Defined Benefit (Pension) · DOL Form 5500 · 2023

Fuerst Group, Inc. Pension Plan

Data updated 2026-08-25

$24M
Total assets Small plan by assets
40
Participants Small participant base
76th
Percentile by assets National rank
$595,700
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Fuerst Group Pension Plan · Sponsored by Fuerst Group, Inc. · California · Wholesale Trade

$24M in assets, 40 participants

Fuerst Group, Inc.'s Fuerst Group Pension Plan reported $24M in total assets and 40 participants in its 2023 DOL Form 5500 filing, ranking in the 76th 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.

  • #4,655 in Wholesale Trade (6,309 peers)

Where Fuerst Group Pension Plan sits by assets

Fuerst Group Pension Plan sits in the top quartile of all filed plans by assets, $24M for 40 participants (~$595,700/participant), down 4.1% in 2023.

#4,655
in Wholesale Trade (6,309 peers)
-4.1%
assets change YoY
0.2×
vs typical plan assets (national mean)

The plan reported a net loss of $1M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Fuerst Group Pension Plan's outsized position by total assets

Fuerst Group Pension Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$23,828,003 Top 24% higher than 76% of 127,068 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 2023

Fuerst Group Pension Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Fuerst Group Pension Plan is a small filing (40 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Fuerst Group Pension Plan reported net income fell from $5M in the plan year 2022 filing to -$1M in the plan year 2023 filing.
  • Fuerst Group Pension Plan end-of-year assets fell from $25M in the plan year 2022 filing to $24M in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 942943765 · Fuerst Group, Inc. PY 2023 · Defined Benefit (Pension)

Fuerst Group Pension Plan · $24M · 40 · 76th

  • EOY $24M
  • EOY 40
  • EOY 76th
  • EOY Defined Benefit (Pension)
  • EOY near Children's Minnesota Rsvp Plan II
  • EOY ind #4655

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 Wholesale Trade retirement plans → · Plans in California →

Fuerst Group Pension Plan in the asset neighbourhood

Gulf Winds Credit Union Defined Benefit Plan and TrustGulf Winds Credit Union Defi…$24MMountainone Financial, Inc. Pension PlanMountainone Financial, Inc. …$24MFuerst Group Pension Plan$24MChildren's Minnesota Rsvp Plan IIChildren's Minnesota Rsvp Pl…$24MHillside Family of Agencies Pension PlanHillside Family of Agencies …$24M
End-of-year total assets ($M) among Fuerst Group Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$25M
Net Assets (End of Year)$24M
Net Income-$1M
Employer EIN942943765
Plan Effective Date2005-12-31
Filing StatusFILING RECEIVED

Sponsor Plan History (Fuerst Group, Inc.)

Sponsor-wide plan assets over time

All Fuerst Group, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$63M 10.440434516854124% vs 2022
2024 filing year
$60M$70M$80M$90M 202220232024 $70.9M $63.5M ▼ -10.4%
Year Plans Participants Total Assets
2022 2 557 $71M
2023 2 598 $81M
2024 1 484 $63M

Nearby Defined Benefit (Pension) Plans in California

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

Fuerst Group Pension Plan vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -10010203040 Total assets ($B) Participants Fuerst Group Pension Plan, Total assets ($B): 0.023828003 · Participants: 40Fuerst Group Pension PlanKaiser Permanente Retirement Plan, Total assets ($B): 33.538817099 · Participants: 127356Kaiser Permanente Retirement PlanPacific Gas and Electric Company Retirement Plan, Total assets ($B): 21.40954351 · Participants: 22914Pacific Gas and Electric Company Retirement PlanPacific Gas and Electric Company Retirement Plan, Total assets ($B): 17.980531142 · Participants: 25647Pacific Gas and Electric Company Retirement PlanRetirement Plan for Physicians and Salaried Employees of the Permanente Medical Group, Inc., Total assets ($B): 10.814691143 · Participants: 19545Retirement Plan for Physicians and Salaried Employees of the Permanente Medical Group, Inc.Disney Salaried Pension Plan D, Total assets ($B): 10.057095066 · Participants: 10813Disney Salaried Pension Plan D
Fuerst Group Pension Plan vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants
Compare Fuerst Group Pension Plan side-by-side with 3 peers →

Fuerst Group Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside California, the nearest Defined Benefit (Pension) by assets is Children's Minnesota Rsvp Plan II in MN ($24M); by covered participants it is Carolina Glove Retirement Plan in NC (40 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (40 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Fuerst Group Pension Plan assets move in 2023? ▼
Fuerst Group Pension Plan edged down modestly - down 4.1% during 2023, from $25M to $24M. Reported net income was -$1M.
How have Fuerst Group, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Fuerst Group, Inc.'s sponsor-wide assets declined 10.4%, from $71M to $63M.
Where does Fuerst Group Pension Plan rank by assets among Form 5500 filers? ▼
Fuerst Group Pension Plan ranks in the 76th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to Fuerst Group Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Children's Minnesota Rsvp Plan II in MN ($24M, 156 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Fuerst Group Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Carolina Glove Retirement Plan in NC (40 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 942943765.

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.