Back to filter
Original filing (PDF)20240930133022NAL0005731857001
KERN5 REALTY CORP.
Form 5500-SF
FILING_RECEIVED
KERN5 REALTY CORP. DEFINED BEENEFIT PLAN
Defined-benefit pension plan
Active participants
2
Accounts w/ balance
—
Plan assets (EOY)
$1.6M
Net assets (EOY)
$1.6M
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
100
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for KERN5 REALTY CORP..
Plan sponsor
Name
KERN5 REALTY CORP.
EIN
85-4288876
Address
115 CENTRAL PARK WEST, APT. 17D · NEW YORK, NY · 10023
Phone
(917) 456-2616
Industry
Real Estatesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2023
Plan year begin
2023-01-01
Tax period
2023-12-31
Filed
2024-09-30
Pension benefit codes
1A · Pay-related DB formula
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providersRelated plans
Similar-size Real Estate plans
J. SULLCO, INC.
J. SULLCO, INC. PROFIT SHARING PLAN
$1.6M · 4 participants
ZACHARIAE REALTY CORP.
ZACHARIAE REALTY CORP. 401(K) PROFIT SHARING PLAN & TRUST
$1.6M · 14 participants
J & P REAL ESTATE SERVICES INC.
J & P REAL ESTATE SERVICES INC. RETIREMENT PLAN
$1.6M · 5 participants
SAMBAZIS INC
SAMBAZIS INC .401K PLAN
$1.6M · 2 participants
TWENTY ONE REAL ESTATE, INC
TWENTY ONE REAL ESTATE, INC
$1.6M · 14 participants
CALIBER COMPANY, LLC
CALIBER COMPANY 401(K) PLAN
$1.6M · 66 participants
Large plans in New York
INTERNATIONAL BUSINESS MACHINES CORPORATION
IBM 401(K) PLAN
$60.4B · 49,030 participants
TEACHERS INSURANCE & ANNUITY ASSOCIATION OF AMERICA
TIAA REAL ESTATE ACCOUNT
$25.2B
JPMORGAN CHASE BANK, N.A.
COMMINGLED PENSION TRUST FUND (STRATEGIC PROPERTY) OF JPMORGAN CHASE BANK, N.A.
$24.3B
MORGAN STANLEY DOMESTIC HOLDINGS, LLC
MORGAN STANLEY 401(K) PLAN
$22.2B · 54,084 participants
PFIZER INC
PFIZER SAVINGS PLAN
$22.0B · 29,469 participants
JPMORGAN CHASE BANK, N.A.
COMMINGLED PENSION TRUST FUND (EQUITY INDEX) OF JPMORGAN CHASE BANK, N.A.
$20.0B
