Defined Benefit (Pension) · DOL Form 5500 · 2022
Joan Michelman Ltd. Pension Plan
Data updated 2026-08-11
- $2M
- Total assets
- 4
- Participants
- 32nd
- Percentile by assets
- $429,752
- Avg per participant
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.
- 32nd percentile by assets (of 139,126 plans)
- #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.
- $2M
- total plan assets (2022 EOY)
- 4
- covered participants
- 32nd
- percentile by assets (of 139,126 plans)
- $429,752
- avg assets per participant
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. across 3 plan years on file
Across the 3 plan years Joan Michelman Ltd. has on file (2022-2024), sponsor-wide plan assets have moved from $2M to $32K, a decline of 98.2%, while reported participants moved from 4 to 4 (+0.0%). Peak year by sponsor assets: 2022 ($2M); trough: 2024 ($32K).
Joan Michelman Ltd. multi-year asset trail
| 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.
Joan Michelman Ltd. Retirement Trust vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants
- 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
Similar-Sized Defined Benefit (Pension) Plans Nationally
Defined Benefit (Pension) plans in other states closest to Joan Michelman Ltd. Retirement Trust by total assets, not by location.
Frequently Asked Questions
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Next read for Joan Michelman Ltd. Retirement Trust
Multi-year trail
Ways to act on Joan Michelman Ltd. Retirement Trust's numbers.
- By total assets, Joan Michelman Ltd. Retirement Trust ranks in the lower half of filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Defined Benefit (Pension) plans in New York. Compare plans
- Joan Michelman Ltd.'s sponsor-wide assets have declined 98.2% since 2022 across 3 plan years on file. More Retail Trade plans