Defined Benefit (Pension) · DOL Form 5500 · 2023

Advanced Filtration Concepts, Inc. Pension Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets
11
Participants Small participant base
49th
Percentile by assets National rank
$577,478
Avg per participant High balance/head
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Official DOL plan name: Advanced Filtration Concepts, Inc. Defined Benefit Pension Plan · Sponsored by Advanced Filtration Concepts, Inc. · California · Professional & Technical Services

$6M in assets, 11 participants

Advanced Filtration Concepts, Inc.'s Advanced Filtration Concepts, Inc. Defined Benefit Pension Plan reported $6M in total assets and 11 participants in its 2023 DOL Form 5500 filing, ranking in the 49th 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.

  • #9,600 in Professional & Technical Services (20,321 peers)

Advanced Filtration Concepts, Inc. multi-year trail

Advanced Filtration Concepts, Inc.'s plans moved +36.5% in assets from 2022 to 2024; this filing shows Advanced Filtration Concepts, Inc. Defined Benefit Pension Plan at $6M / 11 participants.

#9,600
in Professional & Technical Services (20,321 peers)
+21.0%
assets growth YoY

Advanced Filtration Concepts, Inc. Defined Benefit Pension Plan's mid-pack asset rank among Professional & Technical Services and all filers

Advanced Filtration Concepts, Inc. Defined Benefit Pension Plan vs every filed plan by assets

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

$6,352,257 49th percentile higher than 49% 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

Advanced Filtration Concepts, Inc. Defined Benefit Pension Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Advanced Filtration Concepts, Inc. Defined Benefit Pension Plan is a small filing (11 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Advanced Filtration Concepts, Inc. Defined Benefit Pension Plan reported net income rose from $652K in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Advanced Filtration Concepts, Inc. Defined Benefit Pension Plan reported participants rose from 9 in the plan year 2022 filing to 11 in the plan year 2023 filing.
  • Advanced Filtration Concepts, Inc. Defined Benefit Pension Plan end-of-year assets rose from $5M in the plan year 2022 filing to $6M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 954765797 · Advanced Filtration Concepts, Inc. PY 2023 · Defined Benefit (Pension)

Advanced Filtration Concepts, Inc. Defined Benefit Pension Plan · $6M · 11 · 49th

  • SCH $6M
  • EBSA 11
  • PART 49th
  • TYPE Defined Benefit (Pension)
  • NET near Onesource Employees' Retirement Pension Plan
  • BOOK ind #9600

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 →

Advanced Filtration Concepts, Inc. Defined Benefit Pension Plan in the asset neighbourhood

Advanced Filtration Concepts, Inc. Defined Benefit Pension PlanAdvanced Filtration Concepts…$6MOnesource Employees' Retirement Pension PlanOnesource Employees' Retirem…$6MFazios, P.C. Defined Benefit Pension PlanFazios, P.C. Defined Benefit…$6MTennessee Valley Pain Consultants, PC Cash BalanceTennessee Valley Pain Consul…$6MSouthworth-Milton, Inc. Bargaining Unit Pension PlanSouthworth-Milton, Inc. Barg…$6M
End-of-year total assets ($M) among Advanced Filtration Concepts, Inc. Defined Benefit Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Advanced Filtration Concepts, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Advanced Filtration Concepts, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$7M 36.45116583339542% vs 2022
2024 filing year
$5M$6M$7M$8M 202220232024 $5.25M $7.16M ▲ +36.4%
Year Plans Participants Total Assets
2022 1 9 $5M
2023 1 11 $6M
2024 1 11 $7M

Advanced Filtration Concepts, Inc. filing trail (2023)

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$6M
Net Income$1M
Employer EIN954765797
Plan Effective Date2001-10-01
Filing StatusFILING RECEIVED

Nearby Defined Benefit (Pension) Plans in California

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

Advanced Filtration Concepts, Inc. 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 ($B) Participants Advanced Filtration Concepts, Inc. Defined Benefit Pension Plan, Total assets ($B): 0.006352257 · Participants: 11Advanced Filtration Concepts, Inc. Defined Benefit Pension 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
Advanced Filtration Concepts, Inc. Defined Benefit Pension Plan vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants
Compare Advanced Filtration Concepts, Inc. Defined Benefit Pension Plan side-by-side with 3 peers →

Advanced Filtration Concepts, 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 Onesource Employees' Retirement Pension Plan in TX ($6M); by covered participants it is Boca General and Family Medicine Defined Benefit Plan in FL (11 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (11 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 Advanced Filtration Concepts, Inc. Defined Benefit Pension Plan assets move in 2023? ▼
Advanced Filtration Concepts, Inc. Defined Benefit Pension Plan grew sharply - up 21.0% during 2023, from $5M to $6M. Reported net income was $1M.
How have Advanced Filtration Concepts, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Advanced Filtration Concepts, Inc.'s sponsor-wide assets grew 36.5%, from $5M to $7M.
Which Defined Benefit (Pension) plans are similar in size to Advanced Filtration Concepts, Inc. Defined Benefit Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Onesource Employees' Retirement Pension Plan in TX ($6M, 7 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Advanced Filtration Concepts, Inc. Defined Benefit Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Boca General and Family Medicine Defined Benefit Plan in FL (11 participants, $3M 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 954765797.

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.