Defined Benefit (Pension) · DOL Form 5500 · 2023

Deffet Group Pension Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets: 2
Participants Small participant base: 28th
Percentile by assets National rank: $831,062
Avg per participant High balance/head

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Official DOL plan name: Deffet Group Cash Balance Plan · Sponsored by Deffet Group · Ohio · Construction

$2M in assets, 2 participants

Deffet Group's Deffet Group Cash Balance Plan reported $2M in total assets and 2 participants in its 2023 DOL Form 5500 filing, ranking in the 28th 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.

#2,372 in Construction (9,030 peers)

Deffet Group multi-year trail

Deffet Group's plans moved +46.7% in assets from 2022 to 2024; this filing shows Deffet Group Cash Balance Plan at $2M / 2 participants.

#2,372
in Construction (9,030 peers): +23.2%
assets growth YoY

Deffet Group Cash Balance Plan among the smaller filed plans by assets

Deffet Group Cash Balance Plan vs every filed plan by assets

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

$1,662,123 28th percentile higher than 28% 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

Deffet Group 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. Deffet Group Cash Balance Plan is a micro filing (2 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%)

Deffet Group Cash Balance Plan end-of-year assets rose from $1M in the plan year 2022 filing to $2M in the plan year 2023 filing.
Deffet Group Cash Balance Plan reported net income rose from $289K in the plan year 2022 filing to $313K in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 311268478 · Deffet Group PY 2023 · Defined Benefit (Pension)

Deffet Group Cash Balance Plan · $2M · 2 · 28th

SCH $2M
EBSA 2
PART 28th
TYPE Defined Benefit (Pension)
NET near Financial Alternatives, Inc. Defined Benefit Pension Plan
BOOK ind #2372

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 Construction retirement plans → · Plans in Ohio →

End-of-year total assets ($M) among Deffet Group Cash Balance Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Deffet Group multi-year asset trail

Latest sponsor-wide plan assets: $2M 46.66192249958303% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	2	$1M
2023	1	2	$2M
2024	1	2	$2M

Deffet Group filing trail (2023)

Total Assets (Beginning of Year)	$1M
Net Assets (End of Year)	$2M
Net Income	$313K
Employer EIN	311268478
Plan Effective Date	2018-12-31
Filing Status	FILING RECEIVED

Nearby Defined Benefit (Pension) Plans in Ohio

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

Deffet Group Cash Balance Plan vs. nearby Defined Benefit (Pension) plans in Ohio, assets vs. participants

Firstenergy Corp. Master Pension Plan $7.1B · 12,304
Nationwide Retirement Plan $5.3B · 22,311
American Electric Power System Retirement Plan $4.5B · 15,595
Parker Defined Benefit Plan $3.7B · 191
Ohio Operating Engineers Pension Plan $3.6B · 10,029

Compare Deffet Group Cash Balance Plan side-by-side with 3 peers →

Deffet Group Cash Balance Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Ohio, the nearest Defined Benefit (Pension) by assets is Financial Alternatives, Inc. Defined Benefit Pension Plan in CA ($2M); by covered participants it is Lipsius-Benhaim Law LLP Cash Balance Plan in NY (2 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($2M here).

Similar participant headcount

Nearest other-state filings by covered participants (2 participants); asset peers above are excluded.

Lipsius-Benhaim Law LLP Cash Balance Plan (NY) 2 · 0 off
Cavallo Chiropractic Clinic, P.C. Defined Benefit Pension Plan (PA) 2 · 0 off
Baby Dream LLC Defined Benefit Pension Plan (CA) 2 · 0 off
Sterling Builder Group, Inc. DB Plan (GA) 2 · 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

How did Deffet Group Cash Balance Plan assets move in 2023? ▼

Deffet Group Cash Balance Plan grew sharply - up 23.2% during 2023, from $1M to $2M. Reported net income was $313K.

How have Deffet Group plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Deffet Group's sponsor-wide assets grew 46.7%, from $1M to $2M.

Which Defined Benefit (Pension) plans are similar in size to Deffet Group Cash Balance Plan? ▼

Among Defined Benefit (Pension) plans in other states, the closest by assets is Financial Alternatives, Inc. Defined Benefit Pension Plan in CA ($2M, 8 participants).

Which Defined Benefit (Pension) plans cover a similar participant headcount to Deffet Group Cash Balance Plan? ▼

Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Lipsius-Benhaim Law LLP Cash Balance Plan in NY (2 participants, $7K 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 311268478.