Defined Benefit (Pension) · DOL Form 5500 · 2023

Jenaper Associates, Inc. Pension Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
1
Participants Small participant base
36th
Percentile by assets National rank
$3.1M
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Jenaper Associates, Inc. Retirement Plan · Sponsored by Jenaper Associates, Inc. · North Carolina · Real Estate

$3M in assets, 1 participants

Jenaper Associates, Inc.'s Jenaper Associates, Inc. Retirement Plan reported $3M in total assets and 1 participant in its 2023 DOL Form 5500 filing, ranking in the 36th 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.

  • #2,635 in Real Estate (4,727 peers)

Real Estate sector rank

Within Real Estate, Jenaper Associates, Inc. Retirement Plan ranks #2,635 of 4,727 2023 filers by assets (851% of the sector average)-$3M for 1 participant.

#2,635
in Real Estate (4,727 peers)
+12.0%
assets growth YoY

Jenaper Associates, Inc. Retirement Plan's mid-pack asset rank among Real Estate and all filers

Jenaper Associates, Inc. Retirement Plan vs every filed plan by assets

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

$3,052,316 36th percentile higher than 36% 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

Jenaper Associates, Inc. Retirement Plan among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Jenaper Associates, Inc. Retirement Plan is a micro filing (1 participant), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Jenaper Associates, Inc. Retirement Plan reported net income rose from $110K in the plan year 2022 filing to $327K in the plan year 2023 filing.
  • Jenaper Associates, Inc. Retirement Plan end-of-year assets rose from $3M in the plan year 2022 filing to $3M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 112741564 · Jenaper Associates, Inc. PY 2023 · Defined Benefit (Pension)

Jenaper Associates, Inc. Retirement Plan · $3M · 1 · 36th

  • BOY $3M
  • BOY 1
  • BOY 36th
  • BOY Defined Benefit (Pension)
  • BOY near Folger Shakespeare Library Staff Retirement Plan
  • BOY ind #2635

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 North Carolina →

Jenaper Associates, Inc. Retirement Plan in the asset neighbourhood

Pension Plan for Employees of Easter Seals, Inc.Pension Plan for Employees o…$3MSabajka Productions Inc Defined Benefit Pension PlanSabajka Productions Inc Defi…$3MJenaper Associates, Inc. Retirement PlanJenaper Associates, Inc. Ret…$3MFolger Shakespeare Library Staff Retirement PlanFolger Shakespeare Library S…$3MGornto & Associates, Inc. Defined Benefit PlanGornto & Associates, Inc. De…$3M
End-of-year total assets ($M) among Jenaper Associates, Inc. Retirement Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Real Estate filing particulars

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$3M
Net Income$327K
Employer EIN112741564
Plan Effective Date1997-12-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Jenaper Associates, Inc.)

Sponsor-wide plan assets over time

All Jenaper Associates, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$3M 12.011103070371801% vs 2022
2023 filing year
$2.6M$2.7M$2.8M$2.9M$3M$3.1M 20222023 $2.73M $3.05M ▲ +11.7%
Year Plans Participants Total Assets
2022 1 1 $3M
2023 1 1 $3M

Nearby Defined Benefit (Pension) Plans in North Carolina

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

Jenaper Associates, Inc. Retirement Plan vs. nearby Defined Benefit (Pension) plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -505101520 Total assets ($B) Participants Jenaper Associates, Inc. Retirement Plan, Total assets ($B): 0.003052316 · Participants: 1Jenaper Associates, Inc. Retirement PlanHoneywell Retirement Earnings Plan, Total assets ($B): 16.613752395 · Participants: 11145Honeywell Retirement Earnings PlanTruist Financial Corporation Pension Plan, Total assets ($B): 14.582387965 · Participants: 45818Truist Financial Corporation Pension PlanDuke Energy Retirement Cash Balance Plan, Total assets ($B): 4.0264 · Participants: 14485Duke Energy Retirement Cash Balance PlanDuke Energy Legacy Pension Plan, Total assets ($B): 3.3721 · Participants: 371Duke Energy Legacy Pension PlanEmployees' Retirement Plan of Duke University, Total assets ($B): 2.616859519 · Participants: 21020Employees' Retirement Plan of Duke University
Jenaper Associates, Inc. Retirement Plan vs. nearby Defined Benefit (Pension) plans in North Carolina, assets vs. participants
Compare Jenaper Associates, Inc. Retirement Plan side-by-side with 3 peers →

Jenaper Associates, Inc. Retirement Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside North Carolina, the nearest Defined Benefit (Pension) by assets is Folger Shakespeare Library Staff Retirement Plan in MA ($3M); by covered participants it is Retirement Plan for Employees of American Institute of Marine Underwriters in NY (1 participant). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1 participant); 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 Jenaper Associates, Inc. Retirement Plan assets move in 2023? ▼
Jenaper Associates, Inc. Retirement Plan grew at a solid clip - up 12.0% during 2023, from $3M to $3M. Reported net income was $327K.
How have Jenaper Associates, Inc. plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), Jenaper Associates, Inc.'s sponsor-wide assets grew 12.0%, from $3M to $3M.
Which Defined Benefit (Pension) plans are similar in size to Jenaper Associates, Inc. Retirement Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Folger Shakespeare Library Staff Retirement Plan in MA ($3M, 24 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Jenaper Associates, Inc. Retirement Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Retirement Plan for Employees of American Institute of Marine Underwriters in NY (1 participant, N/A 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 112741564.

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.