Defined Benefit (Pension) · DOL Form 5500 · 2024

Silicon Valley Mechanical, Inc. Pension Plan

Data updated 2026-08-25

$7M
Total assets Small plan by assets
117
Participants Small participant base
48th
Percentile by assets National rank
$58,559
Avg per participant Low balance/head
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Official DOL plan name: Silicon Valley Mechanical Cash Balance Plan · Sponsored by Silicon Valley Mechanical, Inc. · California · Construction

$7M in assets, 117 participants

Silicon Valley Mechanical, Inc.'s Silicon Valley Mechanical Cash Balance Plan reported $7M in total assets and 117 participants in its 2024 DOL Form 5500 filing, ranking in the 48th 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.

  • #4,195 in Construction (9,039 peers)

Coverage in California

Silicon Valley Mechanical Cash Balance Plan covers 117 participants in California, about 19% of the average California filer (state average ~630 per filing). Assets: $7M.

#4,195
in Construction (9,039 peers)
+17.9%
assets growth YoY

Silicon Valley Mechanical Cash Balance Plan's mid-pack asset rank among Construction and all filers

Silicon Valley Mechanical Cash Balance Plan vs every filed plan by assets

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

$6,851,356 48th percentile higher than 48% 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

Silicon Valley Mechanical Cash Balance Plan 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. Silicon Valley Mechanical Cash Balance Plan sits mid-pack in the medium band (117 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Silicon Valley Mechanical Cash Balance Plan end-of-year assets rose from $6M in the plan year 2023 filing to $7M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 464540945 · Silicon Valley Mechanical, Inc. PY 2024 · Defined Benefit (Pension)

Silicon Valley Mechanical Cash Balance Plan · $7M · 117 · 48th

  • PART $7M
  • TYPE 117
  • NET 48th
  • BOOK Defined Benefit (Pension)
  • VS-ST near Ohio Aluminum Industries, Inc. Union Employees Defined Benefit Pension Plan
  • BOY ind #4195

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 Construction retirement plans → · Plans in California →

Silicon Valley Mechanical Cash Balance Plan in the asset neighbourhood

Transtar, LLC Pension Plan$7MJohnson Matthey Inc. Amended and Restated Salaried Employees Pension PlanJohnson Matthey Inc. Amended…$7MOhio Aluminum Industries, Inc. Union Employees Defined Benefit Pension PlanOhio Aluminum Industries, In…$7MSilicon Valley Mechanical Cash Balance PlanSilicon Valley Mechanical Ca…$7MTexas Medical Liability Trust Cash Balance PlanTexas Medical Liability Trus…$7M
End-of-year total assets ($M) among Silicon Valley Mechanical Cash Balance Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2024.

California filing particulars

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$7M
Net Income$1M
Employer EIN464540945
Plan Effective Date2015-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Silicon Valley Mechanical, Inc.)

Sponsor-wide plan assets over time

All Silicon Valley Mechanical, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$33M 101.8718780181889% vs 2022
2024 filing year
$10M$20M$30M$40M 202220232024 $16.5M $33.3M ▲ +101.8%
Year Plans Participants Total Assets
2022 1 124 $16M
2023 2 256 $28M
2024 2 249 $33M

Nearby Defined Benefit (Pension) Plans in California

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

Silicon Valley Mechanical Cash Balance Plan vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -10010203040 Total assets ($B) Participants Silicon Valley Mechanical Cash Balance Plan, Total assets ($B): 0.006851356 · Participants: 117Silicon Valley Mechanical 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
Silicon Valley Mechanical Cash Balance Plan vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants
Compare Silicon Valley Mechanical Cash Balance Plan side-by-side with 3 peers →

Silicon Valley Mechanical 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 Ohio Aluminum Industries, Inc. Union Employees Defined Benefit Pension Plan in OH ($7M); by covered participants it is First Credit Union Cash Balance Defined Benefit Retirement Pension Plan in AZ (117 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (117 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 Silicon Valley Mechanical Cash Balance Plan assets move in 2024? ▼
Silicon Valley Mechanical Cash Balance Plan grew sharply - up 17.9% during 2024, from $6M to $7M. Reported net income was $1M.
How have Silicon Valley Mechanical, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Silicon Valley Mechanical, Inc.'s sponsor-wide assets grew 101.9%, from $16M to $33M.
Which Defined Benefit (Pension) plans are similar in size to Silicon Valley Mechanical Cash Balance Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Ohio Aluminum Industries, Inc. Union Employees Defined Benefit Pension Plan in OH ($7M, 120 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Silicon Valley Mechanical Cash Balance Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is First Credit Union Cash Balance Defined Benefit Retirement Pension Plan in AZ (117 participants, $13M 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 464540945.

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.