Defined Benefit (Pension) · DOL Form 5500 · 2024

Sac Attorneys LLP Pension Plan

Data updated 2026-08-11

$3M
Total assets
2
Participants
34th
Percentile by assets
$1.5M
Avg per participant
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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.

  • 34th percentile by assets (of 123,622 plans)
  • #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.

$3M
total plan assets (2024 EOY)
2
covered participants
34th
percentile by assets (of 123,622 plans)
$1.5M
avg assets per participant

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.

Where Schein & Cai, LLP Defined Benefit Pension Plan sits by total assets

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 $2,010,000,000 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

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 →

State
California
Industry
Professional & Technical Services

Sac Attorneys LLP across 3 plan years on file

Across the 3 plan years Sac Attorneys LLP has on file (2022-2024), sponsor-wide plan assets have moved from $3M to $3M, a gain of 17.5%, while reported participants moved from 3 to 2 (-33.3%). Peak year by sponsor assets: 2023 ($3M); trough: 2022 ($3M).

Sac Attorneys LLP multi-year asset trail

$2.4M$2.6M$2.8M$3M$3.2M$3.4M 202220232024 $2.57M $3.02M ▲ +17.5%
Total plan assets by year, all Sac Attorneys LLP plans on file
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

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 De…Kaiser Permanente Re…Pacific Gas and Elec…Retirement Plan for …Western States Carpe…Ilwu-Pma Pension Plan
Schein & Cai, LLP Defined Benefit Pension Plan vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants
Compare Schein & Cai, LLP Defined Benefit Pensio… side-by-side with 3 peers →

Similar-Sized Defined Benefit (Pension) Plans Nationally

Defined Benefit (Pension) plans in other states closest to Schein & Cai, LLP Defined Benefit Pension Plan by total assets, not by location.

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).

Next read for Schein & Cai, LLP Defined Benefit Pensio…

Multi-year trail

Ways to act on Schein & Cai, LLP Defined Benefit Pension Plan's numbers.

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 830357225.

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.