Defined Benefit (Pension) · DOL Form 5500 · 2023

Cbi Acquisitions, LLC Pension Plan

Data updated 2026-08-25

$309K
Total assets Small plan by assets
4
Participants Small participant base
14th
Percentile by assets National rank
$77,333
Avg per participant Below avg balance/head
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Official DOL plan name: Caneel Bay Resort Retirement Income Plan · Sponsored by Cbi Acquisitions, LLC · Virgin Islands · Food Services & Accommodation

$309K in assets, 4 participants

Cbi Acquisitions, LLC's Caneel Bay Resort Retirement Income Plan reported $309K in total assets and 4 participants in its 2023 DOL Form 5500 filing, ranking in the 14th 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.

  • #1,422 in Food Services & Accommodation (3,828 peers)

Food Services & Accommodation sector rank

Within Food Services & Accommodation, Caneel Bay Resort Retirement Income Plan ranks #1,422 of 3,828 2023 filers by assets (6325% of the sector average)-$309K for 4 participants.

#1,422
in Food Services & Accommodation (3,828 peers)
-90.1%
assets change YoY

The plan reported a net loss of $3M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Caneel Bay Resort Retirement Income Plan among the smaller filed plans by assets

Caneel Bay Resort Retirement Income Plan vs every filed plan by assets

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

$309,333 14th percentile higher than 14% 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

Caneel Bay Resort Retirement Income 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. Caneel Bay Resort Retirement Income Plan is a micro filing (4 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Caneel Bay Resort Retirement Income Plan reported net income fell from -$1M in the plan year 2022 filing to -$3M in the plan year 2023 filing.
  • Caneel Bay Resort Retirement Income Plan end-of-year assets fell from $3M in the plan year 2022 filing to $309K in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 660634470 · Cbi Acquisitions, LLC PY 2023 · Defined Benefit (Pension)

Caneel Bay Resort Retirement Income Plan · $309K · 4 · 14th

  • TYPE $309K
  • TYPE 4
  • TYPE 14th
  • TYPE Defined Benefit (Pension)
  • TYPE near The Mindside LLC Cash Balance Plan
  • TYPE ind #1422

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 Food Services & Accommodation retirement plans → · Plans in Virgin Islands →

Caneel Bay Resort Retirement Income Plan in the asset neighbourhood

Caneel Bay Resort Retirement Income PlanCaneel Bay Resort Retirement…$309KThe Mindside LLC Cash Balance PlanThe Mindside LLC Cash Balanc…$309KPiercy Golf, Inc. Defined Benefit PlanPiercy Golf, Inc. Defined Be…$311KLake Shore, Inc. Truck Drivers Pension PlanLake Shore, Inc. Truck Drive…$312KSteven E. Howell, Cpa, PC Cash Balance PlanSteven E. Howell, Cpa, PC Ca…$306K
End-of-year total assets ($M) among Caneel Bay Resort Retirement Income Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Food Services & Accommodation filing particulars

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$309K
Net Income-$3M
Employer EIN660634470
Plan Effective Date1972-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Cbi Acquisitions, LLC)

Sponsor-wide plan assets over time

All Cbi Acquisitions, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$309K 90.0682211201646% vs 2022
2023 filing year
$0M$1M$2M$3M$4M 20222023 $3.11M $0.31M ▼ -90.0%
Year Plans Participants Total Assets
2022 1 4 $3M
2023 1 4 $309K

Nearby Defined Benefit (Pension) Plans in Virgin Islands

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

Caneel Bay Resort Retirement Income Plan vs. nearby Defined Benefit (Pension) plans in Virgin Islands, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -20020406080 Total assets ($B) Participants Caneel Bay Resort Retirement Income Plan, Total assets ($B): 0.000309333 · Participants: 4Caneel Bay Resort Retirement Income PlanWestern Conference of Teamsters Pension Plan, Total assets ($B): 57.387332732 · Participants: 229511Western Conference of Teamsters Pension PlanCentral States, Southeast & Southwest Areas Pension Plan, Total assets ($B): 49.680270595 · Participants: 48538Central States, Southeast & Southwest Areas Pension PlanGeneral Motors Hourly-Rate Employees Pension Plan, Total assets ($B): 44.838918802 · Participants: 17959General Motors Hourly-Rate Employees Pension PlanRtx Consolidated Pension Plan, Total assets ($B): 43.752088232 · Participants: 23823Rtx Consolidated Pension PlanState Farm Insurance Companies Retirement Plan for United States Employees, Total assets ($B): 35.242945747 · Participants: 45001State Farm Insurance Companies Retirement Plan for United States Employees
Caneel Bay Resort Retirement Income Plan vs. nearby Defined Benefit (Pension) plans in Virgin Islands, assets vs. participants
Compare Caneel Bay Resort Retirement Income Plan side-by-side with 3 peers →

Caneel Bay Resort Retirement Income Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Virgin Islands, the nearest Defined Benefit (Pension) by assets is The Mindside LLC Cash Balance Plan in AL ($309K); by covered participants it is Ship Wheel Retirement Fund and Trust in MA (4 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($309K here).

Similar participant headcount

Nearest other-state filings by covered participants (4 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 Caneel Bay Resort Retirement Income Plan assets move in 2023? ▼
Caneel Bay Resort Retirement Income Plan contracted severely - down 90.1% during 2023, from $3M to $309K. Reported net income was -$3M.
How have Cbi Acquisitions, LLC plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), Cbi Acquisitions, LLC's sponsor-wide assets declined 90.1%, from $3M to $309K.
Where does Caneel Bay Resort Retirement Income Plan rank by assets among Form 5500 filers? ▼
Caneel Bay Resort Retirement Income Plan ranks in the 14th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).
Which Defined Benefit (Pension) plans are similar in size to Caneel Bay Resort Retirement Income Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is The Mindside LLC Cash Balance Plan in AL ($309K, 3 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Caneel Bay Resort Retirement Income Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Ship Wheel Retirement Fund and Trust in MA (4 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 660634470.

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.