Defined Benefit (Pension) · DOL Form 5500 · 2024
Financial Alternatives, Inc. Pension Plan
Data updated 2026-08-25
- N/A
- Total assets —
- 7
- Participants Small participant base
Official DOL plan name: Financial Alternatives, Inc. Defined Benefit Pension Plan · Sponsored by Financial Alternatives, Inc. · California · Finance & Insurance
N/A in assets, 7 participants
Financial Alternatives, Inc.'s Financial Alternatives, Inc. Defined Benefit Pension Plan reported N/A in total assets and 7 participants in its 2024 DOL Form 5500 filing. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.
What the 2024 filing shows
Financial Alternatives, Inc. Defined Benefit Pension Plan holds N/A for 7 participants.
- -$2M
- reported net income
The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Financial Alternatives, Inc. Defined Benefit Pension Plan among micro filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Financial Alternatives, Inc. Defined Benefit Pension Plan is a micro filing (7 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Financial Alternatives, Inc. Defined Benefit Pension Plan reported net income fell from $140K in the plan year 2023 filing to -$2M in the plan year 2024 filing.
- Financial Alternatives, Inc. Defined Benefit Pension Plan reported participants fell from 8 in the plan year 2023 filing to 7 in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 912099892 · Financial Alternatives, Inc. PY 2024 · Defined Benefit (Pension)
Financial Alternatives, Inc. Defined Benefit Pension Plan · N/A · 7
- PCT N/A
- PCT 7
- PCT PY 2024
- PCT Defined Benefit (Pension)
- PCT near Brown Baer Management, Inc. Cash Balance Plan
- PCT -$2M
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 Finance & Insurance retirement plans → · Plans in California →
Filing particulars (2024)
| Total Assets (Beginning of Year) | $2M |
|---|---|
| Net Assets (End of Year) | N/A |
| Net Income | -$2M |
| Employer EIN | 912099892 |
| Plan Effective Date | 2001-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Financial Alternatives, Inc.)
Sponsor-wide plan assets over time
All Financial Alternatives, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- N/A
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 6 | $2M |
| 2023 | 1 | 8 | $2M |
| 2024 | 1 | 7 | N/A |
Nearby Defined Benefit (Pension) Plans in California
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- Kaiser Permanente Retirement Plan $34.5B · 135,057
- Pacific Gas and Electric Company Retirement Plan $17.6B · 27,500
- Retirement Plan for Physicians and Salaried Employees of the Permanente Medical Group, Inc. $11.4B · 18,983
- Western States Carpenters Pension Plan $11.3B · 48,582
- Ilwu-Pma Pension Plan $10.8B · 15,833
Financial Alternatives, Inc. Defined Benefit Pension Plan's closest out-of-state Defined Benefit (Pension) peers by headcount
Outside California, the nearest Defined Benefit (Pension) by covered participants is Brown Baer Management, Inc. Cash Balance Plan in FL (7 participants; this filing: 7 participants).
Similar participant headcount
Nearest other-state filings by covered participants (7 participants); asset peers above are excluded.
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.