Defined Benefit (Pension) · DOL Form 5500 · 2024
Joan Michelman Ltd. Pension Plan
Data updated 2026-08-25
- $32K
- Total assets Small plan by assets
- 4
- Participants Small participant base
- 3rd
- Percentile by assets National rank
- $7,937
- Avg per participant Low balance/head
Official DOL plan name: Joan Michelman Ltd. Retirement Trust · Sponsored by Joan Michelman Ltd. · New York · Retail Trade
$32K in assets, 4 participants
Joan Michelman Ltd.'s Joan Michelman Ltd. Retirement Trust reported $32K in total assets and 4 participants in its 2024 DOL Form 5500 filing, ranking in the 3rd 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.
- #343 in Retail Trade (8,048 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 $32K / 4 participants.
- #343
- in Retail Trade (8,048 peers)
- -97.3%
- assets change YoY
The plan reported a net loss of $1M 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 2024 · DOL Form 5500
$31,749 3rd percentile higher than 3% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Joan Michelman Ltd. Retirement Trust among micro filed plans by headcount
Plan-year 2024 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 2023 → plan year 2024
- Joan Michelman Ltd. Retirement Trust reported net income fell from -$555K in the plan year 2023 filing to -$1M in the plan year 2024 filing.
- Joan Michelman Ltd. Retirement Trust end-of-year assets fell from $1M in the plan year 2023 filing to $32K in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 132812873 · Joan Michelman Ltd. PY 2024 · Defined Benefit (Pension)
Joan Michelman Ltd. Retirement Trust · $32K · 4 · 3rd
- PHOTO $32K
- IND 4
- EOY 3rd
- 5500 Defined Benefit (Pension)
- ASSETS near Cement Masons Local Union No. 521 Pension Fund
- PCT ind #343
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
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
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 4 | $2M |
| 2023 | 1 | 4 | $1M |
| 2024 | 1 | 4 | $32K |
Joan Michelman Ltd. filing trail (2024)
| Total Assets (Beginning of Year) | $1M |
|---|---|
| Net Assets (End of Year) | $32K |
| Net Income | -$1M |
| Employer EIN | 132812873 |
| Plan Effective Date | 1980-06-01 |
| Filing Status | FILING RECEIVED |
Nearby Defined Benefit (Pension) Plans in New York
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- IBM Personal Pension Plan $17.9B · 48,014
- 1199seiu Health Care Employees Pension Fund $16.9B · 111,833
- Consolidated Edison Retirement Plan $15.6B · 10,608
- Pfizer Consolidated Pension Plan $10.0B · 8,876
- GE Energy Pension Plan $8.9B · 5,829
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 Cement Masons Local Union No. 521 Pension Fund in TN ($31K); by covered participants it is Bordeaux Dyno-Cam & Machine Shop Defined Benefit Pension Plan in NC (4 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($32K here).
- Cement Masons Local Union No. 521 Pension Fund (TN) $31K · N/A
- Council 30 Retirement Fund Sanders (MI) $33K · N/A
- Local 20408 Pension Fund (NJ) $34K · N/A
- Local 240 Pension Fund (MD) $34K · N/A
Similar participant headcount
Nearest other-state filings by covered participants (4 participants); asset peers above are excluded.
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.