Defined Benefit (Pension) · DOL Form 5500 · 2022
Exchangeright Real Estate, LLC Pension Plan
Data updated 2026-08-25
- $5M
- Total assets Small plan by assets
- 90
- Participants Small participant base
- 49th
- Percentile by assets National rank
- $50,705
- Avg per participant Low balance/head
Official DOL plan name: Exchangeright Real Estate, LLC Cash Balance Plan · Sponsored by Exchangeright Real Estate, LLC · California · Real Estate
$5M in assets, 90 participants
Exchangeright Real Estate, LLC's Exchangeright Real Estate, LLC Cash Balance Plan reported $5M in total assets and 90 participants in its 2022 DOL Form 5500 filing, ranking in the 49th 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.
- #3,375 in Real Estate (5,057 peers)
Exchangeright Real Estate, LLC multi-year trail
Exchangeright Real Estate, LLC's plans moved +108.3% in assets from 2022 to 2024; this filing shows Exchangeright Real Estate, LLC Cash Balance Plan at $5M / 90 participants.
- #3,375
- in Real Estate (5,057 peers)
- +16.9%
- assets growth YoY
Exchangeright Real Estate, LLC Cash Balance Plan's mid-pack asset rank among Real Estate and all filers
Exchangeright Real Estate, LLC Cash Balance Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$4,563,453 49th percentile higher than 49% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Exchangeright Real Estate, LLC Cash Balance Plan among smaller filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Exchangeright Real Estate, LLC Cash Balance Plan is a small filing (90 participants) on this national headcount ladder.
DOL schedule card
Filing strip 454877206 · Exchangeright Real Estate, LLC PY 2022 · Defined Benefit (Pension)
Exchangeright Real Estate, LLC Cash Balance Plan · $5M · 90 · 49th
- PHOTO $5M
- IND 90
- EOY 49th
- 5500 Defined Benefit (Pension)
- ASSETS near The Vindicator Printing Company Retirement Plan for Non-Union Employees
- PCT ind #3375
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 Real Estate retirement plans → · Plans in California →
Exchangeright Real Estate, LLC Cash Balance Plan in the asset neighbourhood
Exchangeright Real Estate, LLC multi-year asset trail
Sponsor-wide plan assets over time
All Exchangeright Real Estate, LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $10M 108.3284521611157% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 90 | $5M |
| 2024 | 1 | 151 | $10M |
Exchangeright Real Estate, LLC filing trail (2022)
| Total Assets (Beginning of Year) | $4M |
|---|---|
| Net Assets (End of Year) | $5M |
| Net Income | $659K |
| Employer EIN | 454877206 |
| Plan Effective Date | 2015-01-01 |
| Filing Status | FILING RECEIVED |
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 $31.9B · 126,331
- Pacific Gas and Electric Company Retirement Plan $17.1B · 25,709
- Retirement Plan for Physicians and Salaried Employees of the Permanente Medical Group, Inc. $10.4B · 19,326
- Disney Salaried Pension Plan D $9.2B · 11,405
- Wells Fargo & Company Cash Balance Plan $8.8B · 59,141
Exchangeright Real Estate, LLC Cash Balance Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside California, the nearest Defined Benefit (Pension) by assets is The Vindicator Printing Company Retirement Plan for Non-Union Employees in OH ($5M); by covered participants it is Brandenburg Telephone Company Retirement Plan in KY (90 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($5M here).
- The Vindicator Printing Company Retirement Plan for Non-Union Employees (OH) $5M · 1
- Hii San Diego Shipyard Inactive Pension Plan (VA) $5M · N/A
- The National Bank of Delaware County Pension Plan as a Member of the New York State Bankers Retirement System (PA) $5M · 10
- Siemens Healthcare Diagnostics Inc. Puerto Rico Pension Plan (PA) $5M · N/A
Similar participant headcount
Nearest other-state filings by covered participants (90 participants); asset peers above are excluded.
- Brandenburg Telephone Company Retirement Plan (KY) 90 · 0 off
- Corvac Composites, LLC Portable Pension Plan (MI) 90 · 0 off
- City Credit Union Defined Benefit Plan (TX) 90 · 0 off
- Atkins & Pearce Retirement Plan (KY) 90 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.