Defined Benefit (Pension) · DOL Form 5500 · 2023
Tara Frassetto Realty LLC Pension Plan
Data updated 2026-08-25
- $5M
- Total assets Small plan by assets
- 1
- Participants Small participant base
- 44th
- Percentile by assets National rank
- $5.0M
- Avg per participant High balance/head
Official DOL plan name: Tara Frassetto Realty LLC Pension Plan · Sponsored by Tara Frassetto Realty LLC · New Jersey · Real Estate
$5M in assets, 1 participants
Tara Frassetto Realty LLC's Tara Frassetto Realty LLC Pension Plan reported $5M in total assets and 1 participant in its 2023 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.
- #3,027 in Real Estate (4,727 peers)
Real Estate sector rank
Within Real Estate, Tara Frassetto Realty LLC Pension Plan ranks #3,027 of 4,727 2023 filers by assets (515% of the sector average)-$5M for 1 participant.
- #3,027
- in Real Estate (4,727 peers)
- +20.7%
- assets growth YoY
Tara Frassetto Realty LLC Pension Plan's mid-pack asset rank among Real Estate and all filers
Tara Frassetto Realty LLC Pension Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$5,037,750 44th percentile higher than 44% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Tara Frassetto Realty LLC 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. Tara Frassetto Realty LLC Pension Plan is a micro filing (1 participant), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Tara Frassetto Realty LLC Pension Plan reported net income fell from $2M in the plan year 2022 filing to $863K in the plan year 2023 filing.
- Tara Frassetto Realty LLC Pension Plan end-of-year assets rose from $4M in the plan year 2022 filing to $5M in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 815104087 · Tara Frassetto Realty LLC PY 2023 · Defined Benefit (Pension)
Tara Frassetto Realty LLC Pension Plan · $5M · 1 · 44th
- EBSA $5M
- PART 1
- TYPE 44th
- NET Defined Benefit (Pension)
- BOOK near Egbert Saavedra, Md, PLLC Defined Benefit Plan
- VS-ST ind #3027
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 New Jersey →
Tara Frassetto Realty LLC Pension Plan in the asset neighbourhood
Real Estate filing particulars
| Total Assets (Beginning of Year) | $4M |
|---|---|
| Net Assets (End of Year) | $5M |
| Net Income | $863K |
| Employer EIN | 815104087 |
| Plan Effective Date | 2017-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Tara Frassetto Realty LLC)
Sponsor-wide plan assets over time
All Tara Frassetto Realty LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $5M 9.817749825899662% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1 | $4M |
| 2023 | 1 | 1 | $5M |
| 2024 | 1 | 1 | $5M |
Nearby Defined Benefit (Pension) Plans in New Jersey
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- Retirement Plan of Johnson and Johnson $21.2B · 37,749
- JPMorgan Chase Retirement Plan $16.3B · 90,644
- Nokia Retirement Income Plan $13.9B · 7,492
- The Prudential Merged Retirement Plan $12.2B · 16,230
- Verizon Pension Plan for Associates $10.9B · 23,778
Tara Frassetto Realty LLC Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside New Jersey, the nearest Defined Benefit (Pension) by assets is Egbert Saavedra, Md, PLLC Defined Benefit Plan in AZ ($5M); by covered participants it is Retirement Plan for Employees of American Institute of Marine Underwriters in NY (1 participant). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($5M here).
Similar participant headcount
Nearest other-state filings by covered participants (1 participant); 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.