Defined Benefit (Pension) · DOL Form 5500 · 2024

Clumeck Stern Schenkelberg & Getzoff Pension Plan

Data updated 2026-08-25

$7M
Total assets Small plan by assets
7
Participants Small participant base
47th
Percentile by assets National rank
$944,358
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Clumeck Stern Schenkelberg & Getzoff Defined Benefit Pension Plan · Sponsored by Clumeck Stern Schenkelberg & Getzoff · California · Professional & Technical Services

$7M in assets, 7 participants

Clumeck Stern Schenkelberg & Getzoff's Clumeck Stern Schenkelberg & Getzoff Defined Benefit Pension Plan reported $7M in total assets and 7 participants in its 2024 DOL Form 5500 filing, ranking in the 47th 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.

  • #9,134 in Professional & Technical Services (20,173 peers)

Clumeck Stern Schenkelberg & Getzoff multi-year trail

Clumeck Stern Schenkelberg & Getzoff's plans moved +23.7% in assets from 2022 to 2024; this filing shows Clumeck Stern Schenkelberg & Getzoff Defined Benefit Pension Plan at $7M / 7 participants.

#9,134
in Professional & Technical Services (20,173 peers)
+11.0%
assets growth YoY

Clumeck Stern Schenkelberg & Getzoff Defined Benefit Pension Plan's mid-pack asset rank among Professional & Technical Services and all filers

Clumeck Stern Schenkelberg & Getzoff Defined Benefit Pension Plan vs every filed plan by assets

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

$6,610,507 47th percentile higher than 47% 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

Clumeck Stern Schenkelberg & Getzoff 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. Clumeck Stern Schenkelberg & Getzoff Defined Benefit Pension Plan is a micro filing (7 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Clumeck Stern Schenkelberg & Getzoff Defined Benefit Pension Plan reported participants rose from 5 in the plan year 2023 filing to 7 in the plan year 2024 filing.
  • Clumeck Stern Schenkelberg & Getzoff Defined Benefit Pension Plan end-of-year assets rose from $6M in the plan year 2023 filing to $7M in the plan year 2024 filing.
  • Clumeck Stern Schenkelberg & Getzoff Defined Benefit Pension Plan reported net income fell from $693K in the plan year 2023 filing to $655K in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 954120221 · Clumeck Stern Schenkelberg & Getzoff PY 2024 · Defined Benefit (Pension)

Clumeck Stern Schenkelberg & Getzoff Defined Benefit Pension Plan · $7M · 7 · 47th

  • NET $7M
  • BOOK 7
  • VS-ST 47th
  • BOY Defined Benefit (Pension)
  • SCH near IBEW Local No 461 Variable Pension Plan
  • EBSA ind #9134

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 →

Clumeck Stern Schenkelberg & Getzoff Defined Benefit Pension Plan in the asset neighbourhood

Pension Plan of Homasote CompanyPension Plan of Homasote Com…$7MGem State Radiology Cash Balance Plan #2Gem State Radiology Cash Bal…$7MKenneth Goldberg Defined Benefit PlanKenneth Goldberg Defined Ben…$7MClumeck Stern Schenkelberg & Getzoff Defined Benefit Pension PlanClumeck Stern Schenkelberg &…$7MIBEW Local No 461 Variable Pension PlanIBEW Local No 461 Variable P…$7M
End-of-year total assets ($M) among Clumeck Stern Schenkelberg & Getzoff Defined Benefit Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2024.

Clumeck Stern Schenkelberg & Getzoff multi-year asset trail

Sponsor-wide plan assets over time

All Clumeck Stern Schenkelberg & Getzoff plans reported in each filing year

Latest sponsor-wide plan assets
$16M 23.72283777540584% vs 2022
2024 filing year
$12M$13M$14M$15M$16M$17M 202220232024 $13.1M $16.2M ▲ +23.7%
Year Plans Participants Total Assets
2022 2 18 $13M
2023 2 17 $15M
2024 2 22 $16M

Clumeck Stern Schenkelberg & Getzoff filing trail (2024)

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$7M
Net Income$655K
Employer EIN954120221
Plan Effective Date2007-01-01
Filing StatusFILING RECEIVED

Nearby Defined Benefit (Pension) Plans in California

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

Clumeck Stern Schenkelberg & Getzoff 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 ($B) Participants Clumeck Stern Schenkelberg & Getzoff Defined Benefit Pension Plan, Total assets ($B): 0.006610507 · Participants: 7Clumeck Stern Schenkelberg & Getzoff 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
Clumeck Stern Schenkelberg & Getzoff Defined Benefit Pension Plan vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants
Compare Clumeck Stern Schenkelberg & Getzoff Defined Benefit Pension Plan side-by-side with 3 peers →

Clumeck Stern Schenkelberg & Getzoff 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 IBEW Local No 461 Variable Pension Plan in MI ($7M); by covered participants it is Brown Baer Management, Inc. Cash Balance Plan in FL (7 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($7M here).

Similar participant headcount

Nearest other-state filings by covered participants (7 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 Clumeck Stern Schenkelberg & Getzoff Defined Benefit Pension Plan assets move in 2024? ▼
Clumeck Stern Schenkelberg & Getzoff Defined Benefit Pension Plan grew at a solid clip - up 11.0% during 2024, from $6M to $7M. Reported net income was $655K.
How have Clumeck Stern Schenkelberg & Getzoff plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Clumeck Stern Schenkelberg & Getzoff's sponsor-wide assets grew 23.7%, from $13M to $16M.
Which Defined Benefit (Pension) plans are similar in size to Clumeck Stern Schenkelberg & Getzoff Defined Benefit Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is IBEW Local No 461 Variable Pension Plan in MI ($7M, 250 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Clumeck Stern Schenkelberg & Getzoff Defined Benefit Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Brown Baer Management, Inc. Cash Balance Plan in FL (7 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 954120221.

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.