Defined Benefit (Pension) · DOL Form 5500 · 2024
Advanced Filtration Concepts, Inc. Pension Plan
Data updated 2026-08-25
- $7M
- Total assets Small plan by assets
- 11
- Participants Small participant base
- 49th
- Percentile by assets National rank
- $650,970
- Avg per participant High balance/head
Official DOL plan name: Advanced Filtration Concepts, Inc. Defined Benefit Pension Plan · Sponsored by Advanced Filtration Concepts, Inc. · California · Professional & Technical Services
$7M in assets, 11 participants
Advanced Filtration Concepts, Inc.'s Advanced Filtration Concepts, Inc. Defined Benefit Pension Plan reported $7M in total assets and 11 participants in its 2024 DOL Form 5500 filing, ranking in the 49th 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.
- #9,461 in Professional & Technical Services (20,173 peers)
Advanced Filtration Concepts, Inc. multi-year trail
Advanced Filtration Concepts, Inc.'s plans moved +36.5% in assets from 2022 to 2024; this filing shows Advanced Filtration Concepts, Inc. Defined Benefit Pension Plan at $7M / 11 participants.
- #9,461
- in Professional & Technical Services (20,173 peers)
- +12.7%
- assets growth YoY
Advanced Filtration Concepts, Inc. Defined Benefit Pension Plan's mid-pack asset rank among Professional & Technical Services and all filers
Advanced Filtration Concepts, Inc. Defined Benefit Pension Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$7,160,672 49th percentile higher than 49% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Advanced Filtration Concepts, Inc. Defined Benefit Pension 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. Advanced Filtration Concepts, Inc. Defined Benefit Pension Plan is a small filing (11 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Advanced Filtration Concepts, Inc. Defined Benefit Pension Plan reported net income fell from $1M in the plan year 2023 filing to $808K in the plan year 2024 filing.
- Advanced Filtration Concepts, Inc. Defined Benefit Pension Plan end-of-year assets rose from $6M in the plan year 2023 filing to $7M in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 954765797 · Advanced Filtration Concepts, Inc. PY 2024 · Defined Benefit (Pension)
Advanced Filtration Concepts, Inc. Defined Benefit Pension Plan · $7M · 11 · 49th
- TYPE $7M
- NET 11
- BOOK 49th
- VS-ST Defined Benefit (Pension)
- BOY near Mrb Law, LLC Cash Balance Plan
- SCH ind #9461
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 Professional & Technical Services retirement plans → · Plans in California →
Advanced Filtration Concepts, Inc. Defined Benefit Pension Plan in the asset neighbourhood
Advanced Filtration Concepts, Inc. multi-year asset trail
Sponsor-wide plan assets over time
All Advanced Filtration Concepts, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $7M 36.45116583339542% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 9 | $5M |
| 2023 | 1 | 11 | $6M |
| 2024 | 1 | 11 | $7M |
Advanced Filtration Concepts, Inc. filing trail (2024)
| Total Assets (Beginning of Year) | $6M |
|---|---|
| Net Assets (End of Year) | $7M |
| Net Income | $808K |
| Employer EIN | 954765797 |
| Plan Effective Date | 2001-10-01 |
| 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.
- 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
- Ilwu-Pma Pension Plan $10.8B · 15,833
Advanced Filtration Concepts, 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 Mrb Law, LLC Cash Balance Plan in AL ($7M); by covered participants it is The Shoulder Clinic of Idaho, PLLC Cash Balance Plan in ID (11 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($7M here).
Similar participant headcount
Nearest other-state filings by covered participants (11 participants); asset peers above are excluded.
- The Shoulder Clinic of Idaho, PLLC Cash Balance Plan (ID) 11 · 0 off
- Altura Communication Solutions Pension Plan for Certain Union Represented Employees (OK) 11 · 0 off
- Research Corporation Technologies, Inc. Employees' Pension Plan (AZ) 11 · 0 off
- Building Technology Engineers, Inc. Retirement Income Plan (CT) 11 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.