Defined Benefit (Pension) · DOL Form 5500 · 2023

Special Service for Groups, Inc. Pension Plan

Data updated 2026-08-25

$27M
Total assets Below avg plan size
158
Participants Small participant base
78th
Percentile by assets National rank
$170,372
Avg per participant Above avg balance/head
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Official DOL plan name: Defined Benefit Plan of Special Service for Groups, Inc. · Sponsored by Special Service for Groups, Inc. · California · Healthcare & Social Assistance

$27M in assets, 158 participants

Special Service for Groups, Inc.'s Defined Benefit Plan of Special Service for Groups, Inc. reported $27M in total assets and 158 participants in its 2023 DOL Form 5500 filing, ranking in the 78th 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.

  • #14,334 in Healthcare & Social Assistance (17,684 peers)

Coverage in California

Defined Benefit Plan of Special Service for Groups, Inc. covers 158 participants in California, about 25% of the average California filer (state average ~630 per filing). Assets: $27M.

#14,334
in Healthcare & Social Assistance (17,684 peers)
+8.6%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Defined Benefit Plan of Special Service for Groups, Inc.'s outsized position by total assets

Defined Benefit Plan of Special Service for Groups, Inc. vs every filed plan by assets

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

$26,918,740 Top 22% higher than 78% 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

Defined Benefit Plan of Special Service for Groups, Inc. 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. Defined Benefit Plan of Special Service for Groups, Inc. sits mid-pack in the medium band (158 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Defined Benefit Plan of Special Service for Groups, Inc. reported net income rose from $1M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Defined Benefit Plan of Special Service for Groups, Inc. end-of-year assets rose from $25M in the plan year 2022 filing to $27M in the plan year 2023 filing.
  • Defined Benefit Plan of Special Service for Groups, Inc. reported participants fell from 166 in the plan year 2022 filing to 158 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 951716914 · Special Service for Groups, Inc. PY 2023 · Defined Benefit (Pension)

Defined Benefit Plan of Special Service for Groups, Inc. · $27M · 158 · 78th

  • TYPE $27M
  • NET 158
  • BOOK 78th
  • VS-ST Defined Benefit (Pension)
  • BOY near Syracuse Orthopedic Specialists, P.C. Defined Benefit Pension Plan
  • SCH ind #14334

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 Healthcare & Social Assistance retirement plans → · Plans in California →

Defined Benefit Plan of Special Service for Groups, Inc. in the asset neighbourhood

Paxton Media Group, LLC Retirement PlanPaxton Media Group, LLC Reti…$27MDefined Benefit Plan of Special Service for Groups, Inc.Defined Benefit Plan of Spec…$27MSyracuse Orthopedic Specialists, P.C. Defined Benefit Pension PlanSyracuse Orthopedic Speciali…$27MCsp Pension Plan for Hourly Employees - CareyCsp Pension Plan for Hourly …$27MAvx Pension Plan for Bargaining Unit and Hourly EmployeesAvx Pension Plan for Bargain…$27M
End-of-year total assets ($M) among Defined Benefit Plan of Special Service for Groups, Inc. and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

California filing particulars

Total Assets (Beginning of Year)$25M
Net Assets (End of Year)$27M
Net Income$2M
Employer EIN951716914
Plan Effective Date1988-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Special Service for Groups, Inc.)

Sponsor-wide plan assets over time

All Special Service for Groups, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$104M 39.18931774829396% vs 2022
2024 filing year
$70M$80M$90M$100M$110M 202220232024 $74.5M $104M ▲ +39.2%
Year Plans Participants Total Assets
2022 2 1,919 $75M
2023 2 2,104 $90M
2024 2 2,643 $104M

Nearby Defined Benefit (Pension) Plans in California

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

Defined Benefit Plan of Special Service for Groups, Inc. vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -10010203040 Total assets ($B) Participants Defined Benefit Plan of Special Service for Groups, Inc., Total assets ($B): 0.02691874 · Participants: 158Defined Benefit Plan of Special Service for Groups, Inc.Kaiser 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
Defined Benefit Plan of Special Service for Groups, Inc. vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants
Compare Defined Benefit Plan of Special Service for Groups, Inc. side-by-side with 3 peers →

Defined Benefit Plan of Special Service for Groups, Inc.'s out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside California, the nearest Defined Benefit (Pension) by assets is Syracuse Orthopedic Specialists, P.C. Defined Benefit Pension Plan in NY ($27M); by covered participants it is The Oswego Hospital Retirement Plan in NY (158 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (158 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 Defined Benefit Plan of Special Service for Groups, Inc. assets move in 2023? ▼
Defined Benefit Plan of Special Service for Groups, Inc. grew at a solid clip - up 8.6% during 2023, from $25M to $27M. Reported net income was $2M.
How have Special Service for Groups, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Special Service for Groups, Inc.'s sponsor-wide assets grew 39.2%, from $75M to $104M.
Where does Defined Benefit Plan of Special Service for Groups, Inc. rank by assets among Form 5500 filers? ▼
Defined Benefit Plan of Special Service for Groups, Inc. ranks in the 78th 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 Defined Benefit Plan of Special Service for Groups, Inc.? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Syracuse Orthopedic Specialists, P.C. Defined Benefit Pension Plan in NY ($27M, 654 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Defined Benefit Plan of Special Service for Groups, Inc.? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is The Oswego Hospital Retirement Plan in NY (158 participants, $39M 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 951716914.

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.