401(k) · DOL Form 5500 · 2022

Fiduciary Real Estate Development, Inc. 401(k) Plan

Data updated 2026-08-25

$14M
Total assets Small plan by assets
246
Participants Below avg headcount
71st
Percentile by assets National rank
$56,908
Avg per participant Low balance/head
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Official DOL plan name: Fiduciary Real Estate Development, Inc. 401(k) Plan · Sponsored by Fiduciary Real Estate Development, Inc. · Wisconsin · Real Estate

$14M in assets, 246 participants

Fiduciary Real Estate Development, Inc.'s Fiduciary Real Estate Development, Inc. 401(k) Plan reported $14M in total assets and 246 participants in its 2022 DOL Form 5500 filing, ranking in the 71st 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.

  • #4,302 in Real Estate (5,057 peers)

Coverage in Wisconsin

Fiduciary Real Estate Development, Inc. 401(k) Plan covers 246 participants in Wisconsin, about 44% of the average Wisconsin filer (state average ~563 per filing). Assets: $14M.

#4,302
in Real Estate (5,057 peers)
-4.5%
assets change YoY

The plan reported a net loss of $660K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Fiduciary Real Estate Development, Inc. 401(k) Plan's outsized position by total assets

Fiduciary Real Estate Development, Inc. 401(k) Plan vs every filed plan by assets

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

$13,999,441 Top 29% higher than 71% of 139,123 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 2022

Fiduciary Real Estate Development, Inc. 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. Fiduciary Real Estate Development, Inc. 401(k) Plan sits mid-pack in the medium band (246 participants).

Plan-year Form 5500 strip

Filing strip 391502923 · Fiduciary Real Estate Development, Inc. PY 2022 · 401(k)

Fiduciary Real Estate Development, Inc. 401(k) Plan · $14M · 246 · 71st

  • BOY $14M
  • SCH 246
  • EBSA 71st
  • PART 401(k)
  • TYPE near Dupont Community Credit Union 401(k) Plan
  • NET ind #4302

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 Wisconsin →

Fiduciary Real Estate Development, Inc. 401(k) Plan in the asset neighbourhood

Fiduciary Real Estate Development, Inc. 401(k) PlanFiduciary Real Estate Develo…$14MDupont Community Credit Union 401(k) PlanDupont Community Credit Unio…$14MGreat American Restaurants Profit Sharing PlanGreat American Restaurants P…$14MProgress Printing Company Profit Sharing and 401(k) PlanProgress Printing Company Pr…$14MCrew Carwash 401(k) Plan$14M
End-of-year total assets ($M) among Fiduciary Real Estate Development, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Wisconsin filing particulars

Total Assets (Beginning of Year)$15M
Net Assets (End of Year)$14M
Net Income-$660K
Employer EIN391502923
Plan Effective Date1999-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Fiduciary Real Estate Development, Inc.)

Sponsor-wide plan assets over time

All Fiduciary Real Estate Development, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$18M 31.440633951027046% vs 2022
2024 filing year
$12M$14M$16M$18M$20M 202220232024 $14M $18.4M ▲ +31.4%
Year Plans Participants Total Assets
2022 1 246 $14M
2023 1 234 $16M
2024 1 245 $18M

Nearby 401(k) Plans in Wisconsin

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

Fiduciary Real Estate Development, Inc. 401(k) Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -20246 Total assets ($B) Participants Fiduciary Real Estate Development, Inc. 401(k) Plan, Total assets ($B): 0.013999441 · Participants: 246Fiduciary Real Estate Development, Inc. 401(k) PlanJohnson Controls Retirement Savings and Investment Plan, Total assets ($B): 5.548820507 · Participants: 28701Johnson Controls Retirement Savings and Investment PlanFiserv 401(k) Savings Plan, Total assets ($B): 4.339639169 · Participants: 26610Fiserv 401(k) Savings PlanKimberly-Clark Corporation 401(k) & Profit Sharing Plan, Total assets ($B): 3.978902 · Participants: 11034Kimberly-Clark Corporation 401(k) & Profit Sharing PlanRockwell Automation Retirement Savings Plan, Total assets ($B): 3.151693798 · Participants: 8032Rockwell Automation Retirement Savings PlanNm Employee Savings Plan, Total assets ($B): 2.385991887 · Participants: 7423Nm Employee Savings Plan
Fiduciary Real Estate Development, Inc. 401(k) Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants
Compare Fiduciary Real Estate Development, Inc. 401(k) Plan side-by-side with 3 peers →

Fiduciary Real Estate Development, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Wisconsin, the nearest 401(k) by assets is Dupont Community Credit Union 401(k) Plan in VA ($14M); by covered participants it is J5 Infrastructure Partners 401(k) Plan in CA (246 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (246 participants); asset peers above are excluded.

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 Fiduciary Real Estate Development, Inc. 401(k) Plan assets move in 2022? ▼
Fiduciary Real Estate Development, Inc. 401(k) Plan edged down modestly - down 4.5% during 2022, from $15M to $14M. Reported net income was -$660K.
How have Fiduciary Real Estate Development, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Fiduciary Real Estate Development, Inc.'s sponsor-wide assets grew 31.4%, from $14M to $18M.
Which 401(k) plans are similar in size to Fiduciary Real Estate Development, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Dupont Community Credit Union 401(k) Plan in VA ($14M, 297 participants).
Which 401(k) plans cover a similar participant headcount to Fiduciary Real Estate Development, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is J5 Infrastructure Partners 401(k) Plan in CA (246 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 391502923.

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.