Defined Benefit (Pension) · DOL Form 5500 · 2024
47 Samurai, Inc. Pension Plan
Data updated 2026-08-25
- $770K
- Total assets Small plan by assets
- 2
- Participants Small participant base
- 21st
- Percentile by assets National rank
- $385,203
- Avg per participant High balance/head
Official DOL plan name: 47 Samurai, Inc. Cash Balance Plan · Sponsored by 47 Samurai, Inc. · California · Professional & Technical Services
$770K in assets, 2 participants
47 Samurai, Inc.'s 47 Samurai, Inc. Cash Balance Plan reported $770K in total assets and 2 participants in its 2024 DOL Form 5500 filing, ranking in the 21st 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.
- #3,265 in Professional & Technical Services (20,173 peers)
2024 asset change
47 Samurai, Inc. Cash Balance Plan grew sharply 17.7% in 2024 ($654K → $770K) for 2 participants.
- #3,265
- in Professional & Technical Services (20,173 peers)
- +17.7%
- assets growth YoY
47 Samurai, Inc. Cash Balance Plan among the smaller filed plans by assets
47 Samurai, Inc. Cash Balance Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$770,405 21st percentile higher than 21% 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
47 Samurai, Inc. Cash Balance 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. 47 Samurai, Inc. Cash Balance Plan is a micro filing (2 participants), the leftmost band.
Published 5500 schedule card
Filing strip 844822260 · 47 Samurai, Inc. PY 2024 · Defined Benefit (Pension)
47 Samurai, Inc. Cash Balance Plan · $770K · 2 · 21st
- EOY $770K
- EOY 2
- EOY 21st
- EOY Defined Benefit (Pension)
- EOY near New Bedford Longshoremen's Pension Plan
- EOY ind #3265
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 →
47 Samurai, Inc. Cash Balance Plan in the asset neighbourhood
2024 asset-move particulars
| Total Assets (Beginning of Year) | $654K |
|---|---|
| Net Assets (End of Year) | $770K |
| Net Income | $116K |
| Employer EIN | 844822260 |
| Plan Effective Date | 2017-01-01 |
| Filing Status | FILING RECEIVED |
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
47 Samurai, Inc. Cash Balance Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside California, the nearest Defined Benefit (Pension) by assets is New Bedford Longshoremen's Pension Plan in MA ($770K); by covered participants it is Avh Enterprises, Inc. Retirement Plan in VA (2 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($770K here).
Similar participant headcount
Nearest other-state filings by covered participants (2 participants); asset peers above are excluded.
- Avh Enterprises, Inc. Retirement Plan (VA) 2 · 0 off
- Tres Rios Retirement Plan Trust (PR) 2 · 0 off
- Sterling Builder Group, Inc. DB Plan (GA) 2 · 0 off
- Marriagemax, Inc. Defined Benefit Plan & Trust (MD) 2 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.