Defined Benefit (Pension) · DOL Form 5500 · 2023
The Eisenberg Group, a. C. Cpas Pension Plan
Data updated 2026-08-25
- $341K
- Total assets Small plan by assets
- 5
- Participants Small participant base
- 15th
- Percentile by assets National rank
- $68,187
- Avg per participant Below avg balance/head
Official DOL plan name: The Eisenberg Group, a. C. Cpas Cash Balance Pension Plan · Sponsored by The Eisenberg Group, a. C. Cpas · California · Professional & Technical Services
$341K in assets, 5 participants
The Eisenberg Group, a. C. Cpas's The Eisenberg Group, a. C. Cpas Cash Balance Pension Plan reported $341K in total assets and 5 participants in its 2023 DOL Form 5500 filing, ranking in the 15th 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.
- #2,276 in Professional & Technical Services (20,321 peers)
The Eisenberg Group, a. C. Cpas multi-year trail
The Eisenberg Group, a. C. Cpas's plans moved +52.6% in assets from 2022 to 2024; this filing shows The Eisenberg Group, a. C. Cpas Cash Balance Pension Plan at $341K / 5 participants.
- #2,276
- in Professional & Technical Services (20,321 peers)
- +91.8%
- assets growth YoY
The Eisenberg Group, a. C. Cpas Cash Balance Pension Plan among the smaller filed plans by assets
The Eisenberg Group, a. C. Cpas Cash Balance Pension Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$340,934 15th percentile higher than 15% 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
The Eisenberg Group, a. C. Cpas Cash Balance 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. The Eisenberg Group, a. C. Cpas Cash Balance Pension Plan is a micro filing (5 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- The Eisenberg Group, a. C. Cpas Cash Balance Pension Plan end-of-year assets rose from $178K in the plan year 2022 filing to $341K in the plan year 2023 filing.
- The Eisenberg Group, a. C. Cpas Cash Balance Pension Plan reported net income fell from $178K in the plan year 2022 filing to $163K in the plan year 2023 filing.
Plan-year Form 5500 strip
Filing strip 330306596 · The Eisenberg Group, a. C. Cpas PY 2023 · Defined Benefit (Pension)
The Eisenberg Group, a. C. Cpas Cash Balance Pension Plan · $341K · 5 · 15th
- BOY $341K
- BOY 5
- BOY 15th
- BOY Defined Benefit (Pension)
- BOY near Kelly Underwriting Services, LLC Cash Balance Plan
- BOY ind #2276
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 →
The Eisenberg Group, a. C. Cpas Cash Balance Pension Plan in the asset neighbourhood
The Eisenberg Group, a. C. Cpas multi-year asset trail
Sponsor-wide plan assets over time
All The Eisenberg Group, a. C. Cpas plans reported in each filing year
- Latest sponsor-wide plan assets
- $1M 52.6482392176813% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 9 | $902K |
| 2023 | 2 | 10 | $1M |
| 2024 | 2 | 8 | $1M |
The Eisenberg Group, a. C. Cpas filing trail (2023)
| Total Assets (Beginning of Year) | $178K |
|---|---|
| Net Assets (End of Year) | $341K |
| Net Income | $163K |
| Employer EIN | 330306596 |
| Plan Effective Date | 2022-01-01 |
| 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
The Eisenberg Group, a. C. Cpas Cash Balance Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside California, the nearest Defined Benefit (Pension) by assets is Kelly Underwriting Services, LLC Cash Balance Plan in NY ($343K); by covered participants it is Suncoast Industries, Inc. Defined Benefit Pension Plan and Trust in FL (5 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($341K here).
Similar participant headcount
Nearest other-state filings by covered participants (5 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.