Defined Benefit (Pension) · DOL Form 5500 · 2022
John D Steves Pension Plan
Data updated 2026-08-25
- $305K
- Total assets Small plan by assets
- 1
- Participants Small participant base
- 14th
- Percentile by assets National rank
- $304,500
- Avg per participant High balance/head
Official DOL plan name: John D Steves Cash Balance Plan · Sponsored by John D Steves · Michigan · Finance & Insurance
$305K in assets, 1 participants
John D Steves's John D Steves Cash Balance Plan reported $305K in total assets and 1 participant in its 2022 DOL Form 5500 filing, ranking in the 14th 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.
- #794 in Finance & Insurance (9,261 peers)
John D Steves multi-year trail
John D Steves's plans moved +114.6% in assets from 2022 to 2024; this filing shows John D Steves Cash Balance Plan at $305K / 1 participant.
- #794
- in Finance & Insurance (9,261 peers)
- +99.2%
- assets growth YoY
John D Steves Cash Balance Plan among the smaller filed plans by assets
John D Steves Cash Balance Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$304,500 14th percentile higher than 14% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
John D Steves 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. John D Steves Cash Balance Plan is a micro filing (1 participant), the leftmost band.
DOL schedule card
Filing strip 873495328 · John D Steves PY 2022 · Defined Benefit (Pension)
John D Steves Cash Balance Plan · $305K · 1 · 14th
- SCH $305K
- EBSA 1
- PART 14th
- TYPE Defined Benefit (Pension)
- NET near Five Acs, Inc. Defined Benefit Plan
- BOOK ind #794
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 Finance & Insurance retirement plans → · Plans in Michigan →
John D Steves Cash Balance Plan in the asset neighbourhood
John D Steves multi-year asset trail
Sponsor-wide plan assets over time
All John D Steves plans reported in each filing year
- Latest sponsor-wide plan assets
- $653K 114.56026272577998% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1 | $305K |
| 2023 | 1 | 1 | $503K |
| 2024 | 1 | 1 | $653K |
John D Steves filing trail (2022)
| Total Assets (Beginning of Year) | $153K |
|---|---|
| Net Assets (End of Year) | $305K |
| Net Income | $152K |
| Employer EIN | 873495328 |
| Plan Effective Date | 2021-01-01 |
| Filing Status | FILING RECEIVED |
Nearby Defined Benefit (Pension) Plans in Michigan
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- General Motors Hourly-Rate Employees Pension Plan $40.2B · 18,766
- Ford Motor Company UAW Retirement Plan $19.3B · 27,567
- Ford Motor Company General Retirement Plan $13.4B · 11,760
- Dow Employees' Pension Plan $13.0B · 13,759
- Fca US LLC UAW Pension Agreement $8.6B · 14,563
John D Steves 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 Five Acs, Inc. Defined Benefit Plan in TX ($304K); by covered participants it is Bruce Baker Enterprises Inc Defined Benefit Pension Plan in CA (1 participant). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($305K here).
Similar participant headcount
Nearest other-state filings by covered participants (1 participant); asset peers above are excluded.
- Bruce Baker Enterprises Inc Defined Benefit Pension Plan (CA) 1 · 0 off
- El Dorado Hematology & Medical Oncology II Inc Retirement Plan (CA) 1 · 0 off
- Todd Black Productions Inc Defined Benefit Pension Plan (CA) 1 · 0 off
- Teamsters Union Local 970 Pension Plan for Smith Foundry Company (MN) 1 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.