Defined Benefit (Pension) · DOL Form 5500 · 2023

John D Steves Pension Plan

Data updated 2026-08-25

$503K
Total assets Small plan by assets
1
Participants Small participant base
18th
Percentile by assets National rank
$502,738
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: John D Steves Cash Balance Plan · Sponsored by John D Steves · Michigan · Finance & Insurance

$503K in assets, 1 participants

John D Steves's John D Steves Cash Balance Plan reported $503K in total assets and 1 participant in its 2023 DOL Form 5500 filing, ranking in the 18th 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.

  • #971 in Finance & Insurance (8,869 peers)

John D Steves multi-year trail

John D Steves's plans moved +114.6% in assets from 2022 to 2024; this filing shows John D Steves Cash Balance Plan at $503K / 1 participant.

#971
in Finance & Insurance (8,869 peers)
+65.1%
assets growth YoY

John D Steves Cash Balance Plan among the smaller filed plans by assets

John D Steves Cash Balance Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$502,738 18th percentile higher than 18% of 127,068 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023

John D Steves 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. John D Steves Cash Balance Plan is a micro filing (1 participant), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • John D Steves Cash Balance Plan end-of-year assets rose from $305K in the plan year 2022 filing to $503K in the plan year 2023 filing.
  • John D Steves Cash Balance Plan reported net income rose from $152K in the plan year 2022 filing to $198K in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 873495328 · John D Steves PY 2023 · Defined Benefit (Pension)

John D Steves Cash Balance Plan · $503K · 1 · 18th

  • 5500 $503K
  • 5500 1
  • 5500 18th
  • 5500 Defined Benefit (Pension)
  • 5500 near Dino Clarizio, M. D. Cash Balance Pension Plan
  • 5500 ind #971

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 Michigan →

John D Steves Cash Balance Plan in the asset neighbourhood

The Davisboyz Collective Inc. Cash Balance PlanThe Davisboyz Collective Inc…$506KJohn D Steves Cash Balance PlanJohn D Steves Cash Balance P…$503KDino Clarizio, M. D. Cash Balance Pension PlanDino Clarizio, M. D. Cash Ba…$503KAbralot LLC Defined Benefit Pension PlanAbralot LLC Defined Benefit …$503KStamford Health System Retirement Income PlanStamford Health System Retir…$504K
End-of-year total assets ($M) among John D Steves Cash Balance Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

John D Steves multi-year asset trail

Sponsor-wide plan assets over time

All John D Steves plans reported in each filing year

Latest sponsor-wide plan assets
$653K 114.56026272577998% vs 2022
2024 filing year
$0.2M$0.4M$0.6M$0.8M 202220232024 $0.3M $0.65M ▲ +116.7%
Year Plans Participants Total Assets
2022 1 1 $305K
2023 1 1 $503K
2024 1 1 $653K

John D Steves filing trail (2023)

Total Assets (Beginning of Year)$305K
Net Assets (End of Year)$503K
Net Income$198K
Employer EIN873495328
Plan Effective Date2021-01-01
Filing StatusFILING RECEIVED

Nearby Defined Benefit (Pension) Plans in Michigan

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

John D Steves Cash Balance Plan vs. nearby Defined Benefit (Pension) plans in Michigan, assets vs. participants Scatter plot of 6 data points. -100000100002000030000 -1001020304050 Total assets ($B) Participants John D Steves Cash Balance Plan, Total assets ($B): 0.000502738 · Participants: 1John D Steves Cash Balance PlanGeneral Motors Hourly-Rate Employees Pension Plan, Total assets ($B): 44.838918802 · Participants: 17959General Motors Hourly-Rate Employees Pension PlanFord Motor Company UAW Retirement Plan, Total assets ($B): 19.269442236 · Participants: 26442Ford Motor Company UAW Retirement PlanFord Motor Company General Retirement Plan, Total assets ($B): 12.705910161 · Participants: 10215Ford Motor Company General Retirement PlanDow Employees' Pension Plan, Total assets ($B): 11.529460215 · Participants: 14051Dow Employees' Pension PlanFca US LLC UAW Pension Agreement, Total assets ($B): 11.155705594 · Participants: 13635Fca US LLC UAW Pension Agreement
John D Steves Cash Balance Plan vs. nearby Defined Benefit (Pension) plans in Michigan, assets vs. participants
Compare John D Steves Cash Balance Plan side-by-side with 3 peers →

John D Steves 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 Dino Clarizio, M. D. Cash Balance Pension Plan in CA ($503K); by covered participants it is Retirement Plan for Employees of American Institute of Marine Underwriters in NY (1 participant). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1 participant); 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.

Frequently Asked Questions

How did John D Steves Cash Balance Plan assets move in 2023? ▼
John D Steves Cash Balance Plan surged - up 65.1% during 2023, from $305K to $503K. Reported net income was $198K.
How have John D Steves plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), John D Steves's sponsor-wide assets grew 114.6%, from $305K to $653K.
Where does John D Steves Cash Balance Plan rank by assets among Form 5500 filers? ▼
John D Steves Cash Balance Plan ranks in the 18th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).
Which Defined Benefit (Pension) plans are similar in size to John D Steves Cash Balance Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Dino Clarizio, M. D. Cash Balance Pension Plan in CA ($503K, 6 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to John D Steves Cash Balance Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Retirement Plan for Employees of American Institute of Marine Underwriters in NY (1 participant, 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 873495328.

Read our methodology - how this data is sourced, computed, and verified.

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