401(k) · DOL Form 5500 · 2023

Llewellyn Real Estate, Inc. 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets: 2
Participants Small participant base: 27th
Percentile by assets National rank: $755,403
Avg per participant High balance/head

PlainRetire home → About this data RSS: change history

Official DOL plan name: Lre 401(k) Plan · Sponsored by Llewellyn Real Estate, Inc. · Washington · Real Estate

$2M in assets, 2 participants

Llewellyn Real Estate, Inc.'s Lre 401(k) Plan reported $2M in total assets and 2 participants in its 2023 DOL Form 5500 filing, ranking in the 27th 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.

#2,183 in Real Estate (4,727 peers)

Llewellyn Real Estate, Inc. multi-year trail

Llewellyn Real Estate, Inc.'s plans moved +26.2% in assets from 2022 to 2024; this filing shows Lre 401(k) Plan at $2M / 2 participants.

#2,183
in Real Estate (4,727 peers): +25.5%
assets growth YoY

Lre 401(k) Plan among the smaller filed plans by assets

Lre 401(k) Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$1,510,805 27th percentile higher than 27% of 127,068 filed plans

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

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023

Lre 401(k) Plan among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Lre 401(k) Plan is a micro filing (2 participants), the leftmost band.

Micro (1-10) 35,718 filings (27%) Small (11-100) 27,089 filings (21%) Medium (101-1,000) 55,445 filings (43%) Large (1,001-10,000) 10,273 filings (8%) Mega (10,000+) 1,374 filings (1%)

Lre 401(k) Plan reported net income rose from $156K in the plan year 2022 filing to $307K in the plan year 2023 filing.
Lre 401(k) Plan reported participants fell from 3 in the plan year 2022 filing to 2 in the plan year 2023 filing.
Lre 401(k) Plan end-of-year assets rose from $1M in the plan year 2022 filing to $2M in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 911448341 · Llewellyn Real Estate, Inc. PY 2023 · 401(k)

Lre 401(k) Plan · $2M · 2 · 27th

EIN $2M
EIN 2
EIN 27th
EIN 401(k)
EIN near Advanced Dental Technologies I 401(k) Profit Sharing Plan & Trust
EIN ind #2183

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 Washington →

End-of-year total assets ($M) among Lre 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Llewellyn Real Estate, Inc. multi-year asset trail

Latest sponsor-wide plan assets: $2M 26.199119153510182% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	3	$1M
2023	1	2	$2M
2024	1	3	$2M

Llewellyn Real Estate, Inc. filing trail (2023)

Total Assets (Beginning of Year)	$1M
Net Assets (End of Year)	$2M
Net Income	$307K
Employer EIN	911448341
Plan Effective Date	2010-01-01
Filing Status	FILING RECEIVED

Nearby 401(k) Plans in Washington

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

Lre 401(k) Plan vs. nearby 401(k) plans in Washington, assets vs. participants

The Boeing Company 401(k) Retirement Plan $72.2B · 128,910
Microsoft Corporation Savings Plus 401(k) Plan $53.2B · 123,296
Costco 401(k) Retirement Plan $33.4B · 192,744
T-Mobile USA, Inc. 401(k) Retirement Savings Plan & Trust $8.3B · 71,538
401(k) Savings Plan $8.1B · 87,590

Compare Lre 401(k) Plan side-by-side with 3 peers →

Lre 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Washington, the nearest 401(k) by assets is Advanced Dental Technologies I 401(k) Profit Sharing Plan & Trust in MA ($2M); by covered participants it is Napa Bound Retirement Plan in FL (2 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($2M here).

Advanced Dental Technologies I 401(k) Profit Sharing Plan & Trust (MA) $2M · 23
Alco High Tech Group, Inc. Employees Retirement (PR) $2M · 29
Caal Enterprise, LLC 401(k) Profit Sharing Plan (KY) $2M · 12
Molye Chevrolet, Inc. 401(k) Plan (NY) $2M · 17

Similar participant headcount

Nearest other-state filings by covered participants (2 participants); asset peers above are excluded.

Napa Bound Retirement Plan (FL) 2 · 0 off
Gillian Corporation 401(k) Plan (CO) 2 · 0 off
Javier Beltran LLC 401(k) Plan (DE) 2 · 0 off
Ideal Financial Group, Inc. 401(k) Profit Sharing Plan (CT) 2 · 0 off

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Lre 401(k) Plan assets move in 2023? ▼

Lre 401(k) Plan grew sharply - up 25.5% during 2023, from $1M to $2M. Reported net income was $307K.

How have Llewellyn Real Estate, Inc. plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Llewellyn Real Estate, Inc.'s sponsor-wide assets grew 26.2%, from $1M to $2M.

Which 401(k) plans are similar in size to Lre 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by assets is Advanced Dental Technologies I 401(k) Profit Sharing Plan & Trust in MA ($2M, 23 participants).

Which 401(k) plans cover a similar participant headcount to Lre 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by covered participants is Napa Bound Retirement Plan in FL (2 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 911448341.