Defined Benefit (Pension) · DOL Form 5500 · 2024
James L. Adams Pension Plan
Data updated 2026-08-25
- $2M
- Total assets Small plan by assets
- 2
- Participants Small participant base
- 27th
- Percentile by assets National rank
- $793,444
- Avg per participant High balance/head
Official DOL plan name: Southern Multifamily LLC Cash Balance Plan · Sponsored by James L. Adams · Alabama · Real Estate
$2M in assets, 2 participants
James L. Adams's Southern Multifamily LLC Cash Balance Plan reported $2M in total assets and 2 participants in its 2024 DOL Form 5500 filing, ranking in the 27th 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.
- #2,087 in Real Estate (4,605 peers)
James L. Adams multi-year trail
James L. Adams's plans moved +15.1% in assets from 2022 to 2024; this filing shows Southern Multifamily LLC Cash Balance Plan at $2M / 2 participants.
- #2,087
- in Real Estate (4,605 peers)
- +5.3%
- assets growth YoY
Southern Multifamily LLC Cash Balance Plan among the smaller filed plans by assets
Southern Multifamily LLC Cash Balance Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$1,586,887 27th percentile higher than 27% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Southern Multifamily LLC 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. Southern Multifamily LLC Cash Balance Plan is a micro filing (2 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Southern Multifamily LLC Cash Balance Plan reported net income fell from $128K in the plan year 2023 filing to $79K in the plan year 2024 filing.
- Southern Multifamily LLC Cash Balance Plan end-of-year assets rose from $2M in the plan year 2023 filing to $2M in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 061830774 · James L. Adams PY 2024 · Defined Benefit (Pension)
Southern Multifamily LLC Cash Balance Plan · $2M · 2 · 27th
- SCH $2M
- SCH 2
- SCH 27th
- SCH Defined Benefit (Pension)
- SCH near Ma LLP Cash Balance Plan
- SCH ind #2087
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 Alabama →
Southern Multifamily LLC Cash Balance Plan in the asset neighbourhood
James L. Adams multi-year asset trail
Sponsor-wide plan assets over time
All James L. Adams plans reported in each filing year
- Latest sponsor-wide plan assets
- $2M 15.066187709737019% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 2 | $1M |
| 2023 | 1 | 2 | $2M |
| 2024 | 1 | 2 | $2M |
James L. Adams filing trail (2024)
| Total Assets (Beginning of Year) | $2M |
|---|---|
| Net Assets (End of Year) | $2M |
| Net Income | $79K |
| Employer EIN | 061830774 |
| Plan Effective Date | 2017-01-01 |
| Filing Status | FILING RECEIVED |
Nearby Defined Benefit (Pension) Plans in Alabama
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- Regions Financial Corporation Retirement Plan $1.2B · 282
- Blue Cross and Blue Shield of Alabama Retirement Plan $712M · 1,955
- Regions Financial Corporation Retirement Plan for Associates $708M · 2,240
- Retail, Wholesale & Department Store International Union and Industry Pension Fund $619M · 1,556
- Vulcan Materials Company Pension Plan $471M · 740
Southern Multifamily LLC Cash Balance Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside Alabama, the nearest Defined Benefit (Pension) by assets is Ma LLP Cash Balance Plan in CA ($2M); by covered participants it is Avh Enterprises, Inc. Retirement Plan in VA (2 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($2M here).
Similar participant headcount
Nearest other-state filings by covered participants (2 participants); asset peers above are excluded.
- Avh Enterprises, Inc. Retirement Plan (VA) 2 · 0 off
- Tres Rios Retirement Plan Trust (PR) 2 · 0 off
- Sterling Builder Group, Inc. DB Plan (GA) 2 · 0 off
- Marriagemax, Inc. Defined Benefit Plan & Trust (MD) 2 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.