401(k) · DOL Form 5500 · 2023

Culmen Real Estate Services, Inc. 401(k) Plan

Data updated 2026-08-25

$11M
Total assets Small plan by assets
183
Participants Below avg headcount
60th
Percentile by assets National rank
$58,838
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Culmen Real Estate Services Retirement Plan · Sponsored by Culmen Real Estate Services, Inc. · Ohio · Real Estate

$11M in assets, 183 participants

Culmen Real Estate Services, Inc.'s Culmen Real Estate Services Retirement Plan reported $11M in total assets and 183 participants in its 2023 DOL Form 5500 filing, ranking in the 60th 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.

  • #3,666 in Real Estate (4,727 peers)

Coverage in Ohio

Culmen Real Estate Services Retirement Plan covers 183 participants in Ohio, about 24% of the average Ohio filer (state average ~765 per filing). Assets: $11M.

#3,666
in Real Estate (4,727 peers)
+13.8%
assets growth YoY

Culmen Real Estate Services Retirement Plan's mid-pack asset rank among Real Estate and all filers

Culmen Real Estate Services Retirement Plan vs every filed plan by assets

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

$10,767,429 Top 40% higher than 60% 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

Culmen Real Estate Services Retirement Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Culmen Real Estate Services Retirement Plan sits mid-pack in the medium band (183 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Culmen Real Estate Services Retirement Plan reported net income rose from -$3M in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Culmen Real Estate Services Retirement Plan reported participants rose from 102 in the plan year 2022 filing to 183 in the plan year 2023 filing.
  • Culmen Real Estate Services Retirement Plan end-of-year assets rose from $9M in the plan year 2022 filing to $11M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 823000146 · Culmen Real Estate Services, Inc. PY 2023 · 401(k)

Culmen Real Estate Services Retirement Plan · $11M · 183 · 60th

  • RANK $11M
  • RANK 183
  • RANK 60th
  • RANK 401(k)
  • RANK near Lisega, Inc. 401(k) Plan
  • RANK ind #3666

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 →

Culmen Real Estate Services Retirement Plan in the asset neighbourhood

Culmen Real Estate Services Retirement PlanCulmen Real Estate Services …$11MLisega, Inc. 401(k) Plan$11MPrivate Industry Council Retirement Savings PlanPrivate Industry Council Ret…$11MDelon Hampton & Assoc, Chartered 401(k) Profit Sharing PlanDelon Hampton & Assoc, Chart…$11MThe Rushing Company 401(k) PlanThe Rushing Company 401(k) P…$11M
End-of-year total assets ($M) among Culmen Real Estate Services Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Ohio filing particulars

Total Assets (Beginning of Year)$9M
Net Assets (End of Year)$11M
Net Income$1M
Employer EIN823000146
Plan Effective Date2019-01-07
Filing StatusFILING RECEIVED

Sponsor Plan History (Culmen Real Estate Services, Inc.)

Sponsor-wide plan assets over time

All Culmen Real Estate Services, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$11M 13.065871020023057% vs 2022
2024 filing year
$9M$9.5M$10M$10.5M$11M 202220232024 $9.46M $10.7M ▲ +13.1%
Year Plans Participants Total Assets
2022 1 102 $9M
2023 1 183 $11M
2024 1 134 $11M

Nearby 401(k) Plans in Ohio

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

Culmen Real Estate Services Retirement Plan vs. nearby 401(k) plans in Ohio, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -50510152025 Total assets ($B) Participants Culmen Real Estate Services Retirement Plan, Total assets ($B): 0.010767429 · Participants: 183Culmen Real Estate Services Retirement 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
Culmen Real Estate Services Retirement Plan vs. nearby 401(k) plans in Ohio, assets vs. participants
Compare Culmen Real Estate Services Retirement Plan side-by-side with 3 peers →

Culmen Real Estate Services Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Ohio, the nearest 401(k) by assets is Lisega, Inc. 401(k) Plan in TN ($11M); by covered participants it is Ncc Ee , LLC 401(k) Profit Sharing Plan and Trust in VA (183 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (183 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 Culmen Real Estate Services Retirement Plan assets move in 2023? ▼
Culmen Real Estate Services Retirement Plan grew at a solid clip - up 13.8% during 2023, from $9M to $11M. Reported net income was $1M.
How have Culmen Real Estate Services, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Culmen Real Estate Services, Inc.'s sponsor-wide assets grew 13.1%, from $9M to $11M.
Which 401(k) plans are similar in size to Culmen Real Estate Services Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Lisega, Inc. 401(k) Plan in TN ($11M, 128 participants).
Which 401(k) plans cover a similar participant headcount to Culmen Real Estate Services Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Ncc Ee , LLC 401(k) Profit Sharing Plan and Trust in VA (183 participants, $1M 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 823000146.

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.