Defined Benefit (Pension) · DOL Form 5500 · 2024

Sean H Moshiri & Associates an Accountancy Corporation Pension Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
3
Participants Small participant base
44th
Percentile by assets National rank
$1.8M
Avg per participant High balance/head
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Official DOL plan name: Sean H Moshiri & Associates Defined Benefit Plan and Trust · Sponsored by Sean H Moshiri & Associates an Accountancy Corporation · California · Professional & Technical Services

$5M in assets, 3 participants

Sean H Moshiri & Associates an Accountancy Corporation's Sean H Moshiri & Associates Defined Benefit Plan and Trust reported $5M in total assets and 3 participants in its 2024 DOL Form 5500 filing, ranking in the 44th 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.

  • #8,339 in Professional & Technical Services (20,173 peers)

Sean H Moshiri & Associates an Accountancy Corporation multi-year trail

Sean H Moshiri & Associates an Accountancy Corporation's plans moved +18.9% in assets from 2022 to 2024; this filing shows Sean H Moshiri & Associates Defined Benefit Plan and Trust at $5M / 3 participants.

#8,339
in Professional & Technical Services (20,173 peers)
+7.2%
assets growth YoY

Sean H Moshiri & Associates Defined Benefit Plan and Trust's mid-pack asset rank among Professional & Technical Services and all filers

Sean H Moshiri & Associates Defined Benefit Plan and Trust vs every filed plan by assets

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

$5,494,362 44th percentile higher than 44% 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

Sean H Moshiri & Associates Defined Benefit Plan and Trust among micro filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Sean H Moshiri & Associates Defined Benefit Plan and Trust is a micro filing (3 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Sean H Moshiri & Associates Defined Benefit Plan and Trust reported net income rose from $239K in the plan year 2023 filing to $371K in the plan year 2024 filing.
  • Sean H Moshiri & Associates Defined Benefit Plan and Trust end-of-year assets rose from $5M in the plan year 2023 filing to $5M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 954683143 · Sean H Moshiri & Associates an Accountancy Corporation PY 2024 · Defined Benefit (Pension)

Sean H Moshiri & Associates Defined Benefit Plan and Trust · $5M · 3 · 44th

  • RANK $5M
  • PHOTO 3
  • IND 44th
  • EOY Defined Benefit (Pension)
  • 5500 near Adient Production Employees Pension Fund
  • ASSETS ind #8339

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 →

Sean H Moshiri & Associates Defined Benefit Plan and Trust in the asset neighbourhood

Adient Production Employees Pension FundAdient Production Employees …$5MLibertas Copper, LLC Pension Plan for Hourly-Rate Employees of the Eminence, Kentucky PlantLibertas Copper, LLC Pension…$5MSean H Moshiri & Associates Defined Benefit Plan and TrustSean H Moshiri & Associates …$5MArc International Salaried Pension PlanArc International Salaried P…$5MSouthwest Women's Oncology, Inc. Cash Balance PlanSouthwest Women's Oncology, …$5M
End-of-year total assets ($M) among Sean H Moshiri & Associates Defined Benefit Plan and Trust and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2024.

Sean H Moshiri & Associates an Accountancy Corporation multi-year asset trail

Sponsor-wide plan assets over time

All Sean H Moshiri & Associates an Accountancy Corporation plans reported in each filing year

Latest sponsor-wide plan assets
$9M 18.921970535859717% vs 2022
2024 filing year
$7M$7.5M$8M$8.5M$9M 202220232024 $7.31M $8.69M ▲ +18.9%
Year Plans Participants Total Assets
2022 2 6 $7M
2023 2 6 $8M
2024 2 8 $9M

Sean H Moshiri & Associates an Accountancy Corporation filing trail (2024)

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$5M
Net Income$371K
Employer EIN954683143
Plan Effective Date2002-01-01
Filing StatusFILING RECEIVED

Nearby Defined Benefit (Pension) Plans in California

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

Sean H Moshiri & Associates Defined Benefit Plan and Trust vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -10010203040 Total assets ($B) Participants Sean H Moshiri & Associates Defined Benefit Plan and Trust, Total assets ($B): 0.005494362 · Participants: 3Sean H Moshiri & Associates Defined Benefit Plan and TrustKaiser 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
Sean H Moshiri & Associates Defined Benefit Plan and Trust vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants
Compare Sean H Moshiri & Associates Defined Benefit Plan and Trust side-by-side with 3 peers →

Sean H Moshiri & Associates Defined Benefit Plan and Trust's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside California, the nearest Defined Benefit (Pension) by assets is Adient Production Employees Pension Fund in MI ($5M); 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.

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.

Frequently Asked Questions

How did Sean H Moshiri & Associates Defined Benefit Plan and Trust assets move in 2024? ▼
Sean H Moshiri & Associates Defined Benefit Plan and Trust grew at a solid clip - up 7.2% during 2024, from $5M to $5M. Reported net income was $371K.
How have Sean H Moshiri & Associates an Accountancy Corporation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Sean H Moshiri & Associates an Accountancy Corporation's sponsor-wide assets grew 18.9%, from $7M to $9M.
Which Defined Benefit (Pension) plans are similar in size to Sean H Moshiri & Associates Defined Benefit Plan and Trust? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Adient Production Employees Pension Fund in MI ($5M, 137 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Sean H Moshiri & Associates Defined Benefit Plan and Trust? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Merkley, Newman & Mclaws, Inc. Defined Benefit Pension Plan in AZ (3 participants, $2M 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 954683143.

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.