Defined Benefit (Pension) · DOL Form 5500 · 2024
Proficium Inc Pension Plan
Data updated 2026-07-24
- $5M
- Total assets
- 23
- Participants
- 42nd
- Percentile by assets
- $212,797
- Avg per participant
Official DOL plan name: Proficium Inc Cash Balance Plan · Sponsored by Proficium Inc · California · Retail Trade
$5M in assets, 23 participants
Proficium Inc's Proficium Inc Cash Balance Plan reported $5M in total assets and 23 participants in its 2024 DOL Form 5500 filing, ranking in the 42nd 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.
- 42nd percentile by assets (of 116,472 plans)
Proficium Inc multi-year trail
Proficium Inc's plans moved +38.6% in assets from 2022 to 2024; this filing shows Proficium Inc Cash Balance Plan at $5M / 23 participants.
- $5M
- total plan assets (2024 EOY)
- 23
- covered participants
- 42nd
- percentile by assets (of 116,472 plans)
- $212,797
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Proficium Inc Cash Balance Plan reported net income fell from $1M in the plan year 2023 filing to $42K in the plan year 2024 filing.
- Proficium Inc Cash Balance Plan reported participants fell from 25 in the plan year 2023 filing to 23 in the plan year 2024 filing.
Proficium Inc across 3 plan years on file
Across the 3 plan years Proficium Inc has on file (2022-2024), sponsor-wide plan assets have moved from $4M to $5M, a gain of 38.6%, while reported participants moved from 40 to 25 (-37.5%). Peak year by sponsor assets: 2024 ($5M); trough: 2022 ($4M).
Proficium Inc multi-year asset trail
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 40 | $4M |
| 2023 | 2 | 50 | $5M |
| 2024 | 2 | 25 | $5M |
Proficium Inc filing trail (2024)
| Total Assets (Beginning of Year) | $5M |
|---|---|
| Net Assets (End of Year) | $5M |
| Net Income | $42K |
| Employer EIN | 300119126 |
| Plan Effective Date | 2016-01-01 |
| Filing Status | FILING RECEIVED |
Nearby Defined Benefit (Pension) Plans in California
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
Proficium Inc Cash Balance Plan vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants
- 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
- Disney Salaried Pension Plan D $10.4B · 9,984
Similar-Sized Defined Benefit (Pension) Plans Nationally
Defined Benefit (Pension) plans in other states closest to Proficium Inc Cash Balance Plan by total assets, not by location.
Frequently Asked Questions
How did Proficium Inc Cash Balance Plan assets move in 2024? ▼
How have Proficium Inc plan assets changed over time? ▼
Which Defined Benefit (Pension) plans are similar in size to Proficium Inc Cash Balance Plan? ▼
Next read for Proficium Inc Cash Balance Plan
Multi-year trail
Ways to act on Proficium Inc Cash Balance Plan's numbers.
- By total assets, Proficium Inc Cash Balance Plan ranks in the lower half of filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Defined Benefit (Pension) plans in California. Compare plans
- Proficium Inc's sponsor-wide assets have grown 38.6% since 2022 across 3 plan years on file. More Retail Trade plans
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 300119126.
Read our methodology - how this data is sourced, computed, and verified.