Defined Benefit (Pension) · DOL Form 5500 · 2024

Sac Attorneys LLP 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: Schein & Cai, LLP Defined Benefit Pension Plan · Sponsored by Sac Attorneys LLP · California · Professional & Technical Services

$3M in assets, 2 participants

Sac Attorneys LLP's Schein & Cai, LLP 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.

  • #6,187 in Professional & Technical Services (20,173 peers)

Sac Attorneys LLP multi-year trail

Sac Attorneys LLP's plans moved +17.5% in assets from 2022 to 2024; this filing shows Schein & Cai, LLP Defined Benefit Pension Plan at $3M / 2 participants.

#6,187
in Professional & Technical Services (20,173 peers)
-5.7%
assets change YoY

The plan reported a net loss of $184K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Schein & Cai, LLP Defined Benefit Pension Plan's mid-pack asset rank among Professional & Technical Services and all filers

Schein & Cai, LLP Defined Benefit Pension Plan vs every filed plan by assets

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

$3,021,105 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

Schein & Cai, LLP 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. Schein & Cai, LLP 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

  • Schein & Cai, LLP Defined Benefit Pension Plan reported net income fell from $635K in the plan year 2023 filing to -$184K in the plan year 2024 filing.
  • Schein & Cai, LLP Defined Benefit Pension Plan end-of-year assets fell from $3M in the plan year 2023 filing to $3M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 830357225 · Sac Attorneys LLP PY 2024 · Defined Benefit (Pension)

Schein & Cai, LLP Defined Benefit Pension Plan · $3M · 2 · 34th

  • SCH $3M
  • SCH 2
  • SCH 34th
  • SCH Defined Benefit (Pension)
  • SCH near Stepan Company Retirement Plan for Maywood Hourly Employees
  • SCH ind #6187

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 →

Schein & Cai, LLP Defined Benefit Pension Plan in the asset neighbourhood

Penn Mutual Retirement Plan$3MSypris Technologies, Inc. Retirement Plan for Salaried and Non-Bargaining Unit EmployeesSypris Technologies, Inc. Re…$3MSchein & Cai, LLP Defined Benefit Pension PlanSchein & Cai, LLP Defined Be…$3MStepan Company Retirement Plan for Maywood Hourly EmployeesStepan Company Retirement Pl…$3ML. Victor Lizzul, Inc. Defined Benefit Pension PlanL. Victor Lizzul, Inc. Defin…$3M
End-of-year total assets ($M) among Schein & Cai, LLP Defined Benefit Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2024.

Sac Attorneys LLP multi-year asset trail

Sponsor-wide plan assets over time

All Sac Attorneys LLP plans reported in each filing year

Latest sponsor-wide plan assets
$3M 17.539186148210167% vs 2022
2024 filing year
$2.4M$2.6M$2.8M$3M$3.2M$3.4M 202220232024 $2.57M $3.02M ▲ +17.5%
Year Plans Participants Total Assets
2022 1 3 $3M
2023 1 2 $3M
2024 1 2 $3M

Sac Attorneys LLP filing trail (2024)

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$3M
Net Income-$184K
Employer EIN830357225
Plan Effective Date2007-01-01
Filing StatusFILING RECEIVED

Nearby Defined Benefit (Pension) Plans in California

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

Schein & Cai, LLP 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 ($B) Participants Schein & Cai, LLP Defined Benefit Pension Plan, Total assets ($B): 0.003021105 · Participants: 2Schein & Cai, LLP 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
Schein & Cai, LLP Defined Benefit Pension Plan vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants

Schein & Cai, LLP 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 Stepan Company Retirement Plan for Maywood Hourly Employees in IL ($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 Schein & Cai, LLP Defined Benefit Pension Plan assets move in 2024? ▼
Schein & Cai, LLP Defined Benefit Pension Plan pulled back noticeably - down 5.7% during 2024, from $3M to $3M. Reported net income was -$184K.
How have Sac Attorneys LLP plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Sac Attorneys LLP's sponsor-wide assets grew 17.5%, from $3M to $3M.
Which Defined Benefit (Pension) plans are similar in size to Schein & Cai, LLP Defined Benefit Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Stepan Company Retirement Plan for Maywood Hourly Employees in IL ($3M, 16 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Schein & Cai, LLP 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).