Defined Benefit (Pension) · DOL Form 5500 · 2022

Exeter Capital Management, LLC Pension Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
1
Participants Small participant base
39th
Percentile by assets National rank
$2.7M
Avg per participant High balance/head
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Official DOL plan name: Exeter Capital Management, LLC Defined Benefit Pension Plan · Sponsored by Exeter Capital Management, LLC · Texas · Real Estate

$3M in assets, 1 participants

Exeter Capital Management, LLC's Exeter Capital Management, LLC Defined Benefit Pension Plan reported $3M in total assets and 1 participant in its 2022 DOL Form 5500 filing, ranking in the 39th 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.

  • #2,891 in Real Estate (5,057 peers)

Exeter Capital Management, LLC multi-year trail

Exeter Capital Management, LLC's plans moved -18.4% in assets from 2022 to 2024; this filing shows Exeter Capital Management, LLC Defined Benefit Pension Plan at $3M / 1 participant.

#2,891
in Real Estate (5,057 peers)
+4.9%
assets growth YoY

Exeter Capital Management, LLC Defined Benefit Pension Plan's mid-pack asset rank among Real Estate and all filers

Exeter Capital Management, LLC Defined Benefit Pension Plan vs every filed plan by assets

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

$2,694,065 39th percentile higher than 39% 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

Exeter Capital Management, LLC Defined Benefit Pension 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. Exeter Capital Management, LLC Defined Benefit Pension Plan is a micro filing (1 participant), the leftmost band.

EBSA filing schedule strip

Filing strip 208196053 · Exeter Capital Management, LLC PY 2022 · Defined Benefit (Pension)

Exeter Capital Management, LLC Defined Benefit Pension Plan · $3M · 1 · 39th

  • TYPE $3M
  • NET 1
  • BOOK 39th
  • VS-ST Defined Benefit (Pension)
  • BOY near Ross & Sons Cash Balance Plan
  • SCH ind #2891

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 Texas →

Exeter Capital Management, LLC Defined Benefit Pension Plan in the asset neighbourhood

Exeter Capital Management, LLC Defined Benefit Pension PlanExeter Capital Management, L…$3MRoss & Sons Cash Balance Plan$3MSekhar Gollapalli, Md Defined Benefit Pension PlanSekhar Gollapalli, Md Define…$3MRichmond Group Defined Benefit PlanRichmond Group Defined Benef…$3MLiberty Puerto Rico Pension PlanLiberty Puerto Rico Pension …$3M
End-of-year total assets ($M) among Exeter Capital Management, LLC Defined Benefit Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

Exeter Capital Management, LLC multi-year asset trail

Sponsor-wide plan assets over time

All Exeter Capital Management, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$2M 18.438213225642418% vs 2022
2024 filing year
$2M$2.5M$3M$3.5M 202220232024 $2.71M $2.21M ▼ -18.5%
Year Plans Participants Total Assets
2022 2 2 $3M
2023 2 2 $3M
2024 2 2 $2M

Exeter Capital Management, LLC filing trail (2022)

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$3M
Net Income$125K
Employer EIN208196053
Plan Effective Date2005-01-01
Filing StatusFILING RECEIVED

Nearby Defined Benefit (Pension) Plans in Texas

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

Exeter Capital Management, LLC Defined Benefit Pension Plan vs. nearby Defined Benefit (Pension) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Exeter Capital Management, LLC Defined Benefit Pension Plan, Total assets ($B): 0.002694065 · Participants: 1Exeter Capital Management, LLC Defined Benefit Pension PlanAT&T Pension Benefit Plan, Total assets ($B): 40.998144 · Participants: 119463AT&T Pension Benefit PlanShell Pension Plan, Total assets ($B): 14.642588618 · Participants: 12912Shell Pension PlanExxonmobil Pension Plan, Total assets ($B): 11.599 · Participants: 23661Exxonmobil Pension PlanCaterpillar Inc. Retirement Income Plan, Total assets ($B): 9.541187279 · Participants: 12815Caterpillar Inc. Retirement Income PlanBp Retirement Accumulation Plan, Total assets ($B): 5.371602289 · Participants: 9156Bp Retirement Accumulation Plan
Exeter Capital Management, LLC Defined Benefit Pension Plan vs. nearby Defined Benefit (Pension) plans in Texas, assets vs. participants
Compare Exeter Capital Management, LLC Defined Benefit Pension Plan side-by-side with 3 peers →

Exeter Capital Management, LLC Defined Benefit Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Texas, the nearest Defined Benefit (Pension) by assets is Ross & Sons Cash Balance Plan in VA ($3M); by covered participants it is Bruce Baker Enterprises Inc Defined Benefit Pension Plan in CA (1 participant). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($3M here).

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 Exeter Capital Management, LLC Defined Benefit Pension Plan assets move in 2022? ▼
Exeter Capital Management, LLC Defined Benefit Pension Plan edged up modestly - up 4.9% during 2022, from $3M to $3M. Reported net income was $125K.
How have Exeter Capital Management, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Exeter Capital Management, LLC's sponsor-wide assets declined 18.4%, from $3M to $2M.
Which Defined Benefit (Pension) plans are similar in size to Exeter Capital Management, LLC Defined Benefit Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Ross & Sons Cash Balance Plan in VA ($3M, 96 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Exeter Capital Management, LLC Defined Benefit Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Bruce Baker Enterprises Inc Defined Benefit Pension Plan in CA (1 participant, $3M 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 208196053.

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.