Defined Benefit (Pension) · DOL Form 5500 · 2023

Joan Michelman Ltd. Pension Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets
4
Participants Small participant base
25th
Percentile by assets National rank
$290,891
Avg per participant High balance/head
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Official DOL plan name: Joan Michelman Ltd. Retirement Trust · Sponsored by Joan Michelman Ltd. · New York · Retail Trade

$1M in assets, 4 participants

Joan Michelman Ltd.'s Joan Michelman Ltd. Retirement Trust reported $1M in total assets and 4 participants in its 2023 DOL Form 5500 filing, ranking in the 25th 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.

  • #3,150 in Retail Trade (8,414 peers)

Joan Michelman Ltd. multi-year trail

Joan Michelman Ltd.'s plans moved -98.2% in assets from 2022 to 2024; this filing shows Joan Michelman Ltd. Retirement Trust at $1M / 4 participants.

#3,150
in Retail Trade (8,414 peers)
-32.3%
assets change YoY

The plan reported a net loss of $555K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Joan Michelman Ltd. Retirement Trust among the smaller filed plans by assets

Joan Michelman Ltd. Retirement Trust vs every filed plan by assets

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

$1,163,563 25th percentile higher than 25% 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

Joan Michelman Ltd. Retirement Trust among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Joan Michelman Ltd. Retirement Trust is a micro filing (4 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Joan Michelman Ltd. Retirement Trust reported net income fell from -$405K in the plan year 2022 filing to -$555K in the plan year 2023 filing.
  • Joan Michelman Ltd. Retirement Trust end-of-year assets fell from $2M in the plan year 2022 filing to $1M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 132812873 · Joan Michelman Ltd. PY 2023 · Defined Benefit (Pension)

Joan Michelman Ltd. Retirement Trust · $1M · 4 · 25th

  • PART $1M
  • TYPE 4
  • NET 25th
  • BOOK Defined Benefit (Pension)
  • VS-ST near Tres Rios Retirement Plan Trust
  • BOY ind #3150

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 Retail Trade retirement plans → · Plans in New York →

Joan Michelman Ltd. Retirement Trust in the asset neighbourhood

Concession & Program Employees Local 468 Pension PlanConcession & Program Employe…$1MDavid Sun, D.D.S., Inc. Pension PlanDavid Sun, D.D.S., Inc. Pens…$1MEmployee Benefits Plan of ChildhavenEmployee Benefits Plan of Ch…$1MJoan Michelman Ltd. Retirement TrustJoan Michelman Ltd. Retireme…$1MTres Rios Retirement Plan TrustTres Rios Retirement Plan Tr…$1M
End-of-year total assets ($M) among Joan Michelman Ltd. Retirement Trust and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Joan Michelman Ltd. multi-year asset trail

Sponsor-wide plan assets over time

All Joan Michelman Ltd. plans reported in each filing year

Latest sponsor-wide plan assets
$32K 98.15306162220398% vs 2022
2024 filing year
$0M$0.5M$1M$1.5M$2M 202220232024 $1.72M $0.03M ▼ -98.3%
Year Plans Participants Total Assets
2022 1 4 $2M
2023 1 4 $1M
2024 1 4 $32K

Joan Michelman Ltd. filing trail (2023)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$1M
Net Income-$555K
Employer EIN132812873
Plan Effective Date1980-06-01
Filing StatusFILING RECEIVED

Nearby Defined Benefit (Pension) Plans in New York

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

Joan Michelman Ltd. Retirement Trust vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -100102030 Total assets ($B) Participants Joan Michelman Ltd. Retirement Trust, Total assets ($B): 0.001163563 · Participants: 4Joan Michelman Ltd. Retirement TrustIBM Personal Pension Plan, Total assets ($B): 24.955758896 · Participants: 14881IBM Personal Pension PlanConsolidated Edison Retirement Plan, Total assets ($B): 16.184377155 · Participants: 10779Consolidated Edison Retirement Plan1199seiu Health Care Employees Pension Fund, Total assets ($B): 16.16620463 · Participants: 1075821199seiu Health Care Employees Pension FundPfizer Consolidated Pension Plan, Total assets ($B): 10.955262618 · Participants: 9616Pfizer Consolidated Pension PlanPepsico Employees Retirement Plan I, Total assets ($B): 7.599669 · Participants: 12289Pepsico Employees Retirement Plan I
Joan Michelman Ltd. Retirement Trust vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants
Compare Joan Michelman Ltd. Retirement Trust side-by-side with 3 peers →

Joan Michelman Ltd. Retirement Trust's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside New York, the nearest Defined Benefit (Pension) by assets is Tres Rios Retirement Plan Trust in PR ($1M); by covered participants it is Ship Wheel Retirement Fund and Trust in MA (4 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (4 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.

Frequently Asked Questions

How did Joan Michelman Ltd. Retirement Trust assets move in 2023? ▼
Joan Michelman Ltd. Retirement Trust contracted severely - down 32.3% during 2023, from $2M to $1M. Reported net income was -$555K.
How have Joan Michelman Ltd. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Joan Michelman Ltd.'s sponsor-wide assets declined 98.2%, from $2M to $32K.
Where does Joan Michelman Ltd. Retirement Trust rank by assets among Form 5500 filers? ▼
Joan Michelman Ltd. Retirement Trust ranks in the 25th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the lower half of filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to Joan Michelman Ltd. Retirement Trust? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Tres Rios Retirement Plan Trust in PR ($1M, 2 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Joan Michelman Ltd. Retirement Trust? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Ship Wheel Retirement Fund and Trust in MA (4 participants, 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 132812873.

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.