Defined Benefit (Pension) · DOL Form 5500 · 2024
John D Steves Pension Plan
Data updated 2026-08-25
- $653K
- Total assets Small plan by assets
- 1
- Participants Small participant base
- 20th
- Percentile by assets National rank
- $653,336
- Avg per participant High balance/head
Official DOL plan name: John D Steves Cash Balance Plan · Sponsored by John D Steves · Michigan · Finance & Insurance
$653K in assets, 1 participants
John D Steves's John D Steves Cash Balance Plan reported $653K in total assets and 1 participant in its 2024 DOL Form 5500 filing, ranking in the 20th 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.
- #925 in Finance & Insurance (8,549 peers)
John D Steves multi-year trail
John D Steves's plans moved +114.6% in assets from 2022 to 2024; this filing shows John D Steves Cash Balance Plan at $653K / 1 participant.
- #925
- in Finance & Insurance (8,549 peers)
- +30.0%
- assets growth YoY
John D Steves Cash Balance Plan among the smaller filed plans by assets
John D Steves Cash Balance Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$653,336 20th percentile higher than 20% 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
John D Steves Cash Balance Plan among micro filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. John D Steves Cash Balance Plan is a micro filing (1 participant), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- John D Steves Cash Balance Plan end-of-year assets rose from $503K in the plan year 2023 filing to $653K in the plan year 2024 filing.
- John D Steves Cash Balance Plan reported net income fell from $198K in the plan year 2023 filing to $151K in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 873495328 · John D Steves PY 2024 · Defined Benefit (Pension)
John D Steves Cash Balance Plan · $653K · 1 · 20th
- IND $653K
- IND 1
- IND 20th
- IND Defined Benefit (Pension)
- IND near Freedom Raine Productions Inc Defined Benefit Pension Plan
- IND ind #925
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 Finance & Insurance retirement plans → · Plans in Michigan →
John D Steves Cash Balance Plan in the asset neighbourhood
John D Steves multi-year asset trail
Sponsor-wide plan assets over time
All John D Steves plans reported in each filing year
- Latest sponsor-wide plan assets
- $653K 114.56026272577998% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1 | $305K |
| 2023 | 1 | 1 | $503K |
| 2024 | 1 | 1 | $653K |
John D Steves filing trail (2024)
| Total Assets (Beginning of Year) | $503K |
|---|---|
| Net Assets (End of Year) | $653K |
| Net Income | $151K |
| Employer EIN | 873495328 |
| Plan Effective Date | 2021-01-01 |
| Filing Status | FILING RECEIVED |
Nearby Defined Benefit (Pension) Plans in Michigan
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- General Motors Hourly-Rate Employees Pension Plan $42.5B · 15,648
- Ford Motor Company UAW Retirement Plan $17.8B · 25,742
- Ford Motor Company General Retirement Plan $12.1B · 8,585
- Dow Employees' Pension Plan $10.9B · 6,888
- Fca US LLC UAW Pension Agreement $10.3B · 12,752
John D Steves Cash Balance Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside Michigan, the nearest Defined Benefit (Pension) by assets is Freedom Raine Productions Inc Defined Benefit Pension Plan in CA ($653K); by covered participants it is The Lawrence Firm, PLLC Defined Benefit Pension Plan in VA (1 participant). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($653K here).
- Freedom Raine Productions Inc Defined Benefit Pension Plan (CA) $653K · 1
- Ffw Cash Balance Plan (NY) $651K · 5
- Steven E. Howell, Cpa, PC Cash Balance Plan (NY) $651K · 1
- Idy, LLC Cash Balance Plan (NY) $650K · 4
Similar participant headcount
Nearest other-state filings by covered participants (1 participant); 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.