Defined Benefit (Pension) · DOL Form 5500 · 2024
Quantum Investments, Inc. Pension Plan
Data updated 2026-08-25
- $402K
- Total assets Small plan by assets
- 2
- Participants Small participant base
- 16th
- Percentile by assets National rank
- $201,099
- Avg per participant Above avg balance/head
Official DOL plan name: Quantum Investments, Inc. Defined Benefit Pension Plan · Sponsored by Quantum Investments, Inc. · California · Real Estate
$402K in assets, 2 participants
Quantum Investments, Inc.'s Quantum Investments, Inc. Defined Benefit Pension Plan reported $402K in total assets and 2 participants in its 2024 DOL Form 5500 filing, ranking in the 16th 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.
- #1,229 in Real Estate (4,605 peers)
Quantum Investments, Inc. multi-year trail
Quantum Investments, Inc.'s plans moved -59.8% in assets from 2022 to 2024; this filing shows Quantum Investments, Inc. Defined Benefit Pension Plan at $402K / 2 participants.
- #1,229
- in Real Estate (4,605 peers)
- -15.4%
- assets change YoY
The plan reported a net loss of $73K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Quantum Investments, Inc. Defined Benefit Pension Plan among the smaller filed plans by assets
Quantum Investments, Inc. Defined Benefit Pension Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$402,197 16th percentile higher than 16% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Quantum Investments, 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. Quantum Investments, Inc. Defined Benefit Pension Plan is a micro filing (2 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Quantum Investments, Inc. Defined Benefit Pension Plan reported net income fell from $9K in the plan year 2023 filing to -$73K in the plan year 2024 filing.
- Quantum Investments, Inc. Defined Benefit Pension Plan end-of-year assets fell from $475K in the plan year 2023 filing to $402K in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 371466420 · Quantum Investments, Inc. PY 2024 · Defined Benefit (Pension)
Quantum Investments, Inc. Defined Benefit Pension Plan · $402K · 2 · 16th
- VS-ST $402K
- VS-ST 2
- VS-ST 16th
- VS-ST Defined Benefit (Pension)
- VS-ST near International Union of Tool Die and Mold Makers Pension Plan
- VS-ST ind #1229
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 Real Estate retirement plans → · Plans in California →
Quantum Investments, Inc. Defined Benefit Pension Plan in the asset neighbourhood
Quantum Investments, Inc. multi-year asset trail
Sponsor-wide plan assets over time
All Quantum Investments, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $441K 59.78412901165575% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 5 | $1M |
| 2023 | 2 | 5 | $514K |
| 2024 | 2 | 5 | $441K |
Quantum Investments, Inc. filing trail (2024)
| Total Assets (Beginning of Year) | $475K |
|---|---|
| Net Assets (End of Year) | $402K |
| Net Income | -$73K |
| Employer EIN | 371466420 |
| Plan Effective Date | 2013-01-01 |
| Filing Status | FILING RECEIVED |
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
Quantum Investments, Inc. 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 International Union of Tool Die and Mold Makers Pension Plan in NJ ($402K); by covered participants it is Avh Enterprises, Inc. Retirement Plan in VA (2 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($402K here).
- International Union of Tool Die and Mold Makers Pension Plan (NJ) $402K · N/A
- Pension Plan for Days Pay Employees Cobre Valley Community Hospital (AZ) $403K · N/A
- Ufcw Union Local 919 & Contributing Employers Non-Food Pension Fund (NJ) $406K · N/A
- Lipworth Diamond Corp. Cash Balance Plan (NY) $396K · 1
Similar participant headcount
Nearest other-state filings by covered participants (2 participants); asset peers above are excluded.
- Avh Enterprises, Inc. Retirement Plan (VA) 2 · 0 off
- Tres Rios Retirement Plan Trust (PR) 2 · 0 off
- Sterling Builder Group, Inc. DB Plan (GA) 2 · 0 off
- Marriagemax, Inc. Defined Benefit Plan & Trust (MD) 2 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.