401(k) · DOL Form 5500 · 2023

Corporex Realty & Investment LLC 401(k) Plan

Data updated 2026-08-25

$27M
Total assets Below avg plan size
1,544
Participants Near avg headcount
77th
Percentile by assets National rank
$17,266
Avg per participant Low balance/head
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Official DOL plan name: Corporex Family of Companies 401(k) Plan · Sponsored by Corporex Realty & Investment LLC · Kentucky · Real Estate

$27M in assets, 1,544 participants

Corporex Realty & Investment LLC's Corporex Family of Companies 401(k) Plan reported $27M in total assets and 1,544 participants in its 2023 DOL Form 5500 filing, ranking in the 77th 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.

  • #4,247 in Real Estate (4,727 peers)

Coverage in Kentucky

Corporex Family of Companies 401(k) Plan covers 1,544 participants in Kentucky, 2.4x the typical Kentucky plan (state average ~647 per filing). Assets: $27M.

#4,247
in Real Estate (4,727 peers)
+23.7%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Corporex Family of Companies 401(k) Plan's outsized position by total assets

Corporex Family of Companies 401(k) Plan vs every filed plan by assets

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

$26,658,327 Top 23% higher than 77% 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

Corporex Family of Companies 401(k) Plan's large-plan peer group by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Corporex Family of Companies 401(k) Plan lands in the large band (1,544 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Corporex Family of Companies 401(k) Plan reported net income rose from -$5M in the plan year 2022 filing to $5M in the plan year 2023 filing.
  • Corporex Family of Companies 401(k) Plan end-of-year assets rose from $22M in the plan year 2022 filing to $27M in the plan year 2023 filing.
  • Corporex Family of Companies 401(k) Plan reported participants rose from 1,399 in the plan year 2022 filing to 1,544 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 610670372 · Corporex Realty & Investment LLC PY 2023 · 401(k)

Corporex Family of Companies 401(k) Plan · $27M · 1,544 · 77th

  • RANK $27M
  • PHOTO 1,544
  • IND 77th
  • EOY 401(k)
  • 5500 near Lee Kennedy Co., Inc. 401(k) and Profit Sharing Plan
  • ASSETS ind #4247

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 Kentucky →

Corporex Family of Companies 401(k) Plan in the asset neighbourhood

Corporex Family of Companies 401(k) PlanCorporex Family of Companies…$27MLee Kennedy Co., Inc. 401(k) and Profit Sharing PlanLee Kennedy Co., Inc. 401(k)…$27MReal Foundations, Inc. 401(k) PlanReal Foundations, Inc. 401(k…$27MEconolite Group, Inc. 401(k) PlanEconolite Group, Inc. 401(k)…$27MThe 401(k) Plan for Hourly Employees of Finch Paper LLCThe 401(k) Plan for Hourly E…$27M
End-of-year total assets ($M) among Corporex Family of Companies 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Kentucky filing particulars

Total Assets (Beginning of Year)$22M
Net Assets (End of Year)$27M
Net Income$5M
Employer EIN610670372
Plan Effective Date1984-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Corporex Realty & Investment LLC)

Sponsor-wide plan assets over time

All Corporex Realty & Investment LLC plans reported in each filing year

Latest sponsor-wide plan assets
$31M 43.10256895277198% vs 2022
2024 filing year
$20M$25M$30M$35M 202220232024 $21.5M $30.8M ▲ +43.1%
Year Plans Participants Total Assets
2022 1 1,399 $22M
2023 1 1,544 $27M
2024 1 1,511 $31M

Nearby 401(k) Plans in Kentucky

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

Corporex Family of Companies 401(k) Plan vs. nearby 401(k) plans in Kentucky, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -20246810 Total assets ($B) Participants Corporex Family of Companies 401(k) Plan, Total assets ($B): 0.026658327 · Participants: 1544Corporex Family of Companies 401(k) PlanCommonspirit Health 401(k) Retirement Savings Plan, Total assets ($B): 7.871320063 · Participants: 86688Commonspirit Health 401(k) Retirement Savings PlanHumana Retirement Savings Plan, Total assets ($B): 7.374962984 · Participants: 45938Humana Retirement Savings PlanUPS/Ipa 401(k) Savings Plan, Total assets ($B): 1.324958147 · Participants: 3159UPS/Ipa 401(k) Savings PlanScionhealth 401(k) Plan, Total assets ($B): 1.221134526 · Participants: 33226Scionhealth 401(k) PlanLexmark Savings Plan, Total assets ($B): 1.205127047 · Participants: 1968Lexmark Savings Plan
Corporex Family of Companies 401(k) Plan vs. nearby 401(k) plans in Kentucky, assets vs. participants
Compare Corporex Family of Companies 401(k) Plan side-by-side with 3 peers →

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

Outside Kentucky, the nearest 401(k) by assets is Lee Kennedy Co., Inc. 401(k) and Profit Sharing Plan in MA ($27M); by covered participants it is Amynta 401(k) Plan in NY (1,544 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,544 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 Corporex Family of Companies 401(k) Plan assets move in 2023? ▼
Corporex Family of Companies 401(k) Plan grew sharply - up 23.7% during 2023, from $22M to $27M. Reported net income was $5M.
How have Corporex Realty & Investment LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Corporex Realty & Investment LLC's sponsor-wide assets grew 43.1%, from $22M to $31M.
Where does Corporex Family of Companies 401(k) Plan rank by assets among Form 5500 filers? ▼
Corporex Family of Companies 401(k) Plan ranks in the 77th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Corporex Family of Companies 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Lee Kennedy Co., Inc. 401(k) and Profit Sharing Plan in MA ($27M, 126 participants).
Which 401(k) plans cover a similar participant headcount to Corporex Family of Companies 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Amynta 401(k) Plan in NY (1,544 participants, $84M 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 610670372.

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.