401(k) · DOL Form 5500 · 2024

Transformative Real Estate 401(k) Plan

Data updated 2026-08-25

$238K
Total assets Small plan by assets: 1
Participants Small participant base: 12th
Percentile by assets National rank: $237,975
Avg per participant Above avg balance/head

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Official DOL plan name: Transformative Real Estate 401(k) Trust · Sponsored by Transformative Real Estate · Missouri · Real Estate

$238K in assets, 1 participants

Transformative Real Estate's Transformative Real Estate 401(k) Trust reported $238K in total assets and 1 participant in its 2024 DOL Form 5500 filing, ranking in the 12th 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.

#855 in Real Estate (4,605 peers)

What the 2024 filing shows

Transformative Real Estate 401(k) Trust holds $238K for 1 participant - about $237,975 per participant, among the smaller plans by assets on file.

#855
in Real Estate (4,605 peers): +0.0%
assets growth YoY

Transformative Real Estate 401(k) Trust among the smaller filed plans by assets

Transformative Real Estate 401(k) Trust vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$237,975 12th percentile higher than 12% of 123,620 filed plans

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024

Transformative Real Estate 401(k) Trust among micro filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Transformative Real Estate 401(k) Trust is a micro filing (1 participant), the leftmost band.

Micro (1-10) 33,766 filings (27%) Small (11-100) 26,107 filings (21%) Medium (101-1,000) 54,251 filings (43%) Large (1,001-10,000) 10,349 filings (8%) Mega (10,000+) 1,399 filings (1%)

Plan-year Form 5500 strip

Filing strip 844998359 · Transformative Real Estate PY 2024 · 401(k)

Transformative Real Estate 401(k) Trust · $238K · 1 · 12th

NET $238K
NET 1
NET 12th
NET 401(k)
NET near Rehtx Corp. 401(k) Plan
NET ind #855

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 Missouri →

End-of-year total assets ($M) among Transformative Real Estate 401(k) Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Filing particulars (2024)

Total Assets (Beginning of Year)	$238K
Net Assets (End of Year)	$238K
Employer EIN	844998359
Plan Effective Date	2020-03-13
Filing Status	FILING RECEIVED

Sponsor Plan History (Transformative Real Estate)

Latest sponsor-wide plan assets: $238K 0% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	1	$238K
2023	1	1	$238K
2024	1	1	$238K

Nearby 401(k) Plans in Missouri

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

Transformative Real Estate 401(k) Trust vs. nearby 401(k) plans in Missouri, assets vs. participants

Edward D. Jones & Co. Profit Sharing and 401(k) Plan $12.4B · 47,254
Bayer Corporation Savings and Retirement Plan $10.8B · 19,357
Emerson Savings Plan $7.4B · 8,315
Enterprise Holdings Retirement Savings Plan $6.5B · 72,024
Centene Management Corporation Retirement Plan $4.7B · 53,760

Compare Transformative Real Estate 401(k) Trust side-by-side with 3 peers →

Transformative Real Estate 401(k) Trust's out-of-state 401(k) peers by assets and headcount

Outside Missouri, the nearest 401(k) by assets is Rehtx Corp. 401(k) Plan in TX ($238K); by covered participants it is Concorde Support & Development, Inc. 401(k) Profit Sharing Plan in TX (1 participant). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($238K here).

Rehtx Corp. 401(k) Plan (TX) $238K · N/A
Blue Ribbon Trucking Inc. 401(k) Plan (OK) $238K · 2
Sharma & Meyer Inc 401(k) Plan (SC) $238K · 13
Pinnacle Corporation Mn, Inc. 401(k) Plan (FL) $238K · 1

Similar participant headcount

Nearest other-state filings by covered participants (1 participant); asset peers above are excluded.

Concorde Support & Development, Inc. 401(k) Profit Sharing Plan (TX) 1 · 0 off
Emz Inc Profit Sharing Plan (KY) 1 · 0 off
Mbm Enterprises, Inc. 401(k) Profit Sharing Plan (UT) 1 · 0 off
Cardinal Engraving Inc 401(k) Plan (KS) 1 · 0 off

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Transformative Real Estate 401(k) Trust assets move in 2024? ▼

Transformative Real Estate 401(k) Trust held essentially flat - up 0.0% during 2024, from $238K to $238K.

How have Transformative Real Estate plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Transformative Real Estate's sponsor-wide assets grew 0.0%, from $238K to $238K.

Where does Transformative Real Estate 401(k) Trust rank by assets among Form 5500 filers? ▼

Transformative Real Estate 401(k) Trust ranks in the 12th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (among the smaller plans by assets on file).

Which 401(k) plans are similar in size to Transformative Real Estate 401(k) Trust? ▼

Among 401(k) plans in other states, the closest by assets is Rehtx Corp. 401(k) Plan in TX ($238K, N/A participants).

Which 401(k) plans cover a similar participant headcount to Transformative Real Estate 401(k) Trust? ▼

Among 401(k) plans in other states, the closest by covered participants is Concorde Support & Development, Inc. 401(k) Profit Sharing Plan in TX (1 participant, $415K in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 844998359.