Defined Benefit (Pension) · DOL Form 5500 · 2022

Alexandria Real Estate Equities, Inc. Pension Plan

Data updated 2026-08-25

$13M
Total assets Small plan by assets
180
Participants Small participant base
71st
Percentile by assets National rank
$74,502
Avg per participant Below avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Alexandria Real Estate Equities, Inc. Cash Balance Pension Plan · Sponsored by Alexandria Real Estate Equities, Inc. · California · Real Estate

$13M in assets, 180 participants

Alexandria Real Estate Equities, Inc.'s Alexandria Real Estate Equities, Inc. Cash Balance Pension Plan reported $13M in total assets and 180 participants in its 2022 DOL Form 5500 filing, ranking in the 71st 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.

  • #4,272 in Real Estate (5,057 peers)

Coverage in California

Alexandria Real Estate Equities, Inc. Cash Balance Pension Plan covers 180 participants in California, about 29% of the average California filer (state average ~630 per filing). Assets: $13M.

#4,272
in Real Estate (5,057 peers)
+9.7%
assets growth YoY

Alexandria Real Estate Equities, Inc. Cash Balance Pension Plan's outsized position by total assets

Alexandria Real Estate Equities, Inc. Cash Balance Pension Plan vs every filed plan by assets

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

$13,410,328 Top 29% higher than 71% 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

Alexandria Real Estate Equities, Inc. Cash Balance Pension Plan among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Alexandria Real Estate Equities, Inc. Cash Balance Pension Plan sits mid-pack in the medium band (180 participants).

EBSA filing schedule strip

Filing strip 954502084 · Alexandria Real Estate Equities, Inc. PY 2022 · Defined Benefit (Pension)

Alexandria Real Estate Equities, Inc. Cash Balance Pension Plan · $13M · 180 · 71st

  • EIN $13M
  • RANK 180
  • PHOTO 71st
  • IND Defined Benefit (Pension)
  • EOY near Sandia Area Federal Credit Union Defined Benefit Plan and Trust
  • 5500 ind #4272

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 →

Alexandria Real Estate Equities, Inc. Cash Balance Pension Plan in the asset neighbourhood

Llflex Pension Plan for Hourly Employees of Louisville Laminating PlantLlflex Pension Plan for Hour…$13MAlexandria Real Estate Equities, Inc. Cash Balance Pension PlanAlexandria Real Estate Equit…$13MSandia Area Federal Credit Union Defined Benefit Plan and TrustSandia Area Federal Credit U…$13MApex Tool Group, LLC Pension Plan for Apex Bargaining Unit Employees in Dayton, OhApex Tool Group, LLC Pension…$13MHealth Services Retirement Plan Kingsbrook Jewish Medical CenterHealth Services Retirement P…$13M
End-of-year total assets ($M) among Alexandria Real Estate Equities, Inc. Cash Balance Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

California filing particulars

Total Assets (Beginning of Year)$12M
Net Assets (End of Year)$13M
Net Income$1M
Employer EIN954502084
Plan Effective Date2002-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Alexandria Real Estate Equities, Inc.)

Sponsor-wide plan assets over time

All Alexandria Real Estate Equities, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$223M 55.48491055339439% vs 2022
2024 filing year
$100M$150M$200M$250M 202220232024 $144M $223M ▲ +55.5%
Year Plans Participants Total Assets
2022 2 718 $144M
2023 2 743 $186M
2024 2 712 $223M

Nearby Defined Benefit (Pension) Plans in California

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

Alexandria Real Estate Equities, Inc. Cash Balance Pension Plan vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -10010203040 Total assets ($B) Participants Alexandria Real Estate Equities, Inc. Cash Balance Pension Plan, Total assets ($B): 0.013410328 · Participants: 180Alexandria Real Estate Equities, Inc. Cash Balance Pension PlanKaiser Permanente Retirement Plan, Total assets ($B): 31.853758931 · Participants: 126331Kaiser Permanente Retirement PlanPacific Gas and Electric Company Retirement Plan, Total assets ($B): 17.05949917 · Participants: 25709Pacific Gas and Electric Company Retirement PlanRetirement Plan for Physicians and Salaried Employees of the Permanente Medical Group, Inc., Total assets ($B): 10.381485239 · Participants: 19326Retirement Plan for Physicians and Salaried Employees of the Permanente Medical Group, Inc.Disney Salaried Pension Plan D, Total assets ($B): 9.228005463 · Participants: 11405Disney Salaried Pension Plan DWells Fargo & Company Cash Balance Plan, Total assets ($B): 8.784432859 · Participants: 59141Wells Fargo & Company Cash Balance Plan
Alexandria Real Estate Equities, Inc. Cash Balance Pension Plan vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants
Compare Alexandria Real Estate Equities, Inc. Cash Balance Pension Plan side-by-side with 3 peers →

Alexandria Real Estate Equities, Inc. Cash Balance Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside California, the nearest Defined Benefit (Pension) by assets is Sandia Area Federal Credit Union Defined Benefit Plan and Trust in NM ($13M); by covered participants it is Alixpartners, LLP Cash Balance Plan in MI (180 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (180 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 Alexandria Real Estate Equities, Inc. Cash Balance Pension Plan assets move in 2022? ▼
Alexandria Real Estate Equities, Inc. Cash Balance Pension Plan grew at a solid clip - up 9.7% during 2022, from $12M to $13M. Reported net income was $1M.
How have Alexandria Real Estate Equities, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Alexandria Real Estate Equities, Inc.'s sponsor-wide assets grew 55.5%, from $144M to $223M.
Which Defined Benefit (Pension) plans are similar in size to Alexandria Real Estate Equities, Inc. Cash Balance Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Sandia Area Federal Credit Union Defined Benefit Plan and Trust in NM ($13M, 104 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Alexandria Real Estate Equities, Inc. Cash Balance Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Alixpartners, LLP Cash Balance Plan in MI (180 participants, $53M 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 954502084.

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.