Defined Benefit (Pension) · DOL Form 5500 · 2023

James L. Adams Pension Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
2
Participants Small participant base
27th
Percentile by assets National rank
$753,745
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Southern Multifamily LLC Cash Balance Plan · Sponsored by James L. Adams · Alabama · Real Estate

$2M in assets, 2 participants

James L. Adams's Southern Multifamily LLC Cash Balance Plan reported $2M in total assets and 2 participants in its 2023 DOL Form 5500 filing, ranking in the 27th 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.

  • #2,181 in Real Estate (4,727 peers)

James L. Adams multi-year trail

James L. Adams's plans moved +15.1% in assets from 2022 to 2024; this filing shows Southern Multifamily LLC Cash Balance Plan at $2M / 2 participants.

#2,181
in Real Estate (4,727 peers)
+9.3%
assets growth YoY

Southern Multifamily LLC Cash Balance Plan among the smaller filed plans by assets

Southern Multifamily LLC Cash Balance Plan vs every filed plan by assets

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

$1,507,490 27th percentile higher than 27% 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

Southern Multifamily LLC 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. Southern Multifamily LLC Cash Balance Plan is a micro filing (2 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Southern Multifamily LLC Cash Balance Plan reported net income rose from $32K in the plan year 2022 filing to $128K in the plan year 2023 filing.
  • Southern Multifamily LLC Cash Balance Plan end-of-year assets rose from $1M in the plan year 2022 filing to $2M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 061830774 · James L. Adams PY 2023 · Defined Benefit (Pension)

Southern Multifamily LLC Cash Balance Plan · $2M · 2 · 27th

  • EIN $2M
  • EIN 2
  • EIN 27th
  • EIN Defined Benefit (Pension)
  • EIN near French Paper LLC Non-Union Retirement Plan
  • EIN ind #2181

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 Alabama →

Southern Multifamily LLC Cash Balance Plan in the asset neighbourhood

Southern Multifamily LLC Cash Balance PlanSouthern Multifamily LLC Cas…$2MFrench Paper LLC Non-Union Retirement PlanFrench Paper LLC Non-Union R…$2MV & M Sand and Stone Corp Retirement Plan and TrustV & M Sand and Stone Corp Re…$2MKirsten Ames Management Inc Defined Benefit Pension PlanKirsten Ames Management Inc …$2MPension Plan of Children's Hospital Medical Center of AkronPension Plan of Children's H…$2M
End-of-year total assets ($M) among Southern Multifamily LLC Cash Balance Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

James L. Adams multi-year asset trail

Sponsor-wide plan assets over time

All James L. Adams plans reported in each filing year

Latest sponsor-wide plan assets
$2M 15.066187709737019% vs 2022
2024 filing year
$1.3M$1.4M$1.5M$1.6M$1.7M 202220232024 $1.38M $1.59M ▲ +15.2%
Year Plans Participants Total Assets
2022 1 2 $1M
2023 1 2 $2M
2024 1 2 $2M

James L. Adams filing trail (2023)

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$2M
Net Income$128K
Employer EIN061830774
Plan Effective Date2017-01-01
Filing StatusFILING RECEIVED

Nearby Defined Benefit (Pension) Plans in Alabama

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

Southern Multifamily LLC Cash Balance Plan vs. nearby Defined Benefit (Pension) plans in Alabama, assets vs. participants Scatter plot of 6 data points. -10000100020003000 -0.500.511.5 Total assets ($B) Participants Southern Multifamily LLC Cash Balance Plan, Total assets ($B): 0.00150749 · Participants: 2Southern Multifamily LLC Cash Balance PlanRegions Financial Corporation Retirement Plan, Total assets ($B): 1.23300032 · Participants: 292Regions Financial Corporation Retirement PlanBlue Cross and Blue Shield of Alabama Retirement Plan, Total assets ($B): 0.737313284 · Participants: 2014Blue Cross and Blue Shield of Alabama Retirement PlanRegions Financial Corporation Retirement Plan for Associates, Total assets ($B): 0.716301272 · Participants: 2395Regions Financial Corporation Retirement Plan for AssociatesVulcan Materials Company Pension Plan, Total assets ($B): 0.507585545 · Participants: 776Vulcan Materials Company Pension PlanAmerican Cast Iron Pipe Company Pension Plan, Total assets ($B): 0.440237888 · Participants: 832American Cast Iron Pipe Company Pension Plan
Southern Multifamily LLC Cash Balance Plan vs. nearby Defined Benefit (Pension) plans in Alabama, assets vs. participants
Compare Southern Multifamily LLC Cash Balance Plan side-by-side with 3 peers →

Southern Multifamily LLC Cash Balance Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Alabama, the nearest Defined Benefit (Pension) by assets is French Paper LLC Non-Union Retirement Plan in MI ($2M); by covered participants it is Lipsius-Benhaim Law LLP Cash Balance Plan in NY (2 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (2 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 Southern Multifamily LLC Cash Balance Plan assets move in 2023? ▼
Southern Multifamily LLC Cash Balance Plan grew at a solid clip - up 9.3% during 2023, from $1M to $2M. Reported net income was $128K.
How have James L. Adams plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), James L. Adams's sponsor-wide assets grew 15.1%, from $1M to $2M.
Which Defined Benefit (Pension) plans are similar in size to Southern Multifamily LLC Cash Balance Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is French Paper LLC Non-Union Retirement Plan in MI ($2M, 9 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Southern Multifamily LLC Cash Balance Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Lipsius-Benhaim Law LLP Cash Balance Plan in NY (2 participants, $7K 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 061830774.

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.