Defined Benefit (Pension) · DOL Form 5500 · 2024

Professional Business Associates, Inc. Pension Plan

Data updated 2026-08-25

$8M
Total assets Small plan by assets
6
Participants Small participant base
50th
Percentile by assets National rank
$1.3M
Avg per participant High balance/head
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Official DOL plan name: Professional Business Associates, Inc. Defined Benefit Pension Plan · Sponsored by Professional Business Associates, Inc. · California · Wholesale Trade

$8M in assets, 6 participants

Professional Business Associates, Inc.'s Professional Business Associates, Inc. Defined Benefit Pension Plan reported $8M in total assets and 6 participants in its 2024 DOL Form 5500 filing, ranking in the 50th 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.

  • #2,421 in Wholesale Trade (6,080 peers)

Professional Business Associates, Inc. multi-year trail

Professional Business Associates, Inc.'s plans moved +10.3% in assets from 2022 to 2024; this filing shows Professional Business Associates, Inc. Defined Benefit Pension Plan at $8M / 6 participants.

#2,421
in Wholesale Trade (6,080 peers)
+4.5%
assets growth YoY

Professional Business Associates, Inc. Defined Benefit Pension Plan's mid-pack asset rank among Wholesale Trade and all filers

Professional Business Associates, Inc. Defined Benefit Pension Plan vs every filed plan by assets

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

$7,593,044 Top 50% higher than 50% 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

Professional Business Associates, Inc. Defined Benefit Pension Plan among micro filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Professional Business Associates, Inc. Defined Benefit Pension Plan is a micro filing (6 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Professional Business Associates, Inc. Defined Benefit Pension Plan reported net income fell from $385K in the plan year 2023 filing to $324K in the plan year 2024 filing.
  • Professional Business Associates, Inc. Defined Benefit Pension Plan end-of-year assets rose from $7M in the plan year 2023 filing to $8M in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 954483432 · Professional Business Associates, Inc. PY 2024 · Defined Benefit (Pension)

Professional Business Associates, Inc. Defined Benefit Pension Plan · $8M · 6 · 50th

  • EIN $8M
  • RANK 6
  • PHOTO 50th
  • IND Defined Benefit (Pension)
  • EOY near Excel Orthopaedic Specialists Cash Balance Plan
  • 5500 ind #2421

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 Wholesale Trade retirement plans → · Plans in California →

Professional Business Associates, Inc. Defined Benefit Pension Plan in the asset neighbourhood

Livanova USA,Inc. Cash Balance Retirement PlanLivanova USA,Inc. Cash Balan…$8MProfessional Business Associates, Inc. Defined Benefit Pension PlanProfessional Business Associ…$8MExcel Orthopaedic Specialists Cash Balance PlanExcel Orthopaedic Specialist…$8MHecht, Kleeger & Damashek, P.C. Defined Benefit PlanHecht, Kleeger & Damashek, P…$8MEmployees Retirement Plan of C.Cowles and CompanyEmployees Retirement Plan of…$8M
End-of-year total assets ($M) among Professional Business Associates, Inc. Defined Benefit Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2024.

Professional Business Associates, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Professional Business Associates, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$8M 10.301037430955118% vs 2022
2024 filing year
$6.5M$7M$7.5M$8M 202220232024 $6.88M $7.59M ▲ +10.3%
Year Plans Participants Total Assets
2022 1 6 $7M
2023 1 6 $7M
2024 1 6 $8M

Professional Business Associates, Inc. filing trail (2024)

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$8M
Net Income$324K
Employer EIN954483432
Plan Effective Date2013-05-01
Filing StatusFILING RECEIVED

Nearby Defined Benefit (Pension) Plans in California

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

Professional Business Associates, Inc. Defined Benefit Pension Plan vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -10010203040 Total assets ($B) Participants Professional Business Associates, Inc. Defined Benefit Pension Plan, Total assets ($B): 0.007593044 · Participants: 6Professional Business Associates, Inc. Defined Benefit 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
Professional Business Associates, Inc. Defined Benefit Pension Plan vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants
Compare Professional Business Associates, Inc. Defined Benefit Pension Plan side-by-side with 3 peers →

Professional Business Associates, Inc. Defined Benefit Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside California, the nearest Defined Benefit (Pension) by assets is Excel Orthopaedic Specialists Cash Balance Plan in MA ($8M); by covered participants it is Frank J. Laine, P.C. Defined Benefit Plan in NY (6 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (6 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 Professional Business Associates, Inc. Defined Benefit Pension Plan assets move in 2024? ▼
Professional Business Associates, Inc. Defined Benefit Pension Plan edged up modestly - up 4.5% during 2024, from $7M to $8M. Reported net income was $324K.
How have Professional Business Associates, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Professional Business Associates, Inc.'s sponsor-wide assets grew 10.3%, from $7M to $8M.
Which Defined Benefit (Pension) plans are similar in size to Professional Business Associates, Inc. Defined Benefit Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Excel Orthopaedic Specialists Cash Balance Plan in MA ($8M, 106 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Professional Business Associates, Inc. Defined Benefit Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Frank J. Laine, P.C. Defined Benefit Plan in NY (6 participants, $4M 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 954483432.

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.