401(k) · DOL Form 5500 · 2024

Preferred Real Estate Investments, Inc. 401(k) Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
60
Participants Small participant base
35th
Percentile by assets National rank
$52,251
Avg per participant Low balance/head
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Official DOL plan name: Preferred Real Estate Investments, Inc. 401(k) Plan · Sponsored by Preferred Real Estate Investments, Inc. · Ohio · Real Estate

$3M in assets, 60 participants

Preferred Real Estate Investments, Inc.'s Preferred Real Estate Investments, Inc. 401(k) Plan reported $3M in total assets and 60 participants in its 2024 DOL Form 5500 filing, ranking in the 35th 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.

  • #2,502 in Real Estate (4,605 peers)

Preferred Real Estate Investments, Inc. multi-year trail

Preferred Real Estate Investments, Inc.'s plans moved +75.1% in assets from 2022 to 2024; this filing shows Preferred Real Estate Investments, Inc. 401(k) Plan at $3M / 60 participants.

#2,502
in Real Estate (4,605 peers)
+27.9%
assets growth YoY

Preferred Real Estate Investments, Inc. 401(k) Plan's mid-pack asset rank among Real Estate and all filers

Preferred Real Estate Investments, Inc. 401(k) Plan vs every filed plan by assets

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

$3,135,082 35th percentile higher than 35% 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

Preferred Real Estate Investments, Inc. 401(k) Plan among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Preferred Real Estate Investments, Inc. 401(k) Plan is a small filing (60 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Preferred Real Estate Investments, Inc. 401(k) Plan end-of-year assets rose from $2M in the plan year 2023 filing to $3M in the plan year 2024 filing.
  • Preferred Real Estate Investments, Inc. 401(k) Plan reported participants rose from 57 in the plan year 2023 filing to 60 in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 311562247 · Preferred Real Estate Investments, Inc. PY 2024 · 401(k)

Preferred Real Estate Investments, Inc. 401(k) Plan · $3M · 60 · 35th

  • SCH $3M
  • EBSA 60
  • PART 35th
  • TYPE 401(k)
  • NET near Lincoln Hills Development Corporation Profit Sharing Plan
  • BOOK ind #2502

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 Ohio →

Preferred Real Estate Investments, Inc. 401(k) Plan in the asset neighbourhood

Preferred Real Estate Investments, Inc. 401(k) PlanPreferred Real Estate Invest…$3MLincoln Hills Development Corporation Profit Sharing PlanLincoln Hills Development Co…$3MPeerforward 401(k) Profit Sharing Plan & TrustPeerforward 401(k) Profit Sh…$3MPrecision Tool Technologies, Inc. Profit Sharing 401(k) PlanPrecision Tool Technologies,…$3MCiconix, LLC 401(k) Plan$3M
End-of-year total assets ($M) among Preferred Real Estate Investments, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Preferred Real Estate Investments, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Preferred Real Estate Investments, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$3M 75.09690117309063% vs 2022
2024 filing year
$1.5M$2M$2.5M$3M$3.5M 202220232024 $1.79M $3.14M ▲ +75.4%
Year Plans Participants Total Assets
2022 1 67 $2M
2023 1 57 $2M
2024 1 60 $3M

Preferred Real Estate Investments, Inc. filing trail (2024)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$3M
Net Income$685K
Employer EIN311562247
Plan Effective Date2008-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Ohio

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

Preferred Real Estate Investments, Inc. 401(k) Plan vs. nearby 401(k) plans in Ohio, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -505101520 Total assets ($B) Participants Preferred Real Estate Investments, Inc. 401(k) Plan, Total assets ($B): 0.003135082 · Participants: 60Preferred Real Estate Investments, Inc. 401(k) PlanGE Aerospace Retirement Savings Plan, Total assets ($B): 14.738724553 · Participants: 45620GE Aerospace Retirement Savings PlanThe Kroger Co. 401(k) Retirement Savings Account Plan, Total assets ($B): 11.809161 · Participants: 135373The Kroger Co. 401(k) Retirement Savings Account PlanThe Progressive 401(k) Plan, Total assets ($B): 11.533546294 · Participants: 62521The Progressive 401(k) PlanThe Sherwin-Williams Company 401(k) Plan, Total assets ($B): 10.563559628 · Participants: 47459The Sherwin-Williams Company 401(k) PlanParker Retirement Savings Plan, Total assets ($B): 9.010073432 · Participants: 26315Parker Retirement Savings Plan
Preferred Real Estate Investments, Inc. 401(k) Plan vs. nearby 401(k) plans in Ohio, assets vs. participants
Compare Preferred Real Estate Investments, Inc. 401(k) Plan side-by-side with 3 peers →

Preferred Real Estate Investments, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Ohio, the nearest 401(k) by assets is Lincoln Hills Development Corporation Profit Sharing Plan in IN ($3M); by covered participants it is Clos Lachance Wines, LLC 401-K Profit Sharing Plan in CA (60 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (60 participants); 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 Preferred Real Estate Investments, Inc. 401(k) Plan assets move in 2024? ▼
Preferred Real Estate Investments, Inc. 401(k) Plan grew sharply - up 27.9% during 2024, from $2M to $3M. Reported net income was $685K.
How have Preferred Real Estate Investments, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Preferred Real Estate Investments, Inc.'s sponsor-wide assets grew 75.1%, from $2M to $3M.
Which 401(k) plans are similar in size to Preferred Real Estate Investments, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Lincoln Hills Development Corporation Profit Sharing Plan in IN ($3M, 131 participants).
Which 401(k) plans cover a similar participant headcount to Preferred Real Estate Investments, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Clos Lachance Wines, LLC 401-K Profit Sharing Plan in CA (60 participants, $661K 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 311562247.

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.