Defined Benefit (Pension)
2024 plan-year Defined Benefit (Pension) DOL Form 5500

The Stebbins Engineering and Manufacturing Company Retirement Plan

ERISA Form 5500 plan record drawn from DOL EBSA β€” verify with linked source filings below.

Sponsored by The Stebbins Engineering and Manufacturing Company Β· New York Β· Construction

What the 2023 filing shows

The Stebbins Engineering and Manufacturing Company Retirement Plan holds $36M for 60 participants - about $607,466 per participant, up 3.3% over the 2024 plan year.

$36M
total plan assets (2024 EOY)
60
covered participants
$607,466
avg assets per participant
+3.3%
assets growth YoY
Total Assets (2023)
$36M
Participants
60
State
Industry
Construction

What the Filing Says About The Stebbins Engineering and Manufacturing Company Retirement Plan

The Stebbins Engineering and Manufacturing Company Retirement Plan is a Defined Benefit (Pension) retirement plan sponsored by The Stebbins Engineering and Manufacturing Company, headquartered in New York. As of the 2024 Form 5500 filing, the plan reports $36M in total end-of-year assets and covers 60 participants across the Construction industry. The sponsor's EIN on file with the U.S. Department of Labor is 150458520, and the plan has been effective since 1967-12-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $35M at the beginning of 2024 to $36M at year-end β€” a gain of 3.3%. Net assets (after liabilities) closed the year at $36M, with reported net income of $1M driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows β€” a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$35M
Total Assets (End of Year)$36M
Net Assets (End of Year)$36M
Net Income$1M
Plan TypeDefined Benefit (Pension)
Employer EIN150458520
Plan Effective Date1967-12-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The Stebbins Engineering and Manufacturing Company)

Year Plans Participants Total Assets
2022 3 167 $33M
2023 4 245 $35M
2024 4 241 $36M

Nearby Defined Benefit (Pension) Plans in New York

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Frequently Asked Questions

How much money is in the The Stebbins Engineering and Manufacturing Company Retirement Plan?
As of the 2024 Form 5500 filing, The Stebbins Engineering and Manufacturing Company Retirement Plan holds $36M in total assets with 60 participants. It is sponsored by The Stebbins Engineering and Manufacturing Company.
What type of plan is The Stebbins Engineering and Manufacturing Company Retirement Plan?
The Stebbins Engineering and Manufacturing Company Retirement Plan is a Defined Benefit (Pension) plan. It has been effective since 1967-12-01. The plan is filed with the U.S. Department of Labor under EIN 150458520.
Who sponsors the The Stebbins Engineering and Manufacturing Company Retirement Plan?
The Stebbins Engineering and Manufacturing Company Retirement Plan is sponsored by The Stebbins Engineering and Manufacturing Company, located in New York. The sponsor's EIN is 150458520 and the plan operates in the Construction industry.
How did The Stebbins Engineering and Manufacturing Company Retirement Plan perform in 2024?
The Stebbins Engineering and Manufacturing Company Retirement Plan grew by 3.3% during 2024, moving from $35M to $36M in total assets. Net income was $1M.
Where can I find official filings for The Stebbins Engineering and Manufacturing Company Retirement Plan?
Official Form 5500 filings for The Stebbins Engineering and Manufacturing Company Retirement Plan are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 150458520 or plan name at efast.dol.gov.
How does The Stebbins Engineering and Manufacturing Company Retirement Plan compare to other plans?
You can compare The Stebbins Engineering and Manufacturing Company Retirement Plan against other Defined Benefit (Pension) plans on the plan type page, or view plans in New York on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

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) β€” original filing retrieval by EIN 150458520.

Reference: IRS Publication 560 β€” Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B β€” Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.