Defined Benefit (Pension) · DOL Form 5500 · 2024

Pailles Investments Pension Plan

Data updated 2026-08-25

$450K
Total assets Small plan by assets
2
Participants Small participant base
17th
Percentile by assets National rank
$224,928
Avg per participant Above avg balance/head
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Official DOL plan name: Pailles Investments Defined Benefit Pension Plan · Sponsored by Pailles Investments · California · Real Estate

$450K in assets, 2 participants

Pailles Investments's Pailles Investments Defined Benefit Pension Plan reported $450K in total assets and 2 participants in its 2024 DOL Form 5500 filing, ranking in the 17th 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.

  • #1,313 in Real Estate (4,605 peers)

Pailles Investments multi-year trail

Pailles Investments's plans moved -20.4% in assets from 2022 to 2024; this filing shows Pailles Investments Defined Benefit Pension Plan at $450K / 2 participants.

#1,313
in Real Estate (4,605 peers)
-28.0%
assets change YoY

The plan reported a net loss of $193K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Pailles Investments Defined Benefit Pension Plan among the smaller filed plans by assets

Pailles Investments Defined Benefit Pension Plan vs every filed plan by assets

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

$449,856 17th percentile higher than 17% 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

Pailles Investments 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. Pailles Investments 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

  • Pailles Investments Defined Benefit Pension Plan reported net income fell from $60K in the plan year 2023 filing to -$193K in the plan year 2024 filing.
  • Pailles Investments Defined Benefit Pension Plan end-of-year assets fell from $625K in the plan year 2023 filing to $450K in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 201963214 · Pailles Investments PY 2024 · Defined Benefit (Pension)

Pailles Investments Defined Benefit Pension Plan · $450K · 2 · 17th

  • NET $450K
  • NET 2
  • NET 17th
  • NET Defined Benefit (Pension)
  • NET near Rheem Consolidated Pension Plan
  • NET ind #1313

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 →

Pailles Investments Defined Benefit Pension Plan in the asset neighbourhood

Pailles Investments Defined Benefit Pension PlanPailles Investments Defined …$450KRheem Consolidated Pension PlanRheem Consolidated Pension P…$450KSensata Technologies Employees Pension PlanSensata Technologies Employe…$449KAloha Infectious Diseases, LLC Pension PlanAloha Infectious Diseases, L…$449KBindery Industry Pension Plan$445K
End-of-year total assets ($M) among Pailles Investments Defined Benefit Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2024.

Pailles Investments multi-year asset trail

Sponsor-wide plan assets over time

All Pailles Investments plans reported in each filing year

Latest sponsor-wide plan assets
$450K 20.387923406363925% vs 2022
2024 filing year
$0.4M$0.5M$0.6M$0.7M 202220232024 $0.57M $0.45M ▼ -21.1%
Year Plans Participants Total Assets
2022 1 2 $565K
2023 1 2 $625K
2024 1 2 $450K

Pailles Investments filing trail (2024)

Total Assets (Beginning of Year)$625K
Net Assets (End of Year)$432K
Net Income-$193K
Employer EIN201963214
Plan Effective Date2012-01-01
Filing StatusFILING RECEIVED

Nearby Defined Benefit (Pension) Plans in California

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

Pailles Investments 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 ($B) Participants Pailles Investments Defined Benefit Pension Plan, Total assets ($B): 0.000449856 · Participants: 2Pailles Investments 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
Pailles Investments Defined Benefit Pension Plan vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants
Compare Pailles Investments Defined Benefit Pension Plan side-by-side with 3 peers →

Pailles Investments 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 Rheem Consolidated Pension Plan in GA ($450K); 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 ($450K here).

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 Pailles Investments Defined Benefit Pension Plan assets move in 2024? ▼
Pailles Investments Defined Benefit Pension Plan declined sharply - down 28.0% during 2024, from $625K to $450K. Reported net income was -$193K.
How have Pailles Investments plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Pailles Investments's sponsor-wide assets declined 20.4%, from $565K to $450K.
Where does Pailles Investments Defined Benefit Pension Plan rank by assets among Form 5500 filers? ▼
Pailles Investments Defined Benefit Pension Plan ranks in the 17th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (among the smaller plans by assets on file).
Which Defined Benefit (Pension) plans are similar in size to Pailles Investments Defined Benefit Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Rheem Consolidated Pension Plan in GA ($450K, 504 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Pailles Investments 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 201963214.

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.