Defined Benefit (Pension) · DOL Form 5500 · 2023
O'brien Rivamonte Slate & Schulte PC Pension Plan
Data updated 2026-08-25
- $789K
- Total assets Small plan by assets
- 3
- Participants Small participant base
- 22nd
- Percentile by assets National rank
- $262,979
- Avg per participant High balance/head
Official DOL plan name: O'brien Rivamonte Slate & Schulte PC Cash Balance Plan · Sponsored by O'brien Rivamonte Slate & Schulte PC · Michigan · Professional & Technical Services
$789K in assets, 3 participants
O'brien Rivamonte Slate & Schulte PC's O'brien Rivamonte Slate & Schulte PC Cash Balance Plan reported $789K in total assets and 3 participants in its 2023 DOL Form 5500 filing, ranking in the 22nd 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.
- #3,390 in Professional & Technical Services (20,321 peers)
O'brien Rivamonte Slate & Schulte PC multi-year trail
O'brien Rivamonte Slate & Schulte PC's plans moved +47.0% in assets from 2022 to 2024; this filing shows O'brien Rivamonte Slate & Schulte PC Cash Balance Plan at $789K / 3 participants.
- #3,390
- in Professional & Technical Services (20,321 peers)
- +41.4%
- assets growth YoY
O'brien Rivamonte Slate & Schulte PC Cash Balance Plan among the smaller filed plans by assets
O'brien Rivamonte Slate & Schulte PC Cash Balance Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$788,938 22nd percentile higher than 22% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
O'brien Rivamonte Slate & Schulte PC Cash Balance Plan among micro filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. O'brien Rivamonte Slate & Schulte PC Cash Balance Plan is a micro filing (3 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- O'brien Rivamonte Slate & Schulte PC Cash Balance Plan end-of-year assets rose from $558K in the plan year 2022 filing to $789K in the plan year 2023 filing.
- O'brien Rivamonte Slate & Schulte PC Cash Balance Plan reported net income rose from $167K in the plan year 2022 filing to $231K in the plan year 2023 filing.
Plan-year Form 5500 strip
Filing strip 383270278 · O'brien Rivamonte Slate & Schulte PC PY 2023 · Defined Benefit (Pension)
O'brien Rivamonte Slate & Schulte PC Cash Balance Plan · $789K · 3 · 22nd
- ASSETS $789K
- ASSETS 3
- ASSETS 22nd
- ASSETS Defined Benefit (Pension)
- ASSETS near Buffalo Carpenters Pension Fund
- ASSETS ind #3390
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 Michigan →
O'brien Rivamonte Slate & Schulte PC Cash Balance Plan in the asset neighbourhood
O'brien Rivamonte Slate & Schulte PC multi-year asset trail
Sponsor-wide plan assets over time
All O'brien Rivamonte Slate & Schulte PC plans reported in each filing year
- Latest sponsor-wide plan assets
- $5M 46.97308022680209% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 9 | $3M |
| 2023 | 2 | 9 | $4M |
| 2024 | 2 | 9 | $5M |
O'brien Rivamonte Slate & Schulte PC filing trail (2023)
| Total Assets (Beginning of Year) | $558K |
|---|---|
| Net Assets (End of Year) | $789K |
| Net Income | $231K |
| Employer EIN | 383270278 |
| Plan Effective Date | 2020-01-01 |
| Filing Status | FILING RECEIVED |
Nearby Defined Benefit (Pension) Plans in Michigan
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- General Motors Hourly-Rate Employees Pension Plan $44.8B · 17,959
- Ford Motor Company UAW Retirement Plan $19.3B · 26,442
- Ford Motor Company General Retirement Plan $12.7B · 10,215
- Dow Employees' Pension Plan $11.5B · 14,051
- Fca US LLC UAW Pension Agreement $11.2B · 13,635
O'brien Rivamonte Slate & Schulte PC Cash Balance Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside Michigan, the nearest Defined Benefit (Pension) by assets is Buffalo Carpenters Pension Fund in NY ($789K); by covered participants it is Cape Cod Management, LLC Defined Benefit Pension Plan in TX (3 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($789K here).
- Buffalo Carpenters Pension Fund (NY) $789K · N/A
- Csc Outsourcing Inc. Cutw Hourly Pension Plan (VA) $787K · 2
- Chisolm Boyd and White Pension Plan (WI) $794K · 12
- Fireoak Strategies, LLC Pension Plan (NC) $794K · 3
Similar participant headcount
Nearest other-state filings by covered participants (3 participants); asset peers above are excluded.
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.