Defined Benefit (Pension) · DOL Form 5500 · 2023
J Michael Roney Insurance Services Inc Pension Plan
Data updated 2026-08-25
- $991K
- Total assets Small plan by assets
- 1
- Participants Small participant base
- 24th
- Percentile by assets National rank
- $991,388
- Avg per participant High balance/head
Official DOL plan name: J Michael Roney Insurance Services Inc Defined Benefit Plan and Trust · Sponsored by J Michael Roney Insurance Services Inc · California · Finance & Insurance
$991K in assets, 1 participants
J Michael Roney Insurance Services Inc's J Michael Roney Insurance Services Inc Defined Benefit Plan and Trust reported $991K in total assets and 1 participant in its 2023 DOL Form 5500 filing, ranking in the 24th 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.
- #1,343 in Finance & Insurance (8,869 peers)
What the 2023 filing shows
J Michael Roney Insurance Services Inc Defined Benefit Plan and Trust holds $991K for 1 participant - about $991,388 per participant, among the smaller plans by assets on file.
- #1,343
- in Finance & Insurance (8,869 peers)
- +5.5%
- assets growth YoY
J Michael Roney Insurance Services Inc Defined Benefit Plan and Trust among the smaller filed plans by assets
J Michael Roney Insurance Services Inc Defined Benefit Plan and Trust vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$991,388 24th percentile higher than 24% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
J Michael Roney Insurance Services Inc Defined Benefit Plan and Trust among micro filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. J Michael Roney Insurance Services Inc Defined Benefit Plan and Trust is a micro filing (1 participant), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- J Michael Roney Insurance Services Inc Defined Benefit Plan and Trust reported net income fell from $119K in the plan year 2022 filing to $52K in the plan year 2023 filing.
- J Michael Roney Insurance Services Inc Defined Benefit Plan and Trust end-of-year assets rose from $940K in the plan year 2022 filing to $991K in the plan year 2023 filing.
DOL schedule card
Filing strip 953623227 · J Michael Roney Insurance Services Inc PY 2023 · Defined Benefit (Pension)
J Michael Roney Insurance Services Inc Defined Benefit Plan and Trust · $991K · 1 · 24th
- PCT $991K
- EIN 1
- RANK 24th
- PHOTO Defined Benefit (Pension)
- IND near R. Ward & Associates, Inc. Cash Balance Plan
- EOY ind #1343
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 California →
J Michael Roney Insurance Services Inc Defined Benefit Plan and Trust in the asset neighbourhood
Filing particulars (2023)
| Total Assets (Beginning of Year) | $940K |
|---|---|
| Net Assets (End of Year) | $991K |
| Net Income | $52K |
| Employer EIN | 953623227 |
| Plan Effective Date | 2003-11-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (J Michael Roney Insurance Services Inc)
Sponsor-wide plan assets over time
All J Michael Roney Insurance Services Inc plans reported in each filing year
- Latest sponsor-wide plan assets
- N/A
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1 | $940K |
| 2023 | 1 | 1 | $991K |
| 2024 | 1 | N/A | N/A |
Nearby Defined Benefit (Pension) Plans in California
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- Kaiser Permanente Retirement Plan $33.5B · 127,356
- Pacific Gas and Electric Company Retirement Plan $21.4B · 22,914
- Pacific Gas and Electric Company Retirement Plan $18.0B · 25,647
- Retirement Plan for Physicians and Salaried Employees of the Permanente Medical Group, Inc. $10.8B · 19,545
- Disney Salaried Pension Plan D $10.1B · 10,813
J Michael Roney Insurance Services Inc Defined Benefit Plan and Trust's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside California, the nearest Defined Benefit (Pension) by assets is R. Ward & Associates, Inc. Cash Balance Plan in MO ($992K); by covered participants it is Retirement Plan for Employees of American Institute of Marine Underwriters in NY (1 participant). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($991K here).
Similar participant headcount
Nearest other-state filings by covered participants (1 participant); 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.