401(k) · DOL Form 5500 · 2023

Carrow Real Estate Services, LLC 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
15
Participants Small participant base
31st
Percentile by assets National rank
$144,810
Avg per participant Above avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Cres 401(k) Plan · Sponsored by Carrow Real Estate Services, LLC · New York · Real Estate

$2M in assets, 15 participants

Carrow Real Estate Services, LLC's Cres 401(k) Plan reported $2M in total assets and 15 participants in its 2023 DOL Form 5500 filing, ranking in the 31st 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.

  • #2,415 in Real Estate (4,727 peers)

Real Estate sector rank

Within Real Estate, Cres 401(k) Plan ranks #2,415 of 4,727 2023 filers by assets (1195% of the sector average)-$2M for 15 participants.

#2,415
in Real Estate (4,727 peers)
-4.3%
assets change YoY

The plan reported a net loss of $97K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Cres 401(k) Plan among the smaller filed plans by assets

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

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

$2,172,156 31st percentile higher than 31% 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

Cres 401(k) Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Cres 401(k) Plan is a small filing (15 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Cres 401(k) Plan reported net income rose from -$573K in the plan year 2022 filing to -$97K in the plan year 2023 filing.
  • Cres 401(k) Plan reported participants fell from 16 in the plan year 2022 filing to 15 in the plan year 2023 filing.
  • Cres 401(k) Plan end-of-year assets fell from $2M in the plan year 2022 filing to $2M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 203887737 · Carrow Real Estate Services, LLC PY 2023 · 401(k)

Cres 401(k) Plan · $2M · 15 · 31st

  • 5500 $2M
  • ASSETS 15
  • PCT 31st
  • EIN 401(k)
  • RANK near Coastal Production, L.L.C. 401(k) Plan
  • PHOTO ind #2415

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 New York →

Cres 401(k) Plan in the asset neighbourhood

Cres 401(k) Plan$2MCoastal Production, L.L.C. 401(k) PlanCoastal Production, L.L.C. 4…$2MSkyline Security Management 401(k) PlanSkyline Security Management …$2MPeterson Comm. Group, Inc. 401(k) Ps PlanPeterson Comm. Group, Inc. 4…$2MLdi Retirement Plan$2M
End-of-year total assets ($M) among Cres 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Real Estate filing particulars

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income-$97K
Employer EIN203887737
Plan Effective Date2006-03-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Carrow Real Estate Services, LLC)

Sponsor-wide plan assets over time

All Carrow Real Estate Services, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$2M 9.601494461871216% vs 2022
2024 filing year
$2.1M$2.2M$2.3M$2.4M$2.5M$2.6M 202220232024 $2.27M $2.49M ▲ +9.7%
Year Plans Participants Total Assets
2022 1 16 $2M
2023 1 15 $2M
2024 1 16 $2M

Nearby 401(k) Plans in New York

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

Cres 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Cres 401(k) Plan, Total assets ($B): 0.002172156 · Participants: 15Cres 401(k) PlanIBM 401 (K) Plus Plan, Total assets ($B): 57.428456306 · Participants: 54912IBM 401 (K) Plus PlanPfizer Savings Plan, Total assets ($B): 19.56134085 · Participants: 30033Pfizer Savings PlanMorgan Stanley 401(k) Plan, Total assets ($B): 19.235068266 · Participants: 55363Morgan Stanley 401(k) PlanThe Pepsico Savings Plan, Total assets ($B): 13.651296 · Participants: 133597The Pepsico Savings PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 11.428659742 · Participants: 24866The Goldman Sachs 401(k) Plan
Cres 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants

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

Outside New York, the nearest 401(k) by assets is Coastal Production, L.L.C. 401(k) Plan in TX ($2M); by covered participants it is Ear Nose and Throat of Northwest Georgia PC Profit Sharing Plan in GA (15 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($2M here).

Similar participant headcount

Nearest other-state filings by covered participants (15 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 Cres 401(k) Plan assets move in 2023?
Cres 401(k) Plan edged down modestly - down 4.3% during 2023, from $2M to $2M. Reported net income was -$97K.
How have Carrow Real Estate Services, LLC plan assets changed over time?
Across 3 plan years on file (2022-2024), Carrow Real Estate Services, LLC's sponsor-wide assets grew 9.6%, from $2M to $2M.
Which 401(k) plans are similar in size to Cres 401(k) Plan?
Among 401(k) plans in other states, the closest by assets is Coastal Production, L.L.C. 401(k) Plan in TX ($2M, 19 participants).
Which 401(k) plans cover a similar participant headcount to Cres 401(k) Plan?
Among 401(k) plans in other states, the closest by covered participants is Ear Nose and Throat of Northwest Georgia PC Profit Sharing Plan in GA (15 participants, $4M in assets).