401(k) · DOL Form 5500 · 2022

Preferred Real Estate Investments, Inc. 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
67
Participants Small participant base
32nd
Percentile by assets National rank
$26,724
Avg per participant Low balance/head
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Official DOL plan name: Preferred Real Estate Investments, Inc. 401(k) Plan · Sponsored by Preferred Real Estate Investments, Inc. · Ohio · Real Estate

$2M in assets, 67 participants

Preferred Real Estate Investments, Inc.'s Preferred Real Estate Investments, Inc. 401(k) Plan reported $2M in total assets and 67 participants in its 2022 DOL Form 5500 filing, ranking in the 32nd 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.

  • #2,565 in Real Estate (5,057 peers)

Preferred Real Estate Investments, Inc. multi-year trail

Preferred Real Estate Investments, Inc.'s plans moved +75.1% in assets from 2022 to 2024; this filing shows Preferred Real Estate Investments, Inc. 401(k) Plan at $2M / 67 participants.

#2,565
in Real Estate (5,057 peers)
-15.0%
assets change YoY

The plan reported a net loss of $317K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Preferred Real Estate Investments, Inc. 401(k) Plan among the smaller filed plans by assets

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

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

$1,790,484 32nd percentile higher than 32% 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

Preferred Real Estate Investments, Inc. 401(k) Plan among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Preferred Real Estate Investments, Inc. 401(k) Plan is a small filing (67 participants) on this national headcount ladder.

Plan-year Form 5500 strip

Filing strip 311562247 · Preferred Real Estate Investments, Inc. PY 2022 · 401(k)

Preferred Real Estate Investments, Inc. 401(k) Plan · $2M · 67 · 32nd

  • PART $2M
  • TYPE 67
  • NET 32nd
  • BOOK 401(k)
  • VS-ST near Showalter Construction Company 401(k) Psp
  • BOY ind #2565

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 Ohio →

Preferred Real Estate Investments, Inc. 401(k) Plan in the asset neighbourhood

Preferred Real Estate Investments, Inc. 401(k) PlanPreferred Real Estate Invest…$2MShowalter Construction Company 401(k) PspShowalter Construction Compa…$2MThe Foundation for Hispanic Education Retirement PlanThe Foundation for Hispanic …$2MPreferred Care of New Jersey 401(k) PlanPreferred Care of New Jersey…$2MRiley Spence Management Company 401(k) PlanRiley Spence Management Comp…$2M
End-of-year total assets ($M) among Preferred Real Estate Investments, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Preferred Real Estate Investments, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Preferred Real Estate Investments, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$3M 75.09690117309063% vs 2022
2024 filing year
$1.5M$2M$2.5M$3M$3.5M 202220232024 $1.79M $3.14M ▲ +75.4%
Year Plans Participants Total Assets
2022 1 67 $2M
2023 1 57 $2M
2024 1 60 $3M

Preferred Real Estate Investments, Inc. filing trail (2022)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income-$317K
Employer EIN311562247
Plan Effective Date2008-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Ohio

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

Preferred Real Estate Investments, Inc. 401(k) Plan vs. nearby 401(k) plans in Ohio, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20246810 Total assets ($B) Participants Preferred Real Estate Investments, Inc. 401(k) Plan, Total assets ($B): 0.001790484 · Participants: 67Preferred Real Estate Investments, Inc. 401(k) PlanThe Sherwin-Williams Company 401(k) Plan, Total assets ($B): 8.343834208 · Participants: 44890The Sherwin-Williams Company 401(k) PlanThe Progressive 401(k) Plan, Total assets ($B): 7.60950811 · Participants: 50299The Progressive 401(k) PlanThe Kroger Co. 401(k) Retirement Savings Account Plan, Total assets ($B): 7.311555 · Participants: 116133The Kroger Co. 401(k) Retirement Savings Account PlanNationwide Savings Plan, Total assets ($B): 6.73672335 · Participants: 24278Nationwide Savings PlanMarathon Petroleum Thrift Plan, Total assets ($B): 6.371480588 · Participants: 17666Marathon Petroleum Thrift Plan
Preferred Real Estate Investments, Inc. 401(k) Plan vs. nearby 401(k) plans in Ohio, assets vs. participants
Compare Preferred Real Estate Investments, Inc. 401(k) Plan side-by-side with 3 peers →

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

Outside Ohio, the nearest 401(k) by assets is Showalter Construction Company 401(k) Psp in ID ($2M); by covered participants it is Woman's Clinic, a Professional Association 401(k) Profit Sharing Plan in TN (67 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (67 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 Preferred Real Estate Investments, Inc. 401(k) Plan assets move in 2022? ▼
Preferred Real Estate Investments, Inc. 401(k) Plan declined sharply - down 15.0% during 2022, from $2M to $2M. Reported net income was -$317K.
How have Preferred Real Estate Investments, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Preferred Real Estate Investments, Inc.'s sponsor-wide assets grew 75.1%, from $2M to $3M.
Which 401(k) plans are similar in size to Preferred Real Estate Investments, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Showalter Construction Company 401(k) Psp in ID ($2M, 24 participants).
Which 401(k) plans cover a similar participant headcount to Preferred Real Estate Investments, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Woman's Clinic, a Professional Association 401(k) Profit Sharing Plan in TN (67 participants, $11M 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 311562247.

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.