Defined Benefit (Pension)
2023 plan-year Defined Benefit (Pension) DOL Form 5500

CANEEL BAY RESORT RETIREMENT INCOME PLAN

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

CBI ACQUISITIONS, LLC

This Defined Benefit (Pension) plan holds $309K in total assets and serves 4 participants as of 2023. It is sponsored by CBI ACQUISITIONS, LLC in Virgin Islands. The plan reported a net loss of $3M for the year.

Total Assets (2023)
$309K
Participants
4
Industry
Food Services & Accommodation

What the Filing Says About CANEEL BAY RESORT RETIREMENT INCOME PLAN

CANEEL BAY RESORT RETIREMENT INCOME PLAN is a Defined Benefit (Pension) retirement plan sponsored by CBI ACQUISITIONS, LLC, headquartered in Virgin Islands. As of the 2023 Form 5500 filing, the plan reports $309K in total end-of-year assets and covers 4 participants across the Food Services & Accommodation industry. The sponsor's EIN on file with the U.S. Department of Labor is 660634470, and the plan has been effective since 1972-01-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $3M at the beginning of 2023 to $309K at year-end — a decline of 90.1%. Net assets (after liabilities) closed the year at $309K, with reported net income of $-2,805,245 driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 1 prior plan-year filing from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$3M
Total Assets (End of Year)$309K
Net Assets (End of Year)$309K
Net Income$-2,805,245
Plan TypeDefined Benefit (Pension)
Employer EIN660634470
Plan Effective Date1972-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (CBI ACQUISITIONS, LLC)

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.

Frequently Asked Questions

How much money is in the CANEEL BAY RESORT RETIREMENT INCOME PLAN?
As of the 2023 Form 5500 filing, CANEEL BAY RESORT RETIREMENT INCOME PLAN holds $309K in total assets with 4 participants. It is sponsored by CBI ACQUISITIONS, LLC.
What type of plan is CANEEL BAY RESORT RETIREMENT INCOME PLAN?
CANEEL BAY RESORT RETIREMENT INCOME PLAN is a Defined Benefit (Pension) plan. It has been effective since 1972-01-01. The plan is filed with the U.S. Department of Labor under EIN 660634470.
Who sponsors the CANEEL BAY RESORT RETIREMENT INCOME PLAN?
CANEEL BAY RESORT RETIREMENT INCOME PLAN is sponsored by CBI ACQUISITIONS, LLC, located in Virgin Islands. The sponsor's EIN is 660634470 and the plan operates in the Food Services & Accommodation industry.
How did CANEEL BAY RESORT RETIREMENT INCOME PLAN perform in 2023?
CANEEL BAY RESORT RETIREMENT INCOME PLAN declined by 90.1% during 2023, moving from $3M to $309K in total assets. Net income was $-2,805,245.
Where can I find official filings for CANEEL BAY RESORT RETIREMENT INCOME PLAN?
Official Form 5500 filings for CANEEL BAY RESORT RETIREMENT INCOME PLAN are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 660634470 or plan name at efast.dol.gov.
How does CANEEL BAY RESORT RETIREMENT INCOME PLAN compare to other plans?
You can compare CANEEL BAY RESORT RETIREMENT INCOME PLAN against other Defined Benefit (Pension) plans on the plan type page, or view plans in Virgin Islands on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

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.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from official public datasets. See our methodology for details.