Defined Benefit (Pension) · DOL Form 5500 · 2024
Fenwick & West LLP Pension Plan
Data updated 2026-08-25
- $60M
- Total assets Below avg plan size
- 159
- Participants Small participant base
- 86th
- Percentile by assets National rank
- $376,978
- Avg per participant High balance/head
Official DOL plan name: Fenwick & West LLP Partners' Pension Plan II · Sponsored by Fenwick & West LLP · California · Professional & Technical Services
$60M in assets, 159 participants
Fenwick & West LLP's Fenwick & West LLP Partners' Pension Plan II reported $60M in total assets and 159 participants in its 2024 DOL Form 5500 filing, ranking in the 86th 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.
- #17,543 in Professional & Technical Services (20,173 peers)
Coverage in California
Fenwick & West LLP Partners' Pension Plan II covers 159 participants in California, about 25% of the average California filer (state average ~630 per filing). Assets: $60M.
- #17,543
- in Professional & Technical Services (20,173 peers)
- -9.0%
- assets change YoY
- 0.6×
- vs typical plan assets (national mean)
The plan reported a net loss of $6M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Fenwick & West LLP Partners' Pension Plan II's outsized position by total assets
Fenwick & West LLP Partners' Pension Plan II vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$59,939,569 Top 14% higher than 86% 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
Fenwick & West LLP Partners' Pension Plan II among mid-size filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Fenwick & West LLP Partners' Pension Plan II sits mid-pack in the medium band (159 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Fenwick & West LLP Partners' Pension Plan II reported net income fell from $21M in the plan year 2023 filing to -$6M in the plan year 2024 filing.
- Fenwick & West LLP Partners' Pension Plan II end-of-year assets fell from $66M in the plan year 2023 filing to $60M in the plan year 2024 filing.
- Fenwick & West LLP Partners' Pension Plan II reported participants rose from 153 in the plan year 2023 filing to 159 in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 942708481 · Fenwick & West LLP PY 2024 · Defined Benefit (Pension)
Fenwick & West LLP Partners' Pension Plan II · $60M · 159 · 86th
- PHOTO $60M
- PHOTO 159
- PHOTO 86th
- PHOTO Defined Benefit (Pension)
- PHOTO near Wood County Hospital Retirement Plan
- PHOTO ind #17543
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 →
Fenwick & West LLP Partners' Pension Plan II in the asset neighbourhood
California filing particulars
| Total Assets (Beginning of Year) | $66M |
|---|---|
| Net Assets (End of Year) | $60M |
| Net Income | -$6M |
| Employer EIN | 942708481 |
| Plan Effective Date | 2019-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Fenwick & West LLP)
Sponsor-wide plan assets over time
All Fenwick & West LLP plans reported in each filing year
- Latest sponsor-wide plan assets
- $747M 35.55641843346303% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 1,349 | $551M |
| 2023 | 2 | 1,378 | $678M |
| 2024 | 2 | 1,362 | $747M |
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
Fenwick & West LLP Partners' Pension Plan II's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside California, the nearest Defined Benefit (Pension) by assets is Wood County Hospital Retirement Plan in OH ($60M); by covered participants it is Southern Bank and Trust Company Pension Plan in NC (159 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($60M here).
- Wood County Hospital Retirement Plan (OH) $60M · 688
- Pension Plan for Employees of Sm Energy Company (CO) $60M · 205
- Newmarket Corporation Retirement Income Plan for Union Employees Located in Houston, Texas (VA) $60M · 66
- Coastal Federal Credit Union Cash Balance Defined Benefit Pension Plan and Trust (NC) $60M · 567
Similar participant headcount
Nearest other-state filings by covered participants (159 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.