Defined Benefit (Pension) · DOL Form 5500 · 2024

Affordable Property Management Pension Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
4
Participants Small participant base
31st
Percentile by assets National rank
$591,137
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Affordable Property Management Cash Balance Plan · Sponsored by Affordable Property Management · · Real Estate

$2M in assets, 4 participants

Affordable Property Management's Affordable Property Management Cash Balance Plan reported $2M in total assets and 4 participants in its 2024 DOL Form 5500 filing, ranking in the 31st 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.

  • #2,331 in Real Estate (4,605 peers)

Real Estate sector rank

Within Real Estate, Affordable Property Management Cash Balance Plan ranks #2,331 of 4,605 2024 filers by assets (1098% of the sector average)-$2M for 4 participants.

#2,331
in Real Estate (4,605 peers)
+18.8%
assets growth YoY

Affordable Property Management Cash Balance Plan among the smaller filed plans by assets

Affordable Property Management Cash Balance Plan vs every filed plan by assets

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

$2,364,549 31st percentile higher than 31% 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

Affordable Property Management Cash Balance 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. Affordable Property Management Cash Balance Plan is a micro filing (4 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Affordable Property Management Cash Balance Plan reported participants fell from 6 in the plan year 2023 filing to 4 in the plan year 2024 filing.
  • Affordable Property Management Cash Balance Plan end-of-year assets rose from $2M in the plan year 2023 filing to $2M in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 814246539 · Affordable Property Management PY 2024 · Defined Benefit (Pension)

Affordable Property Management Cash Balance Plan · $2M · 4 · 31st

  • BOOK $2M
  • BOOK 4
  • BOOK 31st
  • BOOK Defined Benefit (Pension)
  • BOOK near Kirra, L.L.C. Cash Balance Pension Plan
  • BOOK ind #2331

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 →

Affordable Property Management Cash Balance Plan in the asset neighbourhood

Denice Osbourne, PLLC Defined Benefit PlanDenice Osbourne, PLLC Define…$2MAffordable Property Management Cash Balance PlanAffordable Property Manageme…$2MKirra, L.L.C. Cash Balance Pension PlanKirra, L.L.C. Cash Balance P…$2MInternational Longshoremens Assn Local Union Union 1416 Retirement Income PlanInternational Longshoremens …$2MLaw Offices of Jeffrey C. Brown Cash Balance PlanLaw Offices of Jeffrey C. Br…$2M
End-of-year total assets ($M) among Affordable Property Management Cash Balance Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2024.

Real Estate filing particulars

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income$374K
Employer EIN814246539
Plan Effective Date2017-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Affordable Property Management)

Sponsor-wide plan assets over time

All Affordable Property Management plans reported in each filing year

Latest sponsor-wide plan assets
$3M 46.10416599148619% vs 2022
2024 filing year
$1.5M$2M$2.5M$3M 202220232024 $1.76M $2.57M ▲ +46.0%
Year Plans Participants Total Assets
2022 2 16 $2M
2023 2 12 $2M
2024 2 8 $3M

Nearby Defined Benefit (Pension) Plans in

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

Affordable Property Management Cash Balance Plan vs. nearby Defined Benefit (Pension) plans in , assets vs. participants Scatter plot of 6 data points. -500050010001500 -0.500.511.5 Total assets ($B) Participants Affordable Property Management Cash Balance Plan, Total assets ($B): 0.002364549 · Participants: 4Affordable Property Management Cash Balance PlanTransocean U.S. Retirement Plan, Total assets ($B): 1.158215814 · Participants: 923Transocean U.S. Retirement PlanResolute Fp US Pension Plan, Total assets ($B): 0.640711164 · Participants: 261Resolute Fp US Pension PlanMagna U.S. Consolidated Pension Plan, Total assets ($B): 0.150991329 · Participants: 494Magna U.S. Consolidated Pension PlanPension Plan for Employees of the Govt of Canada Locally Engaged in the USA-Qualified Pension Plan, Total assets ($B): 0.141912296 · Participants: 333Pension Plan for Employees of the Govt of Canada Locally Engaged in the USA-Qualified Pension PlanDomtar US Hourly Pension Plan, Total assets ($B): 0.13962314 · Participants: 1206Domtar US Hourly Pension Plan
Affordable Property Management Cash Balance Plan vs. nearby Defined Benefit (Pension) plans in , assets vs. participants

Affordable Property Management Cash Balance Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside this state, the nearest Defined Benefit (Pension) by assets is Kirra, L.L.C. Cash Balance Pension Plan in CA ($2M); by covered participants it is Bordeaux Dyno-Cam & Machine Shop Defined Benefit Pension Plan in NC (4 participants). Same-state nearby plans are listed separately above.

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 Affordable Property Management Cash Balance Plan assets move in 2024?
Affordable Property Management Cash Balance Plan grew sharply - up 18.8% during 2024, from $2M to $2M. Reported net income was $374K.
How have Affordable Property Management plan assets changed over time?
Across 3 plan years on file (2022-2024), Affordable Property Management's sponsor-wide assets grew 46.1%, from $2M to $3M.
Which Defined Benefit (Pension) plans are similar in size to Affordable Property Management Cash Balance Plan?
Among Defined Benefit (Pension) plans in other states, the closest by assets is Kirra, L.L.C. Cash Balance Pension Plan in CA ($2M, 3 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Affordable Property Management Cash Balance Plan?
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Bordeaux Dyno-Cam & Machine Shop Defined Benefit Pension Plan in NC (4 participants, N/A in assets).