401(k) · DOL Form 5500 · 2023

Fiduciary Real Estate Development, Inc. 401(k) Plan

Data updated 2026-08-25

$16M
Total assets Small plan by assets
234
Participants Below avg headcount
68th
Percentile by assets National rank
$67,325
Avg per participant Below avg balance/head
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Official DOL plan name: Fiduciary Real Estate Development, Inc. 401(k) Plan · Sponsored by Fiduciary Real Estate Development, Inc. · Wisconsin · Real Estate

$16M in assets, 234 participants

Fiduciary Real Estate Development, Inc.'s Fiduciary Real Estate Development, Inc. 401(k) Plan reported $16M in total assets and 234 participants in its 2023 DOL Form 5500 filing, ranking in the 68th 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.

  • #3,935 in Real Estate (4,727 peers)

Coverage in Wisconsin

Fiduciary Real Estate Development, Inc. 401(k) Plan covers 234 participants in Wisconsin, about 42% of the average Wisconsin filer (state average ~563 per filing). Assets: $16M.

#3,935
in Real Estate (4,727 peers)
+12.5%
assets growth YoY

Fiduciary Real Estate Development, Inc. 401(k) Plan's outsized position by total assets

Fiduciary Real Estate Development, Inc. 401(k) Plan vs every filed plan by assets

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

$15,754,156 Top 32% higher than 68% 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

Fiduciary Real Estate Development, Inc. 401(k) 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. Fiduciary Real Estate Development, Inc. 401(k) Plan sits mid-pack in the medium band (234 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Fiduciary Real Estate Development, Inc. 401(k) Plan reported net income rose from -$660K in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Fiduciary Real Estate Development, Inc. 401(k) Plan end-of-year assets rose from $14M in the plan year 2022 filing to $16M in the plan year 2023 filing.
  • Fiduciary Real Estate Development, Inc. 401(k) Plan reported participants fell from 246 in the plan year 2022 filing to 234 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 391502923 · Fiduciary Real Estate Development, Inc. PY 2023 · 401(k)

Fiduciary Real Estate Development, Inc. 401(k) Plan · $16M · 234 · 68th

  • VS-ST $16M
  • BOY 234
  • SCH 68th
  • EBSA 401(k)
  • PART near Softserve, Inc. 401(k) Plan
  • TYPE ind #3935

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 Wisconsin →

Fiduciary Real Estate Development, Inc. 401(k) Plan in the asset neighbourhood

Seldin, LLC 401(k) Plan$16MAspect Management Corp. 401(k) PlanAspect Management Corp. 401(…$16MFiduciary Real Estate Development, Inc. 401(k) PlanFiduciary Real Estate Develo…$16MSoftserve, Inc. 401(k) Plan$16MR.M. Chin & Associates, Inc. Profit Sharing/ 401(k) PlanR.M. Chin & Associates, Inc.…$16M
End-of-year total assets ($M) among Fiduciary Real Estate Development, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Wisconsin filing particulars

Total Assets (Beginning of Year)$14M
Net Assets (End of Year)$16M
Net Income$2M
Employer EIN391502923
Plan Effective Date1999-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Fiduciary Real Estate Development, Inc.)

Sponsor-wide plan assets over time

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

Latest sponsor-wide plan assets
$18M 31.440633951027046% vs 2022
2024 filing year
$12M$14M$16M$18M$20M 202220232024 $14M $18.4M ▲ +31.4%
Year Plans Participants Total Assets
2022 1 246 $14M
2023 1 234 $16M
2024 1 245 $18M

Nearby 401(k) Plans in Wisconsin

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

Fiduciary Real Estate Development, Inc. 401(k) Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -50510 Total assets ($B) Participants Fiduciary Real Estate Development, Inc. 401(k) Plan, Total assets ($B): 0.015754156 · Participants: 234Fiduciary Real Estate Development, Inc. 401(k) PlanAdvocate Aurora Health 401(k) Plan, Total assets ($B): 9.125723544 · Participants: 76956Advocate Aurora Health 401(k) PlanJohnson Controls Retirement Savings and Investment Plan, Total assets ($B): 6.160116767 · Participants: 28904Johnson Controls Retirement Savings and Investment PlanFiserv 401(k) Savings Plan, Total assets ($B): 4.81171463 · Participants: 25280Fiserv 401(k) Savings PlanKimberly-Clark Corporation 401(k) & Profit Sharing Plan, Total assets ($B): 4.550761 · Participants: 11236Kimberly-Clark Corporation 401(k) & Profit Sharing PlanRockwell Automation Retirement Savings Plan, Total assets ($B): 3.62235882 · Participants: 8877Rockwell Automation Retirement Savings Plan
Fiduciary Real Estate Development, Inc. 401(k) Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants
Compare Fiduciary Real Estate Development, Inc. 401(k) Plan side-by-side with 3 peers →

Fiduciary Real Estate Development, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Wisconsin, the nearest 401(k) by assets is Softserve, Inc. 401(k) Plan in FL ($16M); by covered participants it is Toyo Automotive 401(k) Plan in KY (234 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($16M here).

Similar participant headcount

Nearest other-state filings by covered participants (234 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 Fiduciary Real Estate Development, Inc. 401(k) Plan assets move in 2023? ▼
Fiduciary Real Estate Development, Inc. 401(k) Plan grew at a solid clip - up 12.5% during 2023, from $14M to $16M. Reported net income was $2M.
How have Fiduciary Real Estate Development, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Fiduciary Real Estate Development, Inc.'s sponsor-wide assets grew 31.4%, from $14M to $18M.
Which 401(k) plans are similar in size to Fiduciary Real Estate Development, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Softserve, Inc. 401(k) Plan in FL ($16M, 253 participants).
Which 401(k) plans cover a similar participant headcount to Fiduciary Real Estate Development, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Toyo Automotive 401(k) Plan in KY (234 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 391502923.

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.