Defined Benefit (Pension) · DOL Form 5500 · 2022
Stephen Chelbay Company Pension Plan
Data updated 2026-08-25
- $2M
- Total assets Small plan by assets
- 14
- Participants Small participant base
- 37th
- Percentile by assets National rank
- $174,797
- Avg per participant Above avg balance/head
Official DOL plan name: Stephen Chelbay Company Cash Account Pension Plan · Sponsored by Stephen Chelbay Company · California · Professional & Technical Services
$2M in assets, 14 participants
Stephen Chelbay Company's Stephen Chelbay Company Cash Account Pension Plan reported $2M in total assets and 14 participants in its 2022 DOL Form 5500 filing, ranking in the 37th 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.
- #7,285 in Professional & Technical Services (21,562 peers)
2022 asset change
Stephen Chelbay Company Cash Account Pension Plan declined sharply 20.4% in 2022 ($3M → $2M) for 14 participants.
- #7,285
- in Professional & Technical Services (21,562 peers)
- -20.4%
- assets change YoY
The plan reported a net loss of $629K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Stephen Chelbay Company Cash Account Pension Plan's mid-pack asset rank among Professional & Technical Services and all filers
Stephen Chelbay Company Cash Account Pension Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$2,447,158 37th percentile higher than 37% 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
Stephen Chelbay Company Cash Account Pension Plan among smaller filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Stephen Chelbay Company Cash Account Pension Plan is a small filing (14 participants) on this national headcount ladder.
EBSA filing schedule strip
Filing strip 941750014 · Stephen Chelbay Company PY 2022 · Defined Benefit (Pension)
Stephen Chelbay Company Cash Account Pension Plan · $2M · 14 · 37th
- PHOTO $2M
- PHOTO 14
- PHOTO 37th
- PHOTO Defined Benefit (Pension)
- PHOTO near Cleveland Capital Corporation, LLC Defined Benefit Pension Plan
- PHOTO ind #7285
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 Professional & Technical Services retirement plans → · Plans in California →
Stephen Chelbay Company Cash Account Pension Plan in the asset neighbourhood
Stephen Chelbay Company years around the 2022 move
Sponsor-wide plan assets over time
All Stephen Chelbay Company plans reported in each filing year
- Latest sponsor-wide plan assets
- $2M 5.379219486441007% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 14 | $2M |
| 2023 | 1 | 13 | $3M |
| 2024 | 1 | 13 | $2M |
2022 asset-move particulars
| Total Assets (Beginning of Year) | $3M |
|---|---|
| Net Assets (End of Year) | $2M |
| Net Income | -$629K |
| Employer EIN | 941750014 |
| Plan Effective Date | 1972-01-01 |
| Filing Status | FILING RECEIVED |
Nearby Defined Benefit (Pension) Plans in California
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- Kaiser Permanente Retirement Plan $31.9B · 126,331
- Pacific Gas and Electric Company Retirement Plan $17.1B · 25,709
- Retirement Plan for Physicians and Salaried Employees of the Permanente Medical Group, Inc. $10.4B · 19,326
- Disney Salaried Pension Plan D $9.2B · 11,405
- Wells Fargo & Company Cash Balance Plan $8.8B · 59,141
Stephen Chelbay Company Cash Account Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside California, the nearest Defined Benefit (Pension) by assets is Cleveland Capital Corporation, LLC Defined Benefit Pension Plan in NY ($2M); by covered participants it is Retirement Plan of Liggett Group Inc. for Salaried Non-Bargaining Unit Employees in FL (14 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($2M here).
- Cleveland Capital Corporation, LLC Defined Benefit Pension Plan (NY) $2M · 3
- Great American Holding Co., Inc. Defined Benefit Plan (AZ) $2M · 9
- Southern Highlands Community Mental Health Center, Inc. Employees' Pension and Investment Plan (WV) $2M · 37
- Blonder-Tongue Laboratories, Inc. Bargaining Unit Pension Plan (NJ) $2M · 21
Similar participant headcount
Nearest other-state filings by covered participants (14 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.