401(k) · DOL Form 5500 · 2023
Andrea Castle Real Estate LLC 401(k) Plan
Data updated 2026-08-25
- $7K
- Total assets Small plan by assets
- 2
- Participants Small participant base
- 1st
- Percentile by assets National rank
- $3,260
- Avg per participant Low balance/head
Official DOL plan name: Andrea Castle Real Estate LLC 401(k) Profit Sharing Plan & Trust · Sponsored by Andrea Castle Real Estate LLC · Ohio · Real Estate
$7K in assets, 2 participants
Andrea Castle Real Estate LLC's Andrea Castle Real Estate LLC 401(k) Profit Sharing Plan & Trust reported $7K in total assets and 2 participants in its 2023 DOL Form 5500 filing, ranking in the 1st 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.
- #77 in Real Estate (4,727 peers)
What the 2023 filing shows
Andrea Castle Real Estate LLC 401(k) Profit Sharing Plan & Trust holds $7K for 2 participants - about $3,260 per participant, among the smaller plans by assets on file.
- #77
- in Real Estate (4,727 peers)
- $2K
- reported net income
Andrea Castle Real Estate LLC 401(k) Profit Sharing Plan & Trust among the smaller filed plans by assets
Andrea Castle Real Estate LLC 401(k) Profit Sharing Plan & Trust vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$6,520 1st percentile higher than 1% 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
Andrea Castle Real Estate LLC 401(k) Profit Sharing Plan & Trust among micro filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Andrea Castle Real Estate LLC 401(k) Profit Sharing Plan & Trust is a micro filing (2 participants), the leftmost band.
Plan-year Form 5500 strip
Filing strip 844036110 · Andrea Castle Real Estate LLC PY 2023 · 401(k)
Andrea Castle Real Estate LLC 401(k) Profit Sharing Plan & Trust · $7K · 2 · 1st
- RANK $7K
- RANK 2
- RANK 1st
- RANK 401(k)
- RANK near Jireh Lanes and Pizza Investment Plan
- RANK ind #77
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 →
Andrea Castle Real Estate LLC 401(k) Profit Sharing Plan & Trust in the asset neighbourhood
Filing particulars (2023)
| Total Assets (Beginning of Year) | N/A |
|---|---|
| Net Assets (End of Year) | $7K |
| Net Income | $2K |
| Employer EIN | 844036110 |
| Plan Effective Date | 2023-01-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Ohio
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- GE Retirement Savings Plan $19.5B · 59,766
- The Sherwin-Williams Company 401(k) Plan $10.1B · 47,362
- The Progressive 401(k) Plan $9.2B · 56,176
- The Kroger Co. 401(k) Retirement Savings Account Plan $8.4B · 129,769
- Nationwide Savings Plan $7.6B · 24,715
Andrea Castle Real Estate LLC 401(k) Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount
Outside Ohio, the nearest 401(k) by assets is Jireh Lanes and Pizza Investment Plan in PA ($7K); 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 ($7K here).
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.