Defined Benefit (Pension) · DOL Form 5500 · 2023

Manley, Deas & Kochalski, LLC Pension Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
169
Participants Small participant base
42nd
Percentile by assets National rank
$25,520
Avg per participant Low balance/head
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Official DOL plan name: Manley, Deas & Kochalski LLC Cash Balance Plan · Sponsored by Manley, Deas & Kochalski, LLC · Ohio · Professional & Technical Services

$4M in assets, 169 participants

Manley, Deas & Kochalski, LLC's Manley, Deas & Kochalski LLC Cash Balance Plan reported $4M in total assets and 169 participants in its 2023 DOL Form 5500 filing, ranking in the 42nd 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.

  • #7,943 in Professional & Technical Services (20,321 peers)

Coverage in Ohio

Manley, Deas & Kochalski LLC Cash Balance Plan covers 169 participants in Ohio, about 22% of the average Ohio filer (state average ~765 per filing). Assets: $4M.

#7,943
in Professional & Technical Services (20,321 peers)
+9.8%
assets growth YoY

Manley, Deas & Kochalski LLC Cash Balance Plan's mid-pack asset rank among Professional & Technical Services and all filers

Manley, Deas & Kochalski LLC Cash Balance Plan vs every filed plan by assets

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

$4,312,842 42nd percentile higher than 42% 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

Manley, Deas & Kochalski LLC Cash Balance Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Manley, Deas & Kochalski LLC Cash Balance Plan sits mid-pack in the medium band (169 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Manley, Deas & Kochalski LLC Cash Balance Plan reported net income rose from -$516K in the plan year 2022 filing to $384K in the plan year 2023 filing.
  • Manley, Deas & Kochalski LLC Cash Balance Plan reported participants rose from 142 in the plan year 2022 filing to 169 in the plan year 2023 filing.
  • Manley, Deas & Kochalski LLC Cash Balance Plan end-of-year assets rose from $4M in the plan year 2022 filing to $4M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 134225050 · Manley, Deas & Kochalski, LLC PY 2023 · Defined Benefit (Pension)

Manley, Deas & Kochalski LLC Cash Balance Plan · $4M · 169 · 42nd

  • IND $4M
  • IND 169
  • IND 42nd
  • IND Defined Benefit (Pension)
  • IND near Mck Healthy Environment International Inc. Defined Benefit Plan
  • IND ind #7943

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 Ohio →

Manley, Deas & Kochalski LLC Cash Balance Plan in the asset neighbourhood

Air Equipment Corporation Defined Benefit Pension PlanAir Equipment Corporation De…$4MManley, Deas & Kochalski LLC Cash Balance PlanManley, Deas & Kochalski LLC…$4MMck Healthy Environment International Inc. Defined Benefit PlanMck Healthy Environment Inte…$4MPhiladelphia Marine Trade Assn / Security Officers Police and Guards Union PensionPhiladelphia Marine Trade As…$4MPaley Commercial Real Estate, Inc. Defined Benefit Pension PlanPaley Commercial Real Estate…$4M
End-of-year total assets ($M) among Manley, Deas & Kochalski LLC Cash Balance Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Ohio filing particulars

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$4M
Net Income$384K
Employer EIN134225050
Plan Effective Date2008-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Manley, Deas & Kochalski, LLC)

Sponsor-wide plan assets over time

All Manley, Deas & Kochalski, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$42M 21.392178464033304% vs 2022
2024 filing year
$30M$35M$40M$45M 202220232024 $34.4M $41.8M ▲ +21.4%
Year Plans Participants Total Assets
2022 2 504 $34M
2023 2 570 $38M
2024 2 410 $42M

Nearby Defined Benefit (Pension) Plans in Ohio

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

Manley, Deas & Kochalski LLC Cash Balance Plan vs. nearby Defined Benefit (Pension) plans in Ohio, assets vs. participants Scatter plot of 6 data points. -50000500010000150002000025000 -202468 Total assets ($B) Participants Manley, Deas & Kochalski LLC Cash Balance Plan, Total assets ($B): 0.004312842 · Participants: 169Manley, Deas & Kochalski LLC Cash Balance PlanFirstenergy Corp. Master Pension Plan, Total assets ($B): 7.144086795 · Participants: 12304Firstenergy Corp. Master Pension PlanNationwide Retirement Plan, Total assets ($B): 5.281060445 · Participants: 22311Nationwide Retirement PlanAmerican Electric Power System Retirement Plan, Total assets ($B): 4.475896468 · Participants: 15595American Electric Power System Retirement PlanParker Defined Benefit Plan, Total assets ($B): 3.656915014 · Participants: 191Parker Defined Benefit PlanOhio Operating Engineers Pension Plan, Total assets ($B): 3.592540979 · Participants: 10029Ohio Operating Engineers Pension Plan
Manley, Deas & Kochalski LLC Cash Balance Plan vs. nearby Defined Benefit (Pension) plans in Ohio, assets vs. participants
Compare Manley, Deas & Kochalski LLC Cash Balance Plan side-by-side with 3 peers →

Manley, Deas & Kochalski LLC 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 Mck Healthy Environment International Inc. Defined Benefit Plan in CA ($4M); by covered participants it is Scripps Clinic Medical Group, Inc. Cash Balance Pension Plan in CA (169 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (169 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 Manley, Deas & Kochalski LLC Cash Balance Plan assets move in 2023? ▼
Manley, Deas & Kochalski LLC Cash Balance Plan grew at a solid clip - up 9.8% during 2023, from $4M to $4M. Reported net income was $384K.
How have Manley, Deas & Kochalski, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Manley, Deas & Kochalski, LLC's sponsor-wide assets grew 21.4%, from $34M to $42M.
Which Defined Benefit (Pension) plans are similar in size to Manley, Deas & Kochalski LLC Cash Balance Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Mck Healthy Environment International Inc. Defined Benefit Plan in CA ($4M, 2 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Manley, Deas & Kochalski LLC Cash Balance Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Scripps Clinic Medical Group, Inc. Cash Balance Pension Plan in CA (169 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 134225050.

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.