Defined Benefit (Pension) · DOL Form 5500 · 2024

Sc Partners, LLC Pension Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
3
Participants Small participant base
36th
Percentile by assets National rank
$1.1M
Avg per participant High balance/head
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Official DOL plan name: Charles Shipp & Associates Defined Benefit Plan · Sponsored by Sc Partners, LLC · District of Columbia · Professional & Technical Services

$3M in assets, 3 participants

Sc Partners, LLC's Charles Shipp & Associates Defined Benefit Plan reported $3M in total assets and 3 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.

  • #6,598 in Professional & Technical Services (20,173 peers)

Sc Partners, LLC multi-year trail

Sc Partners, LLC's plans moved -21.0% in assets from 2022 to 2024; this filing shows Charles Shipp & Associates Defined Benefit Plan at $3M / 3 participants.

#6,598
in Professional & Technical Services (20,173 peers)
+8.4%
assets growth YoY

Charles Shipp & Associates Defined Benefit Plan's mid-pack asset rank among Professional & Technical Services and all filers

Charles Shipp & Associates Defined Benefit Plan vs every filed plan by assets

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

$3,444,433 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

Charles Shipp & Associates Defined Benefit 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. Charles Shipp & Associates Defined Benefit Plan is a micro filing (3 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Charles Shipp & Associates Defined Benefit Plan reported net income rose from $74K in the plan year 2023 filing to $268K in the plan year 2024 filing.
  • Charles Shipp & Associates Defined Benefit Plan end-of-year assets rose from $3M in the plan year 2023 filing to $3M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 208994227 · Sc Partners, LLC PY 2024 · Defined Benefit (Pension)

Charles Shipp & Associates Defined Benefit Plan · $3M · 3 · 36th

  • PART $3M
  • PART 3
  • PART 36th
  • PART Defined Benefit (Pension)
  • PART near Joseph P. Fazzio Organization, LLC Cash Balance Pension Plan
  • PART ind #6598

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 District of Columbia →

Charles Shipp & Associates Defined Benefit Plan in the asset neighbourhood

Joseph P. Fazzio Organization, LLC Cash Balance Pension PlanJoseph P. Fazzio Organizatio…$3MThe S. Kann Sons Company Pension PlanThe S. Kann Sons Company Pen…$3MCharles Shipp & Associates Defined Benefit PlanCharles Shipp & Associates D…$3MKeiretsu Forum Cash Balance PlanKeiretsu Forum Cash Balance …$3MJtm Perio Implants, Inc. Cash Balance PlanJtm Perio Implants, Inc. Cas…$3M
End-of-year total assets ($M) among Charles Shipp & Associates Defined Benefit Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2024.

Sc Partners, LLC multi-year asset trail

Sponsor-wide plan assets over time

All Sc Partners, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$3M 21.01712295863299% vs 2022
2024 filing year
$3M$3.5M$4M$4.5M 202220232024 $4.36M $3.44M ▼ -21.1%
Year Plans Participants Total Assets
2022 3 9 $4M
2023 2 6 $4M
2024 1 3 $3M

Sc Partners, LLC filing trail (2024)

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$3M
Net Income$268K
Employer EIN208994227
Plan Effective Date2002-01-01
Filing StatusFILING RECEIVED

Nearby Defined Benefit (Pension) Plans in District of Columbia

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

Charles Shipp & Associates Defined Benefit Plan vs. nearby Defined Benefit (Pension) plans in District of Columbia, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -100102030 Total assets ($B) Participants Charles Shipp & Associates Defined Benefit Plan, Total assets ($B): 0.003444433 · Participants: 3Charles Shipp & Associates Defined Benefit PlanCentral Pension Fund of the Iuoe & Participating Employers, Total assets ($B): 27.435957137 · Participants: 103525Central Pension Fund of the Iuoe & Participating EmployersIam National Pension Fund, Total assets ($B): 15.01326453 · Participants: 102493Iam National Pension FundUnited Mine Workers of America 1974 Pension Plan, Total assets ($B): 3.795820295 · Participants: 58United Mine Workers of America 1974 Pension PlanLiuna Staff and Affiliates Pension Fund, Total assets ($B): 1.922502172 · Participants: 3559Liuna Staff and Affiliates Pension FundBricklayers & Trowel Trades International Pension Fund, Total assets ($B): 1.912910704 · Participants: 27474Bricklayers & Trowel Trades International Pension Fund
Charles Shipp & Associates Defined Benefit Plan vs. nearby Defined Benefit (Pension) plans in District of Columbia, assets vs. participants

Charles Shipp & Associates Defined Benefit Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside District of Columbia, the nearest Defined Benefit (Pension) by assets is Joseph P. Fazzio Organization, LLC Cash Balance Pension Plan in NJ ($3M); by covered participants it is Merkley, Newman & Mclaws, Inc. Defined Benefit Pension Plan in AZ (3 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (3 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 Charles Shipp & Associates Defined Benefit Plan assets move in 2024?
Charles Shipp & Associates Defined Benefit Plan grew at a solid clip - up 8.4% during 2024, from $3M to $3M. Reported net income was $268K.
How have Sc Partners, LLC plan assets changed over time?
Across 3 plan years on file (2022-2024), Sc Partners, LLC's sponsor-wide assets declined 21.0%, from $4M to $3M.
Which Defined Benefit (Pension) plans are similar in size to Charles Shipp & Associates Defined Benefit Plan?
Among Defined Benefit (Pension) plans in other states, the closest by assets is Joseph P. Fazzio Organization, LLC Cash Balance Pension Plan in NJ ($3M, 115 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Charles Shipp & Associates Defined Benefit Plan?
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Merkley, Newman & Mclaws, Inc. Defined Benefit Pension Plan in AZ (3 participants, $2M in assets).