Defined Benefit (Pension) · DOL Form 5500 · 2023

Pfeil & Holing, Inc. Pension Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
16
Participants Small participant base
34th
Percentile by assets National rank
$163,444
Avg per participant Above avg balance/head
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Official DOL plan name: Pfeil & Holing, Inc. Retirement Trust (Defined Benefit) · Sponsored by Pfeil & Holing, Inc. · New York · Manufacturing

$3M in assets, 16 participants

Pfeil & Holing, Inc.'s Pfeil & Holing, Inc. Retirement Trust (Defined Benefit) reported $3M in total assets and 16 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.

  • #3,285 in Manufacturing (18,722 peers)

Pfeil & Holing, Inc. multi-year trail

Pfeil & Holing, Inc.'s plans moved +11.6% in assets from 2022 to 2024; this filing shows Pfeil & Holing, Inc. Retirement Trust (Defined Benefit) at $3M / 16 participants.

#3,285
in Manufacturing (18,722 peers)
+3.2%
assets growth YoY

Pfeil & Holing, Inc. Retirement Trust (Defined Benefit)'s mid-pack asset rank among Manufacturing and all filers

Pfeil & Holing, Inc. Retirement Trust (Defined Benefit) vs every filed plan by assets

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

$2,615,105 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

Pfeil & Holing, Inc. Retirement Trust (Defined Benefit) among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Pfeil & Holing, Inc. Retirement Trust (Defined Benefit) is a small filing (16 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Pfeil & Holing, Inc. Retirement Trust (Defined Benefit) reported net income rose from -$402K in the plan year 2022 filing to $81K in the plan year 2023 filing.
  • Pfeil & Holing, Inc. Retirement Trust (Defined Benefit) reported participants fell from 17 in the plan year 2022 filing to 16 in the plan year 2023 filing.
  • Pfeil & Holing, Inc. Retirement Trust (Defined Benefit) end-of-year assets rose from $3M in the plan year 2022 filing to $3M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 135315115 · Pfeil & Holing, Inc. PY 2023 · Defined Benefit (Pension)

Pfeil & Holing, Inc. Retirement Trust (Defined Benefit) · $3M · 16 · 34th

  • PCT $3M
  • PCT 16
  • PCT 34th
  • PCT Defined Benefit (Pension)
  • PCT near Custom Leasing and Sales Inc Defined Benefit Pension Plan
  • PCT ind #3285

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 Manufacturing retirement plans → · Plans in New York →

Pfeil & Holing, Inc. Retirement Trust (Defined Benefit) in the asset neighbourhood

Pfeil & Holing, Inc. Retirement Trust (Defined Benefit)Pfeil & Holing, Inc. Retirem…$3MCustom Leasing and Sales Inc Defined Benefit Pension PlanCustom Leasing and Sales Inc…$3MThe Joseph a. Bank Mfg. Co., Inc. Defined Benefit Pension PlanThe Joseph a. Bank Mfg. Co.,…$3MLoong C. Lin, D.D.S.,M.S.D.,a Professional Corp. Defined Benefit PlanLoong C. Lin, D.D.S.,M.S.D.,…$3MFred Khonsari, M.D., Inc. Defined Benefit Pension PlanFred Khonsari, M.D., Inc. De…$3M
End-of-year total assets ($M) among Pfeil & Holing, Inc. Retirement Trust (Defined Benefit) and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Pfeil & Holing, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Pfeil & Holing, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$4M 11.557413643676508% vs 2022
2024 filing year
$3.4M$3.6M$3.8M$4M$4.2M 202220232024 $3.62M $4.04M ▲ +11.6%
Year Plans Participants Total Assets
2022 2 37 $4M
2023 2 36 $4M
2024 2 36 $4M

Pfeil & Holing, Inc. filing trail (2023)

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$3M
Net Income$81K
Employer EIN135315115
Plan Effective Date1979-01-01
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.

Pfeil & Holing, Inc. Retirement Trust (Defined Benefit) vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -100102030 Total assets ($B) Participants Pfeil & Holing, Inc. Retirement Trust (Defined Benefit), Total assets ($B): 0.002615105 · Participants: 16Pfeil & Holing, Inc. Retirement Trust (Defined Benefit)IBM 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
Pfeil & Holing, Inc. Retirement Trust (Defined Benefit) vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants
Compare Pfeil & Holing, Inc. Retirement Trust (Defined Benefit) side-by-side with 3 peers →

Pfeil & Holing, Inc. Retirement Trust (Defined Benefit)'s out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside New York, the nearest Defined Benefit (Pension) by assets is Custom Leasing and Sales Inc Defined Benefit Pension Plan in CA ($3M); by covered participants it is Electric Motor Sales & Service, Inc. Cash Balance Plan in MS (16 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (16 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 Pfeil & Holing, Inc. Retirement Trust (Defined Benefit) assets move in 2023? ▼
Pfeil & Holing, Inc. Retirement Trust (Defined Benefit) edged up modestly - up 3.2% during 2023, from $3M to $3M. Reported net income was $81K.
How have Pfeil & Holing, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Pfeil & Holing, Inc.'s sponsor-wide assets grew 11.6%, from $4M to $4M.
Which Defined Benefit (Pension) plans are similar in size to Pfeil & Holing, Inc. Retirement Trust (Defined Benefit)? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Custom Leasing and Sales Inc Defined Benefit Pension Plan in CA ($3M, 2 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Pfeil & Holing, Inc. Retirement Trust (Defined Benefit)? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Electric Motor Sales & Service, Inc. Cash Balance Plan in MS (16 participants, $2M 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 135315115.

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.