Defined Benefit (Pension) · DOL Form 5500 · 2023

Terry Moore, Ccim, Inc. Pension Plan

Data updated 2026-08-25

$719K
Total assets Small plan by assets
3
Participants Small participant base
21st
Percentile by assets National rank
$239,676
Avg per participant Above avg balance/head
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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.

  • #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.

#1,724
in Real Estate (4,727 peers)
-33.4%
assets change YoY

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.

Terry Moore, Ccim, Inc. Defined Benefit Pension Plan & Trust among the smaller filed plans by 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

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

Terry Moore, Ccim, Inc. Defined Benefit Pension Plan & Trust among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Terry Moore, Ccim, Inc. Defined Benefit Pension Plan & Trust is a micro filing (3 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → 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 →

Plan-year Form 5500 strip

Filing strip 330773804 · Terry Moore, Ccim, Inc. PY 2023 · Defined Benefit (Pension)

Terry Moore, Ccim, Inc. Defined Benefit Pension Plan & Trust · $719K · 3 · 21st

  • TYPE $719K
  • TYPE 3
  • TYPE 21st
  • TYPE Defined Benefit (Pension)
  • TYPE near Akash Makkar, PLLC Cash Balance Plan
  • TYPE ind #1724

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 Real Estate retirement plans → · Plans in California →

Terry Moore, Ccim, Inc. Defined Benefit Pension Plan & Trust in the asset neighbourhood

Waheguru-Jatt, LLC Pension PlanWaheguru-Jatt, LLC Pension P…$727KTerry Moore, Ccim, Inc. Defined Benefit Pension Plan & TrustTerry Moore, Ccim, Inc. Defi…$719KAkash Makkar, PLLC Cash Balance PlanAkash Makkar, PLLC Cash Bala…$721KLegacy Financial Advisors, Inc. Cash Balance PlanLegacy Financial Advisors, I…$722KLaw Office of Charles Riley, P.C. Retirement PlanLaw Office of Charles Riley,…$716K
End-of-year total assets ($M) among Terry Moore, Ccim, Inc. Defined Benefit Pension Plan & Trust and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

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

Sponsor-wide plan assets over time

All Terry Moore, Ccim, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$6M 15.614431267875004% vs 2022
2024 filing year
$6M$6.5M$7M$7.5M$8M 202220232024 $7.3M $6.16M ▼ -15.6%
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 EIN330773804
Plan Effective Date2014-09-01
Filing StatusFILING RECEIVED

Nearby Defined Benefit (Pension) Plans in California

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

Terry Moore, Ccim, Inc. Defined Benefit Pension Plan & Trust vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -10010203040 Total assets ($B) Participants Terry Moore, Ccim, Inc. Defined Benefit Pension Plan & Trust, Total assets ($B): 0.000719027 · Participants: 3Terry Moore, Ccim, Inc. Defined Benefit Pension Plan & TrustKaiser 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
Terry Moore, Ccim, Inc. Defined Benefit Pension Plan & Trust vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants
Compare Terry Moore, Ccim, Inc. Defined Benefit Pension Plan & Trust side-by-side with 3 peers →

Terry Moore, Ccim, Inc. Defined Benefit Pension Plan & Trust's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside California, the nearest Defined Benefit (Pension) by assets is Akash Makkar, PLLC Cash Balance Plan in AZ ($721K); by covered participants it is Cape Cod Management, LLC Defined Benefit Pension Plan in TX (3 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (3 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 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).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Terry Moore, Ccim, Inc. Defined Benefit Pension Plan & Trust? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Cape Cod Management, LLC Defined Benefit Pension Plan in TX (3 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 330773804.

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.