Defined Benefit (Pension) · DOL Form 5500 · 2023

Better Off Realty Corp. Pension Plan

Data updated 2026-08-25

$699K
Total assets Small plan by assets
7
Participants Small participant base
21st
Percentile by assets National rank
$99,810
Avg per participant Below avg balance/head
PlainRetire home → About this data RSS: change history

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.

  • #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.

#3,408
in Other Services (7,857 peers)
+2.0%
assets growth YoY

Better Off Realty Corp. Retirement Plan and Trust among the smaller filed plans by 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

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

Better Off Realty Corp. Retirement Plan and Trust among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Better Off Realty Corp. Retirement Plan and Trust is a micro filing (7 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → 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 →

Published 5500 schedule card

Filing strip 272424120 · Better Off Realty Corp. PY 2023 · Defined Benefit (Pension)

Better Off Realty Corp. Retirement Plan and Trust · $699K · 7 · 21st

  • 5500 $699K
  • ASSETS 7
  • PCT 21st
  • EIN Defined Benefit (Pension)
  • RANK near Rivercap Holdings, LLC Cash Balance Pension Plan and Trust
  • PHOTO ind #3408

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 Other Services retirement plans → · Plans in New York →

Better Off Realty Corp. Retirement Plan and Trust in the asset neighbourhood

Better Off Realty Corp. Retirement Plan and TrustBetter Off Realty Corp. Reti…$699KRivercap Holdings, LLC Cash Balance Pension Plan and TrustRivercap Holdings, LLC Cash …$700KRetirement Plan for Employees of Sundance SquareRetirement Plan for Employee…$697KJda Custom Homes, Inc. Cash Balance Pension PlanJda Custom Homes, Inc. Cash …$697KSterling Builder Group, Inc. DB PlanSterling Builder Group, Inc.…$701K
End-of-year total assets ($M) among Better Off Realty Corp. Retirement Plan and Trust and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Other Services filing particulars

Total Assets (Beginning of Year)$685K
Net Assets (End of Year)$699K
Net Income$14K
Employer EIN272424120
Plan Effective Date2020-11-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Better Off Realty Corp.)

Sponsor-wide plan assets over time

All Better Off Realty Corp. plans reported in each filing year

Latest sponsor-wide plan assets
$699K 1.999935763797644% vs 2022
2023 filing year
$0.67M$0.68M$0.69M$0.7M$0.71M 20222023 $0.68M $0.7M ▲ +2.9%
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 Scatter plot of 6 data points. -50000050000100000150000 -100102030 Total assets ($B) Participants Better Off Realty Corp. Retirement Plan and Trust, Total assets ($B): 0.000698671 · Participants: 7Better Off Realty Corp. Retirement Plan and TrustIBM Personal Pension Plan, Total assets ($B): 24.955758896 · Participants: 14881IBM Personal Pension PlanConsolidated Edison Retirement Plan, Total assets ($B): 16.184377155 · Participants: 10779Consolidated Edison Retirement Plan1199seiu Health Care Employees Pension Fund, Total assets ($B): 16.16620463 · Participants: 1075821199seiu Health Care Employees Pension FundPfizer Consolidated Pension Plan, Total assets ($B): 10.955262618 · Participants: 9616Pfizer Consolidated Pension PlanPepsico Employees Retirement Plan I, Total assets ($B): 7.599669 · Participants: 12289Pepsico Employees Retirement Plan I
Better Off Realty Corp. Retirement Plan and Trust vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants
Compare Better Off Realty Corp. Retirement Plan and Trust side-by-side with 3 peers →

Better Off Realty Corp. Retirement Plan and Trust's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside New York, the nearest Defined Benefit (Pension) by assets is Rivercap Holdings, LLC Cash Balance Pension Plan and Trust in OH ($700K); by covered participants it is Team Sweasey, Inc. Defined Benefit Pension Plan in CA (7 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (7 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 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).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Better Off Realty Corp. Retirement Plan and Trust? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Team Sweasey, Inc. Defined Benefit Pension Plan in CA (7 participants, $3M 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 272424120.

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.