Defined Benefit (Pension) · DOL Form 5500 · 2024

Custom Leasing and Sales Inc Pension Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
2
Participants Small participant base
34th
Percentile by assets National rank
$1.5M
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Custom Leasing and Sales Inc Defined Benefit Pension Plan · Sponsored by Custom Leasing and Sales Inc · California · Retail Trade

$3M in assets, 2 participants

Custom Leasing and Sales Inc's Custom Leasing and Sales Inc Defined Benefit Pension Plan reported $3M in total assets and 2 participants in its 2024 DOL Form 5500 filing, ranking in the 34th 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.

  • #3,664 in Retail Trade (8,048 peers)

Custom Leasing and Sales Inc multi-year trail

Custom Leasing and Sales Inc's plans moved +15.9% in assets from 2022 to 2024; this filing shows Custom Leasing and Sales Inc Defined Benefit Pension Plan at $3M / 2 participants.

#3,664
in Retail Trade (8,048 peers)
+11.0%
assets growth YoY

Custom Leasing and Sales Inc Defined Benefit Pension Plan's mid-pack asset rank among Retail Trade and all filers

Custom Leasing and Sales Inc Defined Benefit Pension Plan vs every filed plan by assets

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

$2,905,692 34th percentile higher than 34% 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

Custom Leasing and Sales Inc Defined Benefit 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. Custom Leasing and Sales Inc Defined Benefit Pension Plan is a micro filing (2 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Custom Leasing and Sales Inc Defined Benefit Pension Plan reported net income rose from $86K in the plan year 2023 filing to $288K in the plan year 2024 filing.
  • Custom Leasing and Sales Inc Defined Benefit Pension 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 262055873 · Custom Leasing and Sales Inc PY 2024 · Defined Benefit (Pension)

Custom Leasing and Sales Inc Defined Benefit Pension Plan · $3M · 2 · 34th

  • ASSETS $3M
  • ASSETS 2
  • ASSETS 34th
  • ASSETS Defined Benefit (Pension)
  • ASSETS near Anita Patel M.D. P.a. Cash Balance Pension Plan
  • ASSETS ind #3664

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 Retail Trade retirement plans → · Plans in California →

Custom Leasing and Sales Inc Defined Benefit Pension Plan in the asset neighbourhood

Custom Leasing and Sales Inc Defined Benefit Pension PlanCustom Leasing and Sales Inc…$3MAnita Patel M.D. P.a. Cash Balance Pension PlanAnita Patel M.D. P.a. Cash B…$3MWestern Farm Bureau Pension PlanWestern Farm Bureau Pension …$3MBernard Chaus, Inc. Pension Plan for Bargaining Unit EmployeesBernard Chaus, Inc. Pension …$3MGornto & Associates, Inc. Defined Benefit PlanGornto & Associates, Inc. De…$3M
End-of-year total assets ($M) among Custom Leasing and Sales Inc Defined Benefit Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2024.

Custom Leasing and Sales Inc multi-year asset trail

Sponsor-wide plan assets over time

All Custom Leasing and Sales Inc plans reported in each filing year

Latest sponsor-wide plan assets
$3M 15.87955937206311% vs 2022
2024 filing year
$2.4M$2.6M$2.8M$3M$3.2M 202220232024 $2.64M $3.06M ▲ +15.9%
Year Plans Participants Total Assets
2022 2 4 $3M
2023 2 4 $3M
2024 2 4 $3M

Custom Leasing and Sales Inc filing trail (2024)

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$3M
Net Income$288K
Employer EIN262055873
Plan Effective Date2011-01-01
Filing StatusFILING RECEIVED

Nearby Defined Benefit (Pension) Plans in California

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

Custom Leasing and Sales Inc Defined Benefit Pension Plan vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -10010203040 Total assets ($B) Participants Custom Leasing and Sales Inc Defined Benefit Pension Plan, Total assets ($B): 0.002905692 · Participants: 2Custom Leasing and Sales Inc Defined Benefit 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
Custom Leasing and Sales Inc Defined Benefit Pension Plan vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants
Compare Custom Leasing and Sales Inc Defined Benefit Pension Plan side-by-side with 3 peers →

Custom Leasing and Sales Inc 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 Anita Patel M.D. P.a. Cash Balance Pension Plan in FL ($3M); by covered participants it is Avh Enterprises, Inc. Retirement Plan in VA (2 participants). Same-state nearby plans are listed separately above.

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 Custom Leasing and Sales Inc Defined Benefit Pension Plan assets move in 2024? ▼
Custom Leasing and Sales Inc Defined Benefit Pension Plan grew at a solid clip - up 11.0% during 2024, from $3M to $3M. Reported net income was $288K.
How have Custom Leasing and Sales Inc plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Custom Leasing and Sales Inc's sponsor-wide assets grew 15.9%, from $3M to $3M.
Which Defined Benefit (Pension) plans are similar in size to Custom Leasing and Sales Inc Defined Benefit Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Anita Patel M.D. P.a. Cash Balance Pension Plan in FL ($3M, 10 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Custom Leasing and Sales Inc Defined Benefit Pension 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 262055873.

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.