401(k) · DOL Form 5500 · 2024
Outlookre Enterprises, Inc. 401(k) Plan
Data updated 2026-08-25
- $270K
- Total assets Small plan by assets
- 1
- Participants Small participant base
- 13th
- Percentile by assets National rank
- $269,706
- Avg per participant High balance/head
Official DOL plan name: Outlookre Enterprises, Inc. 401(k) Profit Sharing Plan · Sponsored by Outlookre Enterprises, Inc. · Texas · Real Estate
$270K in assets, 1 participants
Outlookre Enterprises, Inc.'s Outlookre Enterprises, Inc. 401(k) Profit Sharing Plan reported $270K in total assets and 1 participant in its 2024 DOL Form 5500 filing, ranking in the 13th 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.
- #935 in Real Estate (4,605 peers)
Outlookre Enterprises, Inc. multi-year trail
Outlookre Enterprises, Inc.'s plans moved -17.2% in assets from 2022 to 2024; this filing shows Outlookre Enterprises, Inc. 401(k) Profit Sharing Plan at $270K / 1 participant.
- #935
- in Real Estate (4,605 peers)
- -10.2%
- assets change YoY
The plan reported a net loss of $31K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Outlookre Enterprises, Inc. 401(k) Profit Sharing Plan among the smaller filed plans by assets
Outlookre Enterprises, Inc. 401(k) Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$269,706 13th percentile higher than 13% 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
Outlookre Enterprises, Inc. 401(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. Outlookre Enterprises, Inc. 401(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
- Outlookre Enterprises, Inc. 401(k) Profit Sharing Plan reported net income fell from -$25K in the plan year 2023 filing to -$31K in the plan year 2024 filing.
- Outlookre Enterprises, Inc. 401(k) Profit Sharing Plan end-of-year assets fell from $300K in the plan year 2023 filing to $270K in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 823678509 · Outlookre Enterprises, Inc. PY 2024 · 401(k)
Outlookre Enterprises, Inc. 401(k) Profit Sharing Plan · $270K · 1 · 13th
- NET $270K
- BOOK 1
- VS-ST 13th
- BOY 401(k)
- SCH near Mary Washington Healthcare 401(k) Plan
- EBSA ind #935
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 Texas →
Outlookre Enterprises, Inc. 401(k) Profit Sharing Plan in the asset neighbourhood
Outlookre Enterprises, Inc. multi-year asset trail
Sponsor-wide plan assets over time
All Outlookre Enterprises, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $270K 17.20740051755735% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1 | $326K |
| 2023 | 1 | 1 | $300K |
| 2024 | 1 | 1 | $270K |
Outlookre Enterprises, Inc. filing trail (2024)
| Total Assets (Beginning of Year) | $300K |
|---|---|
| Net Assets (End of Year) | $270K |
| Net Income | -$31K |
| Employer EIN | 823678509 |
| Plan Effective Date | 2018-01-02 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Texas
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- AT&T Retirement Savings Plan $43.1B · 109,889
- Exxonmobil Savings Plan $23.7B · 21,990
- Chevron Employee Savings Investment Plan $20.4B · 21,505
- Caterpillar 401(k) Savings Plan $18.8B · 43,873
- Southwest Airlines Co. Retirement Savings Plan $17.0B · 67,820
Outlookre Enterprises, Inc. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount
Outside Texas, the nearest 401(k) by assets is Mary Washington Healthcare 401(k) Plan in VA ($270K); by covered participants it is The Directed Account Plan Staff 401(K ) Plan in MO (1 participant). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($270K here).
- Mary Washington Healthcare 401(k) Plan (VA) $270K · 1,634
- It Solutions NA Inc. Retirement Plan (DE) $270K · 1
- Eastside Marketing, Inc. 401(k) Profit Sharing Plan (FL) $270K · 5
- Edible Art Cake Shop Inc.401(k) Plan (NC) $270K · 6
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.