Defined Benefit (Pension) · DOL Form 5500 · 2023

Exeter Capital Management, LLC Pension Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
1
Participants Small participant base
36th
Percentile by assets National rank
$3.0M
Avg per participant High balance/head
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Official DOL plan name: Exeter Capital Management, LLC Defined Benefit Pension Plan · Sponsored by Exeter Capital Management, LLC · Texas · Real Estate

$3M in assets, 1 participants

Exeter Capital Management, LLC's Exeter Capital Management, LLC Defined Benefit Pension Plan reported $3M in total assets and 1 participant in its 2023 DOL Form 5500 filing, ranking in the 36th 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.

  • #2,627 in Real Estate (4,727 peers)

Real Estate sector rank

Within Real Estate, Exeter Capital Management, LLC Defined Benefit Pension Plan ranks #2,627 of 4,727 2023 filers by assets (863% of the sector average)-$3M for 1 participant.

#2,627
in Real Estate (4,727 peers)
+11.6%
assets growth YoY

Exeter Capital Management, LLC Defined Benefit Pension Plan's mid-pack asset rank among Real Estate and all filers

Exeter Capital Management, LLC Defined Benefit Pension Plan vs every filed plan by assets

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

$3,007,510 36th percentile higher than 36% 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

Exeter Capital Management, LLC Defined Benefit 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. Exeter Capital Management, LLC Defined Benefit Pension Plan is a micro filing (1 participant), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Exeter Capital Management, LLC Defined Benefit Pension Plan reported net income rose from $125K in the plan year 2022 filing to $313K in the plan year 2023 filing.
  • Exeter Capital Management, LLC Defined Benefit Pension Plan end-of-year assets rose from $3M in the plan year 2022 filing to $3M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 208196053 · Exeter Capital Management, LLC PY 2023 · Defined Benefit (Pension)

Exeter Capital Management, LLC Defined Benefit Pension Plan · $3M · 1 · 36th

  • 5500 $3M
  • ASSETS 1
  • PCT 36th
  • EIN Defined Benefit (Pension)
  • RANK near Sligh Furniture Co. Defined Benefit Pension Plan
  • PHOTO ind #2627

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 Texas →

Exeter Capital Management, LLC Defined Benefit Pension Plan in the asset neighbourhood

Mendez & Co., Inc. Employees' Retirement PlanMendez & Co., Inc. Employees…$3MExeter Capital Management, LLC Defined Benefit Pension PlanExeter Capital Management, L…$3MSligh Furniture Co. Defined Benefit Pension PlanSligh Furniture Co. Defined …$3MTushar B. Patel Dds, Inc. Defined Benefit Pension PlanTushar B. Patel Dds, Inc. De…$3MFidelco Guide Dog Foundation, Inc. Pension and Retirement PlanFidelco Guide Dog Foundation…$3M
End-of-year total assets ($M) among Exeter Capital Management, LLC Defined Benefit 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)$3M
Net Assets (End of Year)$3M
Net Income$313K
Employer EIN208196053
Plan Effective Date2005-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Exeter Capital Management, LLC)

Sponsor-wide plan assets over time

All Exeter Capital Management, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$2M 18.438213225642418% vs 2022
2024 filing year
$2M$2.5M$3M$3.5M 202220232024 $2.71M $2.21M ▼ -18.5%
Year Plans Participants Total Assets
2022 2 2 $3M
2023 2 2 $3M
2024 2 2 $2M

Nearby Defined Benefit (Pension) Plans in Texas

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

Exeter Capital Management, LLC Defined Benefit Pension Plan vs. nearby Defined Benefit (Pension) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -10010203040 Total assets ($B) Participants Exeter Capital Management, LLC Defined Benefit Pension Plan, Total assets ($B): 0.00300751 · Participants: 1Exeter Capital Management, LLC Defined Benefit Pension PlanAT&T Pension Benefit Plan, Total assets ($B): 30.018512 · Participants: 107859AT&T Pension Benefit PlanShell Pension Plan, Total assets ($B): 15.133347097 · Participants: 12215Shell Pension PlanExxonmobil Pension Plan, Total assets ($B): 12.015 · Participants: 22551Exxonmobil Pension PlanCaterpillar Inc. Retirement Income Plan, Total assets ($B): 9.803014695 · Participants: 12138Caterpillar Inc. Retirement Income PlanBp Retirement Accumulation Plan, Total assets ($B): 5.493677099 · Participants: 9360Bp Retirement Accumulation Plan
Exeter Capital Management, LLC Defined Benefit Pension Plan vs. nearby Defined Benefit (Pension) plans in Texas, assets vs. participants
Compare Exeter Capital Management, LLC Defined Benefit Pension Plan side-by-side with 3 peers →

Exeter Capital Management, LLC Defined Benefit Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Texas, the nearest Defined Benefit (Pension) by assets is Sligh Furniture Co. Defined Benefit Pension Plan in NC ($3M); 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.

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.

Frequently Asked Questions

How did Exeter Capital Management, LLC Defined Benefit Pension Plan assets move in 2023? ▼
Exeter Capital Management, LLC Defined Benefit Pension Plan grew at a solid clip - up 11.6% during 2023, from $3M to $3M. Reported net income was $313K.
How have Exeter Capital Management, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Exeter Capital Management, LLC's sponsor-wide assets declined 18.4%, from $3M to $2M.
Which Defined Benefit (Pension) plans are similar in size to Exeter Capital Management, LLC Defined Benefit Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Sligh Furniture Co. Defined Benefit Pension Plan in NC ($3M, N/A participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Exeter Capital Management, LLC Defined Benefit 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).

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 208196053.

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.