401(k)
2022 plan-year 401(k) DOL Form 5500

TR REAL ESTATE LLC 401(K) PROFIT SHARING PLAN AND TRUST

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

TABLEROCK RESIDENTIAL

This 401(k) plan holds $869K in total assets and serves 127 participants as of 2022. It is sponsored by TABLEROCK RESIDENTIAL in Idaho. The plan reported positive net income of $215K for the year.

Total Assets (2023)
$869K
Participants
127
State
Industry
Real Estate

What the Filing Says About TR REAL ESTATE LLC 401(K) PROFIT SHARING PLAN AND TRUST

TR REAL ESTATE LLC 401(K) PROFIT SHARING PLAN AND TRUST is a 401(k) retirement plan sponsored by TABLEROCK RESIDENTIAL, headquartered in Idaho. As of the 2022 Form 5500 filing, the plan reports $869K in total end-of-year assets and covers 127 participants across the Real Estate industry. The sponsor's EIN on file with the U.S. Department of Labor is 833439602, and the plan has been effective since 2019-01-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $577K at the beginning of 2022 to $869K at year-end — a gain of 50.5%. Net assets (after liabilities) closed the year at $793K, with reported net income of $215K 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 1 prior plan-year filing 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)$577K
Total Assets (End of Year)$869K
Net Assets (End of Year)$793K
Net Income$215K
Plan Type401(k)
Employer EIN833439602
Plan Effective Date2019-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (TABLEROCK RESIDENTIAL)

Year Plans Participants Total Assets
2022 1 127 $869K
2023 1 115 $1M

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Frequently Asked Questions

How much money is in the TR REAL ESTATE LLC 401(K) PROFIT SHARING PLAN AND TRUST?
As of the 2022 Form 5500 filing, TR REAL ESTATE LLC 401(K) PROFIT SHARING PLAN AND TRUST holds $869K in total assets with 127 participants. It is sponsored by TABLEROCK RESIDENTIAL.
What type of plan is TR REAL ESTATE LLC 401(K) PROFIT SHARING PLAN AND TRUST?
TR REAL ESTATE LLC 401(K) PROFIT SHARING PLAN AND TRUST is a 401(k) plan. It has been effective since 2019-01-01. The plan is filed with the U.S. Department of Labor under EIN 833439602.
Who sponsors the TR REAL ESTATE LLC 401(K) PROFIT SHARING PLAN AND TRUST?
TR REAL ESTATE LLC 401(K) PROFIT SHARING PLAN AND TRUST is sponsored by TABLEROCK RESIDENTIAL, located in Idaho. The sponsor's EIN is 833439602 and the plan operates in the Real Estate industry.
How did TR REAL ESTATE LLC 401(K) PROFIT SHARING PLAN AND TRUST perform in 2022?
TR REAL ESTATE LLC 401(K) PROFIT SHARING PLAN AND TRUST grew by 50.5% during 2022, moving from $577K to $869K in total assets. Net income was $215K.
Where can I find official filings for TR REAL ESTATE LLC 401(K) PROFIT SHARING PLAN AND TRUST?
Official Form 5500 filings for TR REAL ESTATE LLC 401(K) PROFIT SHARING PLAN AND TRUST are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 833439602 or plan name at efast.dol.gov.
How does TR REAL ESTATE LLC 401(K) PROFIT SHARING PLAN AND TRUST compare to other plans?
You can compare TR REAL ESTATE LLC 401(K) PROFIT SHARING PLAN AND TRUST against other 401(k) plans on the plan type page, or view plans in Idaho 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 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) — original filing retrieval by EIN 833439602.

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.