Defined Benefit (Pension) · DOL Form 5500 · 2023

Sovereign Partners, LLC Pension Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets
3
Participants Small participant base
47th
Percentile by assets National rank
$1.9M
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, 3 participants

Sovereign Partners, LLC's Sovereign Partners, LLC Defined Benefit Plan reported $6M in total assets and 3 participants in its 2023 DOL Form 5500 filing, ranking in the 47th 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.

  • #3,151 in Real Estate (4,727 peers)

Real Estate sector rank

Within Real Estate, Sovereign Partners, LLC Defined Benefit Plan ranks #3,151 of 4,727 2023 filers by assets (451% of the sector average)-$6M for 3 participants.

#3,151
in Real Estate (4,727 peers)
+17.4%
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 2023 · DOL Form 5500

$5,757,200 47th percentile higher than 47% 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

Sovereign Partners, LLC Defined Benefit 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. Sovereign Partners, LLC Defined Benefit Plan is a micro filing (3 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Sovereign Partners, LLC Defined Benefit Plan end-of-year assets rose from $5M in the plan year 2022 filing to $6M in the plan year 2023 filing.
  • Sovereign Partners, LLC Defined Benefit Plan reported net income rose from $746K in the plan year 2022 filing to $854K in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 752993605 · Sovereign Partners, LLC PY 2023 · Defined Benefit (Pension)

Sovereign Partners, LLC Defined Benefit Plan · $6M · 3 · 47th

  • IND $6M
  • IND 3
  • IND 47th
  • IND Defined Benefit (Pension)
  • IND near Western Quality Foods, L.C. Retirement Plan
  • IND ind #3151

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

Sovereign Partners, LLC Defined Benefit PlanSovereign Partners, LLC Defi…$6MWestern Quality Foods, L.C. Retirement PlanWestern Quality Foods, L.C. …$6MCorry Jamestown and Holga Pension Plan BCorry Jamestown and Holga Pe…$6MWhitaker Bank Corporation of Kentucky Defined Benefit PlanWhitaker Bank Corporation of…$6MColonial Metals Company Retirement Income PlanColonial Metals Company Reti…$6M
End-of-year total assets ($M) among Sovereign Partners, LLC Defined Benefit Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Real Estate filing particulars

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$6M
Net Income$854K
Employer EIN752993605
Plan Effective Date2014-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Sovereign Partners, LLC)

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

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 -100102030 Total assets ($B) Participants Sovereign Partners, LLC Defined Benefit Plan, Total assets ($B): 0.0057572 · Participants: 3Sovereign Partners, LLC Defined Benefit PlanIBM 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
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 Western Quality Foods, L.C. Retirement Plan in CA ($6M); by covered participants it is Cape Cod Management, LLC Defined Benefit Pension Plan in TX (3 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (3 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 Sovereign Partners, LLC Defined Benefit Plan assets move in 2023? ▼
Sovereign Partners, LLC Defined Benefit Plan grew sharply - up 17.4% during 2023, from $5M to $6M. Reported net income was $854K.
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 Western Quality Foods, L.C. Retirement Plan in CA ($6M, 67 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 Cape Cod Management, LLC Defined Benefit Pension Plan in TX (3 participants, 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 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.