Defined Benefit (Pension) · DOL Form 5500 · 2024

Vjk Prosperity Realty Pension Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets
3
Participants Small participant base
24th
Percentile by assets National rank
$355,105
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Vjk Prosperity Realty Cash Balance Plan · Sponsored by Vjk Prosperity Realty · California · Real Estate

$1M in assets, 3 participants

Vjk Prosperity Realty's Vjk Prosperity Realty Cash Balance Plan reported $1M in total assets and 3 participants in its 2024 DOL Form 5500 filing, ranking in the 24th 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.

  • #1,875 in Real Estate (4,605 peers)

Vjk Prosperity Realty multi-year trail

Vjk Prosperity Realty's plans moved +53.5% in assets from 2023 to 2024; this filing shows Vjk Prosperity Realty Cash Balance Plan at $1M / 3 participants.

#1,875
in Real Estate (4,605 peers)
+53.5%
assets growth YoY

Vjk Prosperity Realty Cash Balance Plan among the smaller filed plans by assets

Vjk Prosperity Realty Cash Balance Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$1,065,316 24th percentile higher than 24% of 123,620 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 2024

Vjk Prosperity Realty Cash Balance Plan among micro filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Vjk Prosperity Realty Cash Balance Plan is a micro filing (3 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Vjk Prosperity Realty Cash Balance Plan reported net income rose from $223K in the plan year 2023 filing to $371K in the plan year 2024 filing.
  • Vjk Prosperity Realty Cash Balance Plan end-of-year assets rose from $694K in the plan year 2023 filing to $1M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 820831630 · Vjk Prosperity Realty PY 2024 · Defined Benefit (Pension)

Vjk Prosperity Realty Cash Balance Plan · $1M · 3 · 24th

  • PCT $1M
  • EIN 3
  • RANK 24th
  • PHOTO Defined Benefit (Pension)
  • IND near Local No. 171 Pension Plan
  • EOY ind #1875

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 →

Vjk Prosperity Realty Cash Balance Plan in the asset neighbourhood

Vjk Prosperity Realty Cash Balance PlanVjk Prosperity Realty Cash B…$1MLocal No. 171 Pension Plan$1MAmerican Heart Association Plan Svc 07/01/1976American Heart Association P…$1MSteelhead Medical Pension PlanSteelhead Medical Pension Pl…$1MManhattan Center for Early Learning Pension PlanManhattan Center for Early L…$1M
End-of-year total assets ($M) among Vjk Prosperity Realty Cash Balance Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2024.

Vjk Prosperity Realty multi-year asset trail

Sponsor-wide plan assets over time

All Vjk Prosperity Realty plans reported in each filing year

Latest sponsor-wide plan assets
$1M 53.489370592091525% vs 2023
2024 filing year
$0.6M$0.8M$1M$1.2M 20232024 $0.69M $1.07M ▲ +55.1%
Year Plans Participants Total Assets
2023 1 3 $694K
2024 1 3 $1M

Vjk Prosperity Realty filing trail (2024)

Total Assets (Beginning of Year)$694K
Net Assets (End of Year)$1M
Net Income$371K
Employer EIN820831630
Plan Effective Date2021-01-01
Filing StatusFILING RECEIVED

Nearby Defined Benefit (Pension) Plans in California

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

Vjk Prosperity Realty Cash Balance Plan vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -10010203040 Total assets ($B) Participants Vjk Prosperity Realty Cash Balance Plan, Total assets ($B): 0.001065316 · Participants: 3Vjk Prosperity Realty Cash Balance PlanKaiser Permanente Retirement Plan, Total assets ($B): 34.452234723 · Participants: 135057Kaiser Permanente Retirement PlanPacific Gas and Electric Company Retirement Plan, Total assets ($B): 17.60716624 · Participants: 27500Pacific Gas and Electric Company Retirement PlanRetirement Plan for Physicians and Salaried Employees of the Permanente Medical Group, Inc., Total assets ($B): 11.441381434 · Participants: 18983Retirement Plan for Physicians and Salaried Employees of the Permanente Medical Group, Inc.Western States Carpenters Pension Plan, Total assets ($B): 11.342334451 · Participants: 48582Western States Carpenters Pension PlanIlwu-Pma Pension Plan, Total assets ($B): 10.798538721 · Participants: 15833Ilwu-Pma Pension Plan
Vjk Prosperity Realty Cash Balance Plan vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants

Vjk Prosperity Realty Cash Balance Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside California, the nearest Defined Benefit (Pension) by assets is Local No. 171 Pension Plan in NJ ($1M); by covered participants it is Merkley, Newman & Mclaws, Inc. Defined Benefit Pension Plan in AZ (3 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($1M here).

Similar participant headcount

Nearest other-state filings by covered participants (3 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Vjk Prosperity Realty Cash Balance Plan assets move in 2024?
Vjk Prosperity Realty Cash Balance Plan surged - up 53.5% during 2024, from $694K to $1M. Reported net income was $371K.
How have Vjk Prosperity Realty plan assets changed over time?
Across 2 plan years on file (2023-2024), Vjk Prosperity Realty's sponsor-wide assets grew 53.5%, from $694K to $1M.
Where does Vjk Prosperity Realty Cash Balance Plan rank by assets among Form 5500 filers?
Vjk Prosperity Realty Cash Balance Plan ranks in the 24th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (among the smaller plans by assets on file).
Which Defined Benefit (Pension) plans are similar in size to Vjk Prosperity Realty Cash Balance Plan?
Among Defined Benefit (Pension) plans in other states, the closest by assets is Local No. 171 Pension Plan in NJ ($1M, N/A participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Vjk Prosperity Realty Cash Balance Plan?
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Merkley, Newman & Mclaws, Inc. Defined Benefit Pension Plan in AZ (3 participants, $2M in assets).