Defined Benefit (Pension) · DOL Form 5500 · 2023

Vjk Prosperity Realty Pension Plan

Data updated 2026-08-25

$694K
Total assets Small plan by assets
3
Participants Small participant base
21st
Percentile by assets National rank
$231,355
Avg per participant Above avg balance/head
PlainRetire home → About this data RSS: change history

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.

  • #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.

#1,702
in Real Estate (4,727 peers)
+47.4%
assets growth YoY

Vjk Prosperity Realty Cash Balance Plan among the smaller filed plans by 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 $2,050,000,000 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

Vjk Prosperity Realty Cash Balance 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. Vjk Prosperity Realty Cash Balance Plan is a micro filing (3 participants), the leftmost band.

Plan-year Form 5500 strip

Filing strip 820831630 · Vjk Prosperity Realty PY 2023 · Defined Benefit (Pension)

Vjk Prosperity Realty Cash Balance Plan · $694K · 3 · 21st

  • ASSETS $694K
  • PCT 3
  • EIN 21st
  • RANK Defined Benefit (Pension)
  • PHOTO near Jda Custom Homes, Inc. Cash Balance Pension Plan
  • IND ind #1702

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 →

Vjk Prosperity Realty Cash Balance Plan in the asset neighbourhood

Jda Custom Homes, Inc. Cash Balance Pension PlanJda Custom Homes, Inc. Cash …$697KRetirement Plan for Employees of Sundance SquareRetirement Plan for Employee…$697KBetter Off Realty Corp. Retirement Plan and TrustBetter Off Realty Corp. Reti…$699KVjk Prosperity Realty Cash Balance PlanVjk Prosperity Realty Cash B…$694KManhattan Pain Medicine, PLLC Cash Balance PlanManhattan Pain Medicine, PLL…$690K
End-of-year total assets ($M) among Vjk Prosperity Realty Cash Balance Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Vjk Prosperity Realty multi-year asset trail

Sponsor-wide plan assets over time

All Vjk Prosperity Realty plans reported in each filing year

Latest sponsor-wide plan assets
$1M 53.489370592091525% vs 2023
2024 filing year
$0.6M$0.8M$1M$1.2M 20232024 $0.69M $1.07M ▲ +55.1%
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 ($B) Participants Vjk Prosperity Realty Cash Balance Plan, Total assets ($B): 0.000694065 · Participants: 3Vjk Prosperity Realty Cash Balance 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
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 →

Vjk Prosperity Realty Cash Balance Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside California, the nearest Defined Benefit (Pension) by assets is Jda Custom Homes, Inc. Cash Balance Pension Plan in VA ($697K); by covered participants it is Cape Cod Management, LLC Defined Benefit Pension Plan in TX (3 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (3 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 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).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Vjk Prosperity Realty Cash Balance Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Cape Cod Management, LLC Defined Benefit Pension Plan in TX (3 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 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.