Defined Benefit (Pension) · DOL Form 5500 · 2024

Annas LLC Pension Plan

Data updated 2026-08-25

$329K
Total assets Small plan by assets
3
Participants Small participant base
14th
Percentile by assets National rank
$109,770
Avg per participant Below avg balance/head
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Official DOL plan name: Annas LLC Defined Benefit Pension Plan · Sponsored by Annas LLC · California · Information & Media

$329K in assets, 3 participants

Annas LLC's Annas LLC Defined Benefit Pension Plan reported $329K in total assets and 3 participants in its 2024 DOL Form 5500 filing, ranking in the 14th 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.

  • #214 in Information & Media (2,822 peers)

Annas LLC multi-year trail

Annas LLC's plans moved +45.9% in assets from 2023 to 2024; this filing shows Annas LLC Defined Benefit Pension Plan at $329K / 3 participants.

#214
in Information & Media (2,822 peers)
+45.9%
assets growth YoY

Annas LLC Defined Benefit Pension Plan among the smaller filed plans by assets

Annas LLC Defined Benefit Pension Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$329,310 14th percentile higher than 14% of 123,620 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 2024

Annas LLC 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. Annas LLC Defined Benefit Pension Plan is a micro filing (3 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Annas LLC Defined Benefit Pension Plan end-of-year assets rose from $226K in the plan year 2023 filing to $329K in the plan year 2024 filing.
  • Annas LLC Defined Benefit Pension Plan reported net income rose from $76K in the plan year 2023 filing to $104K in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 812947071 · Annas LLC PY 2024 · Defined Benefit (Pension)

Annas LLC Defined Benefit Pension Plan · $329K · 3 · 14th

  • EBSA $329K
  • EBSA 3
  • EBSA 14th
  • EBSA Defined Benefit (Pension)
  • EBSA near Window Cleaners Local 16 Pension Fund
  • EBSA ind #214

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 Information & Media retirement plans → · Plans in California →

Annas LLC Defined Benefit Pension Plan in the asset neighbourhood

Annas LLC Defined Benefit Pension PlanAnnas LLC Defined Benefit Pe…$329KWindow Cleaners Local 16 Pension FundWindow Cleaners Local 16 Pen…$329KBlake Fintz Dba Blake & Co. Defined Benefit Pension PlanBlake Fintz Dba Blake & Co. …$331KSchiffli Embroidery Workers Pension FundSchiffli Embroidery Workers …$325KTriboro Beverage, Inc. Defined Benefit PlanTriboro Beverage, Inc. Defin…$324K
End-of-year total assets ($M) among Annas LLC Defined Benefit Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2024.

Annas LLC multi-year asset trail

Sponsor-wide plan assets over time

All Annas LLC plans reported in each filing year

Latest sponsor-wide plan assets
$329K 45.86212395024981% vs 2023
2024 filing year
$0.2M$0.25M$0.3M$0.35M 20232024 $0.23M $0.33M ▲ +43.5%
Year Plans Participants Total Assets
2023 1 3 $226K
2024 1 3 $329K

Annas LLC filing trail (2024)

Total Assets (Beginning of Year)$226K
Net Assets (End of Year)$329K
Net Income$104K
Employer EIN812947071
Plan Effective Date2022-01-01
Filing StatusFILING RECEIVED

Nearby Defined Benefit (Pension) Plans in California

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

Annas LLC Defined Benefit Pension Plan vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -10010203040 Total assets ($B) Participants Annas LLC Defined Benefit Pension Plan, Total assets ($B): 0.00032931 · Participants: 3Annas LLC Defined Benefit Pension PlanKaiser Permanente Retirement Plan, Total assets ($B): 34.452234723 · Participants: 135057Kaiser Permanente Retirement PlanPacific Gas and Electric Company Retirement Plan, Total assets ($B): 17.60716624 · Participants: 27500Pacific Gas and Electric Company Retirement PlanRetirement Plan for Physicians and Salaried Employees of the Permanente Medical Group, Inc., Total assets ($B): 11.441381434 · Participants: 18983Retirement Plan for Physicians and Salaried Employees of the Permanente Medical Group, Inc.Western States Carpenters Pension Plan, Total assets ($B): 11.342334451 · Participants: 48582Western States Carpenters Pension PlanIlwu-Pma Pension Plan, Total assets ($B): 10.798538721 · Participants: 15833Ilwu-Pma Pension Plan
Annas LLC Defined Benefit Pension Plan vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants
Compare Annas LLC Defined Benefit Pension Plan side-by-side with 3 peers →

Annas LLC Defined Benefit Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside California, the nearest Defined Benefit (Pension) by assets is Window Cleaners Local 16 Pension Fund in PA ($329K); by covered participants it is Merkley, Newman & Mclaws, Inc. Defined Benefit Pension Plan in AZ (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 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Annas LLC Defined Benefit Pension Plan assets move in 2024? ▼
Annas LLC Defined Benefit Pension Plan surged - up 45.9% during 2024, from $226K to $329K. Reported net income was $104K.
How have Annas LLC plan assets changed over time? ▼
Across 2 plan years on file (2023-2024), Annas LLC's sponsor-wide assets grew 45.9%, from $226K to $329K.
Where does Annas LLC Defined Benefit Pension Plan rank by assets among Form 5500 filers? ▼
Annas LLC Defined Benefit Pension Plan ranks in the 14th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (among the smaller plans by assets on file).
Which Defined Benefit (Pension) plans are similar in size to Annas LLC Defined Benefit Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Window Cleaners Local 16 Pension Fund in PA ($329K, 1 participant).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Annas LLC Defined Benefit Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Merkley, Newman & Mclaws, Inc. Defined Benefit Pension Plan in AZ (3 participants, $2M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 812947071.

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.