Defined Benefit (Pension) · DOL Form 5500 · 2023

Proficium Inc Pension Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
25
Participants Small participant base
44th
Percentile by assets National rank
$194,091
Avg per participant Above avg balance/head
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Official DOL plan name: Proficium Inc Cash Balance Plan · Sponsored by Proficium Inc · California · Retail Trade

$5M in assets, 25 participants

Proficium Inc's Proficium Inc Cash Balance Plan reported $5M in total assets and 25 participants in its 2023 DOL Form 5500 filing, ranking in the 44th 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.

  • #4,577 in Retail Trade (8,414 peers)

Proficium Inc multi-year trail

Proficium Inc's plans moved +38.6% in assets from 2022 to 2024; this filing shows Proficium Inc Cash Balance Plan at $5M / 25 participants.

#4,577
in Retail Trade (8,414 peers)
+37.4%
assets growth YoY

Proficium Inc Cash Balance Plan's mid-pack asset rank among Retail Trade and all filers

Proficium Inc Cash Balance Plan vs every filed plan by assets

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

$4,852,280 44th percentile higher than 44% 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

Proficium Inc Cash Balance Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Proficium Inc Cash Balance Plan is a small filing (25 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Proficium Inc Cash Balance Plan reported net income rose from $787K in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Proficium Inc Cash Balance Plan end-of-year assets rose from $4M in the plan year 2022 filing to $5M in the plan year 2023 filing.
  • Proficium Inc Cash Balance Plan reported participants rose from 20 in the plan year 2022 filing to 25 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 300119126 · Proficium Inc PY 2023 · Defined Benefit (Pension)

Proficium Inc Cash Balance Plan · $5M · 25 · 44th

  • BOY $5M
  • SCH 25
  • EBSA 44th
  • PART Defined Benefit (Pension)
  • TYPE near Iue-Cwa Fund Employees' Pension Plan
  • NET ind #4577

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 Retail Trade retirement plans → · Plans in California →

Proficium Inc Cash Balance Plan in the asset neighbourhood

Roofers Local 248 Pension PlanRoofers Local 248 Pension Pl…$5MPension Plan for Hourly Employees of Cloverdale Employing UnitPension Plan for Hourly Empl…$5MProficium Inc Cash Balance PlanProficium Inc Cash Balance P…$5MIue-Cwa Fund Employees' Pension PlanIue-Cwa Fund Employees' Pens…$5MMichigan Spine and Brain Surgeons, PLLC Cash Balance PlanMichigan Spine and Brain Sur…$5M
End-of-year total assets ($M) among Proficium Inc Cash Balance Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Proficium Inc multi-year asset trail

Sponsor-wide plan assets over time

All Proficium Inc plans reported in each filing year

Latest sponsor-wide plan assets
$5M 38.615178955676335% vs 2022
2024 filing year
$3.5M$4M$4.5M$5M$5.5M 202220232024 $3.81M $5.28M ▲ +38.6%
Year Plans Participants Total Assets
2022 2 40 $4M
2023 2 50 $5M
2024 2 25 $5M

Proficium Inc filing trail (2023)

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$5M
Net Income$1M
Employer EIN300119126
Plan Effective Date2016-01-01
Filing StatusFILING RECEIVED

Nearby Defined Benefit (Pension) Plans in California

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

Proficium Inc Cash Balance Plan vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -10010203040 Total assets ($B) Participants Proficium Inc Cash Balance Plan, Total assets ($B): 0.00485228 · Participants: 25Proficium Inc Cash Balance 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
Proficium Inc Cash Balance Plan vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants
Compare Proficium Inc Cash Balance Plan side-by-side with 3 peers →

Proficium Inc Cash Balance Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside California, the nearest Defined Benefit (Pension) by assets is Iue-Cwa Fund Employees' Pension Plan in PA ($5M); by covered participants it is Parker Mccay P.a. Employees' Retirement Plan in NJ (25 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (25 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 Proficium Inc Cash Balance Plan assets move in 2023? ▼
Proficium Inc Cash Balance Plan surged - up 37.4% during 2023, from $4M to $5M. Reported net income was $1M.
How have Proficium Inc plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Proficium Inc's sponsor-wide assets grew 38.6%, from $4M to $5M.
Which Defined Benefit (Pension) plans are similar in size to Proficium Inc Cash Balance Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Iue-Cwa Fund Employees' Pension Plan in PA ($5M, N/A participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Proficium Inc Cash Balance Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Parker Mccay P.a. Employees' Retirement Plan in NJ (25 participants, N/A 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 300119126.

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.