Defined Benefit (Pension) · DOL Form 5500 · 2024

Anna M., Inc. Pension Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
2
Participants Small participant base
33rd
Percentile by assets National rank
$1.4M
Avg per participant High balance/head
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Official DOL plan name: Anna M., Inc. Defined Benefit Pension Plan · Sponsored by Anna M., Inc. · California · Professional & Technical Services

$3M in assets, 2 participants

Anna M., Inc.'s Anna M., Inc. Defined Benefit Pension Plan reported $3M in total assets and 2 participants in its 2024 DOL Form 5500 filing, ranking in the 33rd 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.

  • #5,982 in Professional & Technical Services (20,173 peers)

What the 2024 filing shows

Anna M., Inc. Defined Benefit Pension Plan holds $3M for 2 participants - about $1.4M per participant, in the lower half of filed plans by assets.

#5,982
in Professional & Technical Services (20,173 peers)
+1.0%
assets growth YoY

Anna M., Inc. Defined Benefit Pension Plan among the smaller filed plans by assets

Anna M., Inc. Defined Benefit Pension Plan vs every filed plan by assets

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

$2,799,831 33rd percentile higher than 33% 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

Anna M., 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. Anna M., Inc. Defined Benefit Pension Plan is a micro filing (2 participants), the leftmost band.

Form 5500 schedule snapshot

Filing strip 201362250 · Anna M., Inc. PY 2024 · Defined Benefit (Pension)

Anna M., Inc. Defined Benefit Pension Plan · $3M · 2 · 33rd

  • ASSETS $3M
  • ASSETS 2
  • ASSETS 33rd
  • ASSETS Defined Benefit (Pension)
  • ASSETS near Clay Eye Physicians & Surgeons Cash Balance Plan-005
  • ASSETS ind #5982

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 →

Anna M., Inc. Defined Benefit Pension Plan in the asset neighbourhood

Hendricks Interests, LLC Employees Pension Plan and TrustHendricks Interests, LLC Emp…$3MAnna M., Inc. Defined Benefit Pension PlanAnna M., Inc. Defined Benefi…$3MClay Eye Physicians & Surgeons Cash Balance Plan-005Clay Eye Physicians & Surgeo…$3MMsg Entertainment Holdings, LLC Ret Plan for Licnsd Ushers & Tckt Tkrs Lcl Union 176 SEIU AFL-CIOMsg Entertainment Holdings, …$3MIntertape Polymer Corp. Marysville Union Pension PlanIntertape Polymer Corp. Mary…$3M
End-of-year total assets ($M) among Anna M., Inc. Defined Benefit Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2024.

Filing particulars (2024)

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$3M
Net Income$27K
Employer EIN201362250
Plan Effective Date2007-01-01
Filing StatusFILING RECEIVED

Nearby Defined Benefit (Pension) Plans in California

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

Anna M., 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 ($B) Participants Anna M., Inc. Defined Benefit Pension Plan, Total assets ($B): 0.002799831 · Participants: 2Anna M., Inc. 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
Anna M., Inc. Defined Benefit Pension Plan vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants
Compare Anna M., Inc. Defined Benefit Pension Plan side-by-side with 3 peers →

Anna M., 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 Clay Eye Physicians & Surgeons Cash Balance Plan-005 in NJ ($3M); by covered participants it is Avh Enterprises, Inc. Retirement Plan in VA (2 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (2 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 Anna M., Inc. Defined Benefit Pension Plan assets move in 2024? ▼
Anna M., Inc. Defined Benefit Pension Plan held essentially flat - up 1.0% during 2024, from $3M to $3M. Reported net income was $27K.
Which Defined Benefit (Pension) plans are similar in size to Anna M., Inc. Defined Benefit Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Clay Eye Physicians & Surgeons Cash Balance Plan-005 in NJ ($3M, 102 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Anna M., Inc. Defined Benefit Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Avh Enterprises, Inc. Retirement Plan in VA (2 participants, N/A 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 201362250.

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.