Defined Benefit (Pension) · DOL Form 5500 · 2024

F. Ron Smith, Inc. Pension Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
4
Participants Small participant base
36th
Percentile by assets National rank
$878,722
Avg per participant High balance/head
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Official DOL plan name: F. Ron Smith, Inc. Cash Balance Pension Plan · Sponsored by F. Ron Smith, Inc. · California · Real Estate

$4M in assets, 4 participants

F. Ron Smith, Inc.'s F. Ron Smith, Inc. Cash Balance Pension Plan reported $4M in total assets and 4 participants in its 2024 DOL Form 5500 filing, ranking in the 36th 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.

  • #2,582 in Real Estate (4,605 peers)

Real Estate sector rank

Within Real Estate, F. Ron Smith, Inc. Cash Balance Pension Plan ranks #2,582 of 4,605 2024 filers by assets (739% of the sector average)-$4M for 4 participants.

#2,582
in Real Estate (4,605 peers)
+36.5%
assets growth YoY

F. Ron Smith, Inc. Cash Balance Pension Plan's mid-pack asset rank among Real Estate and all filers

F. Ron Smith, Inc. Cash Balance Pension Plan vs every filed plan by assets

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

$3,514,888 36th percentile higher than 36% 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

F. Ron Smith, Inc. Cash Balance 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. F. Ron Smith, Inc. Cash Balance Pension Plan is a micro filing (4 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • F. Ron Smith, Inc. Cash Balance Pension Plan end-of-year assets rose from $3M in the plan year 2023 filing to $4M in the plan year 2024 filing.
  • F. Ron Smith, Inc. Cash Balance Pension Plan reported participants rose from 3 in the plan year 2023 filing to 4 in the plan year 2024 filing.
  • F. Ron Smith, Inc. Cash Balance Pension Plan reported net income rose from $794K in the plan year 2023 filing to $940K in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 030424511 · F. Ron Smith, Inc. PY 2024 · Defined Benefit (Pension)

F. Ron Smith, Inc. Cash Balance Pension Plan · $4M · 4 · 36th

  • RANK $4M
  • RANK 4
  • RANK 36th
  • RANK Defined Benefit (Pension)
  • RANK near Cunningham Orthopaedics, LLC Defined Benefit Plan
  • RANK ind #2582

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 →

F. Ron Smith, Inc. Cash Balance Pension Plan in the asset neighbourhood

Cunningham Orthopaedics, LLC Defined Benefit PlanCunningham Orthopaedics, LLC…$4MBoilermakers Lodge 329 Pension FundBoilermakers Lodge 329 Pensi…$4MF. Ron Smith, Inc. Cash Balance Pension PlanF. Ron Smith, Inc. Cash Bala…$4MBank of Holland Pension Plan as a Member of the New York State Bankers Retirement SystemBank of Holland Pension Plan…$4MAllgate Financial LLC Cash Balance Pension Plan & TrustAllgate Financial LLC Cash B…$4M
End-of-year total assets ($M) among F. Ron Smith, Inc. Cash Balance Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2024.

Real Estate filing particulars

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$4M
Net Income$940K
Employer EIN030424511
Plan Effective Date2017-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (F. Ron Smith, Inc.)

Sponsor-wide plan assets over time

All F. Ron Smith, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$4M 97.32050980486821% vs 2022
2024 filing year
$1M$2M$3M$4M 202220232024 $1.78M $3.51M ▲ +97.2%
Year Plans Participants Total Assets
2022 1 2 $2M
2023 1 3 $3M
2024 1 4 $4M

Nearby Defined Benefit (Pension) Plans in California

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

F. Ron Smith, Inc. Cash Balance Pension Plan vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -10010203040 Total assets ($B) Participants F. Ron Smith, Inc. Cash Balance Pension Plan, Total assets ($B): 0.003514888 · Participants: 4F. Ron Smith, Inc. Cash Balance 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
F. Ron Smith, Inc. Cash Balance Pension Plan vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants
Compare F. Ron Smith, Inc. Cash Balance Pension Plan side-by-side with 3 peers →

F. Ron Smith, Inc. Cash Balance Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside California, the nearest Defined Benefit (Pension) by assets is Cunningham Orthopaedics, LLC Defined Benefit Plan in NJ ($4M); by covered participants it is Bordeaux Dyno-Cam & Machine Shop Defined Benefit Pension Plan in NC (4 participants). Same-state nearby plans are listed separately above.

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 F. Ron Smith, Inc. Cash Balance Pension Plan assets move in 2024? ▼
F. Ron Smith, Inc. Cash Balance Pension Plan surged - up 36.5% during 2024, from $3M to $4M. Reported net income was $940K.
How have F. Ron Smith, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), F. Ron Smith, Inc.'s sponsor-wide assets grew 97.3%, from $2M to $4M.
Which Defined Benefit (Pension) plans are similar in size to F. Ron Smith, Inc. Cash Balance Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Cunningham Orthopaedics, LLC Defined Benefit Plan in NJ ($4M, 5 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to F. Ron Smith, Inc. Cash Balance Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Bordeaux Dyno-Cam & Machine Shop Defined Benefit Pension Plan in NC (4 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 030424511.

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.