Defined Benefit (Pension) · DOL Form 5500 · 2022
J Michael Roney Insurance Services Inc Pension Plan
Data updated 2026-08-25
- $940K
- Total assets Small plan by assets
- 1
- Participants Small participant base
- 24th
- Percentile by assets National rank
- $939,677
- Avg per participant High balance/head
Official DOL plan name: J Michael Roney Insurance Services Inc Defined Benefit Plan and Trust · Sponsored by J Michael Roney Insurance Services Inc · California · Finance & Insurance
$940K in assets, 1 participants
J Michael Roney Insurance Services Inc's J Michael Roney Insurance Services Inc Defined Benefit Plan and Trust reported $940K in total assets and 1 participant in its 2022 DOL Form 5500 filing, ranking in the 24th 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.
- #1,477 in Finance & Insurance (9,261 peers)
2022 asset change
J Michael Roney Insurance Services Inc Defined Benefit Plan and Trust grew at a solid clip 14.5% in 2022 ($821K → $940K) for 1 participant.
- #1,477
- in Finance & Insurance (9,261 peers)
- +14.5%
- assets growth YoY
J Michael Roney Insurance Services Inc Defined Benefit Plan and Trust among the smaller filed plans by assets
J Michael Roney Insurance Services Inc Defined Benefit Plan and Trust vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$939,677 24th percentile higher than 24% 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
J Michael Roney Insurance Services Inc Defined Benefit Plan and 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. J Michael Roney Insurance Services Inc Defined Benefit Plan and Trust is a micro filing (1 participant), the leftmost band.
Plan-year Form 5500 strip
Filing strip 953623227 · J Michael Roney Insurance Services Inc PY 2022 · Defined Benefit (Pension)
J Michael Roney Insurance Services Inc Defined Benefit Plan and Trust · $940K · 1 · 24th
- VS-ST $940K
- VS-ST 1
- VS-ST 24th
- VS-ST Defined Benefit (Pension)
- VS-ST near Paustenbach and Asssociates Retirement Plan
- VS-ST ind #1477
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 Finance & Insurance retirement plans → · Plans in California →
J Michael Roney Insurance Services Inc Defined Benefit Plan and Trust in the asset neighbourhood
J Michael Roney Insurance Services Inc years around the 2022 move
Sponsor-wide plan assets over time
All J Michael Roney Insurance Services Inc plans reported in each filing year
- Latest sponsor-wide plan assets
- N/A
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1 | $940K |
| 2023 | 1 | 1 | $991K |
| 2024 | 1 | N/A | N/A |
2022 asset-move particulars
| Total Assets (Beginning of Year) | $821K |
|---|---|
| Net Assets (End of Year) | $940K |
| Net Income | $119K |
| Employer EIN | 953623227 |
| Plan Effective Date | 2003-11-01 |
| 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
J Michael Roney Insurance Services Inc Defined Benefit Plan and Trust's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside California, the nearest Defined Benefit (Pension) by assets is Paustenbach and Asssociates Retirement Plan in WY ($939K); by covered participants it is Teamsters Union Local 970 Pension Plan for Smith Foundry Company in MN (1 participant). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($940K here).
- Paustenbach and Asssociates Retirement Plan (WY) $939K · 3
- The Retirement Plan for Hourly-Paid Union Employees of the Vindicator Printing Company (OH) $935K · N/A
- Catawba Pediatric Associates P.a. Defined Benefit Pension Plan (NC) $944K · 25
- Atit Diamond Corp. Defined Benefit Pension Plan (NY) $949K · 4
Similar participant headcount
Nearest other-state filings by covered participants (1 participant); 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.