Defined Benefit (Pension) · DOL Form 5500 · 2023
Sheppard, Mullin, Richter & Hampton LLP Pension Plan
Data updated 2026-08-11
- $207M
- Total assets
- 420
- Participants
- 95th
- Percentile by assets
- $493,176
- Avg per participant
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.
- 95th percentile by assets (of 127,072 plans)
- #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.
- $207M
- total plan assets (2023 EOY)
- 420
- covered participants
- 95th
- percentile by assets (of 127,072 plans)
- $493,176
- avg assets per participant
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.
Sheppard, Mullin, Richter & Hampton LLP Cash Balance Pension Plan vs the 2023 asset distribution
By assets, Sheppard, Mullin, Richter & Hampton LLP Cash Balance Pension Plan outranks 95% of the 127,072 plans that filed a Form 5500 for the 2023 plan year, and holds roughly 2.1x the national average plan size of $100M (721 average participants).
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)
| 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.
Sheppard, Mullin, Richter & Hampton LLP Cash Balance Pension Plan vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants
- 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
Similar-Sized Defined Benefit (Pension) Plans Nationally
Defined Benefit (Pension) plans in other states closest to Sheppard, Mullin, Richter & Hampton LLP Cash Balance Pension Plan by total assets, not by location.
- 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
Frequently Asked Questions
How did Sheppard, Mullin, Richter & Hampton LLP Cash Balance Pension Plan assets move in 2023? ▼
How have Sheppard, Mullin, Richter & Hampton LLP plan assets changed over time? ▼
Where does Sheppard, Mullin, Richter & Hampton LLP Cash Balance Pension Plan rank by assets among Form 5500 filers? ▼
Which Defined Benefit (Pension) plans are similar in size to Sheppard, Mullin, Richter & Hampton LLP Cash Balance Pension Plan? ▼
Next read for Sheppard, Mullin, Richter & Hampton LLP …
Scale reading
Ways to act on Sheppard, Mullin, Richter & Hampton LLP Cash Balance Pension Plan's numbers.
- By total assets, Sheppard, Mullin, Richter & Hampton LLP Cash Balance Pension Plan ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Defined Benefit (Pension) plans in California. Compare plans
- Sheppard, Mullin, Richter & Hampton LLP's sponsor-wide assets have grown 32.1% since 2022 across 3 plan years on file. More Professional & Technical Services plans