Defined Benefit (Pension) · DOL Form 5500 · 2024

Rael & Letson Pension Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
6
Participants Small participant base
39th
Percentile by assets National rank
$717,550
Avg per participant High balance/head
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Official DOL plan name: Retirement Plan for Employees of Rael & Letson · Sponsored by Rael & Letson · California · Professional & Technical Services

$4M in assets, 6 participants

Rael & Letson's Retirement Plan for Employees of Rael & Letson reported $4M in total assets and 6 participants in its 2024 DOL Form 5500 filing, ranking in the 39th 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.

  • #7,405 in Professional & Technical Services (20,173 peers)

What the 2024 filing shows

Retirement Plan for Employees of Rael & Letson holds $4M for 6 participants - about $717,550 per participant, in the lower half of filed plans by assets.

#7,405
in Professional & Technical Services (20,173 peers)
-1.4%
assets change YoY

The plan reported a net loss of $59K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Retirement Plan for Employees of Rael & Letson's mid-pack asset rank among Professional & Technical Services and all filers

Retirement Plan for Employees of Rael & Letson vs every filed plan by assets

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

$4,305,299 39th percentile higher than 39% 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

Retirement Plan for Employees of Rael & Letson among micro filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Retirement Plan for Employees of Rael & Letson is a micro filing (6 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Retirement Plan for Employees of Rael & Letson reported net income fell from $141K in the plan year 2023 filing to -$59K in the plan year 2024 filing.
  • Retirement Plan for Employees of Rael & Letson end-of-year assets fell from $4M in the plan year 2023 filing to $4M in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 941701048 · Rael & Letson PY 2024 · Defined Benefit (Pension)

Retirement Plan for Employees of Rael & Letson · $4M · 6 · 39th

  • RANK $4M
  • RANK 6
  • RANK 39th
  • RANK Defined Benefit (Pension)
  • RANK near Shoprite Supermarkets, Inc. Retail Clerks Employees' Retirement Plan
  • RANK ind #7405

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 →

Retirement Plan for Employees of Rael & Letson in the asset neighbourhood

Philadelphia Marine Trade Assn / Security Officers Police and Guards Union PensionPhiladelphia Marine Trade As…$4MRetirement Plan for Employees of Rael & LetsonRetirement Plan for Employee…$4MShoprite Supermarkets, Inc. Retail Clerks Employees' Retirement PlanShoprite Supermarkets, Inc. …$4MPlasterers and Cement Masons Local No. 94 Pension FundPlasterers and Cement Masons…$4MIBEW Eastern States Pension PlanIBEW Eastern States Pension …$4M
End-of-year total assets ($M) among Retirement Plan for Employees of Rael & Letson and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2024.

Filing particulars (2024)

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$4M
Net Income-$59K
Employer EIN941701048
Plan Effective Date1976-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Rael & Letson)

Sponsor-wide plan assets over time

All Rael & Letson plans reported in each filing year

Latest sponsor-wide plan assets
$12M 1.7381711558288941% vs 2022
2024 filing year
$11.7M$11.8M$11.9M$12M$12.1M 202220232024 $12M $11.8M ▼ -1.8%
Year Plans Participants Total Assets
2022 2 65 $12M
2023 2 65 $12M
2024 2 73 $12M

Nearby Defined Benefit (Pension) Plans in California

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

Retirement Plan for Employees of Rael & Letson vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -10010203040 Total assets ($B) Participants Retirement Plan for Employees of Rael & Letson, Total assets ($B): 0.004305299 · Participants: 6Retirement Plan for Employees of Rael & LetsonKaiser 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
Retirement Plan for Employees of Rael & Letson vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants
Compare Retirement Plan for Employees of Rael & Letson side-by-side with 3 peers →

Retirement Plan for Employees of Rael & Letson's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside California, the nearest Defined Benefit (Pension) by assets is Shoprite Supermarkets, Inc. Retail Clerks Employees' Retirement Plan in NY ($4M); by covered participants it is Frank J. Laine, P.C. Defined Benefit Plan in NY (6 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (6 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 Retirement Plan for Employees of Rael & Letson assets move in 2024? ▼
Retirement Plan for Employees of Rael & Letson edged down modestly - down 1.4% during 2024, from $4M to $4M. Reported net income was -$59K.
How have Rael & Letson plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Rael & Letson's sponsor-wide assets declined 1.7%, from $12M to $12M.
Which Defined Benefit (Pension) plans are similar in size to Retirement Plan for Employees of Rael & Letson? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Shoprite Supermarkets, Inc. Retail Clerks Employees' Retirement Plan in NY ($4M, N/A participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Retirement Plan for Employees of Rael & Letson? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Frank J. Laine, P.C. Defined Benefit Plan in NY (6 participants, $4M 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 941701048.

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.