Defined Benefit (Pension) · DOL Form 5500 · 2024
Rb Williams Co., Inc. Dba Keiretsu Forum Pension Plan
Data updated 2026-08-25
- $3M
- Total assets Small plan by assets
- 4
- Participants Small participant base
- 36th
- Percentile by assets National rank
- $859,968
- Avg per participant High balance/head
Official DOL plan name: Keiretsu Forum Cash Balance Plan · Sponsored by Rb Williams Co., Inc. Dba Keiretsu Forum · California · Finance & Insurance
$3M in assets, 4 participants
Rb Williams Co., Inc. Dba Keiretsu Forum's Keiretsu Forum Cash Balance Plan reported $3M 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.
- #2,030 in Finance & Insurance (8,549 peers)
What the 2024 filing shows
Keiretsu Forum Cash Balance Plan holds $3M for 4 participants - about $859,968 per participant, in the lower half of filed plans by assets.
- #2,030
- in Finance & Insurance (8,549 peers)
- +3.9%
- assets growth YoY
Keiretsu Forum Cash Balance Plan's mid-pack asset rank among Finance & Insurance and all filers
Keiretsu Forum Cash Balance Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$3,439,870 36th percentile higher than 36% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Keiretsu Forum 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. Keiretsu Forum Cash Balance Plan is a micro filing (4 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Keiretsu Forum Cash Balance Plan reported net income rose from $18K in the plan year 2023 filing to $130K in the plan year 2024 filing.
- Keiretsu Forum Cash Balance Plan reported participants fell from 5 in the plan year 2023 filing to 4 in the plan year 2024 filing.
- Keiretsu Forum Cash Balance Plan end-of-year assets rose from $3M in the plan year 2023 filing to $3M in the plan year 2024 filing.
DOL schedule card
Filing strip 943382528 · Rb Williams Co., Inc. Dba Keiretsu Forum PY 2024 · Defined Benefit (Pension)
Keiretsu Forum Cash Balance Plan · $3M · 4 · 36th
- EBSA $3M
- PART 4
- TYPE 36th
- NET Defined Benefit (Pension)
- BOOK near Norton Community Hospital Retirement Plan
- VS-ST ind #2030
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 Finance & Insurance retirement plans → · Plans in California →
Keiretsu Forum Cash Balance Plan in the asset neighbourhood
Filing particulars (2024)
| Total Assets (Beginning of Year) | $3M |
|---|---|
| Net Assets (End of Year) | $3M |
| Net Income | $130K |
| Employer EIN | 943382528 |
| Plan Effective Date | 2005-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Rb Williams Co., Inc. Dba Keiretsu Forum)
Sponsor-wide plan assets over time
All Rb Williams Co., Inc. Dba Keiretsu Forum plans reported in each filing year
- Latest sponsor-wide plan assets
- $3M 4.474153211061558% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 5 | $3M |
| 2023 | 1 | 5 | $3M |
| 2024 | 1 | 4 | $3M |
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 $34.5B · 135,057
- Pacific Gas and Electric Company Retirement Plan $17.6B · 27,500
- Retirement Plan for Physicians and Salaried Employees of the Permanente Medical Group, Inc. $11.4B · 18,983
- Western States Carpenters Pension Plan $11.3B · 48,582
- Ilwu-Pma Pension Plan $10.8B · 15,833
Keiretsu Forum 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 Norton Community Hospital Retirement Plan in VA ($3M); 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.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($3M here).
Similar participant headcount
Nearest other-state filings by covered participants (4 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.