Defined Benefit (Pension) · DOL Form 5500 · 2022

Sovereign Partners, LLC Pension Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
3
Participants Small participant base
50th
Percentile by assets National rank
$1.6M
Avg per participant High balance/head
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Official DOL plan name: Sovereign Partners, LLC Defined Benefit Plan · Sponsored by Sovereign Partners, LLC · New York · Real Estate

$5M in assets, 3 participants

Sovereign Partners, LLC's Sovereign Partners, LLC Defined Benefit Plan reported $5M in total assets and 3 participants in its 2022 DOL Form 5500 filing, ranking in the 50th 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.

  • #3,454 in Real Estate (5,057 peers)

Sovereign Partners, LLC multi-year trail

Sovereign Partners, LLC's plans moved +24.7% in assets from 2022 to 2024; this filing shows Sovereign Partners, LLC Defined Benefit Plan at $5M / 3 participants.

#3,454
in Real Estate (5,057 peers)
+17.9%
assets growth YoY

Sovereign Partners, LLC Defined Benefit Plan's mid-pack asset rank among Real Estate and all filers

Sovereign Partners, LLC Defined Benefit Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$4,903,565 Top 50% higher than 50% of 139,123 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 2022

Sovereign Partners, LLC Defined Benefit Plan among micro filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Sovereign Partners, LLC Defined Benefit Plan is a micro filing (3 participants), the leftmost band.

EBSA filing schedule strip

Filing strip 752993605 · Sovereign Partners, LLC PY 2022 · Defined Benefit (Pension)

Sovereign Partners, LLC Defined Benefit Plan · $5M · 3 · 50th

  • TYPE $5M
  • TYPE 3
  • TYPE 50th
  • TYPE Defined Benefit (Pension)
  • TYPE near Pension Plan for Reynolds Bargaining
  • TYPE ind #3454

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 New York →

Sovereign Partners, LLC Defined Benefit Plan in the asset neighbourhood

Retirement Plan of Nevamar Company, LLCRetirement Plan of Nevamar C…$5MSovereign Partners, LLC Defined Benefit PlanSovereign Partners, LLC Defi…$5MPension Plan for Reynolds BargainingPension Plan for Reynolds Ba…$5MPacifictech Molded Products Inc Defined Benefit Pension PlanPacifictech Molded Products …$5MMeharry Medical College Retirement Income PlanMeharry Medical College Reti…$5M
End-of-year total assets ($M) among Sovereign Partners, LLC Defined Benefit Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

Sovereign Partners, LLC multi-year asset trail

Sponsor-wide plan assets over time

All Sovereign Partners, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$6M 24.713733783482017% vs 2022
2024 filing year
$4.5M$5M$5.5M$6M$6.5M 202220232024 $4.9M $6.12M ▲ +24.9%
Year Plans Participants Total Assets
2022 1 3 $5M
2023 1 3 $6M
2024 1 6 $6M

Sovereign Partners, LLC filing trail (2022)

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$5M
Net Income$746K
Employer EIN752993605
Plan Effective Date2014-01-01
Filing StatusFILING RECEIVED

Nearby Defined Benefit (Pension) Plans in New York

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

Sovereign Partners, LLC Defined Benefit Plan vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants Scatter plot of 6 data points. -500005000100001500020000 -100102030 Total assets ($B) Participants Sovereign Partners, LLC Defined Benefit Plan, Total assets ($B): 0.004903565 · Participants: 3Sovereign Partners, LLC Defined Benefit PlanIBM Personal Pension Plan, Total assets ($B): 25.511753238 · Participants: 16431IBM Personal Pension PlanConsolidated Edison Retirement Plan, Total assets ($B): 15.815266303 · Participants: 11303Consolidated Edison Retirement PlanPepsico Employees Retirement Plan I, Total assets ($B): 7.656963 · Participants: 11386Pepsico Employees Retirement Plan INew York State Nurses Association Pension Plan, Total assets ($B): 5.019503014 · Participants: 18592New York State Nurses Association Pension PlanNew York District Council of Carpenters Pension Pl, Total assets ($B): 4.837058087 · Participants: 11318New York District Council of Carpenters Pension Pl
Sovereign Partners, LLC Defined Benefit Plan vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants
Compare Sovereign Partners, LLC Defined Benefit Plan side-by-side with 3 peers →

Sovereign Partners, LLC Defined Benefit Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside New York, the nearest Defined Benefit (Pension) by assets is Pension Plan for Reynolds Bargaining in IL ($5M); by covered participants it is Merkley, Newman & Mclaws, Inc. Defined Benefit Pension Plan in AZ (3 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (3 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Sovereign Partners, LLC Defined Benefit Plan assets move in 2022? ▼
Sovereign Partners, LLC Defined Benefit Plan grew sharply - up 17.9% during 2022, from $4M to $5M. Reported net income was $746K.
How have Sovereign Partners, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Sovereign Partners, LLC's sponsor-wide assets grew 24.7%, from $5M to $6M.
Which Defined Benefit (Pension) plans are similar in size to Sovereign Partners, LLC Defined Benefit Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Pension Plan for Reynolds Bargaining in IL ($5M, 371 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Sovereign Partners, LLC Defined Benefit Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Merkley, Newman & Mclaws, Inc. Defined Benefit Pension Plan in AZ (3 participants, $904K in assets).

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 752993605.

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.