Defined Benefit (Pension) · DOL Form 5500 · 2024
Samrose Advisors, Inc. Pension Plan
Data updated 2026-08-25
- $231K
- Total assets Small plan by assets
- 3
- Participants Small participant base
- 11th
- Percentile by assets National rank
- $77,109
- Avg per participant Below avg balance/head
Official DOL plan name: Samrose & Shepard Defined Benefit Pension Plan · Sponsored by Samrose Advisors, Inc. · California · Professional & Technical Services
$231K in assets, 3 participants
Samrose Advisors, Inc.'s Samrose & Shepard Defined Benefit Pension Plan reported $231K in total assets and 3 participants in its 2024 DOL Form 5500 filing, ranking in the 11th 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.
- #1,857 in Professional & Technical Services (20,173 peers)
What the 2024 filing shows
Samrose & Shepard Defined Benefit Pension Plan holds $231K for 3 participants - about $77,109 per participant, among the smaller plans by assets on file.
- #1,857
- in Professional & Technical Services (20,173 peers)
- +1.1%
- assets growth YoY
Samrose & Shepard Defined Benefit Pension Plan among the smaller filed plans by assets
Samrose & Shepard Defined Benefit Pension Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$231,327 11th percentile higher than 11% 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
Samrose & Shepard 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. Samrose & Shepard Defined Benefit Pension Plan is a micro filing (3 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Samrose & Shepard Defined Benefit Pension Plan reported net income fell from $10K in the plan year 2023 filing to $2K in the plan year 2024 filing.
- Samrose & Shepard Defined Benefit Pension Plan end-of-year assets rose from $229K in the plan year 2023 filing to $231K in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 330926072 · Samrose Advisors, Inc. PY 2024 · Defined Benefit (Pension)
Samrose & Shepard Defined Benefit Pension Plan · $231K · 3 · 11th
- NET $231K
- NET 3
- NET 11th
- NET Defined Benefit (Pension)
- NET near Bedford, Freeman and Worth Publishing Group, L.L.C Pension Plan
- NET ind #1857
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 →
Samrose & Shepard Defined Benefit Pension Plan in the asset neighbourhood
Filing particulars (2024)
| Total Assets (Beginning of Year) | $229K |
|---|---|
| Net Assets (End of Year) | $231K |
| Net Income | $2K |
| Employer EIN | 330926072 |
| Plan Effective Date | 2022-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Samrose Advisors, Inc.)
Sponsor-wide plan assets over time
All Samrose Advisors, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $234K 5.732251191679907% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 3 | $222K |
| 2023 | 2 | 6 | $232K |
| 2024 | 2 | 6 | $234K |
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
Samrose & Shepard 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 Bedford, Freeman and Worth Publishing Group, L.L.C Pension Plan in NY ($229K); 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.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($231K here).
- Bedford, Freeman and Worth Publishing Group, L.L.C Pension Plan (NY) $229K · 109
- Spinoff Non-Contributory Retirement Program for Certain Employees of Blue Cross and Blue Shield of Arizona, Inc. (AZ) $234K · 12
- Fiber Industries, Inc. Retirement Income Plan (NC) $234K · N/A
- Intl Assoc Mach 2848 Def Ben Pen Pl (MI) $236K · N/A
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.