Defined Benefit (Pension) · DOL Form 5500 · 2024

The Eisenberg Group, a. C. Cpas Pension Plan

Data updated 2026-08-25

$346K
Total assets Small plan by assets
4
Participants Small participant base
15th
Percentile by assets National rank
$86,427
Avg per participant Below avg balance/head
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Official DOL plan name: The Eisenberg Group, a. C. Cpas Cash Balance Pension Plan · Sponsored by The Eisenberg Group, a. C. Cpas · California · Professional & Technical Services

$346K in assets, 4 participants

The Eisenberg Group, a. C. Cpas's The Eisenberg Group, a. C. Cpas Cash Balance Pension Plan reported $346K in total assets and 4 participants in its 2024 DOL Form 5500 filing, ranking in the 15th 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.

  • #2,284 in Professional & Technical Services (20,173 peers)

The Eisenberg Group, a. C. Cpas multi-year trail

The Eisenberg Group, a. C. Cpas's plans moved +52.6% in assets from 2022 to 2024; this filing shows The Eisenberg Group, a. C. Cpas Cash Balance Pension Plan at $346K / 4 participants.

#2,284
in Professional & Technical Services (20,173 peers)
+1.4%
assets growth YoY

The Eisenberg Group, a. C. Cpas Cash Balance Pension Plan among the smaller filed plans by assets

The Eisenberg Group, a. C. Cpas Cash Balance Pension Plan vs every filed plan by assets

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

$345,706 15th percentile higher than 15% 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

The Eisenberg Group, a. C. Cpas Cash Balance 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. The Eisenberg Group, a. C. Cpas Cash Balance Pension Plan is a micro filing (4 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • The Eisenberg Group, a. C. Cpas Cash Balance Pension Plan reported net income fell from $163K in the plan year 2023 filing to $5K in the plan year 2024 filing.
  • The Eisenberg Group, a. C. Cpas Cash Balance Pension Plan reported participants fell from 5 in the plan year 2023 filing to 4 in the plan year 2024 filing.
  • The Eisenberg Group, a. C. Cpas Cash Balance Pension Plan end-of-year assets rose from $341K in the plan year 2023 filing to $346K in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 330306596 · The Eisenberg Group, a. C. Cpas PY 2024 · Defined Benefit (Pension)

The Eisenberg Group, a. C. Cpas Cash Balance Pension Plan · $346K · 4 · 15th

  • 5500 $346K
  • ASSETS 4
  • PCT 15th
  • EIN Defined Benefit (Pension)
  • RANK near Core Development Company, LLC Defined Benefit Pension Plan
  • PHOTO ind #2284

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 →

The Eisenberg Group, a. C. Cpas Cash Balance Pension Plan in the asset neighbourhood

The Eisenberg Group, a. C. Cpas Cash Balance Pension PlanThe Eisenberg Group, a. C. C…$346KLiberty Health System, Inc. Pension PlanLiberty Health System, Inc. …$353KDiocese of Youngstown Retirement Income PlanDiocese of Youngstown Retire…$355KCore Development Company, LLC Defined Benefit Pension PlanCore Development Company, LL…$340KBlake Fintz Dba Blake & Co. Defined Benefit Pension PlanBlake Fintz Dba Blake & Co. …$331K
End-of-year total assets ($M) among The Eisenberg Group, a. C. Cpas Cash Balance Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2024.

The Eisenberg Group, a. C. Cpas multi-year asset trail

Sponsor-wide plan assets over time

All The Eisenberg Group, a. C. Cpas plans reported in each filing year

Latest sponsor-wide plan assets
$1M 52.6482392176813% vs 2022
2024 filing year
$0.8M$1M$1.2M$1.4M$1.6M 202220232024 $0.9M $1.38M ▲ +53.3%
Year Plans Participants Total Assets
2022 2 9 $902K
2023 2 10 $1M
2024 2 8 $1M

The Eisenberg Group, a. C. Cpas filing trail (2024)

Total Assets (Beginning of Year)$341K
Net Assets (End of Year)$346K
Net Income$5K
Employer EIN330306596
Plan Effective Date2022-01-01
Filing StatusFILING RECEIVED

Nearby Defined Benefit (Pension) Plans in California

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

The Eisenberg Group, a. C. Cpas Cash Balance Pension Plan vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -10010203040 Total assets ($B) Participants The Eisenberg Group, a. C. Cpas Cash Balance Pension Plan, Total assets ($B): 0.000345706 · Participants: 4The Eisenberg Group, a. C. Cpas Cash Balance 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
The Eisenberg Group, a. C. Cpas Cash Balance Pension Plan vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants
Compare The Eisenberg Group, a. C. Cpas Cash Balance Pension Plan side-by-side with 3 peers →

The Eisenberg Group, a. C. Cpas 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 Core Development Company, LLC Defined Benefit Pension Plan in DC ($340K); by covered participants it is Bordeaux Dyno-Cam & Machine Shop Defined Benefit Pension Plan in NC (4 participants). Same-state nearby plans are listed separately above.

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 The Eisenberg Group, a. C. Cpas Cash Balance Pension Plan assets move in 2024? ▼
The Eisenberg Group, a. C. Cpas Cash Balance Pension Plan edged up modestly - up 1.4% during 2024, from $341K to $346K. Reported net income was $5K.
How have The Eisenberg Group, a. C. Cpas plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Eisenberg Group, a. C. Cpas's sponsor-wide assets grew 52.6%, from $902K to $1M.
Where does The Eisenberg Group, a. C. Cpas Cash Balance Pension Plan rank by assets among Form 5500 filers? ▼
The Eisenberg Group, a. C. Cpas Cash Balance Pension Plan ranks in the 15th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (among the smaller plans by assets on file).
Which Defined Benefit (Pension) plans are similar in size to The Eisenberg Group, a. C. Cpas Cash Balance Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Core Development Company, LLC Defined Benefit Pension Plan in DC ($340K, 3 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to The Eisenberg Group, a. C. Cpas Cash Balance Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Bordeaux Dyno-Cam & Machine Shop Defined Benefit Pension Plan in NC (4 participants, N/A 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 330306596.

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.