Defined Benefit (Pension) · DOL Form 5500 · 2022

535 Main LLC Pension Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
234
Participants Below avg headcount
44th
Percentile by assets National rank
$15,758
Avg per participant Low balance/head
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Official DOL plan name: 535 Main LLC Cash Balance Pension Plan · Sponsored by 535 Main LLC · Kentucky · Food Services & Accommodation

$4M in assets, 234 participants

535 Main LLC's 535 Main LLC Cash Balance Pension Plan reported $4M in total assets and 234 participants in its 2022 DOL Form 5500 filing, ranking in the 44th 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.

  • #3,591 in Food Services & Accommodation (4,592 peers)

Coverage in Kentucky

535 Main LLC Cash Balance Pension Plan covers 234 participants in Kentucky, about 36% of the average Kentucky filer (state average ~647 per filing). Assets: $4M.

#3,591
in Food Services & Accommodation (4,592 peers)
+3.9%
assets growth YoY

535 Main LLC Cash Balance Pension Plan's mid-pack asset rank among Food Services & Accommodation and all filers

535 Main LLC Cash Balance Pension Plan vs every filed plan by assets

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

$3,687,481 44th percentile higher than 44% 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

535 Main LLC 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. 535 Main LLC Cash Balance Pension Plan sits mid-pack in the medium band (234 participants).

EBSA filing schedule strip

Filing strip 010672358 · 535 Main LLC PY 2022 · Defined Benefit (Pension)

535 Main LLC Cash Balance Pension Plan · $4M · 234 · 44th

  • TYPE $4M
  • NET 234
  • BOOK 44th
  • VS-ST Defined Benefit (Pension)
  • BOY near Farmer Bros. Co. Hourly Employees' Pension Plan
  • SCH ind #3591

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 Food Services & Accommodation retirement plans → · Plans in Kentucky →

535 Main LLC Cash Balance Pension Plan in the asset neighbourhood

535 Main LLC Cash Balance Pension Plan535 Main LLC Cash Balance Pe…$4MFarmer Bros. Co. Hourly Employees' Pension PlanFarmer Bros. Co. Hourly Empl…$4MMilind P. Panse, M.D., Inc. Defined Benefit Pension PlanMilind P. Panse, M.D., Inc. …$4MAsh Ghaly, M.D., Inc. Defined Benefit Pension Plan and TrustAsh Ghaly, M.D., Inc. Define…$4MFrench Paper LLC Union Pension PlanFrench Paper LLC Union Pensi…$4M
End-of-year total assets ($M) among 535 Main LLC Cash Balance Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

Kentucky filing particulars

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$4M
Net Income$141K
Employer EIN010672358
Plan Effective Date2015-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (535 Main LLC)

Sponsor-wide plan assets over time

All 535 Main LLC plans reported in each filing year

Latest sponsor-wide plan assets
$10M 45.52851337677395% vs 2022
2024 filing year
$6M$7M$8M$9M$10M$11M 202220232024 $6.94M $10.1M ▲ +45.5%
Year Plans Participants Total Assets
2022 2 466 $7M
2023 2 536 $9M
2024 2 574 $10M

Nearby Defined Benefit (Pension) Plans in Kentucky

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

535 Main LLC Cash Balance Pension Plan vs. nearby Defined Benefit (Pension) plans in Kentucky, assets vs. participants Scatter plot of 6 data points. 010002000300040005000 -0.500.511.5 Total assets ($B) Participants 535 Main LLC Cash Balance Pension Plan, Total assets ($B): 0.003687481 · Participants: 234535 Main LLC Cash Balance Pension PlanLg&e and Ku Pension Plan, Total assets ($B): 1.114176604 · Participants: 983Lg&e and Ku Pension PlanAshland Hercules Pension Plan, Total assets ($B): 0.945981 · Participants: 317Ashland Hercules Pension PlanYum Brands Retirement Plan, Total assets ($B): 0.753576 · Participants: 4539Yum Brands Retirement PlanBrown-Forman Corporation Salaried Employees Retirement Plan, Total assets ($B): 0.559607588 · Participants: 1262Brown-Forman Corporation Salaried Employees Retirement PlanAshland Hercules Pension Plan II, Total assets ($B): 0.415049 · Participants: 285Ashland Hercules Pension Plan II
535 Main LLC Cash Balance Pension Plan vs. nearby Defined Benefit (Pension) plans in Kentucky, assets vs. participants
Compare 535 Main LLC Cash Balance Pension Plan side-by-side with 3 peers →

535 Main LLC Cash Balance Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Kentucky, the nearest Defined Benefit (Pension) by assets is Farmer Bros. Co. Hourly Employees' Pension Plan in TX ($4M); by covered participants it is Jrmb II Pension Plan in OK (234 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (234 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 535 Main LLC Cash Balance Pension Plan assets move in 2022? ▼
535 Main LLC Cash Balance Pension Plan edged up modestly - up 3.9% during 2022, from $4M to $4M. Reported net income was $141K.
How have 535 Main LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), 535 Main LLC's sponsor-wide assets grew 45.5%, from $7M to $10M.
Which Defined Benefit (Pension) plans are similar in size to 535 Main LLC Cash Balance Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Farmer Bros. Co. Hourly Employees' Pension Plan in TX ($4M, 7 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to 535 Main LLC Cash Balance Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Jrmb II Pension Plan in OK (234 participants, $23M 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 010672358.

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.