401(k) · DOL Form 5500 · 2023

Cre Investment Advisors, LLC 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets: 23
Participants Small participant base: 28th
Percentile by assets National rank: $67,198
Avg per participant Below avg balance/head

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Official DOL plan name: Cre Investment Advisors, LLC · Sponsored by Cre Investment Advisors, LLC · Pennsylvania · Real Estate

$2M in assets, 23 participants

Cre Investment Advisors, LLC's Cre Investment Advisors, LLC reported $2M in total assets and 23 participants in its 2023 DOL Form 5500 filing, ranking in the 28th 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.

#2,202 in Real Estate (4,727 peers)

Cre Investment Advisors, LLC multi-year trail

Cre Investment Advisors, LLC's plans moved +130.7% in assets from 2022 to 2024; this filing shows Cre Investment Advisors, LLC at $2M / 23 participants.

#2,202
in Real Estate (4,727 peers): +49.2%
assets growth YoY

Cre Investment Advisors, LLC among the smaller filed plans by assets

Cre Investment Advisors, LLC vs every filed plan by assets

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

$1,545,544 28th percentile higher than 28% 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

Cre Investment Advisors, LLC among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Cre Investment Advisors, LLC is a small filing (23 participants) on this national headcount ladder.

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%)

Cre Investment Advisors, LLC reported participants rose from 15 in the plan year 2022 filing to 23 in the plan year 2023 filing.
Cre Investment Advisors, LLC 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 →

Form 5500 schedule snapshot

Filing strip 815483871 · Cre Investment Advisors, LLC PY 2023 · 401(k)

Cre Investment Advisors, LLC · $2M · 23 · 28th

VS-ST $2M
VS-ST 23
VS-ST 28th
VS-ST 401(k)
VS-ST near Abc Sheet Metal Inc 401(k) Retirement Savings Plan
VS-ST ind #2202

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 Pennsylvania →

End-of-year total assets ($M) among Cre Investment Advisors, LLC and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Cre Investment Advisors, LLC multi-year asset trail

Latest sponsor-wide plan assets: $2M 130.71698062191047% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	15	$1M
2023	1	23	$2M
2024	1	26	$2M

Cre Investment Advisors, LLC filing trail (2023)

Total Assets (Beginning of Year)	$1M
Net Assets (End of Year)	$2M
Net Income	$510K
Employer EIN	815483871
Plan Effective Date	2018-04-01
Filing Status	FILING RECEIVED

Nearby 401(k) Plans in Pennsylvania

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

Cre Investment Advisors, LLC vs. nearby 401(k) plans in Pennsylvania, assets vs. participants

Comcast Corporation Retirement - Investment Plan $17.4B · 93,136
Cigna 401(k) Plan $13.0B · 66,760
The Vanguard Retirement and Savings Plan $9.8B · 18,200
The PNC Financial Services Group, Inc. Incentive Savings Plan $9.3B · 61,697
The Bank of New York Mellon Corporation 401(k) Savings Plan $9.0B · 25,184

Compare Cre Investment Advisors, LLC side-by-side with 3 peers →

Cre Investment Advisors, LLC's out-of-state 401(k) peers by assets and headcount

Outside Pennsylvania, the nearest 401(k) by assets is Abc Sheet Metal Inc 401(k) Retirement Savings Plan in CA ($2M); by covered participants it is Tri J Packaging, Inc. Retirement Plan in GA (23 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

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

Abc Sheet Metal Inc 401(k) Retirement Savings Plan (CA) $2M · 28
Bolanos, Inc. 401(k) Plan and Trust (IL) $2M · 10
Chico Wealth, Inc. Dba the Odonnell Group 401(k) Profit Sharing Plan (CA) $2M · 4
Spire Hawaii 401(k) Plan (HI) $2M · 15

Similar participant headcount

Nearest other-state filings by covered participants (23 participants); asset peers above are excluded.

Tri J Packaging, Inc. Retirement Plan (GA) 23 · 0 off
Fdg Retirement Plan & Trust (CO) 23 · 0 off
Allen Searcy Builder-Contractor, Inc. 401(k) Retirement Plan (TN) 23 · 0 off
Taylor, Book, Allen & Morris, LLP 401(k) Plan (TX) 23 · 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 Cre Investment Advisors, LLC assets move in 2023? ▼

Cre Investment Advisors, LLC surged - up 49.2% during 2023, from $1M to $2M. Reported net income was $510K.

How have Cre Investment Advisors, LLC plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Cre Investment Advisors, LLC's sponsor-wide assets grew 130.7%, from $1M to $2M.

Which 401(k) plans are similar in size to Cre Investment Advisors, LLC? ▼

Among 401(k) plans in other states, the closest by assets is Abc Sheet Metal Inc 401(k) Retirement Savings Plan in CA ($2M, 28 participants).

Which 401(k) plans cover a similar participant headcount to Cre Investment Advisors, LLC? ▼

Among 401(k) plans in other states, the closest by covered participants is Tri J Packaging, Inc. Retirement Plan in GA (23 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 815483871.