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title: 2026 Cash Balance Report
description: Explore maximizing employee retirement outcomes while minimizing costs with a free consultation
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# Cash Balance Report 2026

Within the universe of Defined Benefit (DB) plans, Cash Balance plans have emerged as the market leader.

October Three’s 2026 Cash Balance Plan Report is an in-depth analysis of Department of Labor (DOL) filings for Defined Benefit plans going back to 2015 and includes the most current 2024 data.

All DOL Form 5500 data was accessed through October Three’s O3 Edge database platform. 

[ Download the Report ](https://connect.octoberthree.com/hubfs/2026_Cash_Balance_Report_by_October_Three.pdf?hsLang=en-us)

[ Learn More about O3 Edge ](https://o3edge.octoberthree.com/)

# Contained in the Report

 In-depth analysis of Department of Labor data for all Cash Balance plans in the U.S. 

Comparison of Cash Balance and Traditional DB plans by the number of plans, assets, and participants

A breakdown of the distribution of Cash Balance plans in each U.S. state 

Analysis of Interest Crediting Rates (ICRs) for U.S. Cash Balance plans

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## Get the Full Report

Download the 2026 Cash Balance Report to access data and analysis from October Three and learn more about the market for Cash Balance plans in the U.S.

[ 📊Download the Report ](https://connect.octoberthree.com/hubfs/2026_Cash_Balance_Report_by_October_Three.pdf?hsLang=en-us)

## About October Three

Our mission is to help employees achieve better retirement outcomes with forward-thinking plans that meet the needs of both employees and employers. As a consulting firm and one-stop shop, October Three has the administrators, actuaries, and consultants to design and administer retirement programs — leading clients through every step of the plan journey.