Defined Benefit (Pension) · DOL Form 5500 · 2023

Stephen Chelbay Company Pension Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
13
Participants Small participant base
34th
Percentile by assets National rank
$197,715
Avg per participant Above avg balance/head
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Official DOL plan name: Stephen Chelbay Company Cash Account Pension Plan · Sponsored by Stephen Chelbay Company · California · Professional & Technical Services

$3M in assets, 13 participants

Stephen Chelbay Company's Stephen Chelbay Company Cash Account Pension Plan reported $3M in total assets and 13 participants in its 2023 DOL Form 5500 filing, ranking in the 34th 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.

  • #6,119 in Professional & Technical Services (20,321 peers)

What the 2023 filing shows

Stephen Chelbay Company Cash Account Pension Plan holds $3M for 13 participants - about $197,715 per participant, in the lower half of filed plans by assets.

#6,119
in Professional & Technical Services (20,321 peers)
+5.0%
assets growth YoY

Stephen Chelbay Company Cash Account Pension Plan's mid-pack asset rank among Professional & Technical Services and all filers

Stephen Chelbay Company Cash Account Pension Plan vs every filed plan by assets

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

$2,570,296 34th percentile higher than 34% 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

Stephen Chelbay Company Cash Account Pension Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Stephen Chelbay Company Cash Account Pension Plan is a small filing (13 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Stephen Chelbay Company Cash Account Pension Plan reported net income rose from -$629K in the plan year 2022 filing to $123K in the plan year 2023 filing.
  • Stephen Chelbay Company Cash Account Pension Plan reported participants fell from 14 in the plan year 2022 filing to 13 in the plan year 2023 filing.
  • Stephen Chelbay Company Cash Account Pension Plan end-of-year assets rose from $2M in the plan year 2022 filing to $3M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 941750014 · Stephen Chelbay Company PY 2023 · Defined Benefit (Pension)

Stephen Chelbay Company Cash Account Pension Plan · $3M · 13 · 34th

  • BOY $3M
  • BOY 13
  • BOY 34th
  • BOY Defined Benefit (Pension)
  • BOY near Local 1814 Riggers Pension Fund
  • BOY ind #6119

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 California →

Stephen Chelbay Company Cash Account Pension Plan in the asset neighbourhood

Local 1814 Riggers Pension FundLocal 1814 Riggers Pension F…$3MI.a.T.S.E. Local 804 Wpvi-Tv Pension PlanI.a.T.S.E. Local 804 Wpvi-Tv…$3MStephen Chelbay Company Cash Account Pension PlanStephen Chelbay Company Cash…$3MJunction Dental Care PC Defined Benefit PlanJunction Dental Care PC Defi…$3MAluminum, Brick & Glass Workers International Unio Eastern District Council No. 12 Pension PlanAluminum, Brick & Glass Work…$3M
End-of-year total assets ($M) among Stephen Chelbay Company Cash Account Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Filing particulars (2023)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$3M
Net Income$123K
Employer EIN941750014
Plan Effective Date1972-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Stephen Chelbay Company)

Sponsor-wide plan assets over time

All Stephen Chelbay Company plans reported in each filing year

Latest sponsor-wide plan assets
$2M 5.379219486441007% vs 2022
2024 filing year
$2.2M$2.3M$2.4M$2.5M$2.6M 202220232024 $2.45M $2.32M ▼ -5.3%
Year Plans Participants Total Assets
2022 1 14 $2M
2023 1 13 $3M
2024 1 13 $2M

Nearby Defined Benefit (Pension) Plans in California

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

Stephen Chelbay Company Cash Account Pension Plan vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -10010203040 Total assets ($B) Participants Stephen Chelbay Company Cash Account Pension Plan, Total assets ($B): 0.002570296 · Participants: 13Stephen Chelbay Company Cash Account Pension PlanKaiser Permanente Retirement Plan, Total assets ($B): 33.538817099 · Participants: 127356Kaiser Permanente Retirement PlanPacific Gas and Electric Company Retirement Plan, Total assets ($B): 21.40954351 · Participants: 22914Pacific Gas and Electric Company Retirement PlanPacific Gas and Electric Company Retirement Plan, Total assets ($B): 17.980531142 · Participants: 25647Pacific Gas and Electric Company Retirement PlanRetirement Plan for Physicians and Salaried Employees of the Permanente Medical Group, Inc., Total assets ($B): 10.814691143 · Participants: 19545Retirement Plan for Physicians and Salaried Employees of the Permanente Medical Group, Inc.Disney Salaried Pension Plan D, Total assets ($B): 10.057095066 · Participants: 10813Disney Salaried Pension Plan D
Stephen Chelbay Company Cash Account Pension Plan vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants
Compare Stephen Chelbay Company Cash Account Pension Plan side-by-side with 3 peers →

Stephen Chelbay Company Cash Account Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside California, the nearest Defined Benefit (Pension) by assets is Local 1814 Riggers Pension Fund in NY ($3M); by covered participants it is Weinstein Appraisal Group, Inc. Cash Balance Plan in PA (13 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (13 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 Stephen Chelbay Company Cash Account Pension Plan assets move in 2023? ▼
Stephen Chelbay Company Cash Account Pension Plan grew at a solid clip - up 5.0% during 2023, from $2M to $3M. Reported net income was $123K.
How have Stephen Chelbay Company plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Stephen Chelbay Company's sponsor-wide assets declined 5.4%, from $2M to $2M.
Which Defined Benefit (Pension) plans are similar in size to Stephen Chelbay Company Cash Account Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Local 1814 Riggers Pension Fund in NY ($3M, N/A participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Stephen Chelbay Company Cash Account Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Weinstein Appraisal Group, Inc. Cash Balance Plan in PA (13 participants, $4M 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 941750014.

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.