401(k) · DOL Form 5500 · 2023

Rothchild Properties, Ltd. 401(k) Plan

Data updated 2026-08-25

$544K
Total assets Small plan by assets
13
Participants Small participant base
19th
Percentile by assets National rank
$41,835
Avg per participant Low balance/head
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Official DOL plan name: Rothchild Realty, Ltd. Retirement Plan · Sponsored by Rothchild Properties, Ltd. · Texas · Real Estate

$544K in assets, 13 participants

Rothchild Properties, Ltd.'s Rothchild Realty, Ltd. Retirement Plan reported $544K in total assets and 13 participants in its 2023 DOL Form 5500 filing, ranking in the 19th 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.

  • #1,514 in Real Estate (4,727 peers)

Rothchild Properties, Ltd. multi-year trail

Rothchild Properties, Ltd.'s plans moved +59.7% in assets from 2022 to 2024; this filing shows Rothchild Realty, Ltd. Retirement Plan at $544K / 13 participants.

#1,514
in Real Estate (4,727 peers)
+35.4%
assets growth YoY

Rothchild Realty, Ltd. Retirement Plan among the smaller filed plans by assets

Rothchild Realty, Ltd. Retirement Plan vs every filed plan by assets

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

$543,855 19th percentile higher than 19% 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

Rothchild Realty, Ltd. Retirement 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. Rothchild Realty, Ltd. Retirement Plan is a small filing (13 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Rothchild Realty, Ltd. Retirement Plan reported net income rose from -$81K in the plan year 2022 filing to $142K in the plan year 2023 filing.
  • Rothchild Realty, Ltd. Retirement Plan reported participants rose from 9 in the plan year 2022 filing to 13 in the plan year 2023 filing.
  • Rothchild Realty, Ltd. Retirement Plan end-of-year assets rose from $402K in the plan year 2022 filing to $544K in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 760150327 · Rothchild Properties, Ltd. PY 2023 · 401(k)

Rothchild Realty, Ltd. Retirement Plan · $544K · 13 · 19th

  • SCH $544K
  • EBSA 13
  • PART 19th
  • TYPE 401(k)
  • NET near Envision Marketing LLC 401(k) Profit Sharing Plan & Trust
  • BOOK ind #1514

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 →

Rothchild Realty, Ltd. Retirement Plan in the asset neighbourhood

Rothchild Realty, Ltd. Retirement PlanRothchild Realty, Ltd. Retir…$544KEnvision Marketing LLC 401(k) Profit Sharing Plan & TrustEnvision Marketing LLC 401(k…$544KTiger Tea Corporation 401(k) PlanTiger Tea Corporation 401(k)…$544KPtgt 401(k)$544KCarlene D. Marcus, D.D.S., P.L.C. 401(k) Rate Group PspCarlene D. Marcus, D.D.S., P…$544K
End-of-year total assets ($M) among Rothchild Realty, Ltd. Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Rothchild Properties, Ltd. multi-year asset trail

Sponsor-wide plan assets over time

All Rothchild Properties, Ltd. plans reported in each filing year

Latest sponsor-wide plan assets
$641K 59.709161004961054% vs 2022
2024 filing year
$0.3M$0.4M$0.5M$0.6M$0.7M 202220232024 $0.4M $0.64M ▲ +60.0%
Year Plans Participants Total Assets
2022 1 9 $402K
2023 1 13 $544K
2024 1 11 $641K

Rothchild Properties, Ltd. filing trail (2023)

Total Assets (Beginning of Year)$402K
Net Assets (End of Year)$544K
Net Income$142K
Employer EIN760150327
Plan Effective Date2015-03-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Texas

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

Rothchild Realty, Ltd. Retirement Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Rothchild Realty, Ltd. Retirement Plan, Total assets ($B): 0.000543855 · Participants: 13Rothchild Realty, Ltd. Retirement PlanAT&T Retirement Savings Plan, Total assets ($B): 40.012012 · Participants: 119854AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 21.917 · Participants: 23477Exxonmobil Savings PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 16.496476432 · Participants: 41679Caterpillar 401(k) Savings PlanAmerican Airlines, Inc. 401(k) Plan, Total assets ($B): 14.680189879 · Participants: 88792American Airlines, Inc. 401(k) PlanDell Inc. 401(k) Plan, Total assets ($B): 13.529835 · Participants: 45686Dell Inc. 401(k) Plan
Rothchild Realty, Ltd. Retirement Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Rothchild Realty, Ltd. Retirement Plan side-by-side with 3 peers →

Rothchild Realty, Ltd. Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Envision Marketing LLC 401(k) Profit Sharing Plan & Trust in NV ($544K); by covered participants it is Mid-America Eye Center, Inc. Employees' Profit Sharing Plan in KS (13 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($544K here).

Similar participant headcount

Nearest other-state filings by covered participants (13 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 Rothchild Realty, Ltd. Retirement Plan assets move in 2023? ▼
Rothchild Realty, Ltd. Retirement Plan surged - up 35.4% during 2023, from $402K to $544K. Reported net income was $142K.
How have Rothchild Properties, Ltd. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Rothchild Properties, Ltd.'s sponsor-wide assets grew 59.7%, from $402K to $641K.
Where does Rothchild Realty, Ltd. Retirement Plan rank by assets among Form 5500 filers? ▼
Rothchild Realty, Ltd. Retirement Plan ranks in the 19th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to Rothchild Realty, Ltd. Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Envision Marketing LLC 401(k) Profit Sharing Plan & Trust in NV ($544K, 5 participants).
Which 401(k) plans cover a similar participant headcount to Rothchild Realty, Ltd. Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Mid-America Eye Center, Inc. Employees' Profit Sharing Plan in KS (13 participants, $52 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 760150327.

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.