Defined Benefit (Pension) · DOL Form 5500 · 2024

Stephen Chelbay Company Pension Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
13
Participants Small participant base
31st
Percentile by assets National rank
$178,117
Avg per participant Above avg balance/head
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Official DOL plan name: Stephen Chelbay Company Cash Account Pension Plan · Sponsored by Stephen Chelbay Company · California · Professional & Technical Services

$2M in assets, 13 participants

Stephen Chelbay Company's Stephen Chelbay Company Cash Account Pension Plan reported $2M in total assets and 13 participants in its 2024 DOL Form 5500 filing, ranking in the 31st 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.

  • #5,447 in Professional & Technical Services (20,173 peers)

2024 asset change

Stephen Chelbay Company Cash Account Pension Plan pulled back noticeably 9.9% in 2024 ($3M → $2M) for 13 participants.

#5,447
in Professional & Technical Services (20,173 peers)
-9.9%
assets change YoY

The plan reported a net loss of $255K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Stephen Chelbay Company Cash Account Pension Plan among the smaller filed plans by assets

Stephen Chelbay Company Cash Account Pension Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$2,315,520 31st percentile higher than 31% of 123,620 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 2024

Stephen Chelbay Company Cash Account Pension Plan among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Stephen Chelbay Company Cash Account Pension Plan is a small filing (13 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Stephen Chelbay Company Cash Account Pension Plan reported net income fell from $123K in the plan year 2023 filing to -$255K in the plan year 2024 filing.
  • Stephen Chelbay Company Cash Account Pension Plan end-of-year assets fell from $3M in the plan year 2023 filing to $2M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 941750014 · Stephen Chelbay Company PY 2024 · Defined Benefit (Pension)

Stephen Chelbay Company Cash Account Pension Plan · $2M · 13 · 31st

  • PHOTO $2M
  • IND 13
  • EOY 31st
  • 5500 Defined Benefit (Pension)
  • ASSETS near Ratzan Law Group, P.a. Cash Balance Plan
  • PCT ind #5447

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 California →

Stephen Chelbay Company Cash Account Pension Plan in the asset neighbourhood

Stephen Chelbay Company Cash Account Pension PlanStephen Chelbay Company Cash…$2MTiny Pyro Productions Inc Defined Benefit Pension PlanTiny Pyro Productions Inc De…$2MRatzan Law Group, P.a. Cash Balance PlanRatzan Law Group, P.a. Cash …$2MEmployee Benefits Plan of Family Services, Inc.Employee Benefits Plan of Fa…$2MSb Advisors, LLC Defined Benefit PlanSb Advisors, LLC Defined Ben…$2M
End-of-year total assets ($M) among Stephen Chelbay Company Cash Account Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2024.

Stephen Chelbay Company years around the 2024 move

Sponsor-wide plan assets over time

All Stephen Chelbay Company plans reported in each filing year

Latest sponsor-wide plan assets
$2M 5.379219486441007% vs 2022
2024 filing year
$2.2M$2.3M$2.4M$2.5M$2.6M 202220232024 $2.45M $2.32M ▼ -5.3%
Year Plans Participants Total Assets
2022 1 14 $2M
2023 1 13 $3M
2024 1 13 $2M

2024 asset-move particulars

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$2M
Net Income-$255K
Employer EIN941750014
Plan Effective Date1972-01-01
Filing StatusFILING RECEIVED

Nearby Defined Benefit (Pension) Plans in California

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

Stephen Chelbay Company Cash Account Pension Plan vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -10010203040 Total assets ($B) Participants Stephen Chelbay Company Cash Account Pension Plan, Total assets ($B): 0.00231552 · Participants: 13Stephen Chelbay Company Cash Account Pension PlanKaiser Permanente Retirement Plan, Total assets ($B): 34.452234723 · Participants: 135057Kaiser Permanente Retirement PlanPacific Gas and Electric Company Retirement Plan, Total assets ($B): 17.60716624 · Participants: 27500Pacific Gas and Electric Company Retirement PlanRetirement Plan for Physicians and Salaried Employees of the Permanente Medical Group, Inc., Total assets ($B): 11.441381434 · Participants: 18983Retirement Plan for Physicians and Salaried Employees of the Permanente Medical Group, Inc.Western States Carpenters Pension Plan, Total assets ($B): 11.342334451 · Participants: 48582Western States Carpenters Pension PlanIlwu-Pma Pension Plan, Total assets ($B): 10.798538721 · Participants: 15833Ilwu-Pma Pension Plan
Stephen Chelbay Company Cash Account Pension Plan vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants
Compare Stephen Chelbay Company Cash Account Pension Plan side-by-side with 3 peers →

Stephen Chelbay Company Cash Account Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside California, the nearest Defined Benefit (Pension) by assets is Ratzan Law Group, P.a. Cash Balance Plan in FL ($2M); by covered participants it is National Federation of Independent Business Retirement Plan in TN (13 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (13 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.

Frequently Asked Questions

How did Stephen Chelbay Company Cash Account Pension Plan assets move in 2024? ▼
Stephen Chelbay Company Cash Account Pension Plan pulled back noticeably - down 9.9% during 2024, from $3M to $2M. Reported net income was -$255K.
How have Stephen Chelbay Company plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Stephen Chelbay Company's sponsor-wide assets declined 5.4%, from $2M to $2M.
Which Defined Benefit (Pension) plans are similar in size to Stephen Chelbay Company Cash Account Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Ratzan Law Group, P.a. Cash Balance Plan in FL ($2M, 10 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Stephen Chelbay Company Cash Account Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is National Federation of Independent Business Retirement Plan in TN (13 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 941750014.

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.