Defined Benefit (Pension) · DOL Form 5500 · 2024

Chu & Lin Pension Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
3
Participants Small participant base
41st
Percentile by assets National rank
$1.6M
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Chu & Lin Defined Benefit Pension Plan · Sponsored by Chu & Lin · California · Healthcare & Social Assistance

$5M in assets, 3 participants

Chu & Lin's Chu & Lin Defined Benefit Pension Plan reported $5M in total assets and 3 participants in its 2024 DOL Form 5500 filing, ranking in the 41st 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.

  • #7,337 in Healthcare & Social Assistance (16,916 peers)

Chu & Lin multi-year trail

Chu & Lin's plans moved +21.9% in assets from 2022 to 2024; this filing shows Chu & Lin Defined Benefit Pension Plan at $5M / 3 participants.

#7,337
in Healthcare & Social Assistance (16,916 peers)
+12.5%
assets growth YoY

Chu & Lin Defined Benefit Pension Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Chu & Lin Defined Benefit Pension Plan vs every filed plan by assets

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

$4,669,401 41st percentile higher than 41% 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

Chu & Lin 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. Chu & Lin 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

  • Chu & Lin Defined Benefit Pension Plan reported net income rose from $321K in the plan year 2023 filing to $519K in the plan year 2024 filing.
  • Chu & Lin Defined Benefit Pension Plan end-of-year assets rose from $4M 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 954082345 · Chu & Lin PY 2024 · Defined Benefit (Pension)

Chu & Lin Defined Benefit Pension Plan · $5M · 3 · 41st

  • EOY $5M
  • EOY 3
  • EOY 41st
  • EOY Defined Benefit (Pension)
  • EOY near Retirement Plan of Members of Upagra Employees of Telemundo Puerto Rico, Inc
  • EOY ind #7337

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 Healthcare & Social Assistance retirement plans → · Plans in California →

Chu & Lin Defined Benefit Pension Plan in the asset neighbourhood

The National Bank of Delaware County Pension Plan as a Member of the New York State Bankers Retirement SystemThe National Bank of Delawar…$5MChu & Lin Defined Benefit Pension PlanChu & Lin Defined Benefit Pe…$5MRetirement Plan of Members of Upagra Employees of Telemundo Puerto Rico, IncRetirement Plan of Members o…$5MWallpaper Imports Inc. Cash Balance PlanWallpaper Imports Inc. Cash …$5MRondout Savings Bank Pension Plan as a Member of the New York State Bankers Retirement SystemRondout Savings Bank Pension…$5M
End-of-year total assets ($M) among Chu & Lin Defined Benefit Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2024.

Chu & Lin multi-year asset trail

Sponsor-wide plan assets over time

All Chu & Lin plans reported in each filing year

Latest sponsor-wide plan assets
$5M 21.930132644100343% vs 2022
2024 filing year
$3.5M$4M$4.5M$5M 202220232024 $3.83M $4.67M ▲ +21.9%
Year Plans Participants Total Assets
2022 1 3 $4M
2023 1 3 $4M
2024 1 3 $5M

Chu & Lin filing trail (2024)

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$5M
Net Income$519K
Employer EIN954082345
Plan Effective Date2010-01-01
Filing StatusFILING RECEIVED

Nearby Defined Benefit (Pension) Plans in California

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

Chu & Lin 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 ($B) Participants Chu & Lin Defined Benefit Pension Plan, Total assets ($B): 0.004669401 · Participants: 3Chu & Lin 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
Chu & Lin Defined Benefit Pension Plan vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants
Compare Chu & Lin Defined Benefit Pension Plan side-by-side with 3 peers →

Chu & Lin 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 Retirement Plan of Members of Upagra Employees of Telemundo Puerto Rico, Inc in PR ($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 Chu & Lin Defined Benefit Pension Plan assets move in 2024? ▼
Chu & Lin Defined Benefit Pension Plan grew at a solid clip - up 12.5% during 2024, from $4M to $5M. Reported net income was $519K.
How have Chu & Lin plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Chu & Lin's sponsor-wide assets grew 21.9%, from $4M to $5M.
Which Defined Benefit (Pension) plans are similar in size to Chu & Lin Defined Benefit Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Retirement Plan of Members of Upagra Employees of Telemundo Puerto Rico, Inc in PR ($5M, 82 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Chu & Lin Defined Benefit Pension Plan? ▼
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 954082345.

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.