401(k)
2023 plan-year 401(k) DOL Form 5500

T & R PROPERTIES, INC. EMPLOYEES PROFIT SHARING PLAN AND TRUST

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

T & R PROPERTIES INC.

This 401(k) plan holds $4M in total assets and serves 148 participants as of 2023. It is sponsored by T & R PROPERTIES INC. in Ohio. The plan reported positive net income of $712K for the year.

Total Assets (2023)
$4M
Participants
148
State
Industry
Real Estate

What the Filing Says About T & R PROPERTIES, INC. EMPLOYEES PROFIT SHARING PLAN AND TRUST

T & R PROPERTIES, INC. EMPLOYEES PROFIT SHARING PLAN AND TRUST is a 401(k) retirement plan sponsored by T & R PROPERTIES INC., headquartered in Ohio. As of the 2023 Form 5500 filing, the plan reports $4M in total end-of-year assets and covers 148 participants across the Real Estate industry. The sponsor's EIN on file with the U.S. Department of Labor is 382484843, and the plan has been effective since 1990-01-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $4M at the beginning of 2023 to $4M at year-end — a gain of 19.7%. Net assets (after liabilities) closed the year at $4M, with reported net income of $712K driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$4M
Total Assets (End of Year)$4M
Net Assets (End of Year)$4M
Net Income$712K
Plan Type401(k)
Employer EIN382484843
Plan Effective Date1990-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (T & R PROPERTIES INC.)

Year Plans Participants Total Assets
2022 1 172 $4M
2023 1 148 $4M
2024 1 195 $4M

Nearby 401(k) Plans in Ohio

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

Frequently Asked Questions

How much money is in the T & R PROPERTIES, INC. EMPLOYEES PROFIT SHARING PLAN AND TRUST?
As of the 2023 Form 5500 filing, T & R PROPERTIES, INC. EMPLOYEES PROFIT SHARING PLAN AND TRUST holds $4M in total assets with 148 participants. It is sponsored by T & R PROPERTIES INC..
What type of plan is T & R PROPERTIES, INC. EMPLOYEES PROFIT SHARING PLAN AND TRUST?
T & R PROPERTIES, INC. EMPLOYEES PROFIT SHARING PLAN AND TRUST is a 401(k) plan. It has been effective since 1990-01-01. The plan is filed with the U.S. Department of Labor under EIN 382484843.
Who sponsors the T & R PROPERTIES, INC. EMPLOYEES PROFIT SHARING PLAN AND TRUST?
T & R PROPERTIES, INC. EMPLOYEES PROFIT SHARING PLAN AND TRUST is sponsored by T & R PROPERTIES INC., located in Ohio. The sponsor's EIN is 382484843 and the plan operates in the Real Estate industry.
How did T & R PROPERTIES, INC. EMPLOYEES PROFIT SHARING PLAN AND TRUST perform in 2023?
T & R PROPERTIES, INC. EMPLOYEES PROFIT SHARING PLAN AND TRUST grew by 19.7% during 2023, moving from $4M to $4M in total assets. Net income was $712K.
Where can I find official filings for T & R PROPERTIES, INC. EMPLOYEES PROFIT SHARING PLAN AND TRUST?
Official Form 5500 filings for T & R PROPERTIES, INC. EMPLOYEES PROFIT SHARING PLAN AND TRUST are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 382484843 or plan name at efast.dol.gov.
How does T & R PROPERTIES, INC. EMPLOYEES PROFIT SHARING PLAN AND TRUST compare to other plans?
You can compare T & R PROPERTIES, INC. EMPLOYEES PROFIT SHARING PLAN AND TRUST against other 401(k) plans on the plan type page, or view plans in Ohio on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

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 382484843.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from official public datasets. See our methodology for details.