401(k) · DOL Form 5500 · 2022

Srs Real Estate Partners, LLC 401(k) Plan

Q: How did Srs Real Estate Partners 401(k) Plan assets move in 2022?

Srs Real Estate Partners 401(k) Plan pulled back noticeably - down 10.7% during 2022, from $9M to $8M. Reported net income was -$918K.

Q: How have Srs Real Estate Partners, LLC plan assets changed over time?

Across 3 plan years on file (2022-2024), Srs Real Estate Partners, LLC's sponsor-wide assets grew 43.0%, from $8M to $11M.

Q: Which 401(k) plans are similar in size to Srs Real Estate Partners 401(k) Plan?

Among 401(k) plans in other states, the closest by assets is Roi Revolution, Inc 401(k) Plan in NC ($8M, 121 participants).

Q: Which 401(k) plans cover a similar participant headcount to Srs Real Estate Partners 401(k) Plan?

Among 401(k) plans in other states, the closest by covered participants is First National Bank in Howell 401 (K) Plan in MI (107 participants, N/A in assets).

Data updated 2026-08-25

$8M
Total assets Small plan by assets: 107
Participants Small participant base: 59th
Percentile by assets National rank: $71,675
Avg per participant Below avg balance/head

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Official DOL plan name: Srs Real Estate Partners 401(k) Plan · Sponsored by Srs Real Estate Partners, LLC · Texas · Real Estate

$8M in assets, 107 participants

Srs Real Estate Partners, LLC's Srs Real Estate Partners 401(k) Plan reported $8M in total assets and 107 participants in its 2022 DOL Form 5500 filing, ranking in the 59th 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.

#3,829 in Real Estate (5,057 peers)

Coverage in Texas

Srs Real Estate Partners 401(k) Plan covers 107 participants in Texas, about 16% of the average Texas filer (state average ~688 per filing). Assets: $8M.

#3,829
in Real Estate (5,057 peers): -10.7%
assets change YoY

The plan reported a net loss of $918K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Srs Real Estate Partners 401(k) Plan's mid-pack asset rank among Real Estate and all filers

Srs Real Estate Partners 401(k) Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$7,669,225 Top 41% higher than 59% of 139,123 filed plans

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022

Srs Real Estate Partners 401(k) Plan among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Srs Real Estate Partners 401(k) Plan sits mid-pack in the medium band (107 participants).

Micro (1-10) 37,406 filings (26%) Small (11-100) 30,574 filings (21%) Medium (101-1,000) 63,709 filings (45%) Large (1,001-10,000) 9,970 filings (7%) Mega (10,000+) 1,298 filings (<1%)

DOL schedule card

Filing strip 262551647 · Srs Real Estate Partners, LLC PY 2022 · 401(k)

Srs Real Estate Partners 401(k) Plan · $8M · 107 · 59th

ASSETS $8M
ASSETS 107
ASSETS 59th
ASSETS 401(k)
ASSETS near Roi Revolution, Inc 401(k) Plan
ASSETS ind #3829

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 Texas →

End-of-year total assets ($M) among Srs Real Estate Partners 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Texas filing particulars

Total Assets (Beginning of Year)	$9M
Net Assets (End of Year)	$8M
Net Income	-$918K
Employer EIN	262551647
Plan Effective Date	1995-01-16
Filing Status	FILING RECEIVED

Sponsor Plan History (Srs Real Estate Partners, LLC)

Latest sponsor-wide plan assets: $11M 42.99550476091131% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	107	$8M
2023	1	96	$9M
2024	1	118	$11M

Nearby 401(k) Plans in Texas

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Srs Real Estate Partners 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants

AT&T Retirement Savings Plan $37.6B · 144,503
Exxonmobil Savings Plan $21.3B · 23,619
Caterpillar 401(k) Savings Plan $13.8B · 38,538
American Airlines, Inc. 401(k) Plan $12.8B · 85,577
Dell Inc. 401(k) Plan $12.0B · 47,532

Compare Srs Real Estate Partners 401(k) Plan side-by-side with 3 peers →

Srs Real Estate Partners 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Roi Revolution, Inc 401(k) Plan in NC ($8M); by covered participants it is First National Bank in Howell 401 (K) Plan in MI (107 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($8M here).

Roi Revolution, Inc 401(k) Plan (NC) $8M · 121
Alpha Savings Plan (MN) $8M · 74
Evansville Surgery Center 401(k) Retirement Plan (IN) $8M · 92
Community First Bank of Indiana 401(k)/ Profit Sharing Plan (IN) $8M · 91

Similar participant headcount

Nearest other-state filings by covered participants (107 participants); asset peers above are excluded.

First National Bank in Howell 401 (K) Plan (MI) 107 · 0 off
Denmark State Bank Retirement Savings Plan (WI) 107 · 0 off
Imprimis Pharmaceuticals 401(k) Plan (CA) 107 · 0 off
Proletariat 401(k) Plan (MA) 107 · 0 off

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Srs Real Estate Partners 401(k) Plan assets move in 2022? ▼

Srs Real Estate Partners 401(k) Plan pulled back noticeably - down 10.7% during 2022, from $9M to $8M. Reported net income was -$918K.

How have Srs Real Estate Partners, LLC plan assets changed over time? ▼