Defined Benefit (Pension) · DOL Form 5500 · 2024
Alexandria Real Estate Equities, Inc. Pension Plan
Data updated 2026-08-25
- $16M
- Total assets Small plan by assets
- 160
- Participants Small participant base
- 65th
- Percentile by assets National rank
- $98,480
- Avg per participant Below avg balance/head
Official DOL plan name: Alexandria Real Estate Equities, Inc. Cash Balance Pension Plan · Sponsored by Alexandria Real Estate Equities, Inc. · California · Real Estate
$16M in assets, 160 participants
Alexandria Real Estate Equities, Inc.'s Alexandria Real Estate Equities, Inc. Cash Balance Pension Plan reported $16M in total assets and 160 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.
- #3,727 in Real Estate (4,605 peers)
Coverage in California
Alexandria Real Estate Equities, Inc. Cash Balance Pension Plan covers 160 participants in California, about 25% of the average California filer (state average ~630 per filing). Assets: $16M.
- #3,727
- in Real Estate (4,605 peers)
- +14.3%
- assets growth YoY
Alexandria Real Estate Equities, Inc. Cash Balance Pension Plan's mid-pack asset rank among Real Estate and all filers
Alexandria Real Estate Equities, Inc. Cash Balance Pension Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$15,756,775 Top 35% higher than 65% 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
Alexandria Real Estate Equities, Inc. Cash Balance Pension Plan among mid-size filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Alexandria Real Estate Equities, Inc. Cash Balance Pension Plan sits mid-pack in the medium band (160 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Alexandria Real Estate Equities, Inc. Cash Balance Pension Plan reported net income rose from $375K in the plan year 2023 filing to $2M in the plan year 2024 filing.
- Alexandria Real Estate Equities, Inc. Cash Balance Pension Plan end-of-year assets rose from $14M in the plan year 2023 filing to $16M in the plan year 2024 filing.
- Alexandria Real Estate Equities, Inc. Cash Balance Pension Plan reported participants fell from 171 in the plan year 2023 filing to 160 in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 954502084 · Alexandria Real Estate Equities, Inc. PY 2024 · Defined Benefit (Pension)
Alexandria Real Estate Equities, Inc. Cash Balance Pension Plan · $16M · 160 · 65th
- PART $16M
- TYPE 160
- NET 65th
- BOOK Defined Benefit (Pension)
- VS-ST near Prospect Capital Benefits LLC Cash Balance Plan
- BOY ind #3727
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 California →
Alexandria Real Estate Equities, Inc. Cash Balance Pension Plan in the asset neighbourhood
California filing particulars
| Total Assets (Beginning of Year) | $14M |
|---|---|
| Net Assets (End of Year) | $16M |
| Net Income | $2M |
| Employer EIN | 954502084 |
| Plan Effective Date | 2002-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Alexandria Real Estate Equities, Inc.)
Sponsor-wide plan assets over time
All Alexandria Real Estate Equities, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $223M 55.48491055339439% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 718 | $144M |
| 2023 | 2 | 743 | $186M |
| 2024 | 2 | 712 | $223M |
Nearby Defined Benefit (Pension) Plans in California
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- Kaiser Permanente Retirement Plan $34.5B · 135,057
- Pacific Gas and Electric Company Retirement Plan $17.6B · 27,500
- Retirement Plan for Physicians and Salaried Employees of the Permanente Medical Group, Inc. $11.4B · 18,983
- Western States Carpenters Pension Plan $11.3B · 48,582
- Ilwu-Pma Pension Plan $10.8B · 15,833
Alexandria Real Estate Equities, Inc. Cash Balance Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside California, the nearest Defined Benefit (Pension) by assets is Prospect Capital Benefits LLC Cash Balance Plan in FL ($16M); by covered participants it is Orthopedic & Sports Medicine Specialists of Green Bay Sc Cash Balance Plan in WI (160 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($16M here).
Similar participant headcount
Nearest other-state filings by covered participants (160 participants); asset peers above are excluded.
- Orthopedic & Sports Medicine Specialists of Green Bay Sc Cash Balance Plan (WI) 160 · 0 off
- Allete & Affiliated Companies Retirement Plan C (MN) 160 · 0 off
- Simpson Thacher& Bartlett LLP Cash Balance Plan II (NY) 160 · 0 off
- Pension Plan for Hourly Employees Employed by the Hapco Division of Kearney-National, Inc. (NY) 160 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.