Defined Benefit (Pension) · DOL Form 5500 · 2023

Rael & Letson Pension Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
6
Participants Small participant base
42nd
Percentile by assets National rank
$727,422
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Retirement Plan for Employees of Rael & Letson · Sponsored by Rael & Letson · California · Professional & Technical Services

$4M in assets, 6 participants

Rael & Letson's Retirement Plan for Employees of Rael & Letson reported $4M in total assets and 6 participants in its 2023 DOL Form 5500 filing, ranking in the 42nd 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.

  • #7,990 in Professional & Technical Services (20,321 peers)

What the 2023 filing shows

Retirement Plan for Employees of Rael & Letson holds $4M for 6 participants - about $727,422 per participant, in the lower half of filed plans by assets.

#7,990
in Professional & Technical Services (20,321 peers)
+3.3%
assets growth YoY

Retirement Plan for Employees of Rael & Letson's mid-pack asset rank among Professional & Technical Services and all filers

Retirement Plan for Employees of Rael & Letson vs every filed plan by assets

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

$4,364,534 42nd percentile higher than 42% 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

Retirement Plan for Employees of Rael & Letson among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Retirement Plan for Employees of Rael & Letson is a micro filing (6 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Retirement Plan for Employees of Rael & Letson reported net income rose from -$1M in the plan year 2022 filing to $141K in the plan year 2023 filing.
  • Retirement Plan for Employees of Rael & Letson end-of-year assets rose from $4M in the plan year 2022 filing to $4M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 941701048 · Rael & Letson PY 2023 · Defined Benefit (Pension)

Retirement Plan for Employees of Rael & Letson · $4M · 6 · 42nd

  • SCH $4M
  • SCH 6
  • SCH 42nd
  • SCH Defined Benefit (Pension)
  • SCH near Oneaz Credit Union Defined Benefit Pension Plan
  • SCH ind #7990

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 →

Retirement Plan for Employees of Rael & Letson in the asset neighbourhood

Texans Credit Union Defined Benefit Plan and TrustTexans Credit Union Defined …$4MMetal Engravers Union Local 34 Pension PlanMetal Engravers Union Local …$4MRetirement Plan for Employees of Rael & LetsonRetirement Plan for Employee…$4MOneaz Credit Union Defined Benefit Pension PlanOneaz Credit Union Defined B…$4MAar Corp. Retirement Plan$4M
End-of-year total assets ($M) among Retirement Plan for Employees of Rael & Letson and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Filing particulars (2023)

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$4M
Net Income$141K
Employer EIN941701048
Plan Effective Date1976-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Rael & Letson)

Sponsor-wide plan assets over time

All Rael & Letson plans reported in each filing year

Latest sponsor-wide plan assets
$12M 1.7381711558288941% vs 2022
2024 filing year
$11.7M$11.8M$11.9M$12M$12.1M 202220232024 $12M $11.8M ▼ -1.8%
Year Plans Participants Total Assets
2022 2 65 $12M
2023 2 65 $12M
2024 2 73 $12M

Nearby Defined Benefit (Pension) Plans in California

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

Retirement Plan for Employees of Rael & Letson vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -10010203040 Total assets ($B) Participants Retirement Plan for Employees of Rael & Letson, Total assets ($B): 0.004364534 · Participants: 6Retirement Plan for Employees of Rael & LetsonKaiser 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
Retirement Plan for Employees of Rael & Letson vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants
Compare Retirement Plan for Employees of Rael & Letson side-by-side with 3 peers →

Retirement Plan for Employees of Rael & Letson's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside California, the nearest Defined Benefit (Pension) by assets is Oneaz Credit Union Defined Benefit Pension Plan in AZ ($4M); by covered participants it is Performance Capital, LLC Cash Balance Plan in AZ (6 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (6 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 Retirement Plan for Employees of Rael & Letson assets move in 2023? ▼
Retirement Plan for Employees of Rael & Letson edged up modestly - up 3.3% during 2023, from $4M to $4M. Reported net income was $141K.
How have Rael & Letson plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Rael & Letson's sponsor-wide assets declined 1.7%, from $12M to $12M.
Which Defined Benefit (Pension) plans are similar in size to Retirement Plan for Employees of Rael & Letson? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Oneaz Credit Union Defined Benefit Pension Plan in AZ ($4M, 80 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Retirement Plan for Employees of Rael & Letson? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Performance Capital, LLC Cash Balance Plan in AZ (6 participants, N/A 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 941701048.

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.