Defined Benefit (Pension) · DOL Form 5500 · 2024

535 Main LLC Pension Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
290
Participants Below avg headcount
41st
Percentile by assets National rank
$16,777
Avg per participant Low balance/head
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Official DOL plan name: 535 Main LLC Cash Balance Pension Plan · Sponsored by 535 Main LLC · Kentucky · Food Services & Accommodation

$5M in assets, 290 participants

535 Main LLC's 535 Main LLC Cash Balance Pension Plan reported $5M in total assets and 290 participants in its 2024 DOL Form 5500 filing, ranking in the 41st 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.

  • #2,792 in Food Services & Accommodation (3,672 peers)

Coverage in Kentucky

535 Main LLC Cash Balance Pension Plan covers 290 participants in Kentucky, about 45% of the average Kentucky filer (state average ~647 per filing). Assets: $5M.

#2,792
in Food Services & Accommodation (3,672 peers)
+10.0%
assets growth YoY

535 Main LLC Cash Balance Pension Plan's mid-pack asset rank among Food Services & Accommodation and all filers

535 Main LLC Cash Balance Pension Plan vs every filed plan by assets

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

$4,865,382 41st percentile higher than 41% 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

535 Main LLC 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. 535 Main LLC Cash Balance Pension Plan sits mid-pack in the medium band (290 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • 535 Main LLC Cash Balance Pension Plan reported net income fell from $739K in the plan year 2023 filing to $444K in the plan year 2024 filing.
  • 535 Main LLC Cash Balance Pension Plan end-of-year assets rose from $4M in the plan year 2023 filing to $5M in the plan year 2024 filing.
  • 535 Main LLC Cash Balance Pension Plan reported participants rose from 269 in the plan year 2023 filing to 290 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 010672358 · 535 Main LLC PY 2024 · Defined Benefit (Pension)

535 Main LLC Cash Balance Pension Plan · $5M · 290 · 41st

  • VS-ST $5M
  • BOY 290
  • SCH 41st
  • EBSA Defined Benefit (Pension)
  • PART near Mcwane Salaried Pension Plan
  • TYPE ind #2792

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 Food Services & Accommodation retirement plans → · Plans in Kentucky →

535 Main LLC Cash Balance Pension Plan in the asset neighbourhood

Titan Wheel Corporation of Iowa Hourly-Rated Pension PlanTitan Wheel Corporation of I…$5M535 Main LLC Cash Balance Pension Plan535 Main LLC Cash Balance Pe…$5MMcwane Salaried Pension Plan$5MPension Plan for Affiliates of Peerless Importers Inc.Pension Plan for Affiliates …$5MSbera Pension Plan as Adopted by Lee BankSbera Pension Plan as Adopte…$5M
End-of-year total assets ($M) among 535 Main LLC Cash Balance Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2024.

Kentucky filing particulars

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$5M
Net Income$444K
Employer EIN010672358
Plan Effective Date2015-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (535 Main LLC)

Sponsor-wide plan assets over time

All 535 Main LLC plans reported in each filing year

Latest sponsor-wide plan assets
$10M 45.52851337677395% vs 2022
2024 filing year
$6M$7M$8M$9M$10M$11M 202220232024 $6.94M $10.1M ▲ +45.5%
Year Plans Participants Total Assets
2022 2 466 $7M
2023 2 536 $9M
2024 2 574 $10M

Nearby Defined Benefit (Pension) Plans in Kentucky

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

535 Main LLC Cash Balance Pension Plan vs. nearby Defined Benefit (Pension) plans in Kentucky, assets vs. participants Scatter plot of 6 data points. -10000100020003000 -0.500.511.5 Total assets ($B) Participants 535 Main LLC Cash Balance Pension Plan, Total assets ($B): 0.004865382 · Participants: 290535 Main LLC Cash Balance Pension PlanLg&e and Ku Pension Plan, Total assets ($B): 1.022111396 · Participants: 742Lg&e and Ku Pension PlanAshland Hercules Pension Plan, Total assets ($B): 0.924092 · Participants: 43Ashland Hercules Pension PlanYum Brands Retirement Plan, Total assets ($B): 0.711228 · Participants: 2572Yum Brands Retirement PlanBrown-Forman Corporation Salaried Employees Retirement Plan, Total assets ($B): 0.477947218 · Participants: 1237Brown-Forman Corporation Salaried Employees Retirement PlanAshland Hercules Pension Plan II, Total assets ($B): 0.441399 · Participants: 69Ashland Hercules Pension Plan II
535 Main LLC Cash Balance Pension Plan vs. nearby Defined Benefit (Pension) plans in Kentucky, assets vs. participants
Compare 535 Main LLC Cash Balance Pension Plan side-by-side with 3 peers →

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

Outside Kentucky, the nearest Defined Benefit (Pension) by assets is Mcwane Salaried Pension Plan in AL ($5M); by covered participants it is Plumbers & Pipefitters Local 152 Pension Tr Fund in WV (290 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (290 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 535 Main LLC Cash Balance Pension Plan assets move in 2024? ▼
535 Main LLC Cash Balance Pension Plan grew at a solid clip - up 10.0% during 2024, from $4M to $5M. Reported net income was $444K.
How have 535 Main LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), 535 Main LLC's sponsor-wide assets grew 45.5%, from $7M to $10M.
Which Defined Benefit (Pension) plans are similar in size to 535 Main LLC Cash Balance Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Mcwane Salaried Pension Plan in AL ($5M, 129 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to 535 Main LLC Cash Balance Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Plumbers & Pipefitters Local 152 Pension Tr Fund in WV (290 participants, $59M 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 010672358.

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.