Defined Benefit (Pension) · DOL Form 5500 · 2022
Joan Michelman Ltd. Pension Plan
Data updated 2026-08-25
- $2M
- Total assets Small plan by assets
- 4
- Participants Small participant base
- 32nd
- Percentile by assets National rank
- $429,752
- Avg per participant High balance/head
Official DOL plan name: Joan Michelman Ltd. Retirement Trust · Sponsored by Joan Michelman Ltd. · New York · Retail Trade
$2M in assets, 4 participants
Joan Michelman Ltd.'s Joan Michelman Ltd. Retirement Trust reported $2M in total assets and 4 participants in its 2022 DOL Form 5500 filing, ranking in the 32nd 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.
- #3,928 in Retail Trade (9,519 peers)
Joan Michelman Ltd. multi-year trail
Joan Michelman Ltd.'s plans moved -98.2% in assets from 2022 to 2024; this filing shows Joan Michelman Ltd. Retirement Trust at $2M / 4 participants.
- #3,928
- in Retail Trade (9,519 peers)
- -19.1%
- assets change YoY
The plan reported a net loss of $405K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Joan Michelman Ltd. Retirement Trust among the smaller filed plans by assets
Joan Michelman Ltd. Retirement Trust vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$1,719,007 32nd percentile higher than 32% 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
Joan Michelman Ltd. Retirement Trust among micro filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Joan Michelman Ltd. Retirement Trust is a micro filing (4 participants), the leftmost band.
Published 5500 schedule card
Filing strip 132812873 · Joan Michelman Ltd. PY 2022 · Defined Benefit (Pension)
Joan Michelman Ltd. Retirement Trust · $2M · 4 · 32nd
- TYPE $2M
- NET 4
- BOOK 32nd
- VS-ST Defined Benefit (Pension)
- BOY near Fidelity Mortgage Lenders, Inc. Pension Plan
- SCH ind #3928
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 Retail Trade retirement plans → · Plans in New York →
Joan Michelman Ltd. Retirement Trust in the asset neighbourhood
Joan Michelman Ltd. multi-year asset trail
Sponsor-wide plan assets over time
All Joan Michelman Ltd. plans reported in each filing year
- Latest sponsor-wide plan assets
- $32K 98.15306162220398% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 4 | $2M |
| 2023 | 1 | 4 | $1M |
| 2024 | 1 | 4 | $32K |
Joan Michelman Ltd. filing trail (2022)
| Total Assets (Beginning of Year) | $2M |
|---|---|
| Net Assets (End of Year) | $2M |
| Net Income | -$405K |
| Employer EIN | 132812873 |
| Plan Effective Date | 1980-06-01 |
| Filing Status | FILING RECEIVED |
Nearby Defined Benefit (Pension) Plans in New York
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- IBM Personal Pension Plan $25.5B · 16,431
- Consolidated Edison Retirement Plan $15.8B · 11,303
- Pepsico Employees Retirement Plan I $7.7B · 11,386
- New York State Nurses Association Pension Plan $5.0B · 18,592
- New York District Council of Carpenters Pension Pl $4.8B · 11,318
Joan Michelman Ltd. Retirement Trust's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside New York, the nearest Defined Benefit (Pension) by assets is Fidelity Mortgage Lenders, Inc. Pension Plan in CA ($2M); by covered participants it is Valher Inc Defined Benefit Pension Plan in CA (4 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($2M here).
Similar participant headcount
Nearest other-state filings by covered participants (4 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.