401(k) · DOL Form 5500 · 2023

Commercial Real Estate Exchange, Inc. 401(k) Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets: 299
Participants Below avg headcount: 47th
Percentile by assets National rank: $19,343
Avg per participant Low balance/head

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Official DOL plan name: Crexi 401(k) Plan · Sponsored by Commercial Real Estate Exchange, Inc. · California · Real Estate

$6M in assets, 299 participants

Commercial Real Estate Exchange, Inc.'s Crexi 401(k) Plan reported $6M in total assets and 299 participants in its 2023 DOL Form 5500 filing, ranking in the 47th 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.

#3,154 in Real Estate (4,727 peers)

Coverage in California

Crexi 401(k) Plan covers 299 participants in California, about 47% of the average California filer (state average ~630 per filing). Assets: $6M.

#3,154
in Real Estate (4,727 peers): +91.1%
assets growth YoY

Crexi 401(k) Plan's mid-pack asset rank among Real Estate and all filers

Crexi 401(k) Plan vs every filed plan by assets

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

$5,783,441 47th percentile higher than 47% 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

Crexi 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. Crexi 401(k) Plan sits mid-pack in the medium band (299 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%)

Crexi 401(k) Plan reported net income rose from $1M in the plan year 2022 filing to $3M in the plan year 2023 filing.
Crexi 401(k) Plan end-of-year assets rose from $3M in the plan year 2022 filing to $6M in the plan year 2023 filing.
Crexi 401(k) Plan reported participants rose from 165 in the plan year 2022 filing to 299 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 472718061 · Commercial Real Estate Exchange, Inc. PY 2023 · 401(k)

Crexi 401(k) Plan · $6M · 299 · 47th

EIN $6M
RANK 299
PHOTO 47th
IND 401(k)
EOY near Media Space, Inc. 401(k) Profit Sharing Plan and Trust
5500 ind #3154

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 California →

End-of-year total assets ($M) among Crexi 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

California filing particulars

Total Assets (Beginning of Year)	$3M
Net Assets (End of Year)	$6M
Net Income	$3M
Employer EIN	472718061
Plan Effective Date	2020-06-23
Filing Status	FILING RECEIVED

Sponsor Plan History (Commercial Real Estate Exchange, Inc.)

Latest sponsor-wide plan assets: $8M 168.22664437340183% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	165	$3M
2023	1	299	$6M
2024	1	314	$8M

Nearby 401(k) Plans in California

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

Crexi 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants

Wells Fargo & Company 401(k) Plan $51.8B · 193,919
Google LLC 401(k) Savings Plan $39.0B · 122,867
Oracle Corporation 401(k) Savings and Investment Plan $26.3B · 63,105
Intel 401(k) Savings Plan $22.2B · 59,863
Apple 401(k) Plan $19.8B · 106,111

Compare Crexi 401(k) Plan side-by-side with 3 peers →

Crexi 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Media Space, Inc. 401(k) Profit Sharing Plan and Trust in MN ($6M); by covered participants it is Sunrise Community Health 401(k) Safe Harbor Plan in CO (299 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($6M here).

Media Space, Inc. 401(k) Profit Sharing Plan and Trust (MN) $6M · 49
Spartan Race, Inc. 401(k) Plan (MA) $6M · 359
Lee Beverage of Wisconsin, LLC 401(k) Plan (WI) $6M · 215
Western Industrial Resources Corp Retirement Savings Plan (AZ) $6M · 305

Similar participant headcount

Nearest other-state filings by covered participants (299 participants); asset peers above are excluded.

Sunrise Community Health 401(k) Safe Harbor Plan (CO) 299 · 0 off
Lighthouse Hr Services,LLC 401(k) Plan (FL) 299 · 0 off
Marion and Polk Schools Credit Union 401(k) Plan (OR) 299 · 0 off
Steinman Communications Retirement Savings Plan (PA) 299 · 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 Crexi 401(k) Plan assets move in 2023? ▼

Crexi 401(k) Plan surged - up 91.1% during 2023, from $3M to $6M. Reported net income was $3M.

How have Commercial Real Estate Exchange, Inc. plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Commercial Real Estate Exchange, Inc.'s sponsor-wide assets grew 168.2%, from $3M to $8M.

Which 401(k) plans are similar in size to Crexi 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by assets is Media Space, Inc. 401(k) Profit Sharing Plan and Trust in MN ($6M, 49 participants).

Which 401(k) plans cover a similar participant headcount to Crexi 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by covered participants is Sunrise Community Health 401(k) Safe Harbor Plan in CO (299 participants, $15M 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 472718061.