Other
2022 plan-year Other DOL Form 5500

Chiesa Shahinian & Giantomasi PC Cash Balance Plan

ERISA Form 5500 plan record drawn from DOL EBSA โ€” verify with linked source filings below.

Sponsored by Chiesa Shahinian & Giantomasi PC ยท New Jersey ยท Professional & Technical Services

What the 2023 filing shows

Chiesa Shahinian & Giantomasi PC Cash Balance Plan holds $27M for 147 participants - about $183,656 per participant, down 1.0% over the 2022 plan year.

$27M
total plan assets (2022 EOY)
147
covered participants
$183,656
avg assets per participant
-1.0%
assets change YoY

The plan reported a net loss of $274K for the year โ€” a single-year figure driven by markets and benefit payments, not a measure of plan health.

Total Assets (2023)
$27M
Participants
147
State
Industry
Professional & Technical Services

What the Filing Says About Chiesa Shahinian & Giantomasi PC Cash Balance Plan

Chiesa Shahinian & Giantomasi PC Cash Balance Plan is a Other retirement plan sponsored by Chiesa Shahinian & Giantomasi PC, headquartered in New Jersey. As of the 2022 Form 5500 filing, the plan reports $27M in total end-of-year assets and covers 147 participants across the Professional & Technical Services industry. The sponsor's EIN on file with the U.S. Department of Labor is 222012591, and the plan has been effective since 2003-01-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $27M at the beginning of 2022 to $27M at year-end โ€” a decline of 1.0%. Net assets (after liabilities) closed the year at $27M, with reported net income of $-273,501 driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows โ€” a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$27M
Total Assets (End of Year)$27M
Net Assets (End of Year)$27M
Net Income$-273,501
Plan TypeOther
Employer EIN222012591
Plan Effective Date2003-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Chiesa Shahinian & Giantomasi PC)

Year Plans Participants Total Assets
2022 2 328 $122M
2023 3 495 $159M
2024 3 493 $154M

Nearby Other Plans in New Jersey

Peer Other plans โ€” same state, same plan type โ€” ranked by total assets.

Frequently Asked Questions

How much money is in the Chiesa Shahinian & Giantomasi PC Cash Balance Plan?
As of the 2022 Form 5500 filing, Chiesa Shahinian & Giantomasi PC Cash Balance Plan holds $27M in total assets with 147 participants. It is sponsored by Chiesa Shahinian & Giantomasi PC.
What type of plan is Chiesa Shahinian & Giantomasi PC Cash Balance Plan?
Chiesa Shahinian & Giantomasi PC Cash Balance Plan is a Other plan. It has been effective since 2003-01-01. The plan is filed with the U.S. Department of Labor under EIN 222012591.
Who sponsors the Chiesa Shahinian & Giantomasi PC Cash Balance Plan?
Chiesa Shahinian & Giantomasi PC Cash Balance Plan is sponsored by Chiesa Shahinian & Giantomasi PC, located in New Jersey. The sponsor's EIN is 222012591 and the plan operates in the Professional & Technical Services industry.
How did Chiesa Shahinian & Giantomasi PC Cash Balance Plan perform in 2022?
Chiesa Shahinian & Giantomasi PC Cash Balance Plan declined by 1.0% during 2022, moving from $27M to $27M in total assets. Net income was $-273,501.
Where can I find official filings for Chiesa Shahinian & Giantomasi PC Cash Balance Plan?
Official Form 5500 filings for Chiesa Shahinian & Giantomasi PC Cash Balance Plan are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 222012591 or plan name at efast.dol.gov.
How does Chiesa Shahinian & Giantomasi PC Cash Balance Plan compare to other plans?
You can compare Chiesa Shahinian & Giantomasi PC Cash Balance Plan against other Other plans on the plan type page, or view plans in New Jersey on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

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) โ€” original filing retrieval by EIN 222012591.

Reference: IRS Publication 560 โ€” Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B โ€” Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.