Defined Benefit (Pension) · DOL Form 5500 · 2023

Paul T. Zekos Pension Plan

Data updated 2026-08-25

N/A
Total assets —: 3
Participants Small participant base

Official DOL plan name: Ship Wheel Retirement Fund and Trust · Sponsored by Paul T. Zekos · Massachusetts · Retail Trade

N/A in assets, 3 participants

Paul T. Zekos's Ship Wheel Retirement Fund and Trust reported N/A in total assets and 3 participants in its 2023 DOL Form 5500 filing. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.

What the 2023 filing shows

Ship Wheel Retirement Fund and Trust holds N/A for 3 participants.

Ship Wheel Retirement Fund and Trust among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Ship Wheel Retirement Fund and Trust is a micro filing (3 participants), the leftmost band.

Micro (1-10) 35,718 filings (27%) Small (11-100) 27,089 filings (21%) Medium (101-1,000) 55,445 filings (43%) Large (1,001-10,000) 10,273 filings (8%) Mega (10,000+) 1,374 filings (1%)

Form 5500 schedule snapshot

Filing strip 043347575 · Paul T. Zekos PY 2023 · Defined Benefit (Pension)

Ship Wheel Retirement Fund and Trust · N/A · 3

TYPE N/A
NET 3
BOOK PY 2023
VS-ST Defined Benefit (Pension)
BOY near Cape Cod Management, LLC Defined Benefit Pension Plan
SCH status FILING RECEI

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 Massachusetts →

Filing particulars (2023)

Total Assets (Beginning of Year)	N/A
Net Assets (End of Year)	N/A
Employer EIN	043347575
Plan Effective Date	2016-01-01
Filing Status	FILING RECEIVED

Nearby Defined Benefit (Pension) Plans in Massachusetts

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

Ship Wheel Retirement Fund and Trust vs. nearby Defined Benefit (Pension) plans in Massachusetts, assets vs. participants

Consolidated Cash Balance Program of Mass General Brigham and Member Organizations $10.3B · 58,745
New England Teamsters Pension Fund $9.1B · 21,786
Liberty Mutual Retirement Benefit Plan $6.9B · 37,145
Massachusetts Institute of Technology Basic Retirement Plan $5.4B · 11,888
N. Atlantic States Carp. Pension Fund $5.0B · 17,166

Compare Ship Wheel Retirement Fund and Trust side-by-side with 3 peers →

Ship Wheel Retirement Fund and Trust's closest out-of-state Defined Benefit (Pension) peers by headcount

Outside Massachusetts, the nearest Defined Benefit (Pension) by covered participants is Cape Cod Management, LLC Defined Benefit Pension Plan in TX (3 participants; this filing: 3 participants).

Similar participant headcount

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

Cape Cod Management, LLC Defined Benefit Pension Plan (TX) 3 · 0 off
Merkley, Newman & Mclaws, Inc. Defined Benefit Pension Plan (AZ) 3 · 0 off
Herzer Financial Services Inc Defined Benefit Pension Plan (CA) 3 · 0 off
Tremond Alloys and Metals Corp. Pension Plan (NY) 3 · 0 off

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

Which Defined Benefit (Pension) plans cover a similar participant headcount to Ship Wheel Retirement Fund and Trust? ▼

Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Cape Cod Management, LLC Defined Benefit Pension Plan in TX (3 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 043347575.