401(k) · DOL Form 5500 · 2023

Templet Realty LLC 401(k) Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets: 2
Participants Small participant base: 45th
Percentile by assets National rank: $2.6M
Avg per participant High balance/head

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Official DOL plan name: Trllc 401(k) · Sponsored by Templet Realty LLC · Mississippi · Real Estate

$5M in assets, 2 participants

Templet Realty LLC's Trllc 401(k) reported $5M in total assets and 2 participants in its 2023 DOL Form 5500 filing, ranking in the 45th 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.

#3,068 in Real Estate (4,727 peers)

Real Estate sector rank

Within Real Estate, Trllc 401(k) ranks #3,068 of 4,727 2023 filers by assets (493% of the sector average)-$5M for 2 participants.

#3,068
in Real Estate (4,727 peers): +135.2%
assets growth YoY

Trllc 401(k)'s mid-pack asset rank among Real Estate and all filers

Trllc 401(k) vs every filed plan by assets

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

$5,267,136 45th percentile higher than 45% 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

Trllc 401(k) among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Trllc 401(k) 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%)

Trllc 401(k) end-of-year assets rose from $2M in the plan year 2022 filing to $5M in the plan year 2023 filing.
Trllc 401(k) reported net income rose from $1M in the plan year 2022 filing to $3M in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 472264064 · Templet Realty LLC PY 2023 · 401(k)

Trllc 401(k) · $5M · 2 · 45th

RANK $5M
PHOTO 2
IND 45th
EOY 401(k)
5500 near Fischer USA Stainless Steel Tubing, Inc.
ASSETS ind #3068

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 Mississippi →

End-of-year total assets ($M) among Trllc 401(k) 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)	$5M
Net Income	$3M
Employer EIN	472264064
Plan Effective Date	2018-10-19
Filing Status	FILING RECEIVED

Sponsor Plan History (Templet Realty LLC)

Latest sponsor-wide plan assets: $5M 135.22894594518553% vs 2022; 2023 filing year

Year	Plans	Participants	Total Assets
2022	1	2	$2M
2023	1	2	$5M

Nearby 401(k) Plans in Mississippi

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

Trllc 401(k) vs. nearby 401(k) plans in Mississippi, assets vs. participants

Cadence 401(k) Profit-Sharing Plan $797M · 6,578
Ergon 401(k) Plan $651M · 3,214
Hancock Whitney Corporation 401(k) Savings Plan $543M · 3,545
V2x 401(k) Retirement Plan $538M · 6,807
Southern Farm Bureau and Adopting Companies 401(k) Plan $477M · 2,657

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

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

Outside Mississippi, the nearest 401(k) by assets is Fischer USA Stainless Steel Tubing, Inc. in TN ($5M); 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 ($5M here).

Fischer USA Stainless Steel Tubing, Inc. (TN) $5M · 187
Joseph Smith & Sons, Inc. 401(k) Ps Plan (MD) $5M · 456
Rgw Equipment Sales, LLC 401(k) Profit Sharing Plan (CA) $5M · 18
Connecticut Science Center, Inc 401(k) Plan (CT) $5M · 65

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 Trllc 401(k) assets move in 2023? ▼

Trllc 401(k) surged - up 135.2% during 2023, from $2M to $5M. Reported net income was $3M.

How have Templet Realty LLC plan assets changed over time? ▼

Across 2 plan years on file (2022-2023), Templet Realty LLC's sponsor-wide assets grew 135.2%, from $2M to $5M.

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

Among 401(k) plans in other states, the closest by assets is Fischer USA Stainless Steel Tubing, Inc. in TN ($5M, 187 participants).

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

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 472264064.