Defined Benefit (Pension) · DOL Form 5500 · 2024
Kbf Cpas LLP Pension Plan
Data updated 2026-08-25
- $11M
- Total assets Small plan by assets
- 119
- Participants Small participant base
- 58th
- Percentile by assets National rank
- $95,234
- Avg per participant Below avg balance/head
Official DOL plan name: Kbf Cpas LLP Cash Balance Plan · Sponsored by Kbf Cpas LLP · Oregon · Professional & Technical Services
$11M in assets, 119 participants
Kbf Cpas LLP's Kbf Cpas LLP Cash Balance Plan reported $11M in total assets and 119 participants in its 2024 DOL Form 5500 filing, ranking in the 58th 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.
- #11,468 in Professional & Technical Services (20,173 peers)
Coverage in Oregon
Kbf Cpas LLP Cash Balance Plan covers 119 participants in Oregon, about 27% of the average Oregon filer (state average ~443 per filing). Assets: $11M.
- #11,468
- in Professional & Technical Services (20,173 peers)
- +25.1%
- assets growth YoY
Kbf Cpas LLP Cash Balance Plan's mid-pack asset rank among Professional & Technical Services and all filers
Kbf Cpas LLP Cash Balance Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$11,332,895 Top 42% higher than 58% 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
Kbf Cpas LLP Cash Balance Plan 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. Kbf Cpas LLP Cash Balance Plan sits mid-pack in the medium band (119 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Kbf Cpas LLP Cash Balance Plan reported net income rose from $2M in the plan year 2023 filing to $2M in the plan year 2024 filing.
- Kbf Cpas LLP Cash Balance Plan end-of-year assets rose from $9M in the plan year 2023 filing to $11M in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 821030164 · Kbf Cpas LLP PY 2024 · Defined Benefit (Pension)
Kbf Cpas LLP Cash Balance Plan · $11M · 119 · 58th
- EBSA $11M
- PART 119
- TYPE 58th
- NET Defined Benefit (Pension)
- BOOK near Carpenters Industrial Council of Eastern Pennsylvania Pension Plan
- VS-ST ind #11468
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 Oregon →
Kbf Cpas LLP Cash Balance Plan in the asset neighbourhood
Oregon filing particulars
| Total Assets (Beginning of Year) | $9M |
|---|---|
| Net Assets (End of Year) | $11M |
| Net Income | $2M |
| Employer EIN | 821030164 |
| Plan Effective Date | 2018-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Kbf Cpas LLP)
Sponsor-wide plan assets over time
All Kbf Cpas LLP plans reported in each filing year
- Latest sponsor-wide plan assets
- $42M 50.46395035401946% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 195 | $28M |
| 2023 | 2 | 240 | $34M |
| 2024 | 2 | 243 | $42M |
Nearby Defined Benefit (Pension) Plans in Oregon
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- Northwest Sheet Metal Workers Pension Plan $1.7B · 4,783
- Xpo Pension Plan $1.5B · 4,421
- Ua Local 290 Plumber, Steamfitter & Shipfitter Pension Plan $1.3B · 3,464
- Precision Castparts Corp. Retirement Plan $1.2B · 1,890
- Oregon Retail Employees Pension Plan $1.2B · 21,971
Kbf Cpas LLP Cash Balance Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside Oregon, the nearest Defined Benefit (Pension) by assets is Carpenters Industrial Council of Eastern Pennsylvania Pension Plan in NJ ($11M); by covered participants it is Signature Healthcare Retirement Plan in MA (119 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($11M here).
- Carpenters Industrial Council of Eastern Pennsylvania Pension Plan (NJ) $11M · 17
- Del Monte Fresh Produce (Hawaii) Inc. Pineapple Pension Plan (FL) $11M · N/A
- Wilson, Elser, Moskowitz, Edelman & Dicker, LLP Defined Benefit Plan for Non-Legal Staff (NY) $11M · 71
- Hunton Andrews Kurth LLP Pension Plan (VA) $11M · 19
Similar participant headcount
Nearest other-state filings by covered participants (119 participants); asset peers above are excluded.
- Signature Healthcare Retirement Plan (MA) 119 · 0 off
- Indiana Gas Company, Inc. Bargaining Unit Retirement Plan (IN) 119 · 0 off
- Lakeside Bank Retirement Plan (IL) 119 · 0 off
- Minerals Technologies Inc. Retirement Plan - Pc&e (NY) 119 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.