Defined Benefit (Pension) · DOL Form 5500 · 2024

Laureti & Associates, Aplc Pension Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
5
Participants Small participant base
31st
Percentile by assets National rank
$449,617
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Laureti & Associates Defined Benefit Pension Plan · Sponsored by Laureti & Associates, Aplc · California · Professional & Technical Services

$2M in assets, 5 participants

Laureti & Associates, Aplc's Laureti & Associates Defined Benefit Pension Plan reported $2M in total assets and 5 participants in its 2024 DOL Form 5500 filing, ranking in the 31st 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.

  • #5,363 in Professional & Technical Services (20,173 peers)

Laureti & Associates, Aplc multi-year trail

Laureti & Associates, Aplc's plans moved +42.0% in assets from 2022 to 2024; this filing shows Laureti & Associates Defined Benefit Pension Plan at $2M / 5 participants.

#5,363
in Professional & Technical Services (20,173 peers)
+10.2%
assets growth YoY

Laureti & Associates Defined Benefit Pension Plan among the smaller filed plans by assets

Laureti & Associates Defined Benefit Pension Plan vs every filed plan by assets

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

$2,248,083 31st percentile higher than 31% 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

Laureti & Associates 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. Laureti & Associates Defined Benefit Pension Plan is a micro filing (5 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Laureti & Associates Defined Benefit Pension Plan reported participants rose from 3 in the plan year 2023 filing to 5 in the plan year 2024 filing.
  • Laureti & Associates Defined Benefit Pension Plan reported net income fell from $406K in the plan year 2023 filing to $208K in the plan year 2024 filing.
  • Laureti & Associates Defined Benefit Pension Plan end-of-year assets rose from $2M in the plan year 2023 filing to $2M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 800965153 · Laureti & Associates, Aplc PY 2024 · Defined Benefit (Pension)

Laureti & Associates Defined Benefit Pension Plan · $2M · 5 · 31st

  • ASSETS $2M
  • ASSETS 5
  • ASSETS 31st
  • ASSETS Defined Benefit (Pension)
  • ASSETS near Imperial Sugar Company Retirement Plan
  • ASSETS ind #5363

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 →

Laureti & Associates Defined Benefit Pension Plan in the asset neighbourhood

Village-Local 72 Retail Clerks Ees Ret. PlanVillage-Local 72 Retail Cler…$2MLaureti & Associates Defined Benefit Pension PlanLaureti & Associates Defined…$2MImperial Sugar Company Retirement PlanImperial Sugar Company Retir…$2MAmelia Peabody Foundation Pension PlanAmelia Peabody Foundation Pe…$2MOlarte-Foussard & Co., Inc. Pension PlanOlarte-Foussard & Co., Inc. …$2M
End-of-year total assets ($M) among Laureti & Associates Defined Benefit Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2024.

Laureti & Associates, Aplc multi-year asset trail

Sponsor-wide plan assets over time

All Laureti & Associates, Aplc plans reported in each filing year

Latest sponsor-wide plan assets
$3M 41.95275081448853% vs 2022
2024 filing year
$2M$2.5M$3M$3.5M 202220232024 $2.15M $3.05M ▲ +41.9%
Year Plans Participants Total Assets
2022 2 11 $2M
2023 2 8 $3M
2024 2 10 $3M

Laureti & Associates, Aplc filing trail (2024)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income$208K
Employer EIN800965153
Plan Effective Date2013-01-01
Filing StatusFILING RECEIVED

Nearby Defined Benefit (Pension) Plans in California

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

Laureti & Associates 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 ($B) Participants Laureti & Associates Defined Benefit Pension Plan, Total assets ($B): 0.002248083 · Participants: 5Laureti & Associates 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
Laureti & Associates Defined Benefit Pension Plan vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants
Compare Laureti & Associates Defined Benefit Pension Plan side-by-side with 3 peers →

Laureti & Associates 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 Imperial Sugar Company Retirement Plan in FL ($2M); by covered participants it is Alan Tajerstein Pension Plan in NY (5 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (5 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 Laureti & Associates Defined Benefit Pension Plan assets move in 2024? ▼
Laureti & Associates Defined Benefit Pension Plan grew at a solid clip - up 10.2% during 2024, from $2M to $2M. Reported net income was $208K.
How have Laureti & Associates, Aplc plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Laureti & Associates, Aplc's sponsor-wide assets grew 42.0%, from $2M to $3M.
Which Defined Benefit (Pension) plans are similar in size to Laureti & Associates Defined Benefit Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Imperial Sugar Company Retirement Plan in FL ($2M, 104 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Laureti & Associates Defined Benefit Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Alan Tajerstein Pension Plan in NY (5 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 800965153.

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.