Defined Benefit (Pension) · DOL Form 5500 · 2024
Charles Small & Associates Pension Plan
Data updated 2026-08-25
- $194K
- Total assets Small plan by assets
- N/A
- Participants Small participant base
- 10th
- Percentile by assets National rank
Official DOL plan name: Charles Small & Associates Pension Plan · Sponsored by Charles Small & Associates · California · Finance & Insurance
$194K in assets, N/A participants
Charles Small & Associates's Charles Small & Associates Pension Plan reported $194K in total assets and N/A participants in its 2024 DOL Form 5500 filing, ranking in the 10th 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.
- #446 in Finance & Insurance (8,549 peers)
What the 2024 filing shows
Charles Small & Associates Pension Plan holds $194K for N/A participants, among the smaller plans by assets on file.
- #446
- in Finance & Insurance (8,549 peers)
- $194K
- reported net income
Charles Small & Associates Pension Plan among the smaller filed plans by assets
Charles Small & Associates Pension Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$194,480 10th percentile higher than 10% 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
Filed plans by participant headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets.
Form 5500 schedule snapshot
Filing strip 342060428 · Charles Small & Associates PY 2024 · Defined Benefit (Pension)
Charles Small & Associates Pension Plan · $194K · N/A · 10th
- PART $194K
- TYPE N/A
- NET 10th
- BOOK Defined Benefit (Pension)
- VS-ST near Iue-Cwa Fund Employees' Pension Plan
- BOY ind #446
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 Finance & Insurance retirement plans → · Plans in California →
Charles Small & Associates Pension Plan in the asset neighbourhood
Filing particulars (2024)
| Total Assets (Beginning of Year) | N/A |
|---|---|
| Net Assets (End of Year) | $194K |
| Net Income | $194K |
| Employer EIN | 342060428 |
| Plan Effective Date | 2024-01-01 |
| 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
Charles Small & Associates Pension Plan's closest out-of-state Defined Benefit (Pension) peers by assets
Outside California, the nearest Defined Benefit (Pension) by end-of-year assets is Iue-Cwa Fund Employees' Pension Plan in NY at $194K (this filing: $194K).
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($194K here).
- Iue-Cwa Fund Employees' Pension Plan (NY) $194K · N/A
- Motion Picture Lab Tech Local 702 Pension Fund (NY) $196K · N/A
- Publishing, Inc. Retirement Plan (AR) $193K · 2
- Sherwin Alumina Company Pension Plan for Hourly Employees (NY) $193K · N/A
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.