Defined Benefit (Pension) · DOL Form 5500 · 2023

Tim Allen Enterprise, Inc. Pension Plan

Data updated 2026-08-25

$856K
Total assets Small plan by assets
11
Participants Small participant base
22nd
Percentile by assets National rank
$77,844
Avg per participant Below avg balance/head
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Official DOL plan name: Tim Allen Enterprise, Inc. Cash Balance Plan · Sponsored by Tim Allen Enterprise, Inc. · California · Construction

$856K in assets, 11 participants

Tim Allen Enterprise, Inc.'s Tim Allen Enterprise, Inc. Cash Balance Plan reported $856K in total assets and 11 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.

  • #1,844 in Construction (9,030 peers)

Tim Allen Enterprise, Inc. multi-year trail

Tim Allen Enterprise, Inc.'s plans moved +19.7% in assets from 2023 to 2024; this filing shows Tim Allen Enterprise, Inc. Cash Balance Plan at $856K / 11 participants.

#1,844
in Construction (9,030 peers)
+25.6%
assets growth YoY

Tim Allen Enterprise, Inc. Cash Balance Plan among the smaller filed plans by assets

Tim Allen Enterprise, Inc. Cash Balance Plan vs every filed plan by assets

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

$856,282 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

Tim Allen Enterprise, Inc. Cash Balance Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Tim Allen Enterprise, Inc. Cash Balance Plan is a small filing (11 participants) on this national headcount ladder.

EBSA filing schedule strip

Filing strip 453724371 · Tim Allen Enterprise, Inc. PY 2023 · Defined Benefit (Pension)

Tim Allen Enterprise, Inc. Cash Balance Plan · $856K · 11 · 22nd

  • IND $856K
  • IND 11
  • IND 22nd
  • IND Defined Benefit (Pension)
  • IND near Bridgeport Trading Inc. Defined Benefit Plan
  • IND ind #1844

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 Construction retirement plans → · Plans in California →

Tim Allen Enterprise, Inc. Cash Balance Plan in the asset neighbourhood

Tim Allen Enterprise, Inc. Cash Balance PlanTim Allen Enterprise, Inc. C…$856KBridgeport Trading Inc. Defined Benefit PlanBridgeport Trading Inc. Defi…$856KTerry Roberts Site Work, Inc. Cash Balance PlanTerry Roberts Site Work, Inc…$856KMti Inspection Services Defined Benefit Pension Plan and TrustMti Inspection Services Defi…$860KDuro Hilex Poly, LLC National Hourly Employees Pension PlanDuro Hilex Poly, LLC Nationa…$850K
End-of-year total assets ($M) among Tim Allen Enterprise, Inc. Cash Balance Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Tim Allen Enterprise, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Tim Allen Enterprise, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$1M 19.748984563496606% vs 2023
2024 filing year
$0.8M$0.9M$1M$1.1M 20232024 $0.86M $1.03M ▲ +19.8%
Year Plans Participants Total Assets
2023 1 11 $856K
2024 1 12 $1M

Tim Allen Enterprise, Inc. filing trail (2023)

Total Assets (Beginning of Year)$682K
Net Assets (End of Year)$856K
Net Income$174K
Employer EIN453724371
Plan Effective Date2013-01-01
Filing StatusFILING RECEIVED

Nearby Defined Benefit (Pension) Plans in California

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

Tim Allen Enterprise, Inc. Cash Balance Plan vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -10010203040 Total assets ($B) Participants Tim Allen Enterprise, Inc. Cash Balance Plan, Total assets ($B): 0.000856282 · Participants: 11Tim Allen Enterprise, Inc. 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
Tim Allen Enterprise, Inc. Cash Balance Plan vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants
Compare Tim Allen Enterprise, Inc. Cash Balance Plan side-by-side with 3 peers →

Tim Allen Enterprise, Inc. Cash Balance Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside California, the nearest Defined Benefit (Pension) by assets is Bridgeport Trading Inc. Defined Benefit Plan in NY ($856K); by covered participants it is Boca General and Family Medicine Defined Benefit Plan in FL (11 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (11 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 Tim Allen Enterprise, Inc. Cash Balance Plan assets move in 2023? ▼
Tim Allen Enterprise, Inc. Cash Balance Plan grew sharply - up 25.6% during 2023, from $682K to $856K. Reported net income was $174K.
How have Tim Allen Enterprise, Inc. plan assets changed over time? ▼
Across 2 plan years on file (2023-2024), Tim Allen Enterprise, Inc.'s sponsor-wide assets grew 19.7%, from $856K to $1M.
Where does Tim Allen Enterprise, Inc. Cash Balance Plan rank by assets among Form 5500 filers? ▼
Tim Allen Enterprise, Inc. 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 Tim Allen Enterprise, Inc. Cash Balance Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Bridgeport Trading Inc. Defined Benefit Plan in NY ($856K, 2 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Tim Allen Enterprise, Inc. Cash Balance Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Boca General and Family Medicine Defined Benefit Plan in FL (11 participants, $3M 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 453724371.

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.