Defined Benefit (Pension) · DOL Form 5500 · 2023
Quantum Investments, Inc. Pension Plan
Data updated 2026-08-25
- $475K
- Total assets Small plan by assets
- 2
- Participants Small participant base
- 17th
- Percentile by assets National rank
- $237,575
- Avg per participant Above avg balance/head
Official DOL plan name: Quantum Investments, Inc. Defined Benefit Pension Plan · Sponsored by Quantum Investments, Inc. · California · Real Estate
$475K in assets, 2 participants
Quantum Investments, Inc.'s Quantum Investments, Inc. Defined Benefit Pension Plan reported $475K in total assets and 2 participants in its 2023 DOL Form 5500 filing, ranking in the 17th 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.
- #1,403 in Real Estate (4,727 peers)
Quantum Investments, Inc. multi-year trail
Quantum Investments, Inc.'s plans moved -59.8% in assets from 2022 to 2024; this filing shows Quantum Investments, Inc. Defined Benefit Pension Plan at $475K / 2 participants.
- #1,403
- in Real Estate (4,727 peers)
- +1.9%
- assets growth YoY
Quantum Investments, Inc. Defined Benefit Pension Plan among the smaller filed plans by assets
Quantum Investments, Inc. Defined Benefit Pension Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$475,149 17th percentile higher than 17% 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
Quantum Investments, Inc. 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. Quantum Investments, Inc. Defined Benefit Pension Plan is a micro filing (2 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Quantum Investments, Inc. Defined Benefit Pension Plan reported net income rose from -$48K in the plan year 2022 filing to $9K in the plan year 2023 filing.
- Quantum Investments, Inc. Defined Benefit Pension Plan end-of-year assets rose from $466K in the plan year 2022 filing to $475K in the plan year 2023 filing.
Published 5500 schedule card
Filing strip 371466420 · Quantum Investments, Inc. PY 2023 · Defined Benefit (Pension)
Quantum Investments, Inc. Defined Benefit Pension Plan · $475K · 2 · 17th
- BOOK $475K
- BOOK 2
- BOOK 17th
- BOOK Defined Benefit (Pension)
- BOOK near Alfred H. Chan M.D., P.C. Defined Benefit Pension Plan & Trust
- BOOK ind #1403
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 Real Estate retirement plans → · Plans in California →
Quantum Investments, Inc. Defined Benefit Pension Plan in the asset neighbourhood
Quantum Investments, Inc. multi-year asset trail
Sponsor-wide plan assets over time
All Quantum Investments, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $441K 59.78412901165575% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 5 | $1M |
| 2023 | 2 | 5 | $514K |
| 2024 | 2 | 5 | $441K |
Quantum Investments, Inc. filing trail (2023)
| Total Assets (Beginning of Year) | $466K |
|---|---|
| Net Assets (End of Year) | $475K |
| Net Income | $9K |
| Employer EIN | 371466420 |
| Plan Effective Date | 2013-01-01 |
| Filing Status | FILING RECEIVED |
Nearby Defined Benefit (Pension) Plans in California
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- 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
Quantum Investments, Inc. 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 Alfred H. Chan M.D., P.C. Defined Benefit Pension Plan & Trust in WA ($477K); 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 ($475K here).
Similar participant headcount
Nearest other-state filings by covered participants (2 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.