Defined Benefit (Pension) · DOL Form 5500 · 2023

Andrew E Bakos & Associates PC Pension Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
2
Participants Small participant base
30th
Percentile by assets National rank
$937,917
Avg per participant High balance/head
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Official DOL plan name: Andrew E Bakos Defined Benefit Pension Plan · Sponsored by Andrew E Bakos & Associates PC · California · Professional & Technical Services

$2M in assets, 2 participants

Andrew E Bakos & Associates PC's Andrew E Bakos Defined Benefit Pension Plan reported $2M in total assets and 2 participants in its 2023 DOL Form 5500 filing, ranking in the 30th 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.

  • #5,181 in Professional & Technical Services (20,321 peers)

What the 2023 filing shows

Andrew E Bakos Defined Benefit Pension Plan holds $2M for 2 participants - about $937,917 per participant, in the lower half of filed plans by assets.

#5,181
in Professional & Technical Services (20,321 peers)
-0.4%
assets change YoY

The plan reported a net loss of $7K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Andrew E Bakos Defined Benefit Pension Plan among the smaller filed plans by assets

Andrew E Bakos Defined Benefit Pension Plan vs every filed plan by assets

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

$1,875,834 30th percentile higher than 30% 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

Andrew E Bakos 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. Andrew E Bakos 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

  • Andrew E Bakos Defined Benefit Pension Plan reported net income rose from -$42K in the plan year 2022 filing to -$7K in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 205284429 · Andrew E Bakos & Associates PC PY 2023 · Defined Benefit (Pension)

Andrew E Bakos Defined Benefit Pension Plan · $2M · 2 · 30th

  • EOY $2M
  • 5500 2
  • ASSETS 30th
  • PCT Defined Benefit (Pension)
  • EIN near Bricklayers Local Union No. 5 Pension Plan
  • RANK ind #5181

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 →

Andrew E Bakos Defined Benefit Pension Plan in the asset neighbourhood

Andrew E Bakos Defined Benefit Pension PlanAndrew E Bakos Defined Benef…$2MBricklayers Local Union No. 5 Pension PlanBricklayers Local Union No. …$2MBrian P. Olofsson,M.D. Retirement Plan & TrustBrian P. Olofsson,M.D. Retir…$2MEl Paso Pain Center Defined Benefit Plan & TrustEl Paso Pain Center Defined …$2MSnohc Cash Balance Plan$2M
End-of-year total assets ($M) among Andrew E Bakos Defined Benefit Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Filing particulars (2023)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income-$7K
Employer EIN205284429
Plan Effective Date2006-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Andrew E Bakos & Associates PC)

Sponsor-wide plan assets over time

All Andrew E Bakos & Associates PC plans reported in each filing year

Latest sponsor-wide plan assets
$2M 5.250229001553228% vs 2022
2024 filing year
$1.85M$1.9M$1.95M$2M 202220232024 $1.88M $1.98M ▲ +5.3%
Year Plans Participants Total Assets
2022 1 2 $2M
2023 1 2 $2M
2024 1 2 $2M

Nearby Defined Benefit (Pension) Plans in California

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

Andrew E Bakos Defined Benefit Pension Plan vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -10010203040 Total assets ($B) Participants Andrew E Bakos Defined Benefit Pension Plan, Total assets ($B): 0.001875834 · Participants: 2Andrew E Bakos Defined Benefit Pension 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
Andrew E Bakos Defined Benefit Pension Plan vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants
Compare Andrew E Bakos Defined Benefit Pension Plan side-by-side with 3 peers →

Andrew E Bakos 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 Bricklayers Local Union No. 5 Pension Plan in OH ($2M); by covered participants it is Lipsius-Benhaim Law LLP Cash Balance Plan in NY (2 participants). Same-state nearby plans are listed separately above.

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.

Frequently Asked Questions

How did Andrew E Bakos Defined Benefit Pension Plan assets move in 2023? ▼
Andrew E Bakos Defined Benefit Pension Plan held essentially flat - down 0.4% during 2023, from $2M to $2M. Reported net income was -$7K.
How have Andrew E Bakos & Associates PC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Andrew E Bakos & Associates PC's sponsor-wide assets grew 5.3%, from $2M to $2M.
Which Defined Benefit (Pension) plans are similar in size to Andrew E Bakos Defined Benefit Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Bricklayers Local Union No. 5 Pension Plan in OH ($2M, 24 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Andrew E Bakos Defined Benefit Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Lipsius-Benhaim Law LLP Cash Balance Plan in NY (2 participants, $7K 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 205284429.

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.