How big is Joseph Berman Realty, Inc.'s plan?

Joseph Berman Realty, Inc.'s plan reported $1.3M in assets and 3 participants for 2024.

Original filing (PDF)20251017041632NAL0009514704001

Joseph Berman Realty, Inc.

Name: Joseph Berman Realty, Inc. — Joseph Berman Realty, Form 5500 (2024)
Creator: Joseph Berman Realty, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Joseph Berman Realty, Inc., Defined Benefit Pension Plan

Defined-benefit pension plan · Joseph Berman Realty, Inc.'s Joseph Berman Realty, Inc., Defined Benefit Pension Plan held $1.3M in plan assets for 3 participants in 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$1.3M

Net assets (EOY)

$1.3M

Plan identifiers

Joseph Berman Realty, Inc.'s EIN is 11-2409201.

EIN 11-2409201

Plan number 003

Plan year 2024

ACK ID 20251017041632NAL0009514704001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Joseph Berman Realty, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Joseph Berman Realty, Inc.'s plan includes a defined-benefit pension formula.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for JOSEPH BERMAN REALTY, INC.

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score