Defined Benefit (Pension) · DOL Form 5500 · 2024

Buchalter, a Professional Corporation Pension Plan

Data updated 2026-08-25

$32M
Total assets Below avg plan size
118
Participants Small participant base
78th
Percentile by assets National rank
$272,174
Avg per participant High balance/head
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Official DOL plan name: Buchalter Cash Balance Pension Plan · Sponsored by Buchalter, a Professional Corporation · California · Professional & Technical Services

$32M in assets, 118 participants

Buchalter, a Professional Corporation's Buchalter Cash Balance Pension Plan reported $32M in total assets and 118 participants in its 2024 DOL Form 5500 filing, ranking in the 78th 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.

  • #15,836 in Professional & Technical Services (20,173 peers)

Coverage in California

Buchalter Cash Balance Pension Plan covers 118 participants in California, about 19% of the average California filer (state average ~630 per filing). Assets: $32M.

#15,836
in Professional & Technical Services (20,173 peers)
+6.4%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Buchalter Cash Balance Pension Plan's outsized position by total assets

Buchalter Cash Balance Pension Plan vs every filed plan by assets

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

$32,116,543 Top 22% higher than 78% 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

Buchalter Cash Balance Pension Plan 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. Buchalter Cash Balance Pension Plan sits mid-pack in the medium band (118 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Buchalter Cash Balance Pension Plan reported net income fell from $7M in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • Buchalter Cash Balance Pension Plan end-of-year assets rose from $30M in the plan year 2023 filing to $32M in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 952640846 · Buchalter, a Professional Corporation PY 2024 · Defined Benefit (Pension)

Buchalter Cash Balance Pension Plan · $32M · 118 · 78th

  • PCT $32M
  • EIN 118
  • RANK 78th
  • PHOTO Defined Benefit (Pension)
  • IND near Explorer Pipeline Company Retirement Plan
  • EOY ind #15836

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 →

Buchalter Cash Balance Pension Plan in the asset neighbourhood

Titan Bryan Pension Plan$32MPlumbers Local 360 Pension PlanPlumbers Local 360 Pension P…$32MExplorer Pipeline Company Retirement PlanExplorer Pipeline Company Re…$32MBuchalter Cash Balance Pension PlanBuchalter Cash Balance Pensi…$32MDefined Benefit Pension Plan of Covenant House, Inc.Defined Benefit Pension Plan…$32M
End-of-year total assets ($M) among Buchalter Cash Balance Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2024.

California filing particulars

Total Assets (Beginning of Year)$30M
Net Assets (End of Year)$32M
Net Income$2M
Employer EIN952640846
Plan Effective Date2013-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Buchalter, a Professional Corporation)

Sponsor-wide plan assets over time

All Buchalter, a Professional Corporation plans reported in each filing year

Latest sponsor-wide plan assets
$268M 58.072832449787036% vs 2022
2024 filing year
$150M$200M$250M$300M 202220232024 $170M $268M ▲ +58.1%
Year Plans Participants Total Assets
2022 2 529 $170M
2023 3 719 $233M
2024 3 747 $268M

Nearby Defined Benefit (Pension) Plans in California

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

Buchalter 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 ($B) Participants Buchalter Cash Balance Pension Plan, Total assets ($B): 0.032116543 · Participants: 118Buchalter 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
Buchalter Cash Balance Pension Plan vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants
Compare Buchalter Cash Balance Pension Plan side-by-side with 3 peers →

Buchalter 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 Explorer Pipeline Company Retirement Plan in OK ($32M); by covered participants it is Nuclear Fuel Services, Inc. Retirement Plan for Hourly Employees in NC (118 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($32M here).

Similar participant headcount

Nearest other-state filings by covered participants (118 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.

Frequently Asked Questions

How did Buchalter Cash Balance Pension Plan assets move in 2024? ▼
Buchalter Cash Balance Pension Plan grew at a solid clip - up 6.4% during 2024, from $30M to $32M. Reported net income was $2M.
How have Buchalter, a Professional Corporation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Buchalter, a Professional Corporation's sponsor-wide assets grew 58.1%, from $170M to $268M.
Where does Buchalter Cash Balance Pension Plan rank by assets among Form 5500 filers? ▼
Buchalter Cash Balance Pension Plan ranks in the 78th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to Buchalter Cash Balance Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Explorer Pipeline Company Retirement Plan in OK ($32M, 58 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Buchalter Cash Balance Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Nuclear Fuel Services, Inc. Retirement Plan for Hourly Employees in NC (118 participants, $30M 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 952640846.

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.