Defined Benefit (Pension) · DOL Form 5500 · 2022
Philco Investments a California Corporation Pension Plan
Data updated 2026-08-25
- $880K
- Total assets Small plan by assets
- 1
- Participants Small participant base
- 24th
- Percentile by assets National rank
- $880,329
- Avg per participant High balance/head
Official DOL plan name: Philco Investments a California Corporation Defined Benefit Pension Plan · Sponsored by Philco Investments a California Corporation · California · Professional & Technical Services
$880K in assets, 1 participants
Philco Investments a California Corporation's Philco Investments a California Corporation Defined Benefit Pension Plan reported $880K in total assets and 1 participant in its 2022 DOL Form 5500 filing, ranking in the 24th 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.
- #4,281 in Professional & Technical Services (21,562 peers)
2022 asset change
Philco Investments a California Corporation Defined Benefit Pension Plan pulled back noticeably 11.6% in 2022 ($996K → $880K) for 1 participant.
- #4,281
- in Professional & Technical Services (21,562 peers)
- -11.6%
- assets change YoY
The plan reported a net loss of $115K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Philco Investments a California Corporation Defined Benefit Pension Plan among the smaller filed plans by assets
Philco Investments a California Corporation Defined Benefit Pension Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$880,329 24th percentile higher than 24% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Philco Investments a California Corporation Defined Benefit Pension Plan among micro filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Philco Investments a California Corporation Defined Benefit Pension Plan is a micro filing (1 participant), the leftmost band.
Published 5500 schedule card
Filing strip 953856476 · Philco Investments a California Corporation PY 2022 · Defined Benefit (Pension)
Philco Investments a California Corporation Defined Benefit Pension Plan · $880K · 1 · 24th
- RANK $880K
- RANK 1
- RANK 24th
- RANK Defined Benefit (Pension)
- RANK near Communication Investment Partners, LLC Cash Balance Plan
- RANK ind #4281
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 →
Philco Investments a California Corporation Defined Benefit Pension Plan in the asset neighbourhood
Philco Investments a California Corporation years around the 2022 move
Sponsor-wide plan assets over time
All Philco Investments a California Corporation plans reported in each filing year
- Latest sponsor-wide plan assets
- $801K 8.964035036900977% vs 2022
- 2023 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1 | $880K |
| 2023 | 1 | 1 | $801K |
2022 asset-move particulars
| Total Assets (Beginning of Year) | $996K |
|---|---|
| Net Assets (End of Year) | $880K |
| Net Income | -$115K |
| Employer EIN | 953856476 |
| Plan Effective Date | 1987-12-01 |
| 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 $31.9B · 126,331
- Pacific Gas and Electric Company Retirement Plan $17.1B · 25,709
- Retirement Plan for Physicians and Salaried Employees of the Permanente Medical Group, Inc. $10.4B · 19,326
- Disney Salaried Pension Plan D $9.2B · 11,405
- Wells Fargo & Company Cash Balance Plan $8.8B · 59,141
Philco Investments a California Corporation 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 Communication Investment Partners, LLC Cash Balance Plan in NY ($882K); by covered participants it is Teamsters Union Local 970 Pension Plan for Smith Foundry Company in MN (1 participant). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($880K here).
Similar participant headcount
Nearest other-state filings by covered participants (1 participant); asset peers above are excluded.
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.