Defined Benefit (Pension) · DOL Form 5500 · 2023

Buchalter, a Professional Corporation Pension Plan

Data updated 2026-08-25

$30M
Total assets Below avg plan size
117
Participants Small participant base
79th
Percentile by assets National rank
$257,959
Avg per participant Above avg balance/head
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Official DOL plan name: Buchalter Cash Balance Pension Plan · Sponsored by Buchalter, a Professional Corporation · California · Professional & Technical Services

$30M in assets, 117 participants

Buchalter, a Professional Corporation's Buchalter Cash Balance Pension Plan reported $30M in total assets and 117 participants in its 2023 DOL Form 5500 filing, ranking in the 79th 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.

  • #16,221 in Professional & Technical Services (20,321 peers)

Coverage in California

Buchalter Cash Balance Pension Plan covers 117 participants in California, about 19% of the average California filer (state average ~630 per filing). Assets: $30M.

#16,221
in Professional & Technical Services (20,321 peers)
+29.8%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Buchalter Cash Balance Pension Plan's outsized position by total assets

Buchalter Cash Balance Pension Plan vs every filed plan by assets

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

$30,181,195 Top 21% higher than 79% 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

Buchalter 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. Buchalter Cash Balance Pension Plan sits mid-pack in the medium band (117 participants).

Plan-year Form 5500 strip

Filing strip 952640846 · Buchalter, a Professional Corporation PY 2023 · Defined Benefit (Pension)

Buchalter Cash Balance Pension Plan · $30M · 117 · 79th

  • VS-ST $30M
  • BOY 117
  • SCH 79th
  • EBSA Defined Benefit (Pension)
  • PART near Southwest Airlines Federal Credit Union Pension Plan
  • TYPE ind #16221

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 →

Buchalter Cash Balance Pension Plan in the asset neighbourhood

Electralloy Salaried Employees Pension PlanElectralloy Salaried Employe…$30MSouthwest Airlines Federal Credit Union Pension PlanSouthwest Airlines Federal C…$30MBuchalter Cash Balance Pension PlanBuchalter Cash Balance Pensi…$30MExplorer Pipeline Company Retirement PlanExplorer Pipeline Company Re…$30MThe Combined Defined Benefit Plan for Nacco Industries, Inc. and Its SubsidiariesThe Combined Defined Benefit…$30M
End-of-year total assets ($M) among Buchalter Cash Balance Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

California filing particulars

Total Assets (Beginning of Year)$23M
Net Assets (End of Year)$30M
Net Income$7M
Employer EIN952640846
Plan Effective Date2013-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Buchalter, a Professional Corporation)

Sponsor-wide plan assets over time

All Buchalter, a Professional Corporation plans reported in each filing year

Latest sponsor-wide plan assets
$268M 58.072832449787036% vs 2022
2024 filing year
$150M$200M$250M$300M 202220232024 $170M $268M ▲ +58.1%
Year Plans Participants Total Assets
2022 2 529 $170M
2023 3 719 $233M
2024 3 747 $268M

Nearby Defined Benefit (Pension) Plans in California

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

Buchalter Cash Balance Pension Plan vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -10010203040 Total assets ($B) Participants Buchalter Cash Balance Pension Plan, Total assets ($B): 0.030181195 · Participants: 117Buchalter Cash Balance Pension PlanKaiser 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
Buchalter Cash Balance Pension Plan vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants
Compare Buchalter Cash Balance Pension Plan side-by-side with 3 peers →

Buchalter 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 Southwest Airlines Federal Credit Union Pension Plan in TX ($30M); by covered participants it is Cotton Incorporated Pension Plan in NC (117 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (117 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 Buchalter Cash Balance Pension Plan assets move in 2023? ▼
Buchalter Cash Balance Pension Plan grew sharply - up 29.8% during 2023, from $23M to $30M. Reported net income was $7M.
How have Buchalter, a Professional Corporation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Buchalter, a Professional Corporation's sponsor-wide assets grew 58.1%, from $170M to $268M.
Where does Buchalter Cash Balance Pension Plan rank by assets among Form 5500 filers? ▼
Buchalter Cash Balance Pension Plan ranks in the 79th 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 Buchalter Cash Balance Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Southwest Airlines Federal Credit Union Pension Plan in TX ($30M, 90 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Buchalter Cash Balance Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Cotton Incorporated Pension Plan in NC (117 participants, $35M 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 952640846.

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.