Defined Benefit (Pension) · DOL Form 5500 · 2023

Paley Commercial Real Estate, Inc. Pension Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
4
Participants Small participant base
42nd
Percentile by assets National rank
$1.1M
Avg per participant High balance/head
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Official DOL plan name: Paley Commercial Real Estate, Inc. Defined Benefit Pension Plan · Sponsored by Paley Commercial Real Estate, Inc. · California · Real Estate

$4M in assets, 4 participants

Paley Commercial Real Estate, Inc.'s Paley Commercial Real Estate, Inc. Defined Benefit Pension Plan reported $4M in total assets and 4 participants in its 2023 DOL Form 5500 filing, ranking in the 42nd 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.

  • #2,894 in Real Estate (4,727 peers)

What the 2023 filing shows

Paley Commercial Real Estate, Inc. Defined Benefit Pension Plan holds $4M for 4 participants - about $1.1M per participant, in the lower half of filed plans by assets.

#2,894
in Real Estate (4,727 peers)
+6.8%
assets growth YoY

Paley Commercial Real Estate, Inc. Defined Benefit Pension Plan's mid-pack asset rank among Real Estate and all filers

Paley Commercial Real Estate, Inc. Defined Benefit Pension Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$4,307,984 42nd percentile higher than 42% of 127,068 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 2023

Paley Commercial Real Estate, Inc. Defined Benefit Pension Plan among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Paley Commercial Real Estate, Inc. Defined Benefit Pension Plan is a micro filing (4 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Paley Commercial Real Estate, Inc. Defined Benefit Pension Plan reported participants rose from 3 in the plan year 2022 filing to 4 in the plan year 2023 filing.
  • Paley Commercial Real Estate, Inc. Defined Benefit Pension Plan reported net income fell from $370K in the plan year 2022 filing to $275K in the plan year 2023 filing.
  • Paley Commercial Real Estate, Inc. Defined Benefit Pension Plan end-of-year assets rose from $4M in the plan year 2022 filing to $4M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 954492741 · Paley Commercial Real Estate, Inc. PY 2023 · Defined Benefit (Pension)

Paley Commercial Real Estate, Inc. Defined Benefit Pension Plan · $4M · 4 · 42nd

  • IND $4M
  • EOY 4
  • 5500 42nd
  • ASSETS Defined Benefit (Pension)
  • PCT near Philadelphia Marine Trade Assn / Security Officers Police and Guards Union Pension
  • EIN ind #2894

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 →

Paley Commercial Real Estate, Inc. Defined Benefit Pension Plan in the asset neighbourhood

Paley Commercial Real Estate, Inc. Defined Benefit Pension PlanPaley Commercial Real Estate…$4MPhiladelphia Marine Trade Assn / Security Officers Police and Guards Union PensionPhiladelphia Marine Trade As…$4MManley, Deas & Kochalski LLC Cash Balance PlanManley, Deas & Kochalski LLC…$4MMartin L. Leib, M.D., P.C. Defined Benefit Pension PlanMartin L. Leib, M.D., P.C. D…$4MGrefco Minerals Inc Pension Plan for Non-SalariedGrefco Minerals Inc Pension …$4M
End-of-year total assets ($M) among Paley Commercial Real Estate, Inc. Defined Benefit Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Filing particulars (2023)

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$4M
Net Income$275K
Employer EIN954492741
Plan Effective Date2004-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Paley Commercial Real Estate, Inc.)

Sponsor-wide plan assets over time

All Paley Commercial Real Estate, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$4M 3.4698036819643363% vs 2022
2024 filing year
$4M$4.1M$4.2M$4.3M$4.4M 202220232024 $4.03M $4.17M ▲ +3.5%
Year Plans Participants Total Assets
2022 1 3 $4M
2023 1 4 $4M
2024 2 9 $4M

Nearby Defined Benefit (Pension) Plans in California

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

Paley Commercial Real Estate, Inc. Defined Benefit Pension Plan vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -10010203040 Total assets ($B) Participants Paley Commercial Real Estate, Inc. Defined Benefit Pension Plan, Total assets ($B): 0.004307984 · Participants: 4Paley Commercial Real Estate, Inc. Defined Benefit Pension PlanKaiser Permanente Retirement Plan, Total assets ($B): 33.538817099 · Participants: 127356Kaiser Permanente Retirement PlanPacific Gas and Electric Company Retirement Plan, Total assets ($B): 21.40954351 · Participants: 22914Pacific Gas and Electric Company Retirement PlanPacific Gas and Electric Company Retirement Plan, Total assets ($B): 17.980531142 · Participants: 25647Pacific Gas and Electric Company Retirement PlanRetirement Plan for Physicians and Salaried Employees of the Permanente Medical Group, Inc., Total assets ($B): 10.814691143 · Participants: 19545Retirement Plan for Physicians and Salaried Employees of the Permanente Medical Group, Inc.Disney Salaried Pension Plan D, Total assets ($B): 10.057095066 · Participants: 10813Disney Salaried Pension Plan D
Paley Commercial Real Estate, Inc. Defined Benefit Pension Plan vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants
Compare Paley Commercial Real Estate, Inc. Defined Benefit Pension Plan side-by-side with 3 peers →

Paley Commercial Real Estate, Inc. Defined Benefit Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside California, the nearest Defined Benefit (Pension) by assets is Philadelphia Marine Trade Assn / Security Officers Police and Guards Union Pension in NJ ($4M); by covered participants it is Ship Wheel Retirement Fund and Trust in MA (4 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (4 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Paley Commercial Real Estate, Inc. Defined Benefit Pension Plan assets move in 2023? ▼
Paley Commercial Real Estate, Inc. Defined Benefit Pension Plan grew at a solid clip - up 6.8% during 2023, from $4M to $4M. Reported net income was $275K.
How have Paley Commercial Real Estate, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Paley Commercial Real Estate, Inc.'s sponsor-wide assets grew 3.5%, from $4M to $4M.
Which Defined Benefit (Pension) plans are similar in size to Paley Commercial Real Estate, Inc. Defined Benefit Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Philadelphia Marine Trade Assn / Security Officers Police and Guards Union Pension in NJ ($4M, N/A participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Paley Commercial Real Estate, Inc. Defined Benefit Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Ship Wheel Retirement Fund and Trust in MA (4 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 954492741.

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.