401(k) · DOL Form 5500 · 2023

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

Data updated 2026-08-25

$2M
Total assets Small plan by assets
57
Participants Small participant base
33rd
Percentile by assets National rank
$42,991
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, 57 participants

Preferred Real Estate Investments, Inc.'s Preferred Real Estate Investments, Inc. 401(k) Plan reported $2M in total assets and 57 participants in its 2023 DOL Form 5500 filing, ranking in the 33rd 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.

  • #2,497 in Real Estate (4,727 peers)

Real Estate sector rank

Within Real Estate, Preferred Real Estate Investments, Inc. 401(k) Plan ranks #2,497 of 4,727 2023 filers by assets (1060% of the sector average)-$2M for 57 participants.

#2,497
in Real Estate (4,727 peers)
+36.9%
assets growth YoY

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 2023 · DOL Form 5500

$2,450,473 33rd percentile higher than 33% of 127,068 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 2023

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

Plan-year 2023 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 (57 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Preferred Real Estate Investments, Inc. 401(k) Plan reported net income rose from -$317K in the plan year 2022 filing to $660K in the plan year 2023 filing.
  • Preferred Real Estate Investments, Inc. 401(k) Plan end-of-year assets rose from $2M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Preferred Real Estate Investments, Inc. 401(k) Plan reported participants fell from 67 in the plan year 2022 filing to 57 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 311562247 · Preferred Real Estate Investments, Inc. PY 2023 · 401(k)

Preferred Real Estate Investments, Inc. 401(k) Plan · $2M · 57 · 33rd

  • BOY $2M
  • BOY 57
  • BOY 33rd
  • BOY 401(k)
  • BOY near Kenneth Nicholas & Associates Plan & Trust
  • BOY ind #2497

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…$2MKenneth Nicholas & Associates Plan & TrustKenneth Nicholas & Associate…$2MOdin 401(k) Plan$2M741 Eighth Ave 401(k) Plan$2MMoon, Wright & Houston, PLLC 401(k) PlanMoon, Wright & Houston, PLLC…$2M
End-of-year total assets ($M) among Preferred Real Estate Investments, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Real Estate filing particulars

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income$660K
Employer EIN311562247
Plan Effective Date2008-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Preferred Real Estate Investments, Inc.)

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

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 -50510152025 Total assets ($B) Participants Preferred Real Estate Investments, Inc. 401(k) Plan, Total assets ($B): 0.002450473 · Participants: 57Preferred Real Estate Investments, Inc. 401(k) PlanGE Retirement Savings Plan, Total assets ($B): 19.485469047 · Participants: 59766GE Retirement Savings PlanThe Sherwin-Williams Company 401(k) Plan, Total assets ($B): 10.12932701 · Participants: 47362The Sherwin-Williams Company 401(k) PlanThe Progressive 401(k) Plan, Total assets ($B): 9.225573063 · Participants: 56176The Progressive 401(k) PlanThe Kroger Co. 401(k) Retirement Savings Account Plan, Total assets ($B): 8.445085 · Participants: 129769The Kroger Co. 401(k) Retirement Savings Account PlanNationwide Savings Plan, Total assets ($B): 7.618883027 · Participants: 24715Nationwide Savings 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 Kenneth Nicholas & Associates Plan & Trust in IL ($2M); by covered participants it is The Herjavec Group Corp 401(k) Plan in CA (57 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

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

Similar participant headcount

Nearest other-state filings by covered participants (57 participants); asset peers above are excluded.

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 Preferred Real Estate Investments, Inc. 401(k) Plan assets move in 2023? ▼
Preferred Real Estate Investments, Inc. 401(k) Plan surged - up 36.9% during 2023, from $2M to $2M. Reported net income was $660K.
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 Kenneth Nicholas & Associates Plan & Trust in IL ($2M, 2 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 The Herjavec Group Corp 401(k) Plan in CA (57 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 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.