants Small participant base
25th
Percentile by assets National rank
$170,031
Avg per participant Above avg balance/head
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Official DOL plan name: Geraci Legal Corporation Defined Benefit Plan · Sponsored by Geraci Legal Corporation · California · Professional & Technical Services

$1M in assets, 7 participants

Geraci Legal Corporation's Geraci Legal Corporation Defined Benefit Plan reported $1M in total assets and 7 participants in its 2023 DOL Form 5500 filing, ranking in the 25th 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.

  • #4,177 in Professional & Technical Services (20,321 peers)

Geraci Legal Corporation multi-year trail

Geraci Legal Corporation's plans moved +12.4% in assets from 2022 to 2024; this filing shows Geraci Legal Corporation Defined Benefit Plan at $1M / 7 participants.

#4,177
in Professional & Technical Services (20,321 peers)
+6.0%
assets growth YoY

Geraci Legal Corporation Defined Benefit Plan among the smaller filed plans by assets

Geraci Legal Corporation Defined Benefit Plan vs every filed plan by assets

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

$1,190,215 25th percentile higher than 25% 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

Geraci Legal Corporation Defined Benefit 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. Geraci Legal Corporation Defined Benefit Plan is a micro filing (7 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Geraci Legal Corporation Defined Benefit Plan reported net income rose from $2K in the plan year 2022 filing to $67K in the plan year 2023 filing.
  • Geraci Legal Corporation Defined Benefit Plan end-of-year assets rose from $1M in the plan year 2022 filing to $1M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 273299119 · Geraci Legal Corporation PY 2023 · Defined Benefit (Pension)

Geraci Legal Corporation Defined Benefit Plan · $1M · 7 · 25th

  • PART $1M
  • PART 7
  • PART 25th
  • PART Defined Benefit (Pension)
  • PART near Kieran Equities Pension Plan
  • PART ind #4177

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 →

Geraci Legal Corporation Defined Benefit Plan in the asset neighbourhood

Geraci Legal Corporation Defined Benefit PlanGeraci Legal Corporation Def…$1MKieran Equities Pension Plan$1MWayne Savings Community Bank Defined Benefit Pension PlanWayne Savings Community Bank…$1MThe Massaro Group Pension TrustThe Massaro Group Pension Tr…$1MFirst Data Corporation Retirement PlanFirst Data Corporation Retir…$1M
End-of-year total assets ($M) among Geraci Legal Corporation Defined Benefit Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Geraci Legal Corporation multi-year asset trail

Sponsor-wide plan assets over time

All Geraci Legal Corporation plans reported in each filing year

Latest sponsor-wide plan assets
$1M 12.442843915814963% vs 2022
2024 filing year
$1.1M$1.15M$1.2M$1.25M$1.3M 202220232024 $1.12M $1.26M ▲ +12.5%
Year Plans Participants Total Assets
2022 1 7 $1M
2023 1 7 $1M
2024 1 6 $1M

Geraci Legal Corporation filing trail (2023)

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$1M
Net Income$67K
Employer EIN273299119
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.

Geraci Legal Corporation Defined Benefit Plan vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -10010203040 Total assets ($B) Participants Geraci Legal Corporation Defined Benefit Plan, Total assets ($B): 0.001190215 · Participants: 7Geraci Legal Corporation Defined Benefit 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
Geraci Legal Corporation Defined Benefit Plan vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants
Compare Geraci Legal Corporation Defined Benefit Plan side-by-side with 3 peers →

Geraci Legal Corporation Defined Benefit Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside California, the nearest Defined Benefit (Pension) by assets is Kieran Equities Pension Plan in NY ($1M); by covered participants it is David T. Jones, Dds Cash Balance Plan in NY (7 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (7 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 Geraci Legal Corporation Defined Benefit Plan assets move in 2023? ▼
Geraci Legal Corporation Defined Benefit Plan grew at a solid clip - up 6.0% during 2023, from $1M to $1M. Reported net income was $67K.
How have Geraci Legal Corporation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Geraci Legal Corporation's sponsor-wide assets grew 12.4%, from $1M to $1M.
Where does Geraci Legal Corporation Defined Benefit Plan rank by assets among Form 5500 filers? ▼
Geraci Legal Corporation Defined Benefit Plan ranks in the 25th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the lower half of filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to Geraci Legal Corporation Defined Benefit Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Kieran Equities Pension Plan in NY ($1M, 4 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Geraci Legal Corporation Defined Benefit Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is David T. Jones, Dds Cash Balance Plan in NY (7 participants, $658K 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 273299119.

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.