Defined Benefit (Pension) · DOL Form 5500 · 2024

Prospect Capital Benefits LLC Pension Plan

Data updated 2026-08-25

$16M
Total assets Small plan by assets
51
Participants Small participant base
65th
Percentile by assets National rank
$308,991
Avg per participant High balance/head
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Official DOL plan name: Prospect Capital Benefits LLC Cash Balance Plan · Sponsored by Prospect Capital Benefits LLC · Florida · Finance & Insurance

$16M in assets, 51 participants

Prospect Capital Benefits LLC's Prospect Capital Benefits LLC Cash Balance Plan reported $16M in total assets and 51 participants in its 2024 DOL Form 5500 filing, ranking in the 65th 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.

  • #4,238 in Finance & Insurance (8,549 peers)

Prospect Capital Benefits LLC multi-year trail

Prospect Capital Benefits LLC's plans moved +111.4% in assets from 2022 to 2024; this filing shows Prospect Capital Benefits LLC Cash Balance Plan at $16M / 51 participants.

#4,238
in Finance & Insurance (8,549 peers)
+29.8%
assets growth YoY

Prospect Capital Benefits LLC Cash Balance Plan's mid-pack asset rank among Finance & Insurance and all filers

Prospect Capital Benefits LLC Cash Balance Plan vs every filed plan by assets

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

$15,758,521 Top 35% higher than 65% 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

Prospect Capital Benefits LLC Cash Balance Plan among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Prospect Capital Benefits LLC Cash Balance Plan is a small filing (51 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Prospect Capital Benefits LLC Cash Balance Plan end-of-year assets rose from $12M in the plan year 2023 filing to $16M in the plan year 2024 filing.
  • Prospect Capital Benefits LLC Cash Balance Plan reported net income fell from $5M in the plan year 2023 filing to $4M in the plan year 2024 filing.
  • Prospect Capital Benefits LLC Cash Balance Plan reported participants rose from 42 in the plan year 2023 filing to 51 in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 133879550 · Prospect Capital Benefits LLC PY 2024 · Defined Benefit (Pension)

Prospect Capital Benefits LLC Cash Balance Plan · $16M · 51 · 65th

  • EIN $16M
  • EIN 51
  • EIN 65th
  • EIN Defined Benefit (Pension)
  • EIN near Alexandria Real Estate Equities, Inc. Cash Balance Pension Plan
  • EIN ind #4238

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 Finance & Insurance retirement plans → · Plans in Florida →

Prospect Capital Benefits LLC Cash Balance Plan in the asset neighbourhood

Holland Hitch Company UAW Retirement Income PlanHolland Hitch Company UAW Re…$16MSchott North America, Inc. Site Duryea Pension Plan for Union EmployeesSchott North America, Inc. S…$16MProspect Capital Benefits LLC Cash Balance PlanProspect Capital Benefits LL…$16MAlexandria Real Estate Equities, Inc. Cash Balance Pension PlanAlexandria Real Estate Equit…$16MTidewater Barge Lines, Inc. Employee Retirement PlanTidewater Barge Lines, Inc. …$16M
End-of-year total assets ($M) among Prospect Capital Benefits LLC Cash Balance Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2024.

Prospect Capital Benefits LLC multi-year asset trail

Sponsor-wide plan assets over time

All Prospect Capital Benefits LLC plans reported in each filing year

Latest sponsor-wide plan assets
$16M 111.4091284726135% vs 2022
2024 filing year
$5M$10M$15M$20M 202220232024 $7.45M $15.8M ▲ +111.5%
Year Plans Participants Total Assets
2022 1 36 $7M
2023 1 42 $12M
2024 1 51 $16M

Prospect Capital Benefits LLC filing trail (2024)

Total Assets (Beginning of Year)$12M
Net Assets (End of Year)$16M
Net Income$4M
Employer EIN133879550
Plan Effective Date2019-01-01
Filing StatusFILING RECEIVED

Nearby Defined Benefit (Pension) Plans in Florida

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

Prospect Capital Benefits LLC Cash Balance Plan vs. nearby Defined Benefit (Pension) plans in Florida, assets vs. participants Scatter plot of 6 data points. -500005000100001500020000 -202468 Total assets ($B) Participants Prospect Capital Benefits LLC Cash Balance Plan, Total assets ($B): 0.015758521 · Participants: 51Prospect Capital Benefits LLC Cash Balance PlanL3harris Technologies Consolidated Pension Plan, Total assets ($B): 7.598643443 · Participants: 4996L3harris Technologies Consolidated Pension PlanNextera Energy, Inc. Employee Pension Plan, Total assets ($B): 5.345055504 · Participants: 14419Nextera Energy, Inc. Employee Pension PlanRetirement Accumulation Plan for Partners of Pwc, Total assets ($B): 2.667043153 · Participants: 3950Retirement Accumulation Plan for Partners of PwcCsx Pension Plan, Total assets ($B): 2.291461429 · Participants: 2293Csx Pension PlanRetirement Benefit Accumulation Plan for Employees of Pwc, Total assets ($B): 1.933306082 · Participants: 5001Retirement Benefit Accumulation Plan for Employees of Pwc
Prospect Capital Benefits LLC Cash Balance Plan vs. nearby Defined Benefit (Pension) plans in Florida, assets vs. participants
Compare Prospect Capital Benefits LLC Cash Balance Plan side-by-side with 3 peers →

Prospect Capital Benefits LLC Cash Balance Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Florida, the nearest Defined Benefit (Pension) by assets is Alexandria Real Estate Equities, Inc. Cash Balance Pension Plan in CA ($16M); by covered participants it is First Citizens Community Bank Account Balance Pension Plan in PA (51 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (51 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 Prospect Capital Benefits LLC Cash Balance Plan assets move in 2024? ▼
Prospect Capital Benefits LLC Cash Balance Plan grew sharply - up 29.8% during 2024, from $12M to $16M. Reported net income was $4M.
How have Prospect Capital Benefits LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Prospect Capital Benefits LLC's sponsor-wide assets grew 111.4%, from $7M to $16M.
Which Defined Benefit (Pension) plans are similar in size to Prospect Capital Benefits LLC Cash Balance Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Alexandria Real Estate Equities, Inc. Cash Balance Pension Plan in CA ($16M, 160 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Prospect Capital Benefits LLC Cash Balance Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is First Citizens Community Bank Account Balance Pension Plan in PA (51 participants, $12M 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 133879550.

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.