Defined Benefit (Pension) · DOL Form 5500 · 2024
Lewis Brisbois Bisgaard & Smith LLP Pension Plan
Data updated 2026-08-25
- $55M
- Total assets Below avg plan size
- 162
- Participants Small participant base
- 85th
- Percentile by assets National rank
- $338,462
- Avg per participant High balance/head
Official DOL plan name: Lewis Brisbois Bisgaard & Smith LLP Cash Balance Pension Plan III · Sponsored by Lewis Brisbois Bisgaard & Smith LLP · California · Professional & Technical Services
$55M in assets, 162 participants
Lewis Brisbois Bisgaard & Smith LLP's Lewis Brisbois Bisgaard & Smith LLP Cash Balance Pension Plan III reported $55M in total assets and 162 participants in its 2024 DOL Form 5500 filing, ranking in the 85th 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.
- #17,340 in Professional & Technical Services (20,173 peers)
Coverage in California
Lewis Brisbois Bisgaard & Smith LLP Cash Balance Pension Plan III covers 162 participants in California, about 26% of the average California filer (state average ~630 per filing). Assets: $55M.
- #17,340
- in Professional & Technical Services (20,173 peers)
- +22.6%
- assets growth YoY
- 0.6×
- vs typical plan assets (national mean)
Lewis Brisbois Bisgaard & Smith LLP Cash Balance Pension Plan III's outsized position by total assets
Lewis Brisbois Bisgaard & Smith LLP Cash Balance Pension Plan III vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$54,830,837 Top 15% higher than 85% 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
Lewis Brisbois Bisgaard & Smith LLP Cash Balance Pension Plan III among mid-size filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Lewis Brisbois Bisgaard & Smith LLP Cash Balance Pension Plan III sits mid-pack in the medium band (162 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Lewis Brisbois Bisgaard & Smith LLP Cash Balance Pension Plan III reported net income fell from $13M in the plan year 2023 filing to $10M in the plan year 2024 filing.
- Lewis Brisbois Bisgaard & Smith LLP Cash Balance Pension Plan III end-of-year assets rose from $45M in the plan year 2023 filing to $55M in the plan year 2024 filing.
- Lewis Brisbois Bisgaard & Smith LLP Cash Balance Pension Plan III reported participants fell from 184 in the plan year 2023 filing to 162 in the plan year 2024 filing.
DOL schedule card
Filing strip 953720522 · Lewis Brisbois Bisgaard & Smith LLP PY 2024 · Defined Benefit (Pension)
Lewis Brisbois Bisgaard & Smith LLP Cash Balance Pension Plan III · $55M · 162 · 85th
- RANK $55M
- PHOTO 162
- IND 85th
- EOY Defined Benefit (Pension)
- 5500 near Baton Rouge Sheet Metal Workers Pension Fund
- ASSETS ind #17340
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 →
Lewis Brisbois Bisgaard & Smith LLP Cash Balance Pension Plan III in the asset neighbourhood
California filing particulars
| Total Assets (Beginning of Year) | $45M |
|---|---|
| Net Assets (End of Year) | $55M |
| Net Income | $10M |
| Employer EIN | 953720522 |
| Plan Effective Date | 2021-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Lewis Brisbois Bisgaard & Smith LLP)
Sponsor-wide plan assets over time
All Lewis Brisbois Bisgaard & Smith LLP plans reported in each filing year
- Latest sponsor-wide plan assets
- $553M 38.84774662368116% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 3 | 3,487 | $399M |
| 2023 | 3 | 3,586 | $483M |
| 2024 | 3 | 3,249 | $553M |
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
Lewis Brisbois Bisgaard & Smith LLP Cash Balance Pension Plan III's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside California, the nearest Defined Benefit (Pension) by assets is Baton Rouge Sheet Metal Workers Pension Fund in LA ($55M); by covered participants it is Sheet Metal Workers Intn Local 17nh Pension Plan in CT (162 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($55M here).
Similar participant headcount
Nearest other-state filings by covered participants (162 participants); asset peers above are excluded.
- Sheet Metal Workers Intn Local 17nh Pension Plan (CT) 162 · 0 off
- Pension Plan for Employees of York Hospital (ME) 162 · 0 off
- Davis Polk Partner Defined Benefit Pension Plan (NY) 162 · 0 off
- Ret. Plan for Emps. of American President Lines, LLC. Represented by the Prof. Ofc. & Ind. , Marine Engr. Beneficial Assn (AFL/CIO) (VA) 162 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.