Defined Benefit (Pension) · DOL Form 5500 · 2024

Sovereign Partners, LLC Pension Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets
6
Participants Small participant base
46th
Percentile by assets National rank
$1.0M
Avg per participant High balance/head
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Official DOL plan name: Sovereign Partners, LLC Defined Benefit Plan · Sponsored by Sovereign Partners, LLC · New York · Real Estate

$6M in assets, 6 participants

Sovereign Partners, LLC's Sovereign Partners, LLC Defined Benefit Plan reported $6M in total assets and 6 participants in its 2024 DOL Form 5500 filing, ranking in the 46th 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.

  • #3,009 in Real Estate (4,605 peers)

Sovereign Partners, LLC multi-year trail

Sovereign Partners, LLC's plans moved +24.7% in assets from 2022 to 2024; this filing shows Sovereign Partners, LLC Defined Benefit Plan at $6M / 6 participants.

#3,009
in Real Estate (4,605 peers)
+6.2%
assets growth YoY

Sovereign Partners, LLC Defined Benefit Plan's mid-pack asset rank among Real Estate and all filers

Sovereign Partners, LLC Defined Benefit Plan vs every filed plan by assets

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

$6,115,419 46th percentile higher than 46% 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

Sovereign Partners, LLC Defined Benefit 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. Sovereign Partners, LLC Defined Benefit Plan is a micro filing (6 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Sovereign Partners, LLC Defined Benefit Plan reported participants rose from 3 in the plan year 2023 filing to 6 in the plan year 2024 filing.
  • Sovereign Partners, LLC Defined Benefit Plan reported net income fell from $854K in the plan year 2023 filing to $358K in the plan year 2024 filing.
  • Sovereign Partners, LLC Defined Benefit Plan end-of-year assets rose from $6M in the plan year 2023 filing to $6M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 752993605 · Sovereign Partners, LLC PY 2024 · Defined Benefit (Pension)

Sovereign Partners, LLC Defined Benefit Plan · $6M · 6 · 46th

  • PCT $6M
  • EIN 6
  • RANK 46th
  • PHOTO Defined Benefit (Pension)
  • IND near Zhijun Wang, M.D., Inc. Defined Benefit Pension Plan
  • EOY ind #3009

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 New York →

Sovereign Partners, LLC Defined Benefit Plan in the asset neighbourhood

Fazios, P.C. Defined Benefit Pension PlanFazios, P.C. Defined Benefit…$6MSovereign Partners, LLC Defined Benefit PlanSovereign Partners, LLC Defi…$6MVoestalpine High Performance Metals Corporation Non-Union Employees' Pension PlanVoestalpine High Performance…$6MZhijun Wang, M.D., Inc. Defined Benefit Pension PlanZhijun Wang, M.D., Inc. Defi…$6MPatterson-Kelley Hourly Employees Pension PlanPatterson-Kelley Hourly Empl…$6M
End-of-year total assets ($M) among Sovereign Partners, LLC Defined Benefit Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2024.

Sovereign Partners, LLC multi-year asset trail

Sponsor-wide plan assets over time

All Sovereign Partners, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$6M 24.713733783482017% vs 2022
2024 filing year
$4.5M$5M$5.5M$6M$6.5M 202220232024 $4.9M $6.12M ▲ +24.9%
Year Plans Participants Total Assets
2022 1 3 $5M
2023 1 3 $6M
2024 1 6 $6M

Sovereign Partners, LLC filing trail (2024)

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$6M
Net Income$358K
Employer EIN752993605
Plan Effective Date2014-01-01
Filing StatusFILING RECEIVED

Nearby Defined Benefit (Pension) Plans in New York

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

Sovereign Partners, LLC Defined Benefit Plan vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -505101520 Total assets ($B) Participants Sovereign Partners, LLC Defined Benefit Plan, Total assets ($B): 0.006115419 · Participants: 6Sovereign Partners, LLC Defined Benefit PlanIBM Personal Pension Plan, Total assets ($B): 17.919858993 · Participants: 48014IBM Personal Pension Plan1199seiu Health Care Employees Pension Fund, Total assets ($B): 16.913316696 · Participants: 1118331199seiu Health Care Employees Pension FundConsolidated Edison Retirement Plan, Total assets ($B): 15.588456377 · Participants: 10608Consolidated Edison Retirement PlanPfizer Consolidated Pension Plan, Total assets ($B): 9.970337119 · Participants: 8876Pfizer Consolidated Pension PlanGE Energy Pension Plan, Total assets ($B): 8.92290143 · Participants: 5829GE Energy Pension Plan
Sovereign Partners, LLC Defined Benefit Plan vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants
Compare Sovereign Partners, LLC Defined Benefit Plan side-by-side with 3 peers →

Sovereign Partners, LLC Defined Benefit Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside New York, the nearest Defined Benefit (Pension) by assets is Zhijun Wang, M.D., Inc. Defined Benefit Pension Plan in CA ($6M); by covered participants it is White Oak Pictures Inc Defined Benefit Pension Plan in CA (6 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (6 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 Sovereign Partners, LLC Defined Benefit Plan assets move in 2024? ▼
Sovereign Partners, LLC Defined Benefit Plan grew at a solid clip - up 6.2% during 2024, from $6M to $6M. Reported net income was $358K.
How have Sovereign Partners, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Sovereign Partners, LLC's sponsor-wide assets grew 24.7%, from $5M to $6M.
Which Defined Benefit (Pension) plans are similar in size to Sovereign Partners, LLC Defined Benefit Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Zhijun Wang, M.D., Inc. Defined Benefit Pension Plan in CA ($6M, 5 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Sovereign Partners, LLC Defined Benefit Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is White Oak Pictures Inc Defined Benefit Pension Plan in CA (6 participants, $2M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 752993605.

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.