Defined Benefit (Pension) · DOL Form 5500 · 2024
Law Offices of David W. Affeld, a.P.C. Pension Plan
Data updated 2026-08-25
- $2M
- Total assets Small plan by assets
- 4
- Participants Small participant base
- 31st
- Percentile by assets National rank
- $583,206
- Avg per participant High balance/head
Official DOL plan name: Law Offices of David W. Affeld, a.P.C. Defined Benefit Pension Plan · Sponsored by Law Offices of David W. Affeld, a.P.C. · California · Professional & Technical Services
$2M in assets, 4 participants
Law Offices of David W. Affeld, a.P.C.'s Law Offices of David W. Affeld, a.P.C. Defined Benefit Pension Plan reported $2M in total assets and 4 participants in its 2024 DOL Form 5500 filing, ranking in the 31st 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.
- #5,468 in Professional & Technical Services (20,173 peers)
What the 2024 filing shows
Law Offices of David W. Affeld, a.P.C. Defined Benefit Pension Plan holds $2M for 4 participants - about $583,206 per participant, in the lower half of filed plans by assets.
- #5,468
- in Professional & Technical Services (20,173 peers)
- +1.8%
- assets growth YoY
Law Offices of David W. Affeld, a.P.C. Defined Benefit Pension Plan among the smaller filed plans by assets
Law Offices of David W. Affeld, a.P.C. Defined Benefit Pension Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$2,332,822 31st percentile higher than 31% 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
Law Offices of David W. Affeld, a.P.C. Defined Benefit 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. Law Offices of David W. Affeld, a.P.C. Defined Benefit Pension Plan is a micro filing (4 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Law Offices of David W. Affeld, a.P.C. Defined Benefit Pension Plan reported net income rose from $12K in the plan year 2023 filing to $40K in the plan year 2024 filing.
- Law Offices of David W. Affeld, a.P.C. Defined Benefit Pension Plan end-of-year assets rose from $2M in the plan year 2023 filing to $2M in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 911996357 · Law Offices of David W. Affeld, a.P.C. PY 2024 · Defined Benefit (Pension)
Law Offices of David W. Affeld, a.P.C. Defined Benefit Pension Plan · $2M · 4 · 31st
- EBSA $2M
- PART 4
- TYPE 31st
- NET Defined Benefit (Pension)
- BOOK near The College of Saint Rose Non-Contract Employees' Pension Plan
- VS-ST ind #5468
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 →
Law Offices of David W. Affeld, a.P.C. Defined Benefit Pension Plan in the asset neighbourhood
Filing particulars (2024)
| Total Assets (Beginning of Year) | $2M |
|---|---|
| Net Assets (End of Year) | $2M |
| Net Income | $40K |
| Employer EIN | 911996357 |
| Plan Effective Date | 2009-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Law Offices of David W. Affeld, a.P.C.)
Sponsor-wide plan assets over time
All Law Offices of David W. Affeld, a.P.C. plans reported in each filing year
- Latest sponsor-wide plan assets
- $2M 2.270463544571054% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 2 | $2M |
| 2023 | 1 | 4 | $2M |
| 2024 | 1 | 4 | $2M |
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
Law Offices of David W. Affeld, a.P.C. Defined Benefit Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside California, the nearest Defined Benefit (Pension) by assets is The College of Saint Rose Non-Contract Employees' Pension Plan in NY ($2M); 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.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($2M here).
Similar participant headcount
Nearest other-state filings by covered participants (4 participants); asset peers above are excluded.
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.