Defined Benefit (Pension) · DOL Form 5500 · 2023

Dsvalencia1970, Inc. Pension Plan

Data updated 2026-08-25

$704K
Total assets Small plan by assets
3
Participants Small participant base
21st
Percentile by assets National rank
$234,776
Avg per participant Above avg balance/head
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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.

  • #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.

#3,197
in Professional & Technical Services (20,321 peers)
+5.1%
assets growth YoY

Dsvalencia1970, Inc. Cash Balance Account Plan among the smaller filed plans by 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 $2,050,000,000 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

Dsvalencia1970, Inc. Cash Balance Account Plan among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Dsvalencia1970, Inc. Cash Balance Account Plan is a micro filing (3 participants), the leftmost band.

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 →

Published 5500 schedule card

Filing strip 472849870 · Dsvalencia1970, Inc. PY 2023 · Defined Benefit (Pension)

Dsvalencia1970, Inc. Cash Balance Account Plan · $704K · 3 · 21st

  • EOY $704K
  • 5500 3
  • ASSETS 21st
  • PCT Defined Benefit (Pension)
  • EIN near Poole Joint Replacement Specialists Cash Balance Plan
  • RANK ind #3197

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 Professional & Technical Services retirement plans → · Plans in California →

Dsvalencia1970, Inc. Cash Balance Account Plan in the asset neighbourhood

North Shore Holdings Associates, Inc. Defined Benefit Pension PlanNorth Shore Holdings Associa…$706KRetirement Plan for Employees of City Center Development Co.Retirement Plan for Employee…$708KDsvalencia1970, Inc. Cash Balance Account PlanDsvalencia1970, Inc. Cash Ba…$704KPoole Joint Replacement Specialists Cash Balance PlanPoole Joint Replacement Spec…$704KSterling Builder Group, Inc. DB PlanSterling Builder Group, Inc.…$701K
End-of-year total assets ($M) among Dsvalencia1970, Inc. Cash Balance Account Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Dsvalencia1970, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Dsvalencia1970, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$7M 12.339688383684813% vs 2022
2024 filing year
$6M$6.5M$7M$7.5M 202220232024 $6.38M $7.17M ▲ +12.4%
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 ($B) Participants Dsvalencia1970, Inc. Cash Balance Account Plan, Total assets ($B): 0.000704329 · Participants: 3Dsvalencia1970, Inc. Cash Balance Account PlanKaiser 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
Dsvalencia1970, Inc. Cash Balance Account Plan vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants
Compare Dsvalencia1970, Inc. Cash Balance Account Plan side-by-side with 3 peers →

Dsvalencia1970, Inc. Cash Balance Account Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside California, the nearest Defined Benefit (Pension) by assets is Poole Joint Replacement Specialists Cash Balance Plan in ID ($704K); 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 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).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Dsvalencia1970, Inc. Cash Balance Account Plan? ▼
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 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.