Defined Benefit (Pension) · DOL Form 5500 · 2024

Special Service for Groups, Inc. Pension Plan

Data updated 2026-08-25

$29M
Total assets Below avg plan size
156
Participants Small participant base
77th
Percentile by assets National rank
$185,816
Avg per participant Above avg balance/head
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Official DOL plan name: Defined Benefit Plan of Special Service for Groups, Inc. · Sponsored by Special Service for Groups, Inc. · California · Healthcare & Social Assistance

$29M in assets, 156 participants

Special Service for Groups, Inc.'s Defined Benefit Plan of Special Service for Groups, Inc. reported $29M in total assets and 156 participants in its 2024 DOL Form 5500 filing, ranking in the 77th 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.

  • #13,577 in Healthcare & Social Assistance (16,916 peers)

Coverage in California

Defined Benefit Plan of Special Service for Groups, Inc. covers 156 participants in California, about 25% of the average California filer (state average ~630 per filing). Assets: $29M.

#13,577
in Healthcare & Social Assistance (16,916 peers)
+7.7%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Defined Benefit Plan of Special Service for Groups, Inc.'s outsized position by total assets

Defined Benefit Plan of Special Service for Groups, Inc. vs every filed plan by assets

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

$28,987,282 Top 23% higher than 77% 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

Defined Benefit Plan of Special Service for Groups, Inc. 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. Defined Benefit Plan of Special Service for Groups, Inc. sits mid-pack in the medium band (156 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Defined Benefit Plan of Special Service for Groups, Inc. end-of-year assets rose from $27M in the plan year 2023 filing to $29M in the plan year 2024 filing.
  • Defined Benefit Plan of Special Service for Groups, Inc. reported participants fell from 158 in the plan year 2023 filing to 156 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 951716914 · Special Service for Groups, Inc. PY 2024 · Defined Benefit (Pension)

Defined Benefit Plan of Special Service for Groups, Inc. · $29M · 156 · 77th

  • SCH $29M
  • EBSA 156
  • PART 77th
  • TYPE Defined Benefit (Pension)
  • NET near American Postal Workers Union Employees' Retirement Plan
  • BOOK ind #13577

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 Healthcare & Social Assistance retirement plans → · Plans in California →

Defined Benefit Plan of Special Service for Groups, Inc. in the asset neighbourhood

H. J. Baker & Bro., LLC Employees' Retirement PlanH. J. Baker & Bro., LLC Empl…$29MMomentive Technologies Pension PlanMomentive Technologies Pensi…$29MDefined Benefit Plan of Special Service for Groups, Inc.Defined Benefit Plan of Spec…$29MAmerican Postal Workers Union Employees' Retirement PlanAmerican Postal Workers Unio…$29MTropicana Casino and Resort Variable Annuity Pension PlanTropicana Casino and Resort …$29M
End-of-year total assets ($M) among Defined Benefit Plan of Special Service for Groups, Inc. and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2024.

California filing particulars

Total Assets (Beginning of Year)$27M
Net Assets (End of Year)$29M
Net Income$2M
Employer EIN951716914
Plan Effective Date1988-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Special Service for Groups, Inc.)

Sponsor-wide plan assets over time

All Special Service for Groups, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$104M 39.18931774829396% vs 2022
2024 filing year
$70M$80M$90M$100M$110M 202220232024 $74.5M $104M ▲ +39.2%
Year Plans Participants Total Assets
2022 2 1,919 $75M
2023 2 2,104 $90M
2024 2 2,643 $104M

Nearby Defined Benefit (Pension) Plans in California

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

Defined Benefit Plan of Special Service for Groups, Inc. vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -10010203040 Total assets ($B) Participants Defined Benefit Plan of Special Service for Groups, Inc., Total assets ($B): 0.028987282 · Participants: 156Defined Benefit Plan of Special Service for Groups, Inc.Kaiser 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
Defined Benefit Plan of Special Service for Groups, Inc. vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants
Compare Defined Benefit Plan of Special Service for Groups, Inc. side-by-side with 3 peers →

Defined Benefit Plan of Special Service for Groups, Inc.'s out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside California, the nearest Defined Benefit (Pension) by assets is American Postal Workers Union Employees' Retirement Plan in DC ($29M); by covered participants it is Atlanta Postal Credit Union Cash Balance Defined Benefit Plan and Trust in GA (156 participants). Same-state nearby plans are listed separately above.

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 Defined Benefit Plan of Special Service for Groups, Inc. assets move in 2024? ▼
Defined Benefit Plan of Special Service for Groups, Inc. grew at a solid clip - up 7.7% during 2024, from $27M to $29M. Reported net income was $2M.
How have Special Service for Groups, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Special Service for Groups, Inc.'s sponsor-wide assets grew 39.2%, from $75M to $104M.
Where does Defined Benefit Plan of Special Service for Groups, Inc. rank by assets among Form 5500 filers? ▼
Defined Benefit Plan of Special Service for Groups, Inc. ranks in the 77th 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 Defined Benefit Plan of Special Service for Groups, Inc.? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is American Postal Workers Union Employees' Retirement Plan in DC ($29M, 54 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Defined Benefit Plan of Special Service for Groups, Inc.? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Atlanta Postal Credit Union Cash Balance Defined Benefit Plan and Trust in GA (156 participants, $104M 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 951716914.

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.