Defined Benefit (Pension) · DOL Form 5500 · 2024

Heather & Learka Pension Plan

Data updated 2026-08-25

$259K
Total assets Small plan by assets
2
Participants Small participant base
12th
Percentile by assets National rank
$129,625
Avg per participant Near avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Heather & Learka Cash Balance Plan · Sponsored by Heather & Learka · California · Real Estate

$259K in assets, 2 participants

Heather & Learka's Heather & Learka Cash Balance Plan reported $259K in total assets and 2 participants in its 2024 DOL Form 5500 filing, ranking in the 12th 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.

  • #908 in Real Estate (4,605 peers)

Heather & Learka multi-year trail

Heather & Learka's plans moved +14.5% in assets from 2022 to 2024; this filing shows Heather & Learka Cash Balance Plan at $259K / 2 participants.

#908
in Real Estate (4,605 peers)
+5.7%
assets growth YoY

Heather & Learka Cash Balance Plan among the smaller filed plans by assets

Heather & Learka Cash Balance Plan vs every filed plan by assets

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

$259,249 12th percentile higher than 12% 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

Heather & Learka Cash Balance 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. Heather & Learka Cash Balance Plan is a micro filing (2 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Heather & Learka Cash Balance Plan reported net income fell from $19K in the plan year 2023 filing to $14K in the plan year 2024 filing.
  • Heather & Learka Cash Balance Plan end-of-year assets rose from $245K in the plan year 2023 filing to $259K in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 810853566 · Heather & Learka PY 2024 · Defined Benefit (Pension)

Heather & Learka Cash Balance Plan · $259K · 2 · 12th

  • EIN $259K
  • RANK 2
  • PHOTO 12th
  • IND Defined Benefit (Pension)
  • EOY near Avox Systems Union Pension Plan
  • 5500 ind #908

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 →

Heather & Learka Cash Balance Plan in the asset neighbourhood

Heather & Learka Cash Balance PlanHeather & Learka Cash Balanc…$259KAvox Systems Union Pension PlanAvox Systems Union Pension P…$259KLocal 413 Pension Trust Fund$258KKlein, Paull, Holleb & Jacobs, Ltd. Cash Balance Pension Plan & TrustKlein, Paull, Holleb & Jacob…$258KBankers Pension Plan and Trust, 1975Bankers Pension Plan and Tru…$257K
End-of-year total assets ($M) among Heather & Learka Cash Balance Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2024.

Heather & Learka multi-year asset trail

Sponsor-wide plan assets over time

All Heather & Learka plans reported in each filing year

Latest sponsor-wide plan assets
$259K 14.501689375703908% vs 2022
2024 filing year
$0.22M$0.23M$0.24M$0.25M$0.26M$0.27M 202220232024 $0.23M $0.26M ▲ +13.0%
Year Plans Participants Total Assets
2022 1 3 $226K
2023 1 2 $245K
2024 1 2 $259K

Heather & Learka filing trail (2024)

Total Assets (Beginning of Year)$245K
Net Assets (End of Year)$259K
Net Income$14K
Employer EIN810853566
Plan Effective Date2020-01-01
Filing StatusFILING RECEIVED

Nearby Defined Benefit (Pension) Plans in California

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

Heather & Learka Cash Balance Plan vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -10010203040 Total assets ($B) Participants Heather & Learka Cash Balance Plan, Total assets ($B): 0.000259249 · Participants: 2Heather & Learka Cash Balance 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
Heather & Learka Cash Balance Plan vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants
Compare Heather & Learka Cash Balance Plan side-by-side with 3 peers →

Heather & Learka Cash Balance Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside California, the nearest Defined Benefit (Pension) by assets is Avox Systems Union Pension Plan in NY ($259K); 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 ($259K 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 Heather & Learka Cash Balance Plan assets move in 2024? ▼
Heather & Learka Cash Balance Plan grew at a solid clip - up 5.7% during 2024, from $245K to $259K. Reported net income was $14K.
How have Heather & Learka plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Heather & Learka's sponsor-wide assets grew 14.5%, from $226K to $259K.
Where does Heather & Learka Cash Balance Plan rank by assets among Form 5500 filers? ▼
Heather & Learka Cash Balance Plan ranks in the 12th 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 Heather & Learka Cash Balance Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Avox Systems Union Pension Plan in NY ($259K, 58 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Heather & Learka Cash Balance 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 810853566.

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.