Defined Benefit (Pension) · DOL Form 5500 · 2024

Alan D. Wallace, Esq. Pension Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets
4
Participants Small participant base
45th
Percentile by assets National rank
$1.5M
Avg per participant High balance/head
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Official DOL plan name: Alan D. Wallace Pension Plan · Sponsored by Alan D. Wallace, Esq. · California · Professional & Technical Services

$6M in assets, 4 participants

Alan D. Wallace, Esq.'s Alan D. Wallace Pension Plan reported $6M in total assets and 4 participants in its 2024 DOL Form 5500 filing, ranking in the 45th 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.

  • #8,675 in Professional & Technical Services (20,173 peers)

Alan D. Wallace, Esq. multi-year trail

Alan D. Wallace, Esq.'s plans moved +23.6% in assets from 2022 to 2024; this filing shows Alan D. Wallace Pension Plan at $6M / 4 participants.

#8,675
in Professional & Technical Services (20,173 peers)
+11.7%
assets growth YoY

Alan D. Wallace Pension Plan's mid-pack asset rank among Professional & Technical Services and all filers

Alan D. Wallace Pension Plan vs every filed plan by assets

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

$5,947,565 45th percentile higher than 45% 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

Alan D. Wallace 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. Alan D. Wallace Pension Plan is a micro filing (4 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Alan D. Wallace Pension Plan reported net income rose from $515K in the plan year 2023 filing to $622K in the plan year 2024 filing.
  • Alan D. Wallace Pension Plan reported participants fell from 5 in the plan year 2023 filing to 4 in the plan year 2024 filing.
  • Alan D. Wallace Pension Plan end-of-year assets rose from $5M in the plan year 2023 filing to $6M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 954725567 · Alan D. Wallace, Esq. PY 2024 · Defined Benefit (Pension)

Alan D. Wallace Pension Plan · $6M · 4 · 45th

  • PCT $6M
  • PCT 4
  • PCT 45th
  • PCT Defined Benefit (Pension)
  • PCT near The Restated Pension Plan for Hourly-Rated Employees of Amg Vanadium, Inc.
  • PCT ind #8675

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 →

Alan D. Wallace Pension Plan in the asset neighbourhood

Judson Center Defined Benefit Pension PlanJudson Center Defined Benefi…$6MSouthworth-Milton, Inc. Bargaining Unit Pension PlanSouthworth-Milton, Inc. Barg…$6MAlan D. Wallace Pension Plan$6MThe Restated Pension Plan for Hourly-Rated Employees of Amg Vanadium, Inc.The Restated Pension Plan fo…$6MInternational Longshoremens Association Pension PlanInternational Longshoremens …$6M
End-of-year total assets ($M) among Alan D. Wallace Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2024.

Alan D. Wallace, Esq. multi-year asset trail

Sponsor-wide plan assets over time

All Alan D. Wallace, Esq. plans reported in each filing year

Latest sponsor-wide plan assets
$6M 23.63529742409011% vs 2022
2024 filing year
$4.5M$5M$5.5M$6M$6.5M 202220232024 $4.81M $5.95M ▲ +23.7%
Year Plans Participants Total Assets
2022 1 5 $5M
2023 1 5 $5M
2024 1 4 $6M

Alan D. Wallace, Esq. filing trail (2024)

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$6M
Net Income$622K
Employer EIN954725567
Plan Effective Date2006-01-01
Filing StatusFILING RECEIVED

Nearby Defined Benefit (Pension) Plans in California

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

Alan D. Wallace Pension Plan vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -10010203040 Total assets ($B) Participants Alan D. Wallace Pension Plan, Total assets ($B): 0.005947565 · Participants: 4Alan D. Wallace 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
Alan D. Wallace Pension Plan vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants
Compare Alan D. Wallace Pension Plan side-by-side with 3 peers →

Alan D. Wallace Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside California, the nearest Defined Benefit (Pension) by assets is The Restated Pension Plan for Hourly-Rated Employees of Amg Vanadium, Inc. in OH ($6M); 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 Alan D. Wallace Pension Plan assets move in 2024? ▼
Alan D. Wallace Pension Plan grew at a solid clip - up 11.7% during 2024, from $5M to $6M. Reported net income was $622K.
How have Alan D. Wallace, Esq. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Alan D. Wallace, Esq.'s sponsor-wide assets grew 23.6%, from $5M to $6M.
Which Defined Benefit (Pension) plans are similar in size to Alan D. Wallace Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is The Restated Pension Plan for Hourly-Rated Employees of Amg Vanadium, Inc. in OH ($6M, 22 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Alan D. Wallace 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 954725567.

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.