Defined Benefit (Pension) · DOL Form 5500 · 2023
Law Offices of Oscar H. Gutierrez, a Professional Corporation Pension Plan
Data updated 2026-08-25
- $80K
- Total assets Small plan by assets
- 3
- Participants Small participant base
- 5th
- Percentile by assets National rank
- $26,787
- Avg per participant Low balance/head
Official DOL plan name: Law Offices of Oscar H. Gutierrez, a Professional Corporation Employees' Pens Pl and Tr · Sponsored by Law Offices of Oscar H. Gutierrez, a Professional Corporation · California · Professional & Technical Services
$80K in assets, 3 participants
Law Offices of Oscar H. Gutierrez, a Professional Corporation's Law Offices of Oscar H. Gutierrez, a Professional Corporation Employees' Pens Pl and Tr reported $80K in total assets and 3 participants in its 2023 DOL Form 5500 filing, ranking in the 5th 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.
- #954 in Professional & Technical Services (20,321 peers)
What the 2023 filing shows
Law Offices of Oscar H. Gutierrez, a Professional Corporation Employees' Pens Pl and Tr holds $80K for 3 participants - about $26,787 per participant, among the smaller plans by assets on file.
- #954
- in Professional & Technical Services (20,321 peers)
- -7.9%
- 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.
Law Offices of Oscar H. Gutierrez, a Professional Corporation Employees' Pens Pl and Tr among the smaller filed plans by assets
Law Offices of Oscar H. Gutierrez, a Professional Corporation Employees' Pens Pl and Tr vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$80,362 5th percentile higher than 5% 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
Law Offices of Oscar H. Gutierrez, a Professional Corporation Employees' Pens Pl and Tr among micro filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Law Offices of Oscar H. Gutierrez, a Professional Corporation Employees' Pens Pl and Tr is a micro filing (3 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Law Offices of Oscar H. Gutierrez, a Professional Corporation Employees' Pens Pl and Tr reported net income rose from -$57K in the plan year 2022 filing to -$7K in the plan year 2023 filing.
- Law Offices of Oscar H. Gutierrez, a Professional Corporation Employees' Pens Pl and Tr end-of-year assets fell from $87K in the plan year 2022 filing to $80K in the plan year 2023 filing.
DOL schedule card
Filing strip 954765377 · Law Offices of Oscar H. Gutierrez, a Professional Corporation PY 2023 · Defined Benefit (Pension)
Law Offices of Oscar H. Gutierrez, a Professional Corporation Employees' Pens Pl and Tr · $80K · 3 · 5th
- EBSA $80K
- EBSA 3
- EBSA 5th
- EBSA Defined Benefit (Pension)
- EBSA near Jwi Group Employees Retirement Plan
- EBSA ind #954
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 →
Law Offices of Oscar H. Gutierrez, a Professional Corporation Employees' Pens Pl and Tr in the asset neighbourhood
Filing particulars (2023)
| Total Assets (Beginning of Year) | $87K |
|---|---|
| Net Assets (End of Year) | $80K |
| Net Income | -$7K |
| Employer EIN | 954765377 |
| Plan Effective Date | 2002-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Law Offices of Oscar H. Gutierrez, a Professional Corporation)
Sponsor-wide plan assets over time
All Law Offices of Oscar H. Gutierrez, a Professional Corporation plans reported in each filing year
- Latest sponsor-wide plan assets
- $80K 7.924104585347969% vs 2022
- 2023 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 3 | $87K |
| 2023 | 1 | 3 | $80K |
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
Law Offices of Oscar H. Gutierrez, a Professional Corporation Employees' Pens Pl and Tr's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside California, the nearest Defined Benefit (Pension) by assets is Jwi Group Employees Retirement Plan in SC ($84K); by covered participants it is Cape Cod Management, LLC Defined Benefit Pension Plan in TX (3 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($80K here).
- Jwi Group Employees Retirement Plan (SC) $84K · 28
- Milk & Ice Cream Industry Dairy Employees Union Pen. Pln. (OH) $76K · N/A
- United Brewery Workers Local No 87 Pension Plan (NJ) $86K · N/A
- Lafargeholcim US Pension Plan (MI) $74K · 1,442
Similar participant headcount
Nearest other-state filings by covered participants (3 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.