Defined Benefit (Pension) · DOL Form 5500 · 2024
Sheppard, Mullin, Richter & Hampton LLP Pension Plan
Data updated 2026-08-25
- $216M
- Total assets Near avg plan size
- 415
- Participants Below avg headcount
- 95th
- Percentile by assets National rank
- $521,546
- Avg per participant High balance/head
Official DOL plan name: Sheppard, Mullin, Richter & Hampton LLP Cash Balance Pension Plan · Sponsored by Sheppard, Mullin, Richter & Hampton LLP · California · Professional & Technical Services
$216M in assets, 415 participants
Sheppard, Mullin, Richter & Hampton LLP's Sheppard, Mullin, Richter & Hampton LLP Cash Balance Pension Plan reported $216M in total assets and 415 participants in its 2024 DOL Form 5500 filing, ranking in the 95th 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.
- #19,315 in Professional & Technical Services (20,173 peers)
Where Sheppard, Mullin, Richter & Hampton LLP Cash Balance Pension Plan sits by assets
Sheppard, Mullin, Richter & Hampton LLP Cash Balance Pension Plan sits in the top 5% of all filed plans by assets, $216M for 415 participants (~$521,546/participant), up 4.5% in 2024.
- #19,315
- in Professional & Technical Services (20,173 peers)
- +4.5%
- assets growth YoY
- 2.2×
- vs typical plan assets (national mean)
Sheppard, Mullin, Richter & Hampton LLP Cash Balance Pension Plan's outsized position by total assets
Sheppard, Mullin, Richter & Hampton LLP Cash Balance Pension Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$216,441,390 Top 5% higher than 95% 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
Sheppard, Mullin, Richter & Hampton LLP Cash Balance Pension 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. Sheppard, Mullin, Richter & Hampton LLP Cash Balance Pension Plan sits mid-pack in the medium band (415 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Sheppard, Mullin, Richter & Hampton LLP Cash Balance Pension Plan reported net income fell from $31M in the plan year 2023 filing to $9M in the plan year 2024 filing.
- Sheppard, Mullin, Richter & Hampton LLP Cash Balance Pension Plan end-of-year assets rose from $207M in the plan year 2023 filing to $216M in the plan year 2024 filing.
- Sheppard, Mullin, Richter & Hampton LLP Cash Balance Pension Plan reported participants fell from 420 in the plan year 2023 filing to 415 in the plan year 2024 filing.
DOL schedule card
Filing strip 951463164 · Sheppard, Mullin, Richter & Hampton LLP PY 2024 · Defined Benefit (Pension)
Sheppard, Mullin, Richter & Hampton LLP Cash Balance Pension Plan · $216M · 415 · 95th
- EOY $216M
- EOY 415
- EOY 95th
- EOY Defined Benefit (Pension)
- EOY near Swift Pension Plan
- EOY ind #19315
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 →
Sheppard, Mullin, Richter & Hampton LLP Cash Balance Pension Plan in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $207M |
|---|---|
| Net Assets (End of Year) | $216M |
| Net Income | $9M |
| Employer EIN | 951463164 |
| Plan Effective Date | 1998-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Sheppard, Mullin, Richter & Hampton LLP)
Sponsor-wide plan assets over time
All Sheppard, Mullin, Richter & Hampton LLP plans reported in each filing year
- Latest sponsor-wide plan assets
- $1.1B 32.10810342990349% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 2,074 | $854M |
| 2023 | 2 | 2,262 | $1.0B |
| 2024 | 2 | 2,212 | $1.1B |
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
Sheppard, Mullin, Richter & Hampton LLP Cash Balance Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside California, the nearest Defined Benefit (Pension) by assets is Swift Pension Plan in VA ($216M); by covered participants it is Kloeckner Metals Defined Benefit Plan in GA (415 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($216M here).
- Swift Pension Plan (VA) $216M · 206
- Holland & Knight Cash Balance Plan - 2019 (FL) $217M · 840
- Gwinnett Hospital System, Inc. Retirement Plan (GA) $217M · 692
- Rubicon LLC Retirement Plan (LA) $217M · 222
Similar participant headcount
Nearest other-state filings by covered participants (415 participants); asset peers above are excluded.
- Kloeckner Metals Defined Benefit Plan (GA) 415 · 0 off
- Peachtree Orthopedics Pension Plan (GA) 415 · 0 off
- Mutual of Omaha Retirement Income Plan (NE) 415 · 0 off
- Sunbeam Television Corporation Retirement Plan (FL) 414 · 1 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.