Defined Benefit (Pension) · DOL Form 5500 · 2023

Route Brokers, Inc. Pension Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
3
Participants Small participant base
28th
Percentile by assets National rank
$538,996
Avg per participant High balance/head
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Official DOL plan name: Route Brokers, Inc. Cash Balance Plan · Sponsored by Route Brokers, Inc. · New York · Real Estate

$2M in assets, 3 participants

Route Brokers, Inc.'s Route Brokers, Inc. Cash Balance Plan reported $2M in total assets and 3 participants in its 2023 DOL Form 5500 filing, ranking in the 28th 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.

  • #2,233 in Real Estate (4,727 peers)

Route Brokers, Inc. multi-year trail

Route Brokers, Inc.'s plans moved +12.8% in assets from 2022 to 2024; this filing shows Route Brokers, Inc. Cash Balance Plan at $2M / 3 participants.

#2,233
in Real Estate (4,727 peers)
+6.3%
assets growth YoY

Route Brokers, Inc. Cash Balance Plan among the smaller filed plans by assets

Route Brokers, Inc. Cash Balance Plan vs every filed plan by assets

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

$1,616,988 28th percentile higher than 28% 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

Route Brokers, Inc. 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. Route Brokers, Inc. Cash Balance Plan is a micro filing (3 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Route Brokers, Inc. Cash Balance Plan reported net income rose from $60K in the plan year 2022 filing to $96K in the plan year 2023 filing.
  • Route Brokers, Inc. Cash Balance Plan end-of-year assets rose from $2M in the plan year 2022 filing to $2M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 112787566 · Route Brokers, Inc. PY 2023 · Defined Benefit (Pension)

Route Brokers, Inc. Cash Balance Plan · $2M · 3 · 28th

  • BOY $2M
  • SCH 3
  • EBSA 28th
  • PART Defined Benefit (Pension)
  • TYPE near Cedar Property Management, Inc. Defined Benefit Plan
  • NET ind #2233

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 York →

Route Brokers, Inc. Cash Balance Plan in the asset neighbourhood

Route Brokers, Inc. Cash Balance PlanRoute Brokers, Inc. Cash Bal…$2MCedar Property Management, Inc. Defined Benefit PlanCedar Property Management, I…$2MClover Llll Investment Company, LLC Defined Benefit Pension PlanClover Llll Investment Compa…$2MMaya Brenner Designs Defined Benefit Pension PlanMaya Brenner Designs Defined…$2MDream USA Inc Defined Benefit Pension PlanDream USA Inc Defined Benefi…$2M
End-of-year total assets ($M) among Route Brokers, Inc. Cash Balance Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Route Brokers, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Route Brokers, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$2M 12.807909634243867% vs 2022
2024 filing year
$1.5M$1.6M$1.7M$1.8M 202220232024 $1.52M $1.72M ▲ +13.2%
Year Plans Participants Total Assets
2022 1 3 $2M
2023 1 3 $2M
2024 1 3 $2M

Route Brokers, Inc. filing trail (2023)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income$96K
Employer EIN112787566
Plan Effective Date2006-01-01
Filing StatusFILING RECEIVED

Nearby Defined Benefit (Pension) Plans in New York

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

Route Brokers, Inc. Cash Balance Plan vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -100102030 Total assets ($B) Participants Route Brokers, Inc. Cash Balance Plan, Total assets ($B): 0.001616988 · Participants: 3Route Brokers, Inc. Cash Balance PlanIBM Personal Pension Plan, Total assets ($B): 24.955758896 · Participants: 14881IBM Personal Pension PlanConsolidated Edison Retirement Plan, Total assets ($B): 16.184377155 · Participants: 10779Consolidated Edison Retirement Plan1199seiu Health Care Employees Pension Fund, Total assets ($B): 16.16620463 · Participants: 1075821199seiu Health Care Employees Pension FundPfizer Consolidated Pension Plan, Total assets ($B): 10.955262618 · Participants: 9616Pfizer Consolidated Pension PlanPepsico Employees Retirement Plan I, Total assets ($B): 7.599669 · Participants: 12289Pepsico Employees Retirement Plan I
Route Brokers, Inc. Cash Balance Plan vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants

Route Brokers, Inc. Cash Balance Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside New York, the nearest Defined Benefit (Pension) by assets is Cedar Property Management, Inc. Defined Benefit Plan in AZ ($2M); 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.

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 Route Brokers, Inc. Cash Balance Plan assets move in 2023?
Route Brokers, Inc. Cash Balance Plan grew at a solid clip - up 6.3% during 2023, from $2M to $2M. Reported net income was $96K.
How have Route Brokers, Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), Route Brokers, Inc.'s sponsor-wide assets grew 12.8%, from $2M to $2M.
Which Defined Benefit (Pension) plans are similar in size to Route Brokers, Inc. Cash Balance Plan?
Among Defined Benefit (Pension) plans in other states, the closest by assets is Cedar Property Management, Inc. Defined Benefit Plan in AZ ($2M, 3 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Route Brokers, Inc. 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).