Defined Benefit (Pension) · DOL Form 5500 · 2023
Pillsbury Winthrop Shaw Pittman LLP Pension Plan
Data updated 2026-08-25
- $41M
- Total assets Below avg plan size
- 248
- Participants Below avg headcount
- 83rd
- Percentile by assets National rank
- $164,667
- Avg per participant Above avg balance/head
Official DOL plan name: Pillsbury Winthrop Shaw Pittman LLP Cash Balance Plan No. 2 · Sponsored by Pillsbury Winthrop Shaw Pittman LLP · California · Professional & Technical Services
$41M in assets, 248 participants
Pillsbury Winthrop Shaw Pittman LLP's Pillsbury Winthrop Shaw Pittman LLP Cash Balance Plan No. 2 reported $41M in total assets and 248 participants in its 2023 DOL Form 5500 filing, ranking in the 83rd 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.
- #17,087 in Professional & Technical Services (20,321 peers)
Coverage in California
Pillsbury Winthrop Shaw Pittman LLP Cash Balance Plan No. 2 covers 248 participants in California, about 39% of the average California filer (state average ~630 per filing). Assets: $41M.
- #17,087
- in Professional & Technical Services (20,321 peers)
- +4.5%
- assets growth YoY
- 0.4×
- vs typical plan assets (national mean)
Pillsbury Winthrop Shaw Pittman LLP Cash Balance Plan No. 2's outsized position by total assets
Pillsbury Winthrop Shaw Pittman LLP Cash Balance Plan No. 2 vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$40,837,503 Top 17% higher than 83% 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
Pillsbury Winthrop Shaw Pittman LLP Cash Balance Plan No. 2 among mid-size filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Pillsbury Winthrop Shaw Pittman LLP Cash Balance Plan No. 2 sits mid-pack in the medium band (248 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Pillsbury Winthrop Shaw Pittman LLP Cash Balance Plan No. 2 reported net income rose from $463K in the plan year 2022 filing to $2M in the plan year 2023 filing.
- Pillsbury Winthrop Shaw Pittman LLP Cash Balance Plan No. 2 end-of-year assets rose from $39M in the plan year 2022 filing to $41M in the plan year 2023 filing.
- Pillsbury Winthrop Shaw Pittman LLP Cash Balance Plan No. 2 reported participants fell from 257 in the plan year 2022 filing to 248 in the plan year 2023 filing.
DOL schedule card
Filing strip 941311126 · Pillsbury Winthrop Shaw Pittman LLP PY 2023 · Defined Benefit (Pension)
Pillsbury Winthrop Shaw Pittman LLP Cash Balance Plan No. 2 · $41M · 248 · 83rd
- NET $41M
- NET 248
- NET 83rd
- NET Defined Benefit (Pension)
- NET near Jefferson Bancshares, Inc. Seventh Amended and Restated Employees Retirement Plan & Trust
- NET ind #17087
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 →
Pillsbury Winthrop Shaw Pittman LLP Cash Balance Plan No. 2 in the asset neighbourhood
California filing particulars
| Total Assets (Beginning of Year) | $39M |
|---|---|
| Net Assets (End of Year) | $41M |
| Net Income | $2M |
| Employer EIN | 941311126 |
| Plan Effective Date | 2004-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Pillsbury Winthrop Shaw Pittman LLP)
Sponsor-wide plan assets over time
All Pillsbury Winthrop Shaw Pittman LLP plans reported in each filing year
- Latest sponsor-wide plan assets
- $1.4B 28.257785283353893% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 5 | 2,177 | $1.1B |
| 2023 | 5 | 2,103 | $1.2B |
| 2024 | 5 | 2,119 | $1.4B |
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
Pillsbury Winthrop Shaw Pittman LLP Cash Balance Plan No. 2's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside California, the nearest Defined Benefit (Pension) by assets is Jefferson Bancshares, Inc. Seventh Amended and Restated Employees Retirement Plan & Trust in TX ($41M); by covered participants it is Legacy Chrysler Financial Employee Pension Plan in ME (248 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($41M here).
Similar participant headcount
Nearest other-state filings by covered participants (248 participants); asset peers above are excluded.
- Legacy Chrysler Financial Employee Pension Plan (ME) 248 · 0 off
- Its Technologies & Logistics, LLC Employees Pension Plan (IL) 248 · 0 off
- Pontifical Catholic University of Puerto Rico Pension Plan (PR) 248 · 0 off
- Retirement Plan for Partners of Wilmer Cutler Pickering Hale and Dorr LLP (MA) 248 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.