Defined Benefit (Pension) · DOL Form 5500 · 2024
Fish & Richardson, P.C. Pension Plan
Data updated 2026-08-11
- $154M
- Total assets
- 128
- Participants
- 93rd
- Percentile by assets
- $1.2M
- Avg per participant
Official DOL plan name: Fish & Richardson Principals' Cash Balance Plan · Sponsored by Fish & Richardson, P.C. · Minnesota · Professional & Technical Services
$154M in assets, 128 participants
Fish & Richardson, P.C.'s Fish & Richardson Principals' Cash Balance Plan reported $154M in total assets and 128 participants in its 2024 DOL Form 5500 filing, ranking in the 93rd 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.
- 93rd percentile by assets (of 123,622 plans)
- #19,008 in Professional & Technical Services (20,173 peers)
Coverage in Minnesota
Fish & Richardson Principals' Cash Balance Plan covers 128 participants in Minnesota, about 11% of the average Minnesota filer (state average ~1,126 per filing). Assets: $154M.
- $154M
- total plan assets (2024 EOY)
- 128
- covered participants
- 93rd
- percentile by assets (of 123,622 plans)
- $1.2M
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Fish & Richardson Principals' Cash Balance Plan end-of-year assets rose from $146M in the plan year 2023 filing to $154M in the plan year 2024 filing.
- Fish & Richardson Principals' Cash Balance Plan reported net income rose from $8M in the plan year 2023 filing to $8M in the plan year 2024 filing.
- Fish & Richardson Principals' Cash Balance Plan reported participants fell from 131 in the plan year 2023 filing to 128 in the plan year 2024 filing.
Participants vs Minnesota filers
In Minnesota, the average filing covers about 1,126 participants across 2,865 plans. Fish & Richardson Principals' Cash Balance Plan reports 128 participants - about 11% of that state average ($154M EOY assets).
Minnesota filing particulars
| Total Assets (Beginning of Year) | $146M |
|---|---|
| Net Assets (End of Year) | $154M |
| Net Income | $8M |
| Employer EIN | 043254521 |
| Plan Effective Date | 2001-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Fish & Richardson, P.C.)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 3 | 1,284 | $650M |
| 2023 | 3 | 1,300 | $748M |
| 2024 | 3 | 1,316 | $827M |
Nearby Defined Benefit (Pension) Plans in Minnesota
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
Fish & Richardson Principals' Cash Balance Plan vs. nearby Defined Benefit (Pension) plans in Minnesota, assets vs. participants
- Mayo Pension Plan $11.8B · 71,743
- 3M Employee Retirement Income Plan $8.9B · 9,132
- Wells Fargo & Company Cash Balance Plan $8.3B · 46,875
- U.S. Bank Pension Plan $4.4B · 62,822
- The Travelers Pension Plan $4.2B · 27,237
Similar-Sized Defined Benefit (Pension) Plans Nationally
Defined Benefit (Pension) plans in other states closest to Fish & Richardson Principals' Cash Balance Plan by total assets, not by location.
- Brick Masons' Pension Trust Fund (CA) $154M · 655
- The Timken-Latrobe-Mpb-Torrington Retirement Plan (OH) $154M · 967
- Pension Plan of Cravath, Swaine & Moore LLP (NY) $154M · 256
- Loyola University Employees' Retirement Plan (IL) $154M · 879
Frequently Asked Questions
How did Fish & Richardson Principals' Cash Balance Plan assets move in 2024? ▼
How have Fish & Richardson, P.C. plan assets changed over time? ▼
Where does Fish & Richardson Principals' Cash Balance Plan rank by assets among Form 5500 filers? ▼
Which Defined Benefit (Pension) plans are similar in size to Fish & Richardson Principals' Cash Balance Plan? ▼
Next read for Fish & Richardson Principals' Cash Balan…
Filing takeaways
Ways to act on Fish & Richardson Principals' Cash Balance Plan's numbers.
- By total assets, Fish & Richardson Principals' Cash Balance Plan ranks in the top 10% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Defined Benefit (Pension) plans in Minnesota. Compare plans
- Fish & Richardson, P.C.'s sponsor-wide assets have grown 27.2% since 2022 across 3 plan years on file. More Professional & Technical Services plans