Defined Benefit (Pension) · DOL Form 5500 · 2023
Robb M. Strom & Associates, Apc Pension Plan
Data updated 2026-08-25
- $2M
- Total assets Small plan by assets
- 1
- Participants Small participant base
- 28th
- Percentile by assets National rank
- $1.7M
- Avg per participant High balance/head
Official DOL plan name: Robb M. Strom & Associates, Apc Defined Benefit Pension Plan · Sponsored by Robb M. Strom & Associates, Apc · California · Professional & Technical Services
$2M in assets, 1 participants
Robb M. Strom & Associates, Apc's Robb M. Strom & Associates, Apc Defined Benefit Pension Plan reported $2M in total assets and 1 participant in its 2023 DOL Form 5500 filing, ranking in the 28th 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.
- #4,861 in Professional & Technical Services (20,321 peers)
What the 2023 filing shows
Robb M. Strom & Associates, Apc Defined Benefit Pension Plan holds $2M for 1 participant - about $1.7M per participant, in the lower half of filed plans by assets.
- #4,861
- in Professional & Technical Services (20,321 peers)
- +6.6%
- assets growth YoY
Robb M. Strom & Associates, Apc Defined Benefit Pension Plan among the smaller filed plans by assets
Robb M. Strom & Associates, Apc Defined Benefit Pension Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$1,656,387 28th percentile higher than 28% 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
Robb M. Strom & Associates, Apc 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. Robb M. Strom & Associates, Apc Defined Benefit Pension Plan is a micro filing (1 participant), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Robb M. Strom & Associates, Apc Defined Benefit Pension Plan reported net income rose from $47K in the plan year 2022 filing to $103K in the plan year 2023 filing.
- Robb M. Strom & Associates, Apc Defined Benefit Pension Plan end-of-year assets rose from $2M in the plan year 2022 filing to $2M in the plan year 2023 filing.
Plan-year Form 5500 strip
Filing strip 954746965 · Robb M. Strom & Associates, Apc PY 2023 · Defined Benefit (Pension)
Robb M. Strom & Associates, Apc Defined Benefit Pension Plan · $2M · 1 · 28th
- 5500 $2M
- ASSETS 1
- PCT 28th
- EIN Defined Benefit (Pension)
- RANK near Beverage and Brewery Drivers Local 67 Pension Fund Retirement Plan
- PHOTO ind #4861
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 →
Robb M. Strom & Associates, Apc Defined Benefit Pension Plan in the asset neighbourhood
Filing particulars (2023)
| Total Assets (Beginning of Year) | $2M |
|---|---|
| Net Assets (End of Year) | $2M |
| Net Income | $103K |
| Employer EIN | 954746965 |
| Plan Effective Date | 2006-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Robb M. Strom & Associates, Apc)
Sponsor-wide plan assets over time
All Robb M. Strom & Associates, Apc plans reported in each filing year
- Latest sponsor-wide plan assets
- $2M 6.610769162444961% vs 2022
- 2023 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1 | $2M |
| 2023 | 1 | 1 | $2M |
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
Robb M. Strom & Associates, Apc 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 Beverage and Brewery Drivers Local 67 Pension Fund Retirement Plan in PA ($2M); by covered participants it is Retirement Plan for Employees of American Institute of Marine Underwriters in NY (1 participant). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($2M here).
Similar participant headcount
Nearest other-state filings by covered participants (1 participant); 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.