401(k) · DOL Form 5500 · 2024

Diane Sugden Real Estate, Inc. 401(k) Plan

Data updated 2026-08-25

$332K
Total assets Small plan by assets
1
Participants Small participant base
14th
Percentile by assets National rank
$332,349
Avg per participant High balance/head
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Official DOL plan name: Diane Sugden Real Estate Inc Individual K Profit Sharing Plan · Sponsored by Diane Sugden Real Estate, Inc. · Washington · Real Estate

$332K in assets, 1 participants

Diane Sugden Real Estate, Inc.'s Diane Sugden Real Estate Inc Individual K Profit Sharing Plan reported $332K in total assets and 1 participant in its 2024 DOL Form 5500 filing, ranking in the 14th 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.

  • #1,085 in Real Estate (4,605 peers)

Diane Sugden Real Estate, Inc. multi-year trail

Diane Sugden Real Estate, Inc.'s plans moved +18.2% in assets from 2023 to 2024; this filing shows Diane Sugden Real Estate Inc Individual K Profit Sharing Plan at $332K / 1 participant.

#1,085
in Real Estate (4,605 peers)
+18.2%
assets growth YoY

Diane Sugden Real Estate Inc Individual K Profit Sharing Plan among the smaller filed plans by assets

Diane Sugden Real Estate Inc Individual K Profit Sharing Plan vs every filed plan by assets

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

$332,349 14th percentile higher than 14% of 123,620 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 2024

Diane Sugden Real Estate Inc Individual K Profit Sharing Plan among micro filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Diane Sugden Real Estate Inc Individual K Profit Sharing Plan is a micro filing (1 participant), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Diane Sugden Real Estate Inc Individual K Profit Sharing Plan reported net income rose from $41K in the plan year 2023 filing to $51K in the plan year 2024 filing.
  • Diane Sugden Real Estate Inc Individual K Profit Sharing Plan end-of-year assets rose from $281K in the plan year 2023 filing to $332K in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 872769429 · Diane Sugden Real Estate, Inc. PY 2024 · 401(k)

Diane Sugden Real Estate Inc Individual K Profit Sharing Plan · $332K · 1 · 14th

  • EBSA $332K
  • PART 1
  • TYPE 14th
  • NET 401(k)
  • BOOK near Sam Webb Media Services LLC 401(k) Plan
  • VS-ST ind #1085

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 Washington →

Diane Sugden Real Estate Inc Individual K Profit Sharing Plan in the asset neighbourhood

Diane Sugden Real Estate Inc Individual K Profit Sharing PlanDiane Sugden Real Estate Inc…$332KSam Webb Media Services LLC 401(k) PlanSam Webb Media Services LLC …$332KPerformance Plumbing & Hvac Inc. Retirement PlanPerformance Plumbing & Hvac …$332KFreedom Homecare Inc 401(k) Profit Sharing Plan & TrustFreedom Homecare Inc 401(k) …$332KWhite Plumbing Co. Inc. Retirement PlanWhite Plumbing Co. Inc. Reti…$332K
End-of-year total assets ($M) among Diane Sugden Real Estate Inc Individual K Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Diane Sugden Real Estate, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Diane Sugden Real Estate, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$332K 18.201734887310568% vs 2023
2024 filing year
$0.26M$0.28M$0.3M$0.32M$0.34M 20232024 $0.28M $0.33M ▲ +17.9%
Year Plans Participants Total Assets
2023 1 1 $281K
2024 1 1 $332K

Diane Sugden Real Estate, Inc. filing trail (2024)

Total Assets (Beginning of Year)$281K
Net Assets (End of Year)$332K
Net Income$51K
Employer EIN872769429
Plan Effective Date2013-12-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Washington

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

Diane Sugden Real Estate Inc Individual K Profit Sharing Plan vs. nearby 401(k) plans in Washington, assets vs. participants Scatter plot of 6 data points. -500000050000010000001500000 -20020406080 Total assets ($B) Participants Diane Sugden Real Estate Inc Individual K Profit Sharing Plan, Total assets ($B): 0.000332349 · Participants: 1Diane Sugden Real Estate Inc Individual K Profit Sharing PlanThe Boeing Company 401(k) Retirement Plan, Total assets ($B): 73.910477714 · Participants: 139394The Boeing Company 401(k) Retirement PlanMicrosoft Corporation Savings Plus 401(k) Plan, Total assets ($B): 65.646011638 · Participants: 118818Microsoft Corporation Savings Plus 401(k) PlanCostco 401(k) Retirement Plan, Total assets ($B): 41.017392708 · Participants: 202468Costco 401(k) Retirement PlanAmazon 401(k) Plan, Total assets ($B): 34.593744657 · Participants: 1209303Amazon 401(k) Plan401(k) Savings Plan, Total assets ($B): 10.074085187 · Participants: 86668401(k) Savings Plan
Diane Sugden Real Estate Inc Individual K Profit Sharing Plan vs. nearby 401(k) plans in Washington, assets vs. participants
Compare Diane Sugden Real Estate Inc Individual K Profit Sharing Plan side-by-side with 3 peers →

Diane Sugden Real Estate Inc Individual K Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Washington, the nearest 401(k) by assets is Sam Webb Media Services LLC 401(k) Plan in MI ($332K); 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.

Similar participant headcount

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

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 Diane Sugden Real Estate Inc Individual K Profit Sharing Plan assets move in 2024? ▼
Diane Sugden Real Estate Inc Individual K Profit Sharing Plan grew sharply - up 18.2% during 2024, from $281K to $332K. Reported net income was $51K.
How have Diane Sugden Real Estate, Inc. plan assets changed over time? ▼
Across 2 plan years on file (2023-2024), Diane Sugden Real Estate, Inc.'s sponsor-wide assets grew 18.2%, from $281K to $332K.
Where does Diane Sugden Real Estate Inc Individual K Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Diane Sugden Real Estate Inc Individual K Profit Sharing Plan ranks in the 14th 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 Diane Sugden Real Estate Inc Individual K Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Sam Webb Media Services LLC 401(k) Plan in MI ($332K, 2 participants).
Which 401(k) plans cover a similar participant headcount to Diane Sugden Real Estate Inc Individual K Profit Sharing Plan? ▼
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 872769429.

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.