Defined Benefit (Pension) · DOL Form 5500 · 2023

Affordable Property Management Pension Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
6
Participants Small participant base
30th
Percentile by assets National rank
$331,685
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Affordable Property Management Cash Balance Plan · Sponsored by Affordable Property Management · · Real Estate

$2M in assets, 6 participants

Affordable Property Management's Affordable Property Management Cash Balance Plan reported $2M in total assets and 6 participants in its 2023 DOL Form 5500 filing, ranking in the 30th 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.

  • #2,353 in Real Estate (4,727 peers)

Real Estate sector rank

Within Real Estate, Affordable Property Management Cash Balance Plan ranks #2,353 of 4,727 2023 filers by assets (1305% of the sector average)-$2M for 6 participants.

#2,353
in Real Estate (4,727 peers)
+23.5%
assets growth YoY

Affordable Property Management Cash Balance Plan among the smaller filed plans by assets

Affordable Property Management Cash Balance Plan vs every filed plan by assets

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

$1,990,108 30th percentile higher than 30% 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

Affordable Property Management 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. Affordable Property Management Cash Balance Plan is a micro filing (6 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Affordable Property Management Cash Balance Plan reported participants fell from 8 in the plan year 2022 filing to 6 in the plan year 2023 filing.
  • Affordable Property Management Cash Balance Plan end-of-year assets rose from $2M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Affordable Property Management Cash Balance Plan reported net income fell from $420K in the plan year 2022 filing to $379K in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 814246539 · Affordable Property Management PY 2023 · Defined Benefit (Pension)

Affordable Property Management Cash Balance Plan · $2M · 6 · 30th

  • SCH $2M
  • SCH 6
  • SCH 30th
  • SCH Defined Benefit (Pension)
  • SCH near Seethalakshmi Natesan Defined Benefit Pension Plan
  • SCH ind #2353

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 →

Affordable Property Management Cash Balance Plan in the asset neighbourhood

Affordable Property Management Cash Balance PlanAffordable Property Manageme…$2MSeethalakshmi Natesan Defined Benefit Pension PlanSeethalakshmi Natesan Define…$2MElectric Motor Sales & Service, Inc. Cash Balance PlanElectric Motor Sales & Servi…$2MRobert J. Anderson, M.D., P.a. Defined Benefit Pension TrustRobert J. Anderson, M.D., P.…$2MInternational Executive Service Corps Retirement PlanInternational Executive Serv…$2M
End-of-year total assets ($M) among Affordable Property Management Cash Balance Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Real Estate filing particulars

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income$379K
Employer EIN814246539
Plan Effective Date2017-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Affordable Property Management)

Sponsor-wide plan assets over time

All Affordable Property Management plans reported in each filing year

Latest sponsor-wide plan assets
$3M 46.10416599148619% vs 2022
2024 filing year
$1.5M$2M$2.5M$3M 202220232024 $1.76M $2.57M ▲ +46.0%
Year Plans Participants Total Assets
2022 2 16 $2M
2023 2 12 $2M
2024 2 8 $3M

Nearby Defined Benefit (Pension) Plans in

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

Affordable Property Management Cash Balance Plan vs. nearby Defined Benefit (Pension) plans in , assets vs. participants Scatter plot of 6 data points. -500050010001500 -0.500.511.5 Total assets ($B) Participants Affordable Property Management Cash Balance Plan, Total assets ($B): 0.001990108 · Participants: 6Affordable Property Management Cash Balance PlanTransocean U.S. Retirement Plan, Total assets ($B): 1.199221958 · Participants: 992Transocean U.S. Retirement PlanResolute Fp US Pension Plan, Total assets ($B): 0.561931939 · Participants: 276Resolute Fp US Pension PlanRetirement Plan for Employees of Learjet Inc., Bombardier Aerospace Corporation and Affiliates, Total assets ($B): 0.488864957 · Participants: 982Retirement Plan for Employees of Learjet Inc., Bombardier Aerospace Corporation and AffiliatesMagna U.S. Consolidated Pension Plan, Total assets ($B): 0.161893826 · Participants: 472Magna U.S. Consolidated Pension PlanDomtar US Hourly Pension Plan, Total assets ($B): 0.149441025 · Participants: 1324Domtar US Hourly Pension Plan
Affordable Property Management Cash Balance Plan vs. nearby Defined Benefit (Pension) plans in , assets vs. participants
Compare Affordable Property Management Cash Balance Plan side-by-side with 3 peers →

Affordable Property Management Cash Balance Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside this state, the nearest Defined Benefit (Pension) by assets is Seethalakshmi Natesan Defined Benefit Pension Plan in PA ($2M); by covered participants it is Reprop Investments Inc Cash Balance Pension Plan in CA (6 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (6 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 Affordable Property Management Cash Balance Plan assets move in 2023? ▼
Affordable Property Management Cash Balance Plan grew sharply - up 23.5% during 2023, from $2M to $2M. Reported net income was $379K.
How have Affordable Property Management plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Affordable Property Management's sponsor-wide assets grew 46.1%, from $2M to $3M.
Which Defined Benefit (Pension) plans are similar in size to Affordable Property Management Cash Balance Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Seethalakshmi Natesan Defined Benefit Pension Plan in PA ($2M, 3 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Affordable Property Management Cash Balance Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Reprop Investments Inc Cash Balance Pension Plan in CA (6 participants, 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 814246539.

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.