Defined Benefit (Pension) · DOL Form 5500 · 2024

Proficium Inc Pension Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
23
Participants Small participant base
42nd
Percentile by assets National rank
$212,797
Avg per participant Above avg balance/head
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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.

  • #4,216 in Retail Trade (8,048 peers)

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.

#4,216
in Retail Trade (8,048 peers)
+0.9%
assets growth YoY

Proficium Inc Cash Balance Plan's mid-pack asset rank among Retail Trade and all filers

Proficium Inc Cash Balance Plan vs every filed plan by assets

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

$4,894,335 42nd percentile higher than 42% 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

Proficium Inc Cash Balance Plan among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Proficium Inc Cash Balance Plan is a small filing (23 participants) on this national headcount ladder.

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.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 300119126 · Proficium Inc PY 2024 · Defined Benefit (Pension)

Proficium Inc Cash Balance Plan · $5M · 23 · 42nd

  • TYPE $5M
  • NET 23
  • BOOK 42nd
  • VS-ST Defined Benefit (Pension)
  • BOY near Heat & Frost Insulators & Allied Workers Local Union 10 Pension Plan
  • SCH ind #4216

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 Retail Trade retirement plans → · Plans in California →

Proficium Inc Cash Balance Plan in the asset neighbourhood

Perry Chemical Cash Balance PlanPerry Chemical Cash Balance …$5MMetal Engravers Union Local 34 Pension PlanMetal Engravers Union Local …$5MProficium Inc Cash Balance PlanProficium Inc Cash Balance P…$5MHeat & Frost Insulators & Allied Workers Local Union 10 Pension PlanHeat & Frost Insulators & Al…$5MTitan Wheel Corporation of Iowa Hourly-Rated Pension PlanTitan Wheel Corporation of I…$5M
End-of-year total assets ($M) among Proficium Inc Cash Balance Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2024.

Proficium Inc multi-year asset trail

Sponsor-wide plan assets over time

All Proficium Inc plans reported in each filing year

Latest sponsor-wide plan assets
$5M 38.615178955676335% vs 2022
2024 filing year
$3.5M$4M$4.5M$5M$5.5M 202220232024 $3.81M $5.28M ▲ +38.6%
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 EIN300119126
Plan Effective Date2016-01-01
Filing StatusFILING 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 Scatter plot of 6 data points. -50000050000100000150000 -10010203040 Total assets ($B) Participants Proficium Inc Cash Balance Plan, Total assets ($B): 0.004894335 · Participants: 23Proficium Inc Cash Balance 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
Proficium Inc Cash Balance Plan vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants
Compare Proficium Inc Cash Balance Plan side-by-side with 3 peers →

Proficium Inc Cash Balance Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside California, the nearest Defined Benefit (Pension) by assets is Heat & Frost Insulators & Allied Workers Local Union 10 Pension Plan in AR ($5M); by covered participants it is Horus Technology Solutions, Inc. Cash Balance Plan in MD (23 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (23 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 Proficium Inc Cash Balance Plan assets move in 2024? ▼
Proficium Inc Cash Balance Plan held essentially flat - up 0.9% during 2024, from $5M to $5M. Reported net income was $42K.
How have Proficium Inc plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Proficium Inc's sponsor-wide assets grew 38.6%, from $4M to $5M.
Which Defined Benefit (Pension) plans are similar in size to Proficium Inc Cash Balance Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Heat & Frost Insulators & Allied Workers Local Union 10 Pension Plan in AR ($5M, 21 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Proficium Inc Cash Balance Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Horus Technology Solutions, Inc. Cash Balance Plan in MD (23 participants, $2M 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 300119126.

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.