Defined Benefit (Pension) · DOL Form 5500 · 2024
Ronald J. Mix, a Sole Proprietorship Pension Plan
Data updated 2026-08-25
- $598K
- Total assets Small plan by assets
- 1
- Participants Small participant base
- 19th
- Percentile by assets National rank
- $597,966
- Avg per participant High balance/head
Official DOL plan name: Ronald J. Mix, Asp Defined Benefit Pension Plan · Sponsored by Ronald J. Mix, a Sole Proprietorship · California · Professional & Technical Services
$598K in assets, 1 participants
Ronald J. Mix, a Sole Proprietorship's Ronald J. Mix, Asp Defined Benefit Pension Plan reported $598K in total assets and 1 participant in its 2024 DOL Form 5500 filing, ranking in the 19th 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.
- #2,917 in Professional & Technical Services (20,173 peers)
Ronald J. Mix, a Sole Proprietorship multi-year trail
Ronald J. Mix, a Sole Proprietorship's plans moved +30.6% in assets from 2022 to 2024; this filing shows Ronald J. Mix, Asp Defined Benefit Pension Plan at $598K / 1 participant.
- #2,917
- in Professional & Technical Services (20,173 peers)
- +26.6%
- assets growth YoY
Ronald J. Mix, Asp Defined Benefit Pension Plan among the smaller filed plans by assets
Ronald J. Mix, Asp Defined Benefit Pension Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$597,966 19th percentile higher than 19% 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
Ronald J. Mix, Asp 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. Ronald J. Mix, Asp Defined Benefit Pension Plan is a micro filing (1 participant), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Ronald J. Mix, Asp Defined Benefit Pension Plan reported net income rose from $14K in the plan year 2023 filing to $126K in the plan year 2024 filing.
- Ronald J. Mix, Asp Defined Benefit Pension Plan end-of-year assets rose from $472K in the plan year 2023 filing to $598K in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 264739804 · Ronald J. Mix, a Sole Proprietorship PY 2024 · Defined Benefit (Pension)
Ronald J. Mix, Asp Defined Benefit Pension Plan · $598K · 1 · 19th
- ASSETS $598K
- ASSETS 1
- ASSETS 19th
- ASSETS Defined Benefit (Pension)
- ASSETS near Hudson Valley Motorcycle Sales, Inc. Defined Benefit Pension Plan and Trust
- ASSETS ind #2917
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 →
Ronald J. Mix, Asp Defined Benefit Pension Plan in the asset neighbourhood
Ronald J. Mix, a Sole Proprietorship multi-year asset trail
Sponsor-wide plan assets over time
All Ronald J. Mix, a Sole Proprietorship plans reported in each filing year
- Latest sponsor-wide plan assets
- $598K 30.551425558532063% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1 | $458K |
| 2023 | 1 | 1 | $472K |
| 2024 | 1 | 1 | $598K |
Ronald J. Mix, a Sole Proprietorship filing trail (2024)
| Total Assets (Beginning of Year) | $472K |
|---|---|
| Net Assets (End of Year) | $598K |
| Net Income | $126K |
| Employer EIN | 264739804 |
| Plan Effective Date | 1988-01-01 |
| 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
Ronald J. Mix, Asp 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 Hudson Valley Motorcycle Sales, Inc. Defined Benefit Pension Plan and Trust in NY ($600K); by covered participants it is The Lawrence Firm, PLLC Defined Benefit Pension Plan in VA (1 participant). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($598K here).
Similar participant headcount
Nearest other-state filings by covered participants (1 participant); 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.