Defined Benefit (Pension) · DOL Form 5500 · 2023

Alexandria Real Estate Equities, Inc. Pension Plan

Data updated 2026-08-25

$14M
Total assets Small plan by assets
171
Participants Small participant base
65th
Percentile by assets National rank
$80,615
Avg per participant Below avg balance/head
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Official DOL plan name: Alexandria Real Estate Equities, Inc. Cash Balance Pension Plan · Sponsored by Alexandria Real Estate Equities, Inc. · California · Real Estate

$14M in assets, 171 participants

Alexandria Real Estate Equities, Inc.'s Alexandria Real Estate Equities, Inc. Cash Balance Pension Plan reported $14M in total assets and 171 participants in its 2023 DOL Form 5500 filing, ranking in the 65th 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.

  • #3,848 in Real Estate (4,727 peers)

Coverage in California

Alexandria Real Estate Equities, Inc. Cash Balance Pension Plan covers 171 participants in California, about 27% of the average California filer (state average ~630 per filing). Assets: $14M.

#3,848
in Real Estate (4,727 peers)
+2.8%
assets growth YoY

Alexandria Real Estate Equities, Inc. Cash Balance Pension Plan's mid-pack asset rank among Real Estate and all filers

Alexandria Real Estate Equities, Inc. Cash Balance Pension Plan vs every filed plan by assets

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

$13,785,190 Top 35% higher than 65% 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

Alexandria Real Estate Equities, Inc. Cash Balance Pension Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Alexandria Real Estate Equities, Inc. Cash Balance Pension Plan sits mid-pack in the medium band (171 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Alexandria Real Estate Equities, Inc. Cash Balance Pension Plan reported net income fell from $1M in the plan year 2022 filing to $375K in the plan year 2023 filing.
  • Alexandria Real Estate Equities, Inc. Cash Balance Pension Plan reported participants fell from 180 in the plan year 2022 filing to 171 in the plan year 2023 filing.
  • Alexandria Real Estate Equities, Inc. Cash Balance Pension Plan end-of-year assets rose from $13M in the plan year 2022 filing to $14M in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 954502084 · Alexandria Real Estate Equities, Inc. PY 2023 · Defined Benefit (Pension)

Alexandria Real Estate Equities, Inc. Cash Balance Pension Plan · $14M · 171 · 65th

  • BOOK $14M
  • VS-ST 171
  • BOY 65th
  • SCH Defined Benefit (Pension)
  • EBSA near Employees' Retirement Plan of Columbia Memorial Hospital
  • PART ind #3848

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 California →

Alexandria Real Estate Equities, Inc. Cash Balance Pension Plan in the asset neighbourhood

The Timken Belts Pension Plan$14MShenango Incorporated Pension PlanShenango Incorporated Pensio…$14MAlexandria Real Estate Equities, Inc. Cash Balance Pension PlanAlexandria Real Estate Equit…$14MEmployees' Retirement Plan of Columbia Memorial HospitalEmployees' Retirement Plan o…$14MKeil Chemical Pension Plan for Local 7-209 EmployeesKeil Chemical Pension Plan f…$14M
End-of-year total assets ($M) among Alexandria Real Estate Equities, Inc. Cash Balance Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

California filing particulars

Total Assets (Beginning of Year)$13M
Net Assets (End of Year)$14M
Net Income$375K
Employer EIN954502084
Plan Effective Date2002-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Alexandria Real Estate Equities, Inc.)

Sponsor-wide plan assets over time

All Alexandria Real Estate Equities, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$223M 55.48491055339439% vs 2022
2024 filing year
$100M$150M$200M$250M 202220232024 $144M $223M ▲ +55.5%
Year Plans Participants Total Assets
2022 2 718 $144M
2023 2 743 $186M
2024 2 712 $223M

Nearby Defined Benefit (Pension) Plans in California

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

Alexandria Real Estate Equities, Inc. Cash Balance Pension Plan vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -10010203040 Total assets ($B) Participants Alexandria Real Estate Equities, Inc. Cash Balance Pension Plan, Total assets ($B): 0.01378519 · Participants: 171Alexandria Real Estate Equities, Inc. Cash Balance Pension PlanKaiser Permanente Retirement Plan, Total assets ($B): 33.538817099 · Participants: 127356Kaiser Permanente Retirement PlanPacific Gas and Electric Company Retirement Plan, Total assets ($B): 21.40954351 · Participants: 22914Pacific Gas and Electric Company Retirement PlanPacific Gas and Electric Company Retirement Plan, Total assets ($B): 17.980531142 · Participants: 25647Pacific Gas and Electric Company Retirement PlanRetirement Plan for Physicians and Salaried Employees of the Permanente Medical Group, Inc., Total assets ($B): 10.814691143 · Participants: 19545Retirement Plan for Physicians and Salaried Employees of the Permanente Medical Group, Inc.Disney Salaried Pension Plan D, Total assets ($B): 10.057095066 · Participants: 10813Disney Salaried Pension Plan D
Alexandria Real Estate Equities, Inc. Cash Balance Pension Plan vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants
Compare Alexandria Real Estate Equities, Inc. Cash Balance Pension Plan side-by-side with 3 peers →

Alexandria Real Estate Equities, Inc. Cash Balance Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside California, the nearest Defined Benefit (Pension) by assets is Employees' Retirement Plan of Columbia Memorial Hospital in NY ($14M); by covered participants it is Toledo Roofers Local No 134 Pension Plan in OH (171 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (171 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 Alexandria Real Estate Equities, Inc. Cash Balance Pension Plan assets move in 2023? ▼
Alexandria Real Estate Equities, Inc. Cash Balance Pension Plan edged up modestly - up 2.8% during 2023, from $13M to $14M. Reported net income was $375K.
How have Alexandria Real Estate Equities, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Alexandria Real Estate Equities, Inc.'s sponsor-wide assets grew 55.5%, from $144M to $223M.
Which Defined Benefit (Pension) plans are similar in size to Alexandria Real Estate Equities, Inc. Cash Balance Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Employees' Retirement Plan of Columbia Memorial Hospital in NY ($14M, 17 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Alexandria Real Estate Equities, Inc. Cash Balance Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Toledo Roofers Local No 134 Pension Plan in OH (171 participants, $33M 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 954502084.

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.