Defined Benefit (Pension) · DOL Form 5500 · 2023
Prospect Capital Benefits LLC Pension Plan
Data updated 2026-08-25
- $12M
- Total assets Small plan by assets
- 42
- Participants Small participant base
- 63rd
- Percentile by assets National rank
- $288,954
- Avg per participant High balance/head
Official DOL plan name: Prospect Capital Benefits LLC Cash Balance Plan · Sponsored by Prospect Capital Benefits LLC · Florida · Finance & Insurance
$12M in assets, 42 participants
Prospect Capital Benefits LLC's Prospect Capital Benefits LLC Cash Balance Plan reported $12M in total assets and 42 participants in its 2023 DOL Form 5500 filing, ranking in the 63rd 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.
- #4,229 in Finance & Insurance (8,869 peers)
Prospect Capital Benefits LLC multi-year trail
Prospect Capital Benefits LLC's plans moved +111.4% in assets from 2022 to 2024; this filing shows Prospect Capital Benefits LLC Cash Balance Plan at $12M / 42 participants.
- #4,229
- in Finance & Insurance (8,869 peers)
- +62.8%
- assets growth YoY
Prospect Capital Benefits LLC Cash Balance Plan's mid-pack asset rank among Finance & Insurance and all filers
Prospect Capital Benefits LLC Cash Balance Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$12,136,056 Top 37% higher than 63% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Prospect Capital Benefits LLC Cash Balance Plan among smaller filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Prospect Capital Benefits LLC Cash Balance Plan is a small filing (42 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Prospect Capital Benefits LLC Cash Balance Plan reported net income rose from -$105K in the plan year 2022 filing to $5M in the plan year 2023 filing.
- Prospect Capital Benefits LLC Cash Balance Plan end-of-year assets rose from $7M in the plan year 2022 filing to $12M in the plan year 2023 filing.
- Prospect Capital Benefits LLC Cash Balance Plan reported participants rose from 36 in the plan year 2022 filing to 42 in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 133879550 · Prospect Capital Benefits LLC PY 2023 · Defined Benefit (Pension)
Prospect Capital Benefits LLC Cash Balance Plan · $12M · 42 · 63rd
- PHOTO $12M
- PHOTO 42
- PHOTO 63rd
- PHOTO Defined Benefit (Pension)
- PHOTO near Denkai America Employees' Pension Plan
- PHOTO ind #4229
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 Finance & Insurance retirement plans → · Plans in Florida →
Prospect Capital Benefits LLC Cash Balance Plan in the asset neighbourhood
Prospect Capital Benefits LLC multi-year asset trail
Sponsor-wide plan assets over time
All Prospect Capital Benefits LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $16M 111.4091284726135% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 36 | $7M |
| 2023 | 1 | 42 | $12M |
| 2024 | 1 | 51 | $16M |
Prospect Capital Benefits LLC filing trail (2023)
| Total Assets (Beginning of Year) | $7M |
|---|---|
| Net Assets (End of Year) | $12M |
| Net Income | $5M |
| Employer EIN | 133879550 |
| Plan Effective Date | 2019-01-01 |
| Filing Status | FILING RECEIVED |
Nearby Defined Benefit (Pension) Plans in Florida
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- L3harris Technologies Consolidated Pension Plan $7.7B · 4,676
- Nextera Energy, Inc. Employee Pension Plan $5.1B · 13,121
- Csx Pension Plan $2.4B · 2,446
- Retirement Accumulation Plan for Partners of Pwc $2.2B · 3,967
- Retirement Benefit Accumulation Plan for Employees of Pwc $1.9B · 5,514
Prospect Capital Benefits LLC Cash Balance Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside Florida, the nearest Defined Benefit (Pension) by assets is Denkai America Employees' Pension Plan in SC ($12M); by covered participants it is American Textile Maintenance Company Employees Cash Balance Pension Plan in CA (42 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($12M here).
- Denkai America Employees' Pension Plan (SC) $12M · 34
- Local 74 Uswu Pension Fund (NY) $12M · 49
- Mpd, Inc. Employees' Pension Plan (KY) $12M · 31
- United Disability Services Defined Benefit Plan (OH) $12M · 44
Similar participant headcount
Nearest other-state filings by covered participants (42 participants); asset peers above are excluded.
- American Textile Maintenance Company Employees Cash Balance Pension Plan (CA) 42 · 0 off
- Cemetery Employer Association Union Pension Plan (NY) 42 · 0 off
- Media Guild Retirement Plan (CA) 42 · 0 off
- United Launch Alliance Pension Plan for Hourly Employees of the Space Systems Group at Harlingen (CO) 42 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.