401(k) · DOL Form 5500 · 2023

Realty Trust Group, LLC 401(k) Plan

Data updated 2026-08-25

$12M
Total assets Small plan by assets: 121
Participants Small participant base: 63rd
Percentile by assets National rank: $100,378
Avg per participant Below avg balance/head

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Official DOL plan name: Realty Trust Group, LLC 401(k) Profit Sharing Plan · Sponsored by Realty Trust Group, LLC · Tennessee · Real Estate

$12M in assets, 121 participants

Realty Trust Group, LLC's Realty Trust Group, LLC 401(k) Profit Sharing Plan reported $12M in total assets and 121 participants in its 2023 DOL Form 5500 filing, ranking in the 63rd 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.

#3,755 in Real Estate (4,727 peers)

Coverage in Tennessee

Realty Trust Group, LLC 401(k) Profit Sharing Plan covers 121 participants in Tennessee, about 11% of the average Tennessee filer (state average ~1,126 per filing). Assets: $12M.

#3,755
in Real Estate (4,727 peers): +39.0%
assets growth YoY

Realty Trust Group, LLC 401(k) Profit Sharing Plan's mid-pack asset rank among Real Estate and all filers

Realty Trust Group, LLC 401(k) Profit Sharing Plan vs every filed plan by assets

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

$12,145,751 Top 37% higher than 63% 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

Realty Trust Group, LLC 401(k) Profit Sharing 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. Realty Trust Group, LLC 401(k) Profit Sharing Plan sits mid-pack in the medium band (121 participants).

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%)

DOL schedule card

Filing strip 621735062 · Realty Trust Group, LLC PY 2023 · 401(k)

Realty Trust Group, LLC 401(k) Profit Sharing Plan · $12M · 121 · 63rd

PHOTO $12M
IND 121
EOY 63rd
5500 401(k)
ASSETS near Leon Farmer & Company 401(k) Plan
PCT ind #3755

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 Tennessee →

End-of-year total assets ($M) among Realty Trust Group, LLC 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Tennessee filing particulars

Total Assets (Beginning of Year)	$9M
Net Assets (End of Year)	$12M
Net Income	$3M
Employer EIN	621735062
Plan Effective Date	2006-01-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Realty Trust Group, LLC)

Latest sponsor-wide plan assets: $16M 29.952433571213504% vs 2023; 2024 filing year

Year	Plans	Participants	Total Assets
2023	1	121	$12M
2024	1	130	$16M

Nearby 401(k) Plans in Tennessee

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

Realty Trust Group, LLC 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Tennessee, assets vs. participants

Fedex Corporation Retirement Savings Plan $23.9B · 127,010
Hca 401(k) Plan $21.5B · 291,649
Federal Express Corporation Pilots Retirement Savings Plan $4.7B · 5,728
International Paper Company Salaried Savings Plan $4.6B · 12,153
Chs/Community Health Systems, Inc. Retirement Savings Plan $4.5B · 62,487

Compare Realty Trust Group, LLC 401(k) Profit Sharing Plan side-by-side with 3 peers →

Realty Trust Group, LLC 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Tennessee, the nearest 401(k) by assets is Leon Farmer & Company 401(k) Plan in GA ($12M); by covered participants it is Redwood School & Rehabilitation Center, Inc. 401(k) Plan in OH (121 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($12M here).

Leon Farmer & Company 401(k) Plan (GA) $12M · 171
Florida Community Health Centers , Inc. 401(k) Plan (FL) $12M · 377
Bully Pulpit Interactive, LLC 401(k) Plan (DC) $12M · 194
Persado, Inc. 401(k) Retirement Plan and Trust (NY) $12M · 254

Similar participant headcount

Nearest other-state filings by covered participants (121 participants); asset peers above are excluded.

Redwood School & Rehabilitation Center, Inc. 401(k) Plan (OH) 121 · 0 off
The Jane Pauley Community Health (IN) 121 · 0 off
Chickasaw Community Bank 401(k) Plan (OK) 121 · 0 off
Meathead Movers, Inc. 401(k) Profit Sharing Plan (CA) 121 · 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 Realty Trust Group, LLC 401(k) Profit Sharing Plan assets move in 2023? ▼

Realty Trust Group, LLC 401(k) Profit Sharing Plan surged - up 39.0% during 2023, from $9M to $12M. Reported net income was $3M.

How have Realty Trust Group, LLC plan assets changed over time? ▼

Across 2 plan years on file (2023-2024), Realty Trust Group, LLC's sponsor-wide assets grew 30.0%, from $12M to $16M.

Which 401(k) plans are similar in size to Realty Trust Group, LLC 401(k) Profit Sharing Plan? ▼

Among 401(k) plans in other states, the closest by assets is Leon Farmer & Company 401(k) Plan in GA ($12M, 171 participants).

Which 401(k) plans cover a similar participant headcount to Realty Trust Group, LLC 401(k) Profit Sharing Plan? ▼

Among 401(k) plans in other states, the closest by covered participants is Redwood School & Rehabilitation Center, Inc. 401(k) Plan in OH (121 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 621735062.