Defined Benefit (Pension)
2024 plan-year Defined Benefit (Pension) DOL Form 5500

Littler Mendelson P.C. Cash Balance Pension Plan

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

Sponsored by Littler Mendelson P.C. · California · Professional & Technical Services

What the 2023 filing shows

Littler Mendelson P.C. Cash Balance Pension Plan holds $28M for 143 participants — about $193,955 per participant, up 36.3% over the 2024 plan year.

$28M
total plan assets (2024 EOY)
143
covered participants
$193,955
avg assets per participant
+36.3%
assets growth YoY
Total Assets (2023)
$28M
Participants
143
State
Industry
Professional & Technical Services

What the Filing Says About Littler Mendelson P.C. Cash Balance Pension Plan

Littler Mendelson P.C. Cash Balance Pension Plan is a Defined Benefit (Pension) retirement plan sponsored by Littler Mendelson P.C., headquartered in California. As of the 2024 Form 5500 filing, the plan reports $28M in total end-of-year assets and covers 143 participants across the Professional & Technical Services industry. The sponsor's EIN on file with the U.S. Department of Labor is 942602731, and the plan has been effective since 2019-01-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $20M at the beginning of 2024 to $28M at year-end — a gain of 36.3%. Net assets (after liabilities) closed the year at $28M, with reported net income of $7M driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$20M
Total Assets (End of Year)$28M
Net Assets (End of Year)$28M
Net Income$7M
Plan TypeDefined Benefit (Pension)
Employer EIN942602731
Plan Effective Date2019-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Littler Mendelson P.C.)

Year Plans Participants Total Assets
2022 1 2,037 $787M
2023 1 2,136 $932M
2024 2 2,410 $1.1B

Nearby Defined Benefit (Pension) Plans in California

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

Frequently Asked Questions

How much money is in the Littler Mendelson P.C. Cash Balance Pension Plan?
As of the 2024 Form 5500 filing, Littler Mendelson P.C. Cash Balance Pension Plan holds $28M in total assets with 143 participants. It is sponsored by Littler Mendelson P.C..
What type of plan is Littler Mendelson P.C. Cash Balance Pension Plan?
Littler Mendelson P.C. Cash Balance Pension Plan is a Defined Benefit (Pension) plan. It has been effective since 2019-01-01. The plan is filed with the U.S. Department of Labor under EIN 942602731.
Who sponsors the Littler Mendelson P.C. Cash Balance Pension Plan?
Littler Mendelson P.C. Cash Balance Pension Plan is sponsored by Littler Mendelson P.C., located in California. The sponsor's EIN is 942602731 and the plan operates in the Professional & Technical Services industry.
How did Littler Mendelson P.C. Cash Balance Pension Plan perform in 2024?
Littler Mendelson P.C. Cash Balance Pension Plan grew by 36.3% during 2024, moving from $20M to $28M in total assets. Net income was $7M.
Where can I find official filings for Littler Mendelson P.C. Cash Balance Pension Plan?
Official Form 5500 filings for Littler Mendelson P.C. Cash Balance Pension Plan are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 942602731 or plan name at efast.dol.gov.
How does Littler Mendelson P.C. Cash Balance Pension Plan compare to other plans?
You can compare Littler Mendelson P.C. Cash Balance Pension Plan against other Defined Benefit (Pension) plans on the plan type page, or view plans in California on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

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 942602731.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.