Defined Benefit (Pension) · DOL Form 5500 · 2023
Philco Investments a California Corporation Pension Plan
Data updated 2026-08-25
- $801K
- Total assets Small plan by assets
- 1
- Participants Small participant base
- 22nd
- Percentile by assets National rank
- $801,416
- Avg per participant High balance/head
Official DOL plan name: Philco Investments a California Corporation Defined Benefit Pension Plan · Sponsored by Philco Investments a California Corporation · California · Professional & Technical Services
$801K in assets, 1 participants
Philco Investments a California Corporation's Philco Investments a California Corporation Defined Benefit Pension Plan reported $801K in total assets and 1 participant in its 2023 DOL Form 5500 filing, ranking in the 22nd 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.
- #3,424 in Professional & Technical Services (20,321 peers)
2023 asset change
Philco Investments a California Corporation Defined Benefit Pension Plan pulled back noticeably 9.0% in 2023 ($880K → $801K) for 1 participant.
- #3,424
- in Professional & Technical Services (20,321 peers)
- -9.0%
- assets change YoY
The plan reported a net loss of $79K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Philco Investments a California Corporation Defined Benefit Pension Plan among the smaller filed plans by assets
Philco Investments a California Corporation Defined Benefit Pension Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$801,416 22nd percentile higher than 22% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Philco Investments a California Corporation Defined Benefit Pension Plan among micro filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Philco Investments a California Corporation Defined Benefit Pension Plan is a micro filing (1 participant), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Philco Investments a California Corporation Defined Benefit Pension Plan reported net income rose from -$115K in the plan year 2022 filing to -$79K in the plan year 2023 filing.
- Philco Investments a California Corporation Defined Benefit Pension Plan end-of-year assets fell from $880K in the plan year 2022 filing to $801K in the plan year 2023 filing.
DOL schedule card
Filing strip 953856476 · Philco Investments a California Corporation PY 2023 · Defined Benefit (Pension)
Philco Investments a California Corporation Defined Benefit Pension Plan · $801K · 1 · 22nd
- NET $801K
- BOOK 1
- VS-ST 22nd
- BOY Defined Benefit (Pension)
- SCH near The Holyoke Hospital Pension Plan
- EBSA ind #3424
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 →
Philco Investments a California Corporation Defined Benefit Pension Plan in the asset neighbourhood
Philco Investments a California Corporation years around the 2023 move
Sponsor-wide plan assets over time
All Philco Investments a California Corporation plans reported in each filing year
- Latest sponsor-wide plan assets
- $801K 8.964035036900977% vs 2022
- 2023 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1 | $880K |
| 2023 | 1 | 1 | $801K |
2023 asset-move particulars
| Total Assets (Beginning of Year) | $880K |
|---|---|
| Net Assets (End of Year) | $801K |
| Net Income | -$79K |
| Employer EIN | 953856476 |
| Plan Effective Date | 1987-12-01 |
| 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 $33.5B · 127,356
- Pacific Gas and Electric Company Retirement Plan $21.4B · 22,914
- Pacific Gas and Electric Company Retirement Plan $18.0B · 25,647
- Retirement Plan for Physicians and Salaried Employees of the Permanente Medical Group, Inc. $10.8B · 19,545
- Disney Salaried Pension Plan D $10.1B · 10,813
Philco Investments a California Corporation 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 The Holyoke Hospital Pension Plan in MA ($799K); by covered participants it is Retirement Plan for Employees of American Institute of Marine Underwriters in NY (1 participant). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($801K here).
- The Holyoke Hospital Pension Plan (MA) $799K · 240
- Fireoak Strategies, LLC Pension Plan (NC) $794K · 3
- Chisolm Boyd and White Pension Plan (WI) $794K · 12
- Hamptons Technology Group, Inc. Cash Balance Plan (NY) $811K · 6
Similar participant headcount
Nearest other-state filings by covered participants (1 participant); asset peers above are excluded.
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.