Defined Benefit (Pension) · DOL Form 5500 · 2023

Craig C. Callewart, Md, PA Pension Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
5
Participants Small participant base
30th
Percentile by assets National rank
$376,873
Avg per participant High balance/head
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Official DOL plan name: Callewart, Md, PA Defined Benefit Plan · Sponsored by Craig C. Callewart, Md, PA · Texas · Healthcare & Social Assistance

$2M in assets, 5 participants

Craig C. Callewart, Md, PA's Callewart, Md, PA Defined Benefit Plan reported $2M in total assets and 5 participants in its 2023 DOL Form 5500 filing, ranking in the 30th 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.

  • #4,975 in Healthcare & Social Assistance (17,684 peers)

What the 2023 filing shows

Callewart, Md, PA Defined Benefit Plan holds $2M for 5 participants - about $376,873 per participant, in the lower half of filed plans by assets.

#4,975
in Healthcare & Social Assistance (17,684 peers)
-2.9%
assets change YoY

The plan reported a net loss of $56K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Callewart, Md, PA Defined Benefit Plan among the smaller filed plans by assets

Callewart, Md, PA Defined Benefit Plan vs every filed plan by assets

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

$1,884,364 30th percentile higher than 30% 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

Callewart, Md, PA Defined Benefit 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. Callewart, Md, PA Defined Benefit Plan is a micro filing (5 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Callewart, Md, PA Defined Benefit Plan reported net income rose from -$112K in the plan year 2022 filing to -$56K in the plan year 2023 filing.
  • Callewart, Md, PA Defined Benefit Plan reported participants rose from 4 in the plan year 2022 filing to 5 in the plan year 2023 filing.
  • Callewart, Md, PA Defined Benefit Plan end-of-year assets fell from $2M in the plan year 2022 filing to $2M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 752584390 · Craig C. Callewart, Md, PA PY 2023 · Defined Benefit (Pension)

Callewart, Md, PA Defined Benefit Plan · $2M · 5 · 30th

  • PHOTO $2M
  • PHOTO 5
  • PHOTO 30th
  • PHOTO Defined Benefit (Pension)
  • PHOTO near Richmond Home Need Services, Inc. Employees' Defined Benefit Retirement Plan
  • PHOTO ind #4975

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 Healthcare & Social Assistance retirement plans → · Plans in Texas →

Callewart, Md, PA Defined Benefit Plan in the asset neighbourhood

Richmond Home Need Services, Inc. Employees' Defined Benefit Retirement PlanRichmond Home Need Services,…$2MRichard C. Mariani, Jr., D.D.S., M.S. Defined Benefit PlanRichard C. Mariani, Jr., D.D…$2MCallewart, Md, PA Defined Benefit PlanCallewart, Md, PA Defined Be…$2MWalker Evans, Inc. Defined Benefit Pension PlanWalker Evans, Inc. Defined B…$2MAndrew E Bakos Defined Benefit Pension PlanAndrew E Bakos Defined Benef…$2M
End-of-year total assets ($M) among Callewart, Md, PA Defined Benefit 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)$2M
Net Income-$56K
Employer EIN752584390
Plan Effective Date2010-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Craig C. Callewart, Md, PA)

Sponsor-wide plan assets over time

All Craig C. Callewart, Md, PA plans reported in each filing year

Latest sponsor-wide plan assets
$2M 2.869687536887183% vs 2022
2023 filing year
$1.86M$1.88M$1.9M$1.92M$1.94M$1.96M 20222023 $1.94M $1.88M ▼ -3.1%
Year Plans Participants Total Assets
2022 1 4 $2M
2023 2 10 $2M

Nearby Defined Benefit (Pension) Plans in Texas

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

Callewart, Md, PA Defined Benefit Plan vs. nearby Defined Benefit (Pension) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -10010203040 Total assets ($B) Participants Callewart, Md, PA Defined Benefit Plan, Total assets ($B): 0.001884364 · Participants: 5Callewart, Md, PA Defined Benefit PlanAT&T Pension Benefit Plan, Total assets ($B): 30.018512 · Participants: 107859AT&T Pension Benefit PlanShell Pension Plan, Total assets ($B): 15.133347097 · Participants: 12215Shell Pension PlanExxonmobil Pension Plan, Total assets ($B): 12.015 · Participants: 22551Exxonmobil Pension PlanCaterpillar Inc. Retirement Income Plan, Total assets ($B): 9.803014695 · Participants: 12138Caterpillar Inc. Retirement Income PlanBp Retirement Accumulation Plan, Total assets ($B): 5.493677099 · Participants: 9360Bp Retirement Accumulation Plan
Callewart, Md, PA Defined Benefit Plan vs. nearby Defined Benefit (Pension) plans in Texas, assets vs. participants
Compare Callewart, Md, PA Defined Benefit Plan side-by-side with 3 peers →

Callewart, Md, PA Defined Benefit Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Texas, the nearest Defined Benefit (Pension) by assets is Richmond Home Need Services, Inc. Employees' Defined Benefit Retirement Plan in NY ($2M); by covered participants it is Suncoast Industries, Inc. Defined Benefit Pension Plan and Trust in FL (5 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (5 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 Callewart, Md, PA Defined Benefit Plan assets move in 2023? ▼
Callewart, Md, PA Defined Benefit Plan edged down modestly - down 2.9% during 2023, from $2M to $2M. Reported net income was -$56K.
How have Craig C. Callewart, Md, PA plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), Craig C. Callewart, Md, PA's sponsor-wide assets declined 2.9%, from $2M to $2M.
Which Defined Benefit (Pension) plans are similar in size to Callewart, Md, PA Defined Benefit Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Richmond Home Need Services, Inc. Employees' Defined Benefit Retirement Plan in NY ($2M, 5 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Callewart, Md, PA Defined Benefit Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Suncoast Industries, Inc. Defined Benefit Pension Plan and Trust in FL (5 participants, $1M 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 752584390.

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.