Defined Benefit (Pension) · DOL Form 5500 · 2024
Fenwick & West LLP Pension Plan
Data updated 2026-07-24
- $60M
- Total assets
- 159
- Participants
- 86th
- Percentile by assets
- $376,978
- Avg per participant
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.
- 86th percentile by assets (of 116,472 plans)
Coverage in California
Fenwick & West LLP Partners' Pension Plan II covers 159 participants in California, about 25% of the average California filer (state average ~637 per filing). Assets: $60M.
- $60M
- total plan assets (2024 EOY)
- 159
- covered participants
- 86th
- percentile by assets (of 116,472 plans)
- $376,978
- avg assets per participant
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.
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.
Participants vs California filers
In California, the average filing covers about 637 participants across 14,392 plans. Fenwick & West LLP Partners' Pension Plan II reports 159 participants - about 25% of that state average ($60M EOY assets).
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)
| 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.
Fenwick & West LLP Partners' Pension Plan II vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants
- 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
- Disney Salaried Pension Plan D $10.4B · 9,984
Similar-Sized Defined Benefit (Pension) Plans Nationally
Defined Benefit (Pension) plans in other states closest to Fenwick & West LLP Partners' Pension Plan II by total assets, not by location.
- 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
Frequently Asked Questions
How did Fenwick & West LLP Partners' Pension Plan II assets move in 2024? ▼
How have Fenwick & West LLP plan assets changed over time? ▼
Where does Fenwick & West LLP Partners' Pension Plan II rank by assets among Form 5500 filers? ▼
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Filing takeaways
Ways to act on Fenwick & West LLP Partners' Pension Plan II's numbers.
- By total assets, Fenwick & West LLP Partners' Pension Plan II ranks in the top quartile of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Defined Benefit (Pension) plans in California. Compare plans
- Fenwick & West LLP's sponsor-wide assets have grown 35.6% since 2022 across 3 plan years on file. More Professional & Technical Services plans
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 942708481.
Read our methodology - how this data is sourced, computed, and verified.