Defined Benefit (Pension) · DOL Form 5500 · 2023

Terry Moore, Ccim, Inc. Pension Plan

Data updated 2026-08-11

$719K
Total assets: 3
Participants: 21st
Percentile by assets: $239,676
Avg per participant

Official DOL plan name: Terry Moore, Ccim, Inc. Defined Benefit Pension Plan & Trust · Sponsored by Terry Moore, Ccim, Inc. · California · Real Estate

$719K in assets, 3 participants

Terry Moore, Ccim, Inc.'s Terry Moore, Ccim, Inc. Defined Benefit Pension Plan & Trust reported $719K in total assets and 3 participants in its 2023 DOL Form 5500 filing, ranking in the 21st 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.

21st percentile by assets (of 127,072 plans)
#1,724 in Real Estate (4,727 peers)

Terry Moore, Ccim, Inc. multi-year trail

Terry Moore, Ccim, Inc.'s plans moved -15.6% in assets from 2022 to 2024; this filing shows Terry Moore, Ccim, Inc. Defined Benefit Pension Plan & Trust at $719K / 3 participants.

$719K
total plan assets (2023 EOY): 3
covered participants: 21st
percentile by assets (of 127,072 plans): $239,676
avg assets per participant

The plan reported a net loss of $361K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Where Terry Moore, Ccim, Inc. Defined Benefit Pension Plan & Trust sits by total assets

Terry Moore, Ccim, Inc. Defined Benefit Pension Plan & Trust vs every filed plan by assets

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

$719,027 21st percentile higher than 21% 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

Terry Moore, Ccim, Inc. Defined Benefit Pension Plan & Trust reported net income fell from -$163K in the plan year 2022 filing to -$361K in the plan year 2023 filing.
Terry Moore, Ccim, Inc. Defined Benefit Pension Plan & Trust end-of-year assets fell from $1M in the plan year 2022 filing to $719K in the plan year 2023 filing.

See the national 2022→2023 release diff →

State

California

Industry

Real Estate

Terry Moore, Ccim, Inc. across 3 plan years on file

Across the 3 plan years Terry Moore, Ccim, Inc. has on file (2022-2024), sponsor-wide plan assets have moved from $7M to $6M, a decline of 15.6%, while reported participants moved from 6 to 3 (-50.0%). Peak year by sponsor assets: 2023 ($8M); trough: 2024 ($6M).

Terry Moore, Ccim, Inc. multi-year asset trail

Total plan assets by year, all Terry Moore, Ccim, Inc. plans on file

Year	Plans	Participants	Total Assets
2022	2	6	$7M
2023	2	6	$8M
2024	1	3	$6M

Terry Moore, Ccim, Inc. filing trail (2023)

Total Assets (Beginning of Year)	$1M
Net Assets (End of Year)	$719K
Net Income	-$361K
Employer EIN	330773804
Plan Effective Date	2014-09-01
Filing Status	FILING RECEIVED

Nearby Defined Benefit (Pension) Plans in California

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

Terry Moore, Ccim, Inc. Defined Benefit Pension Plan & Trust 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

Compare Terry Moore, Ccim, Inc. Defined Benefit … side-by-side with 3 peers →

Similar-Sized Defined Benefit (Pension) Plans Nationally

Defined Benefit (Pension) plans in other states closest to Terry Moore, Ccim, Inc. Defined Benefit Pension Plan & Trust by total assets, not by location.

Akash Makkar, PLLC Cash Balance Plan (AZ) $721K · 5
Legacy Financial Advisors, Inc. Cash Balance Plan (ID) $722K · 4
Law Office of Charles Riley, P.C. Retirement Plan (TX) $716K · 3
Waheguru-Jatt, LLC Pension Plan (GA) $727K · 7

Frequently Asked Questions

How did Terry Moore, Ccim, Inc. Defined Benefit Pension Plan & Trust assets move in 2023? ▼

Terry Moore, Ccim, Inc. Defined Benefit Pension Plan & Trust contracted severely - down 33.4% during 2023, from $1M to $719K. Reported net income was -$361K.

How have Terry Moore, Ccim, Inc. plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Terry Moore, Ccim, Inc.'s sponsor-wide assets declined 15.6%, from $7M to $6M.

Where does Terry Moore, Ccim, Inc. Defined Benefit Pension Plan & Trust rank by assets among Form 5500 filers? ▼

Terry Moore, Ccim, Inc. Defined Benefit Pension Plan & Trust ranks in the 21st percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).

Which Defined Benefit (Pension) plans are similar in size to Terry Moore, Ccim, Inc. Defined Benefit Pension Plan & Trust? ▼

Among Defined Benefit (Pension) plans in other states, the closest by assets is Akash Makkar, PLLC Cash Balance Plan in AZ ($721K, 5 participants).

Next read for Terry Moore, Ccim, Inc. Defined Benefit …

Multi-year trail

Ways to act on Terry Moore, Ccim, Inc. Defined Benefit Pension Plan & Trust's numbers.

By total assets, Terry Moore, Ccim, Inc. Defined Benefit Pension Plan & Trust ranks among the smaller plans by assets on file. See the largest plans
Compare it side-by-side against 3 similar Defined Benefit (Pension) plans in California. Compare plans
Terry Moore, Ccim, Inc.'s sponsor-wide assets have declined 15.6% since 2022 across 3 plan years on file. More Real Estate plans

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 330773804.