Defined Benefit (Pension) · DOL Form 5500 · 2023

Dsvalencia1970, Inc. Pension Plan

Data updated 2026-08-11

$704K
Total assets
3
Participants
21st
Percentile by assets
$234,776
Avg per participant
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Official DOL plan name: Dsvalencia1970, Inc. Cash Balance Account Plan · Sponsored by Dsvalencia1970, Inc. · California · Professional & Technical Services

$704K in assets, 3 participants

Dsvalencia1970, Inc.'s Dsvalencia1970, Inc. Cash Balance Account Plan reported $704K 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)
  • #3,197 in Professional & Technical Services (20,321 peers)

Dsvalencia1970, Inc. multi-year trail

Dsvalencia1970, Inc.'s plans moved +12.3% in assets from 2022 to 2024; this filing shows Dsvalencia1970, Inc. Cash Balance Account Plan at $704K / 3 participants.

$704K
total plan assets (2023 EOY)
3
covered participants
21st
percentile by assets (of 127,072 plans)
$234,776
avg assets per participant

Where Dsvalencia1970, Inc. Cash Balance Account Plan sits by total assets

Dsvalencia1970, Inc. Cash Balance Account Plan vs every filed plan by assets

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

$704,329 21st percentile higher than 21% of 127,068 filed plans

This plan $0 $2,010,000,000 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

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Dsvalencia1970, Inc. Cash Balance Account Plan reported net income rose from $32K in the plan year 2022 filing to $34K in the plan year 2023 filing.
  • Dsvalencia1970, Inc. Cash Balance Account Plan end-of-year assets rose from $670K in the plan year 2022 filing to $704K in the plan year 2023 filing.

See the national 2022→2023 release diff →

State
California
Industry
Professional & Technical Services

Dsvalencia1970, Inc. across 3 plan years on file

Across the 3 plan years Dsvalencia1970, Inc. has on file (2022-2024), sponsor-wide plan assets have moved from $6M to $7M, a gain of 12.3%, while reported participants moved from 6 to 6 (+0.0%). Peak year by sponsor assets: 2024 ($7M); trough: 2022 ($6M).

Dsvalencia1970, Inc. multi-year asset trail

$6M$6.5M$7M$7.5M 202220232024 $6.38M $7.17M ▲ +12.4%
Total plan assets by year, all Dsvalencia1970, Inc. plans on file
Year Plans Participants Total Assets
2022 2 6 $6M
2023 2 6 $7M
2024 2 6 $7M

Dsvalencia1970, Inc. filing trail (2023)

Total Assets (Beginning of Year)$670K
Net Assets (End of Year)$704K
Net Income$34K
Employer EIN472849870
Plan Effective Date2015-11-01
Filing StatusFILING RECEIVED

Nearby Defined Benefit (Pension) Plans in California

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

Dsvalencia1970, Inc. Cash Balance Account Plan vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -10010203040 Total assets ($B) Participants Dsvalencia1970, Inc.…, Total assets ($B): 0.000704329 · Participants: 3Dsvalencia1970, Inc.…Kaiser Permanente Re…, Total assets ($B): 33.538817099 · Participants: 127356Kaiser Permanente Re…Pacific Gas and Elec…, Total assets ($B): 21.40954351 · Participants: 22914Pacific Gas and Elec…Pacific Gas and Elec…, Total assets ($B): 17.980531142 · Participants: 25647Pacific Gas and Elec…Retirement Plan for …, Total assets ($B): 10.814691143 · Participants: 19545Retirement Plan for …Disney Salaried Pens…, Total assets ($B): 10.057095066 · Participants: 10813Disney Salaried Pens…
Dsvalencia1970, Inc. Cash Balance Account Plan vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants
Compare Dsvalencia1970, Inc. Cash Balance Accoun… side-by-side with 3 peers →

Similar-Sized Defined Benefit (Pension) Plans Nationally

Defined Benefit (Pension) plans in other states closest to Dsvalencia1970, Inc. Cash Balance Account Plan by total assets, not by location.

Frequently Asked Questions

How did Dsvalencia1970, Inc. Cash Balance Account Plan assets move in 2023? ▼
Dsvalencia1970, Inc. Cash Balance Account Plan grew at a solid clip - up 5.1% during 2023, from $670K to $704K. Reported net income was $34K.
How have Dsvalencia1970, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Dsvalencia1970, Inc.'s sponsor-wide assets grew 12.3%, from $6M to $7M.
Where does Dsvalencia1970, Inc. Cash Balance Account Plan rank by assets among Form 5500 filers? ▼
Dsvalencia1970, Inc. Cash Balance Account Plan 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 Dsvalencia1970, Inc. Cash Balance Account Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Poole Joint Replacement Specialists Cash Balance Plan in ID ($704K, 9 participants).

Next read for Dsvalencia1970, Inc. Cash Balance Accoun…

Multi-year trail

Ways to act on Dsvalencia1970, Inc. Cash Balance Account Plan's numbers.

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 472849870.

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.