Defined Benefit (Pension) · DOL Form 5500 · 2023

Better Off Realty Corp. Pension Plan

Data updated 2026-08-11

$699K
Total assets: 7
Participants: 21st
Percentile by assets: $99,810
Avg per participant

Official DOL plan name: Better Off Realty Corp. Retirement Plan and Trust · Sponsored by Better Off Realty Corp. · New York · Other Services

$699K in assets, 7 participants

Better Off Realty Corp.'s Better Off Realty Corp. Retirement Plan and Trust reported $699K in total assets and 7 participants in its 2023 DOL Form 5500 filing, ranking in the 21st 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.

21st percentile by assets (of 127,072 plans)
#3,408 in Other Services (7,857 peers)

Other Services sector rank

Within Other Services, Better Off Realty Corp. Retirement Plan and Trust ranks #3,408 of 7,857 2023 filers by assets (2873% of the sector average)-$699K for 7 participants.

$699K
total plan assets (2023 EOY): 7
covered participants: 21st
percentile by assets (of 127,072 plans): $99,810
avg assets per participant

Where Better Off Realty Corp. Retirement Plan and Trust sits by total assets

Better Off Realty Corp. Retirement Plan and Trust vs every filed plan by assets

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

$698,671 21st percentile higher than 21% 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

Better Off Realty Corp. Retirement Plan and Trust reported net income rose from $8K in the plan year 2022 filing to $14K in the plan year 2023 filing.
Better Off Realty Corp. Retirement Plan and Trust end-of-year assets rose from $685K in the plan year 2022 filing to $699K in the plan year 2023 filing.

See the national 2022→2023 release diff →

State

New York

Industry

Other Services

Rank #3,408 in Other Services

Among 7,857 Other Services plans that filed a Form 5500 for plan year 2023, Better Off Realty Corp. Retirement Plan and Trust ranks #3,408 by end-of-year assets - about 2873% of the sector average of $20M. Nationally it sits in the 21st percentile, a stronger position within its industry than across all filers.

Other Services filing particulars

Total Assets (Beginning of Year)	$685K
Net Assets (End of Year)	$699K
Net Income	$14K
Employer EIN	272424120
Plan Effective Date	2020-11-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Better Off Realty Corp.)

Total plan assets by year, all Better Off Realty Corp. plans on file

Year	Plans	Participants	Total Assets
2022	1	7	$685K
2023	1	7	$699K

Nearby Defined Benefit (Pension) Plans in New York

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

Better Off Realty Corp. Retirement Plan and Trust vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants

IBM Personal Pension Plan $25.0B · 14,881
Consolidated Edison Retirement Plan $16.2B · 10,779
1199seiu Health Care Employees Pension Fund $16.2B · 107,582
Pfizer Consolidated Pension Plan $11.0B · 9,616
Pepsico Employees Retirement Plan I $7.6B · 12,289

Compare Better Off Realty Corp. Retirement Plan … side-by-side with 3 peers →

Similar-Sized Defined Benefit (Pension) Plans Nationally

Defined Benefit (Pension) plans in other states closest to Better Off Realty Corp. Retirement Plan and Trust by total assets, not by location.

Rivercap Holdings, LLC Cash Balance Pension Plan and Trust (OH) $700K · 21
Retirement Plan for Employees of Sundance Square (TX) $697K · N/A
Jda Custom Homes, Inc. Cash Balance Pension Plan (VA) $697K · N/A
Sterling Builder Group, Inc. DB Plan (GA) $701K · 2

Frequently Asked Questions

How did Better Off Realty Corp. Retirement Plan and Trust assets move in 2023? ▼

Better Off Realty Corp. Retirement Plan and Trust edged up modestly - up 2.0% during 2023, from $685K to $699K. Reported net income was $14K.

How have Better Off Realty Corp. plan assets changed over time? ▼

Across 2 plan years on file (2022-2023), Better Off Realty Corp.'s sponsor-wide assets grew 2.0%, from $685K to $699K.

Where does Better Off Realty Corp. Retirement Plan and Trust rank by assets among Form 5500 filers? ▼

Better Off Realty Corp. Retirement Plan and Trust ranks in the 21st 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 Better Off Realty Corp. Retirement Plan and Trust? ▼

Among Defined Benefit (Pension) plans in other states, the closest by assets is Rivercap Holdings, LLC Cash Balance Pension Plan and Trust in OH ($700K, 21 participants).

Next read for Better Off Realty Corp. Retirement Plan …

Filing takeaways

Ways to act on Better Off Realty Corp. Retirement Plan and Trust's numbers.

By total assets, Better Off Realty Corp. Retirement Plan and Trust ranks among the smaller plans by assets on file. See the largest plans
Compare it side-by-side against 3 similar Defined Benefit (Pension) plans in New York. Compare plans
Better Off Realty Corp.'s sponsor-wide assets have grown 2.0% since 2022 across 2 plan years on file. More Other Services plans

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 272424120.