Defined Benefit (Pension) · DOL Form 5500 · 2023
Klarin & Associates Certified Public Accountants, Inc. Pension Plan
Data updated 2026-08-25
- $2M
- Total assets Small plan by assets
- 11
- Participants Small participant base
- 28th
- Percentile by assets National rank
- $143,676
- Avg per participant Near avg balance/head
Official DOL plan name: Klarin & Associates Certified Public Accountants, Inc. Defined Benefit Pension Plan · Sponsored by Klarin & Associates Certified Public Accountants, Inc. · California · Professional & Technical Services
$2M in assets, 11 participants
Klarin & Associates Certified Public Accountants, Inc.'s Klarin & Associates Certified Public Accountants, Inc. Defined Benefit Pension Plan reported $2M in total assets and 11 participants 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.
- #4,761 in Professional & Technical Services (20,321 peers)
2023 asset change
Klarin & Associates Certified Public Accountants, Inc. Defined Benefit Pension Plan pulled back noticeably 10.9% in 2023 ($2M → $2M) for 11 participants.
- #4,761
- in Professional & Technical Services (20,321 peers)
- -10.9%
- assets change YoY
The plan reported a net loss of $193K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Klarin & Associates Certified Public Accountants, Inc. Defined Benefit Pension Plan among the smaller filed plans by assets
Klarin & Associates Certified Public Accountants, Inc. Defined Benefit Pension Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$1,580,440 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
Klarin & Associates Certified Public Accountants, Inc. Defined Benefit Pension 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. Klarin & Associates Certified Public Accountants, Inc. Defined Benefit Pension Plan is a small filing (11 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Klarin & Associates Certified Public Accountants, Inc. Defined Benefit Pension Plan reported net income fell from -$32K in the plan year 2022 filing to -$193K in the plan year 2023 filing.
- Klarin & Associates Certified Public Accountants, Inc. Defined Benefit Pension Plan end-of-year assets fell from $2M in the plan year 2022 filing to $2M in the plan year 2023 filing.
Published 5500 schedule card
Filing strip 330755950 · Klarin & Associates Certified Public Accountants, Inc. PY 2023 · Defined Benefit (Pension)
Klarin & Associates Certified Public Accountants, Inc. Defined Benefit Pension Plan · $2M · 11 · 28th
- NET $2M
- NET 11
- NET 28th
- NET Defined Benefit (Pension)
- NET near Serralles Hotel, Inc. Pension Plan
- NET ind #4761
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 →
Klarin & Associates Certified Public Accountants, Inc. Defined Benefit Pension Plan in the asset neighbourhood
Klarin & Associates Certified Public Accountants, Inc. years around the 2023 move
Sponsor-wide plan assets over time
All Klarin & Associates Certified Public Accountants, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $3M 1.3899222129830893% vs 2022
- 2023 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 21 | $2M |
| 2023 | 2 | 20 | $3M |
2023 asset-move particulars
| Total Assets (Beginning of Year) | $2M |
|---|---|
| Net Assets (End of Year) | $2M |
| Net Income | -$193K |
| Employer EIN | 330755950 |
| Plan Effective Date | 2007-01-01 |
| 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
Klarin & Associates Certified Public Accountants, 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 Serralles Hotel, Inc. Pension Plan in PR ($2M); 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.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($2M here).
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.