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
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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

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

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.

See the national 2022→2023 release diff →

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

Tara Frassetto Realty LLC Pension PlanTara Frassetto Realty LLC Pe…$5MEgbert Saavedra, Md, PLLC Defined Benefit PlanEgbert Saavedra, Md, PLLC De…$5MThe Youngstown Newspaper Guild -Vindicator Printing Co Empls Retirement PlanThe Youngstown Newspaper Gui…$5MMcwane Salaried Pension Plan$5MPension Plan for Employees of Rimco LLCPension Plan for Employees o…$5M
End-of-year total assets ($M) among Tara Frassetto Realty LLC Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Real Estate filing particulars

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$5M
Net Income$863K
Employer EIN815104087
Plan Effective Date2017-01-01
Filing StatusFILING 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
$4M$4.5M$5M$5.5M 202220232024 $4.17M $4.58M ▲ +9.8%
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.

Tara Frassetto Realty LLC Pension Plan vs. nearby Defined Benefit (Pension) plans in New Jersey, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -50510152025 Total assets ($B) Participants Tara Frassetto Realty LLC Pension Plan, Total assets ($B): 0.00503775 · Participants: 1Tara Frassetto Realty LLC Pension PlanRetirement Plan of Johnson and Johnson, Total assets ($B): 21.174819996 · Participants: 37749Retirement Plan of Johnson and JohnsonJPMorgan Chase Retirement Plan, Total assets ($B): 16.279006871 · Participants: 90644JPMorgan Chase Retirement PlanNokia Retirement Income Plan, Total assets ($B): 13.864923 · Participants: 7492Nokia Retirement Income PlanThe Prudential Merged Retirement Plan, Total assets ($B): 12.225782081 · Participants: 16230The Prudential Merged Retirement PlanVerizon Pension Plan for Associates, Total assets ($B): 10.930667796 · Participants: 23778Verizon Pension Plan for Associates
Tara Frassetto Realty LLC Pension Plan vs. nearby Defined Benefit (Pension) plans in New Jersey, assets vs. participants

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.

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 Tara Frassetto Realty LLC Pension Plan assets move in 2023?
Tara Frassetto Realty LLC Pension Plan grew sharply - up 20.7% during 2023, from $4M to $5M. Reported net income was $863K.
How have Tara Frassetto Realty LLC plan assets changed over time?
Across 3 plan years on file (2022-2024), Tara Frassetto Realty LLC's sponsor-wide assets grew 9.8%, from $4M to $5M.
Which Defined Benefit (Pension) plans are similar in size to Tara Frassetto Realty LLC Pension Plan?
Among Defined Benefit (Pension) plans in other states, the closest by assets is Egbert Saavedra, Md, PLLC Defined Benefit Plan in AZ ($5M, 4 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Tara Frassetto Realty LLC Pension Plan?
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Retirement Plan for Employees of American Institute of Marine Underwriters in NY (1 participant, N/A in assets).