Defined Benefit (Pension) · DOL Form 5500 · 2023
Sheppard, Mullin, Richter & Hampton LLP Pension Plan
Data updated 2026-08-25
- $207M
- Total assets Near avg plan size
- 420
- Participants Below avg headcount
- 95th
- Percentile by assets National rank
- $493,176
- Avg per participant High balance/head
Official DOL plan name: Sheppard, Mullin, Richter & Hampton LLP Cash Balance Pension Plan · Sponsored by Sheppard, Mullin, Richter & Hampton LLP · California · Professional & Technical Services
$207M in assets, 420 participants
Sheppard, Mullin, Richter & Hampton LLP's Sheppard, Mullin, Richter & Hampton LLP Cash Balance Pension Plan reported $207M in total assets and 420 participants in its 2023 DOL Form 5500 filing, ranking in the 95th 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.
- #19,521 in Professional & Technical Services (20,321 peers)
Where Sheppard, Mullin, Richter & Hampton LLP Cash Balance Pension Plan sits by assets
Sheppard, Mullin, Richter & Hampton LLP Cash Balance Pension Plan sits in the top 5% of all filed plans by assets, $207M for 420 participants (~$493,176/participant), up 17.7% in 2023.
- #19,521
- in Professional & Technical Services (20,321 peers)
- +17.7%
- assets growth YoY
- 2.1×
- vs typical plan assets (national mean)
Sheppard, Mullin, Richter & Hampton LLP Cash Balance Pension Plan's outsized position by total assets
Sheppard, Mullin, Richter & Hampton LLP Cash Balance Pension Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$207,133,930 Top 5% higher than 95% 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
Sheppard, Mullin, Richter & Hampton LLP Cash Balance Pension Plan 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. Sheppard, Mullin, Richter & Hampton LLP Cash Balance Pension Plan sits mid-pack in the medium band (420 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Sheppard, Mullin, Richter & Hampton LLP Cash Balance Pension Plan reported net income rose from -$8M in the plan year 2022 filing to $31M in the plan year 2023 filing.
- Sheppard, Mullin, Richter & Hampton LLP Cash Balance Pension Plan end-of-year assets rose from $176M in the plan year 2022 filing to $207M in the plan year 2023 filing.
- Sheppard, Mullin, Richter & Hampton LLP Cash Balance Pension Plan reported participants rose from 393 in the plan year 2022 filing to 420 in the plan year 2023 filing.
DOL schedule card
Filing strip 951463164 · Sheppard, Mullin, Richter & Hampton LLP PY 2023 · Defined Benefit (Pension)
Sheppard, Mullin, Richter & Hampton LLP Cash Balance Pension Plan · $207M · 420 · 95th
- BOOK $207M
- VS-ST 420
- BOY 95th
- SCH Defined Benefit (Pension)
- EBSA near Laboratory Corporation of America Holdings Cash Balance Retirement Plan
- PART ind #19521
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 →
Sheppard, Mullin, Richter & Hampton LLP Cash Balance Pension Plan in the asset neighbourhood
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $176M |
|---|---|
| Net Assets (End of Year) | $207M |
| Net Income | $31M |
| Employer EIN | 951463164 |
| Plan Effective Date | 1998-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Sheppard, Mullin, Richter & Hampton LLP)
Sponsor-wide plan assets over time
All Sheppard, Mullin, Richter & Hampton LLP plans reported in each filing year
- Latest sponsor-wide plan assets
- $1.1B 32.10810342990349% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 2,074 | $854M |
| 2023 | 2 | 2,262 | $1.0B |
| 2024 | 2 | 2,212 | $1.1B |
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
Sheppard, Mullin, Richter & Hampton LLP 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 Laboratory Corporation of America Holdings Cash Balance Retirement Plan in NC ($207M); by covered participants it is Doosan Pension Plan Number One in ND (420 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($207M here).
- Laboratory Corporation of America Holdings Cash Balance Retirement Plan (NC) $207M · 6,972
- Consumers Credit Union Defined Benefit Plan and Trust (IL) $207M · 432
- Ironworkers Local 549-550 Pension Plan (WV) $207M · 980
- Penn Mutual Retirement Plan (PA) $207M · 153
Similar participant headcount
Nearest other-state filings by covered participants (420 participants); asset peers above are excluded.
- Doosan Pension Plan Number One (ND) 420 · 0 off
- Equifax Inc. U.S. Retirement Income Plan (GA) 420 · 0 off
- Tower Federal Credit Union Retirement Plan (MD) 420 · 0 off
- Smith & Nephew U.S. Pension Plan (TN) 421 · 1 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.