Defined Benefit (Pension) · DOL Form 5500 · 2023

Lewis Brisbois Bisgaard & Smith LLP Pension Plan

Data updated 2026-08-25

$45M
Total assets Below avg plan size
184
Participants Below avg headcount
84th
Percentile by assets National rank
$243,149
Avg per participant Above avg balance/head
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Official DOL plan name: Lewis Brisbois Bisgaard & Smith LLP Cash Balance Pension Plan III · Sponsored by Lewis Brisbois Bisgaard & Smith LLP · California · Professional & Technical Services

$45M in assets, 184 participants

Lewis Brisbois Bisgaard & Smith LLP's Lewis Brisbois Bisgaard & Smith LLP Cash Balance Pension Plan III reported $45M in total assets and 184 participants in its 2023 DOL Form 5500 filing, ranking in the 84th 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.

  • #17,340 in Professional & Technical Services (20,321 peers)

Coverage in California

Lewis Brisbois Bisgaard & Smith LLP Cash Balance Pension Plan III covers 184 participants in California, about 29% of the average California filer (state average ~630 per filing). Assets: $45M.

#17,340
in Professional & Technical Services (20,321 peers)
+42.7%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Lewis Brisbois Bisgaard & Smith LLP Cash Balance Pension Plan III's outsized position by total assets

Lewis Brisbois Bisgaard & Smith LLP Cash Balance Pension Plan III vs every filed plan by assets

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

$44,739,363 Top 16% higher than 84% 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

Lewis Brisbois Bisgaard & Smith LLP Cash Balance Pension Plan III 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. Lewis Brisbois Bisgaard & Smith LLP Cash Balance Pension Plan III sits mid-pack in the medium band (184 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Lewis Brisbois Bisgaard & Smith LLP Cash Balance Pension Plan III end-of-year assets rose from $31M in the plan year 2022 filing to $45M in the plan year 2023 filing.
  • Lewis Brisbois Bisgaard & Smith LLP Cash Balance Pension Plan III reported net income fell from $15M in the plan year 2022 filing to $13M in the plan year 2023 filing.
  • Lewis Brisbois Bisgaard & Smith LLP Cash Balance Pension Plan III reported participants rose from 174 in the plan year 2022 filing to 184 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 953720522 · Lewis Brisbois Bisgaard & Smith LLP PY 2023 · Defined Benefit (Pension)

Lewis Brisbois Bisgaard & Smith LLP Cash Balance Pension Plan III · $45M · 184 · 84th

  • ASSETS $45M
  • PCT 184
  • EIN 84th
  • RANK Defined Benefit (Pension)
  • PHOTO near First Federal Bank Retirement Plan
  • IND ind #17340

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 →

Lewis Brisbois Bisgaard & Smith LLP Cash Balance Pension Plan III in the asset neighbourhood

Lumber Employees Local 786 Retirement FundLumber Employees Local 786 R…$45MHydril Company Retirement PlanHydril Company Retirement Pl…$45MLewis Brisbois Bisgaard & Smith LLP Cash Balance Pension Plan IIILewis Brisbois Bisgaard & Sm…$45MFirst Federal Bank Retirement PlanFirst Federal Bank Retiremen…$45MGroup Pension Plan for Hourly Employees of Keystone Powdered Metal CoGroup Pension Plan for Hourl…$45M
End-of-year total assets ($M) among Lewis Brisbois Bisgaard & Smith LLP Cash Balance Pension Plan III and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

California filing particulars

Total Assets (Beginning of Year)$31M
Net Assets (End of Year)$45M
Net Income$13M
Employer EIN953720522
Plan Effective Date2021-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Lewis Brisbois Bisgaard & Smith LLP)

Sponsor-wide plan assets over time

All Lewis Brisbois Bisgaard & Smith LLP plans reported in each filing year

Latest sponsor-wide plan assets
$553M 38.84774662368116% vs 2022
2024 filing year
$350M$400M$450M$500M$550M$600M 202220232024 $399M $553M ▲ +38.8%
Year Plans Participants Total Assets
2022 3 3,487 $399M
2023 3 3,586 $483M
2024 3 3,249 $553M

Nearby Defined Benefit (Pension) Plans in California

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

Lewis Brisbois Bisgaard & Smith LLP Cash Balance Pension Plan III vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -10010203040 Total assets ($B) Participants Lewis Brisbois Bisgaard & Smith LLP Cash Balance Pension Plan III, Total assets ($B): 0.044739363 · Participants: 184Lewis Brisbois Bisgaard & Smith LLP Cash Balance Pension Plan IIIKaiser 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
Lewis Brisbois Bisgaard & Smith LLP Cash Balance Pension Plan III vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants
Compare Lewis Brisbois Bisgaard & Smith LLP Cash Balance Pension Plan III side-by-side with 3 peers →

Lewis Brisbois Bisgaard & Smith LLP Cash Balance Pension Plan III's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside California, the nearest Defined Benefit (Pension) by assets is First Federal Bank Retirement Plan in MO ($45M); by covered participants it is Kyo-Ya Management Company, Ltd and Participating Companies Pension Plan in HI (184 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (184 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 Lewis Brisbois Bisgaard & Smith LLP Cash Balance Pension Plan III assets move in 2023? ▼
Lewis Brisbois Bisgaard & Smith LLP Cash Balance Pension Plan III surged - up 42.7% during 2023, from $31M to $45M. Reported net income was $13M.
How have Lewis Brisbois Bisgaard & Smith LLP plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Lewis Brisbois Bisgaard & Smith LLP's sponsor-wide assets grew 38.8%, from $399M to $553M.
Where does Lewis Brisbois Bisgaard & Smith LLP Cash Balance Pension Plan III rank by assets among Form 5500 filers? ▼
Lewis Brisbois Bisgaard & Smith LLP Cash Balance Pension Plan III ranks in the 84th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to Lewis Brisbois Bisgaard & Smith LLP Cash Balance Pension Plan III? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is First Federal Bank Retirement Plan in MO ($45M, 81 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Lewis Brisbois Bisgaard & Smith LLP Cash Balance Pension Plan III? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Kyo-Ya Management Company, Ltd and Participating Companies Pension Plan in HI (184 participants, $128M 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 953720522.

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.