401(k) · DOL Form 5500 · 2023

Real Estate Equities, Inc. 401(k) Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
120
Participants Small participant base
39th
Percentile by assets National rank
$30,480
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Real Estate Equities Retirement Plan · Sponsored by Real Estate Equities, Inc. · Minnesota · Real Estate

$4M in assets, 120 participants

Real Estate Equities, Inc.'s Real Estate Equities Retirement Plan reported $4M in total assets and 120 participants in its 2023 DOL Form 5500 filing, ranking in the 39th 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.

  • #2,770 in Real Estate (4,727 peers)

Coverage in Minnesota

Real Estate Equities Retirement Plan covers 120 participants in Minnesota, about 11% of the average Minnesota filer (state average ~1,126 per filing). Assets: $4M.

#2,770
in Real Estate (4,727 peers)
+11.9%
assets growth YoY

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

Real Estate Equities Retirement Plan vs every filed plan by assets

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

$3,657,623 39th percentile higher than 39% 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

Real Estate Equities 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. Real Estate Equities Retirement Plan sits mid-pack in the medium band (120 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Real Estate Equities Retirement Plan reported net income rose from -$230K in the plan year 2022 filing to $390K in the plan year 2023 filing.
  • Real Estate Equities Retirement Plan end-of-year assets rose from $3M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Real Estate Equities Retirement Plan reported participants fell from 125 in the plan year 2022 filing to 120 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 411244299 · Real Estate Equities, Inc. PY 2023 · 401(k)

Real Estate Equities Retirement Plan · $4M · 120 · 39th

  • RANK $4M
  • RANK 120
  • RANK 39th
  • RANK 401(k)
  • RANK near Dooley & Co. Productions, Inc. 401(k) Profit Sharing Plan
  • RANK ind #2770

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 Minnesota →

Real Estate Equities Retirement Plan in the asset neighbourhood

Real Estate Equities Retirement PlanReal Estate Equities Retirem…$4MDooley & Co. Productions, Inc. 401(k) Profit Sharing PlanDooley & Co. Productions, In…$4MNew Forum 401(k) Profit Sharing PlanNew Forum 401(k) Profit Shar…$4MTao Trung Nguyen, M.D., Inc. 401 K Profit Sharing PlanTao Trung Nguyen, M.D., Inc.…$4MSutphen Corp. Members of Teamsters Local 284 401(k) PlanSutphen Corp. Members of Tea…$4M
End-of-year total assets ($M) among Real Estate Equities Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Minnesota filing particulars

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$4M
Net Income$390K
Employer EIN411244299
Plan Effective Date1996-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Real Estate Equities, Inc.)

Sponsor-wide plan assets over time

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

Latest sponsor-wide plan assets
$4M 11.926615330569458% vs 2022
2023 filing year
$3.2M$3.4M$3.6M$3.8M 20222023 $3.27M $3.66M ▲ +11.9%
Year Plans Participants Total Assets
2022 1 125 $3M
2023 1 120 $4M

Nearby 401(k) Plans in Minnesota

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

Real Estate Equities Retirement Plan vs. nearby 401(k) plans in Minnesota, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000500000 -50510152025 Total assets ($B) Participants Real Estate Equities Retirement Plan, Total assets ($B): 0.003657623 · Participants: 120Real Estate Equities Retirement PlanUnitedhealth Group 401(k) Savings Plan, Total assets ($B): 22.432100178 · Participants: 198972Unitedhealth Group 401(k) Savings PlanTarget Corporation 401(k) Plan, Total assets ($B): 13.008265857 · Participants: 432617Target Corporation 401(k) PlanMedtronic Savings and Investment Plan, Total assets ($B): 12.931979 · Participants: 44342Medtronic Savings and Investment Plan3M Voluntary Investment Plan and Employee Stock Ownership Plan, Total assets ($B): 12.04661588 · Participants: 360493M Voluntary Investment Plan and Employee Stock Ownership PlanU.S. Bank 401(k) Savings Plan, Total assets ($B): 10.271161911 · Participants: 75272U.S. Bank 401(k) Savings Plan
Real Estate Equities Retirement Plan vs. nearby 401(k) plans in Minnesota, assets vs. participants
Compare Real Estate Equities Retirement Plan side-by-side with 3 peers →

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

Outside Minnesota, the nearest 401(k) by assets is Dooley & Co. Productions, Inc. 401(k) Profit Sharing Plan in NY ($4M); by covered participants it is Southgroup 401(k) Plan in MS (120 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (120 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 Real Estate Equities Retirement Plan assets move in 2023? ▼
Real Estate Equities Retirement Plan grew at a solid clip - up 11.9% during 2023, from $3M to $4M. Reported net income was $390K.
How have Real Estate Equities, Inc. plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), Real Estate Equities, Inc.'s sponsor-wide assets grew 11.9%, from $3M to $4M.
Which 401(k) plans are similar in size to Real Estate Equities Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Dooley & Co. Productions, Inc. 401(k) Profit Sharing Plan in NY ($4M, 5 participants).
Which 401(k) plans cover a similar participant headcount to Real Estate Equities Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Southgroup 401(k) Plan in MS (120 participants, $13M 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 411244299.

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.