EXCHANGERIGHT REAL ESTATE, LLC CASH BALANCE PLAN
ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.
EXCHANGERIGHT REAL ESTATE, LLC
This Defined Benefit (Pension) plan holds N/A in total assets and serves 90 participants as of 2022. It is sponsored by EXCHANGERIGHT REAL ESTATE, LLC in California.
What the Filing Says About EXCHANGERIGHT REAL ESTATE, LLC CASH BALANCE PLAN
EXCHANGERIGHT REAL ESTATE, LLC CASH BALANCE PLAN is a Defined Benefit (Pension) retirement plan sponsored by EXCHANGERIGHT REAL ESTATE, LLC, headquartered in California. As of the 2022 Form 5500 filing, the plan reports N/A in total end-of-year assets and covers 90 participants across the Real Estate industry. The sponsor's EIN on file with the U.S. Department of Labor is 454877206, and the plan has been effective since 2015-01-01. Its filing status is currently FILING RECEIVED.
Year over year, total assets moved from N/A at the beginning of 2022 to N/A at year-end. Net assets (after liabilities) closed the year at N/A. 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 1 prior plan-year filing 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 — 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) | N/A |
| Total Assets (End of Year) | N/A |
| Net Assets (End of Year) | N/A |
| Plan Type | Defined Benefit (Pension) |
| Employer EIN | 454877206 |
| Plan Effective Date | 2015-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (EXCHANGERIGHT REAL ESTATE, LLC)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 90 | N/A |
| 2024 | 1 | 151 | $10M |
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Frequently Asked Questions
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What type of plan is EXCHANGERIGHT REAL ESTATE, LLC CASH BALANCE PLAN? ▼
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How did EXCHANGERIGHT REAL ESTATE, LLC CASH BALANCE PLAN perform in 2022? ▼
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Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.
Source: DOL EFAST2 filing system (efast.dol.gov) — original filing retrieval by EIN 454877206.
Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.
Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.
Read our methodology — how this data is sourced, computed, and verified.