Defined Benefit (Pension) · DOL Form 5500 · 2024

Exeter Capital Management, LLC Pension Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
1
Participants Small participant base
30th
Percentile by assets National rank
$2.2M
Avg per participant High balance/head
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Official DOL plan name: Exeter Capital Management, LLC Defined Benefit Pension Plan · Sponsored by Exeter Capital Management, LLC · Texas · Real Estate

$2M in assets, 1 participants

Exeter Capital Management, LLC's Exeter Capital Management, LLC Defined Benefit Pension Plan reported $2M in total assets and 1 participant in its 2024 DOL Form 5500 filing, ranking in the 30th 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.

  • #2,293 in Real Estate (4,605 peers)

Real Estate sector rank

Within Real Estate, Exeter Capital Management, LLC Defined Benefit Pension Plan ranks #2,293 of 4,605 2024 filers by assets (1184% of the sector average)-$2M for 1 participant.

#2,293
in Real Estate (4,605 peers)
-27.1%
assets change YoY

The plan reported a net loss of $815K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Exeter Capital Management, LLC Defined Benefit Pension Plan among the smaller filed plans by assets

Exeter Capital Management, LLC Defined Benefit Pension Plan vs every filed plan by assets

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

$2,192,353 30th percentile higher than 30% 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

Exeter Capital Management, LLC Defined Benefit Pension 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. Exeter Capital Management, LLC Defined Benefit Pension Plan is a micro filing (1 participant), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Exeter Capital Management, LLC Defined Benefit Pension Plan reported net income fell from $313K in the plan year 2023 filing to -$815K in the plan year 2024 filing.
  • Exeter Capital Management, LLC Defined Benefit Pension Plan end-of-year assets fell from $3M in the plan year 2023 filing to $2M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 208196053 · Exeter Capital Management, LLC PY 2024 · Defined Benefit (Pension)

Exeter Capital Management, LLC Defined Benefit Pension Plan · $2M · 1 · 30th

  • BOOK $2M
  • BOOK 1
  • BOOK 30th
  • BOOK Defined Benefit (Pension)
  • BOOK near Water Saver Faucet Co. Union Employees Pension Plan & Trust
  • BOOK ind #2293

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 Texas →

Exeter Capital Management, LLC Defined Benefit Pension Plan in the asset neighbourhood

Exeter Capital Management, LLC Defined Benefit Pension PlanExeter Capital Management, L…$2MWater Saver Faucet Co. Union Employees Pension Plan & TrustWater Saver Faucet Co. Union…$2MRefresco Union Employees' Retirement PlanRefresco Union Employees' Re…$2MChristian H. Nguyen, Dds Inc. Defined Benefit PlanChristian H. Nguyen, Dds Inc…$2MAyer Pension Plan$2M
End-of-year total assets ($M) among Exeter Capital Management, LLC Defined Benefit Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2024.

Real Estate filing particulars

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$2M
Net Income-$815K
Employer EIN208196053
Plan Effective Date2005-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Exeter Capital Management, LLC)

Sponsor-wide plan assets over time

All Exeter Capital Management, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$2M 18.438213225642418% vs 2022
2024 filing year
$2M$2.5M$3M$3.5M 202220232024 $2.71M $2.21M ▼ -18.5%
Year Plans Participants Total Assets
2022 2 2 $3M
2023 2 2 $3M
2024 2 2 $2M

Nearby Defined Benefit (Pension) Plans in Texas

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

Exeter Capital Management, LLC Defined Benefit Pension Plan vs. nearby Defined Benefit (Pension) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -100102030 Total assets ($B) Participants Exeter Capital Management, LLC Defined Benefit Pension Plan, Total assets ($B): 0.002192353 · Participants: 1Exeter Capital Management, LLC Defined Benefit Pension PlanAT&T Pension Benefit Plan, Total assets ($B): 28.265893 · Participants: 100400AT&T Pension Benefit PlanExxonmobil Pension Plan, Total assets ($B): 12.095 · Participants: 22000Exxonmobil Pension PlanChevron Retirement Plan, Total assets ($B): 9.731784707 · Participants: 21297Chevron Retirement PlanShell Pension Plan, Total assets ($B): 9.694184685 · Participants: 12688Shell Pension PlanCaterpillar Inc. Retirement Income Plan, Total assets ($B): 9.1940497 · Participants: 11498Caterpillar Inc. Retirement Income Plan
Exeter Capital Management, LLC Defined Benefit Pension Plan vs. nearby Defined Benefit (Pension) plans in Texas, assets vs. participants
Compare Exeter Capital Management, LLC Defined Benefit Pension Plan side-by-side with 3 peers →

Exeter Capital Management, LLC Defined Benefit Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Texas, the nearest Defined Benefit (Pension) by assets is Water Saver Faucet Co. Union Employees Pension Plan & Trust in IL ($2M); by covered participants it is The Lawrence Firm, PLLC Defined Benefit Pension Plan in VA (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 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Exeter Capital Management, LLC Defined Benefit Pension Plan assets move in 2024? ▼
Exeter Capital Management, LLC Defined Benefit Pension Plan declined sharply - down 27.1% during 2024, from $3M to $2M. Reported net income was -$815K.
How have Exeter Capital Management, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Exeter Capital Management, LLC's sponsor-wide assets declined 18.4%, from $3M to $2M.
Which Defined Benefit (Pension) plans are similar in size to Exeter Capital Management, LLC Defined Benefit Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Water Saver Faucet Co. Union Employees Pension Plan & Trust in IL ($2M, 134 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Exeter Capital Management, LLC Defined Benefit Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is The Lawrence Firm, PLLC Defined Benefit Pension Plan in VA (1 participant, N/A 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 208196053.

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.