Defined Benefit (Pension) · DOL Form 5500 · 2023

535 Main LLC Pension Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
269
Participants Below avg headcount
42nd
Percentile by assets National rank
$16,446
Avg per participant Low balance/head
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Official DOL plan name: 535 Main LLC Cash Balance Pension Plan · Sponsored by 535 Main LLC · Kentucky · Food Services & Accommodation

$4M in assets, 269 participants

535 Main LLC's 535 Main LLC Cash Balance Pension Plan reported $4M in total assets and 269 participants in its 2023 DOL Form 5500 filing, ranking in the 42nd 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.

  • #2,944 in Food Services & Accommodation (3,828 peers)

Coverage in Kentucky

535 Main LLC Cash Balance Pension Plan covers 269 participants in Kentucky, about 42% of the average Kentucky filer (state average ~647 per filing). Assets: $4M.

#2,944
in Food Services & Accommodation (3,828 peers)
+20.0%
assets growth YoY

535 Main LLC Cash Balance Pension Plan's mid-pack asset rank among Food Services & Accommodation and all filers

535 Main LLC Cash Balance Pension Plan vs every filed plan by assets

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

$4,423,926 42nd percentile higher than 42% 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

535 Main LLC 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. 535 Main LLC Cash Balance Pension Plan sits mid-pack in the medium band (269 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • 535 Main LLC Cash Balance Pension Plan reported net income rose from $141K in the plan year 2022 filing to $739K in the plan year 2023 filing.
  • 535 Main LLC Cash Balance Pension Plan end-of-year assets rose from $4M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • 535 Main LLC Cash Balance Pension Plan reported participants rose from 234 in the plan year 2022 filing to 269 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 010672358 · 535 Main LLC PY 2023 · Defined Benefit (Pension)

535 Main LLC Cash Balance Pension Plan · $4M · 269 · 42nd

  • PHOTO $4M
  • IND 269
  • EOY 42nd
  • 5500 Defined Benefit (Pension)
  • ASSETS near Suburban Manufacturing Company Retirement Plan for Bargaining Employees
  • PCT ind #2944

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 Kentucky →

535 Main LLC Cash Balance Pension Plan in the asset neighbourhood

Glenwood Academy Employees Defined Benefit Retirement PlanGlenwood Academy Employees D…$4M535 Main LLC Cash Balance Pension Plan535 Main LLC Cash Balance Pe…$4MSuburban Manufacturing Company Retirement Plan for Bargaining EmployeesSuburban Manufacturing Compa…$4MAtkinson Trading Company Defined Benefit and Cash Balance PlanAtkinson Trading Company Def…$4MLeroy Springs & Company, Inc. Noncontributory Retirement PlanLeroy Springs & Company, Inc…$4M
End-of-year total assets ($M) among 535 Main LLC Cash Balance Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Kentucky filing particulars

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$4M
Net Income$739K
Employer EIN010672358
Plan Effective Date2015-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (535 Main LLC)

Sponsor-wide plan assets over time

All 535 Main LLC plans reported in each filing year

Latest sponsor-wide plan assets
$10M 45.52851337677395% vs 2022
2024 filing year
$6M$7M$8M$9M$10M$11M 202220232024 $6.94M $10.1M ▲ +45.5%
Year Plans Participants Total Assets
2022 2 466 $7M
2023 2 536 $9M
2024 2 574 $10M

Nearby Defined Benefit (Pension) Plans in Kentucky

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

535 Main LLC Cash Balance Pension Plan vs. nearby Defined Benefit (Pension) plans in Kentucky, assets vs. participants Scatter plot of 6 data points. -1000010002000300040005000 -0.500.511.5 Total assets ($B) Participants 535 Main LLC Cash Balance Pension Plan, Total assets ($B): 0.004423926 · Participants: 269535 Main LLC Cash Balance Pension PlanLg&e and Ku Pension Plan, Total assets ($B): 1.112165749 · Participants: 833Lg&e and Ku Pension PlanAshland Hercules Pension Plan, Total assets ($B): 0.984309 · Participants: 70Ashland Hercules Pension PlanYum Brands Retirement Plan, Total assets ($B): 0.734224 · Participants: 3834Yum Brands Retirement PlanBrown-Forman Corporation Salaried Employees Retirement Plan, Total assets ($B): 0.499207588 · Participants: 1160Brown-Forman Corporation Salaried Employees Retirement PlanAshland Hercules Pension Plan II, Total assets ($B): 0.468812 · Participants: 57Ashland Hercules Pension Plan II
535 Main LLC Cash Balance Pension Plan vs. nearby Defined Benefit (Pension) plans in Kentucky, assets vs. participants
Compare 535 Main LLC Cash Balance Pension Plan side-by-side with 3 peers →

535 Main LLC Cash Balance Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Kentucky, the nearest Defined Benefit (Pension) by assets is Suburban Manufacturing Company Retirement Plan for Bargaining Employees in TN ($4M); by covered participants it is Premcor Pension Plan in TX (269 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (269 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 535 Main LLC Cash Balance Pension Plan assets move in 2023? ▼
535 Main LLC Cash Balance Pension Plan grew sharply - up 20.0% during 2023, from $4M to $4M. Reported net income was $739K.
How have 535 Main LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), 535 Main LLC's sponsor-wide assets grew 45.5%, from $7M to $10M.
Which Defined Benefit (Pension) plans are similar in size to 535 Main LLC Cash Balance Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Suburban Manufacturing Company Retirement Plan for Bargaining Employees in TN ($4M, 31 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to 535 Main LLC Cash Balance Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Premcor Pension Plan in TX (269 participants, $65M 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 010672358.

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.