Defined Benefit (Pension) · DOL Form 5500 · 2023

Vjk Prosperity Realty Pension Plan

Data updated 2026-08-11

$694K
Total assets
3
Participants
21st
Percentile by assets
$231,355
Avg per participant
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Official DOL plan name: Vjk Prosperity Realty Cash Balance Plan · Sponsored by Vjk Prosperity Realty · California · Real Estate

$694K in assets, 3 participants

Vjk Prosperity Realty's Vjk Prosperity Realty Cash Balance Plan reported $694K in total assets and 3 participants in its 2023 DOL Form 5500 filing, ranking in the 21st 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.

  • 21st percentile by assets (of 127,072 plans)
  • #1,702 in Real Estate (4,727 peers)

Vjk Prosperity Realty multi-year trail

Vjk Prosperity Realty's plans moved +53.5% in assets from 2023 to 2024; this filing shows Vjk Prosperity Realty Cash Balance Plan at $694K / 3 participants.

$694K
total plan assets (2023 EOY)
3
covered participants
21st
percentile by assets (of 127,072 plans)
$231,355
avg assets per participant

Where Vjk Prosperity Realty Cash Balance Plan sits by total assets

Vjk Prosperity Realty Cash Balance Plan vs every filed plan by assets

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

$694,065 21st percentile higher than 21% of 127,068 filed plans

This plan $0 $2,010,000,000 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

State
California
Industry
Real Estate

Vjk Prosperity Realty across 2 plan years on file

Across the 2 plan years Vjk Prosperity Realty has on file (2023-2024), sponsor-wide plan assets have moved from $694K to $1M, a gain of 53.5%, while reported participants moved from 3 to 3 (+0.0%).

Vjk Prosperity Realty multi-year asset trail

$0.6M$0.8M$1M$1.2M 20232024 $0.69M $1.07M ▲ +55.1%
Total plan assets by year, all Vjk Prosperity Realty plans on file
Year Plans Participants Total Assets
2023 1 3 $694K
2024 1 3 $1M

Vjk Prosperity Realty filing trail (2023)

Total Assets (Beginning of Year)$471K
Net Assets (End of Year)$694K
Net Income$223K
Employer EIN820831630
Plan Effective Date2021-01-01
Filing StatusFILING RECEIVED

Nearby Defined Benefit (Pension) Plans in California

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

Vjk Prosperity Realty Cash Balance Plan vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -10010203040 Total assets ($B) Participants Vjk Prosperity Realt…, Total assets ($B): 0.000694065 · Participants: 3Vjk Prosperity Realt…Kaiser Permanente Re…, Total assets ($B): 33.538817099 · Participants: 127356Kaiser Permanente Re…Pacific Gas and Elec…, Total assets ($B): 21.40954351 · Participants: 22914Pacific Gas and Elec…Pacific Gas and Elec…, Total assets ($B): 17.980531142 · Participants: 25647Pacific Gas and Elec…Retirement Plan for …, Total assets ($B): 10.814691143 · Participants: 19545Retirement Plan for …Disney Salaried Pens…, Total assets ($B): 10.057095066 · Participants: 10813Disney Salaried Pens…
Vjk Prosperity Realty Cash Balance Plan vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants
Compare Vjk Prosperity Realty Cash Balance Plan side-by-side with 3 peers →

Similar-Sized Defined Benefit (Pension) Plans Nationally

Defined Benefit (Pension) plans in other states closest to Vjk Prosperity Realty Cash Balance Plan by total assets, not by location.

Frequently Asked Questions

How did Vjk Prosperity Realty Cash Balance Plan assets move in 2023? ▼
Vjk Prosperity Realty Cash Balance Plan surged - up 47.4% during 2023, from $471K to $694K. Reported net income was $223K.
How have Vjk Prosperity Realty plan assets changed over time? ▼
Across 2 plan years on file (2023-2024), Vjk Prosperity Realty's sponsor-wide assets grew 53.5%, from $694K to $1M.
Where does Vjk Prosperity Realty Cash Balance Plan rank by assets among Form 5500 filers? ▼
Vjk Prosperity Realty Cash Balance Plan ranks in the 21st percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).
Which Defined Benefit (Pension) plans are similar in size to Vjk Prosperity Realty Cash Balance Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Jda Custom Homes, Inc. Cash Balance Pension Plan in VA ($697K, N/A participants).

Next read for Vjk Prosperity Realty Cash Balance Plan

Multi-year trail

Ways to act on Vjk Prosperity Realty Cash Balance Plan's numbers.

  • By total assets, Vjk Prosperity Realty Cash Balance Plan ranks among the smaller plans by assets on file. See the largest plans
  • Compare it side-by-side against 3 similar Defined Benefit (Pension) plans in California. Compare plans
  • Vjk Prosperity Realty's sponsor-wide assets have grown 53.5% since 2023 across 2 plan years on file. More Real Estate plans

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 820831630.

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.