Defined Benefit (Pension) · DOL Form 5500 · 2023
W. Steven Heise Pension Plan
Data updated 2026-08-25
- $2M
- Total assets Small plan by assets
- 3
- Participants Small participant base
- 33rd
- Percentile by assets National rank
- $817,332
- Avg per participant High balance/head
Official DOL plan name: W. Steven Heise Defined Benefit Pension Plan · Sponsored by W. Steven Heise · California · Professional & Technical Services
$2M in assets, 3 participants
W. Steven Heise's W. Steven Heise Defined Benefit Pension Plan reported $2M in total assets and 3 participants in its 2023 DOL Form 5500 filing, ranking in the 33rd 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.
- #5,965 in Professional & Technical Services (20,321 peers)
What the 2023 filing shows
W. Steven Heise Defined Benefit Pension Plan holds $2M for 3 participants - about $817,332 per participant, in the lower half of filed plans by assets.
- #5,965
- in Professional & Technical Services (20,321 peers)
- +6.5%
- assets growth YoY
W. Steven Heise Defined Benefit Pension Plan among the smaller filed plans by assets
W. Steven Heise Defined Benefit Pension Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$2,451,997 33rd percentile higher than 33% 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
W. Steven Heise 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. W. Steven Heise Defined Benefit Pension Plan is a micro filing (3 participants), the leftmost band.
Plan-year Form 5500 strip
Filing strip 330886344 · W. Steven Heise PY 2023 · Defined Benefit (Pension)
W. Steven Heise Defined Benefit Pension Plan · $2M · 3 · 33rd
- EIN $2M
- RANK 3
- PHOTO 33rd
- IND Defined Benefit (Pension)
- EOY near Electric Cities of Georgia, Inc. Retirement Plan
- 5500 ind #5965
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 →
W. Steven Heise Defined Benefit Pension Plan in the asset neighbourhood
Filing particulars (2023)
| Total Assets (Beginning of Year) | $2M |
|---|---|
| Net Assets (End of Year) | $2M |
| Net Income | $150K |
| Employer EIN | 330886344 |
| Plan Effective Date | 2001-01-01 |
| 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
W. Steven Heise 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 Electric Cities of Georgia, Inc. Retirement Plan in GA ($2M); by covered participants it is Cape Cod Management, LLC Defined Benefit Pension Plan in TX (3 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($2M here).
Similar participant headcount
Nearest other-state filings by covered participants (3 participants); 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.