Defined Benefit (Pension) · DOL Form 5500 · 2022

O'brien Rivamonte Slate & Schulte PC Pension Plan

Data updated 2026-08-25

$558K
Total assets Small plan by assets
3
Participants Small participant base
19th
Percentile by assets National rank
$185,949
Avg per participant Above avg balance/head
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Official DOL plan name: O'brien Rivamonte Slate & Schulte PC Cash Balance Plan · Sponsored by O'brien Rivamonte Slate & Schulte PC · Michigan · Professional & Technical Services

$558K in assets, 3 participants

O'brien Rivamonte Slate & Schulte PC's O'brien Rivamonte Slate & Schulte PC Cash Balance Plan reported $558K in total assets and 3 participants in its 2022 DOL Form 5500 filing, ranking in the 19th 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.

  • #3,353 in Professional & Technical Services (21,562 peers)

O'brien Rivamonte Slate & Schulte PC multi-year trail

O'brien Rivamonte Slate & Schulte PC's plans moved +47.0% in assets from 2022 to 2024; this filing shows O'brien Rivamonte Slate & Schulte PC Cash Balance Plan at $558K / 3 participants.

#3,353
in Professional & Technical Services (21,562 peers)
+42.7%
assets growth YoY

O'brien Rivamonte Slate & Schulte PC Cash Balance Plan among the smaller filed plans by assets

O'brien Rivamonte Slate & Schulte PC Cash Balance Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$557,846 19th percentile higher than 19% of 139,123 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 2022

O'brien Rivamonte Slate & Schulte PC Cash Balance Plan among micro filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. O'brien Rivamonte Slate & Schulte PC Cash Balance Plan is a micro filing (3 participants), the leftmost band.

DOL schedule card

Filing strip 383270278 · O'brien Rivamonte Slate & Schulte PC PY 2022 · Defined Benefit (Pension)

O'brien Rivamonte Slate & Schulte PC Cash Balance Plan · $558K · 3 · 19th

  • PHOTO $558K
  • PHOTO 3
  • PHOTO 19th
  • PHOTO Defined Benefit (Pension)
  • PHOTO near Gsg Capital Advisors Cash Balance Plan
  • PHOTO ind #3353

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 Michigan →

O'brien Rivamonte Slate & Schulte PC Cash Balance Plan in the asset neighbourhood

O'brien Rivamonte Slate & Schulte PC Cash Balance PlanO'brien Rivamonte Slate & Sc…$558KGsg Capital Advisors Cash Balance PlanGsg Capital Advisors Cash Ba…$558KJill Miller & Associates, P.C. Cash Balance PlanJill Miller & Associates, P.…$562KPrecision Electrical Contractors, Inc. Defined Benefit PlanPrecision Electrical Contrac…$554KShearer & Bonney, P.C. Cash Balance PlanShearer & Bonney, P.C. Cash …$553K
End-of-year total assets ($M) among O'brien Rivamonte Slate & Schulte PC Cash Balance Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

O'brien Rivamonte Slate & Schulte PC multi-year asset trail

Sponsor-wide plan assets over time

All O'brien Rivamonte Slate & Schulte PC plans reported in each filing year

Latest sponsor-wide plan assets
$5M 46.97308022680209% vs 2022
2024 filing year
$3M$3.5M$4M$4.5M$5M 202220232024 $3.26M $4.79M ▲ +46.9%
Year Plans Participants Total Assets
2022 2 9 $3M
2023 2 9 $4M
2024 2 9 $5M

O'brien Rivamonte Slate & Schulte PC filing trail (2022)

Total Assets (Beginning of Year)$391K
Net Assets (End of Year)$558K
Net Income$167K
Employer EIN383270278
Plan Effective Date2020-01-01
Filing StatusFILING RECEIVED

Nearby Defined Benefit (Pension) Plans in Michigan

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

O'brien Rivamonte Slate & Schulte PC Cash Balance Plan vs. nearby Defined Benefit (Pension) plans in Michigan, assets vs. participants Scatter plot of 6 data points. -100000100002000030000 -1001020304050 Total assets ($B) Participants O'brien Rivamonte Slate & Schulte PC Cash Balance Plan, Total assets ($B): 0.000557846 · Participants: 3O'brien Rivamonte Slate & Schulte PC Cash Balance PlanGeneral Motors Hourly-Rate Employees Pension Plan, Total assets ($B): 40.23255743 · Participants: 18766General Motors Hourly-Rate Employees Pension PlanFord Motor Company UAW Retirement Plan, Total assets ($B): 19.279653433 · Participants: 27567Ford Motor Company UAW Retirement PlanFord Motor Company General Retirement Plan, Total assets ($B): 13.42905347 · Participants: 11760Ford Motor Company General Retirement PlanDow Employees' Pension Plan, Total assets ($B): 13.018181682 · Participants: 13759Dow Employees' Pension PlanFca US LLC UAW Pension Agreement, Total assets ($B): 8.553889919 · Participants: 14563Fca US LLC UAW Pension Agreement
O'brien Rivamonte Slate & Schulte PC Cash Balance Plan vs. nearby Defined Benefit (Pension) plans in Michigan, assets vs. participants
Compare O'brien Rivamonte Slate & Schulte PC Cash Balance Plan side-by-side with 3 peers →

O'brien Rivamonte Slate & Schulte PC Cash Balance Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Michigan, the nearest Defined Benefit (Pension) by assets is Gsg Capital Advisors Cash Balance Plan in CA ($558K); by covered participants it is Merkley, Newman & Mclaws, Inc. Defined Benefit Pension Plan in AZ (3 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (3 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did O'brien Rivamonte Slate & Schulte PC Cash Balance Plan assets move in 2022? ▼
O'brien Rivamonte Slate & Schulte PC Cash Balance Plan surged - up 42.7% during 2022, from $391K to $558K. Reported net income was $167K.
How have O'brien Rivamonte Slate & Schulte PC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), O'brien Rivamonte Slate & Schulte PC's sponsor-wide assets grew 47.0%, from $3M to $5M.
Where does O'brien Rivamonte Slate & Schulte PC Cash Balance Plan rank by assets among Form 5500 filers? ▼
O'brien Rivamonte Slate & Schulte PC Cash Balance Plan ranks in the 19th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (among the smaller plans by assets on file).
Which Defined Benefit (Pension) plans are similar in size to O'brien Rivamonte Slate & Schulte PC Cash Balance Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Gsg Capital Advisors Cash Balance Plan in CA ($558K, 2 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to O'brien Rivamonte Slate & Schulte PC Cash Balance Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Merkley, Newman & Mclaws, Inc. Defined Benefit Pension Plan in AZ (3 participants, $904K in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 383270278.

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.