401(k) · DOL Form 5500 · 2024
Realty and Investment Management LLC 401(k) Plan
Data updated 2026-08-25
- $2M
- Total assets Small plan by assets
- 1
- Participants Small participant base
- 30th
- Percentile by assets National rank
- $2.0M
- Avg per participant High balance/head
Official DOL plan name: Realty and Investment Management LLC 401(k) Plan · Sponsored by Realty and Investment Management LLC · Tennessee · Finance & Insurance
$2M in assets, 1 participants
Realty and Investment Management LLC's Realty and Investment Management LLC 401(k) Plan reported $2M in total assets and 1 participant in its 2024 DOL Form 5500 filing, ranking in the 30th 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.
- #1,596 in Finance & Insurance (8,549 peers)
Realty and Investment Management LLC multi-year trail
Realty and Investment Management LLC's plans moved -26.9% in assets from 2022 to 2024; this filing shows Realty and Investment Management LLC 401(k) Plan at $2M / 1 participant.
- #1,596
- in Finance & Insurance (8,549 peers)
- -13.9%
- assets change YoY
The plan reported a net loss of $326K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Realty and Investment Management LLC 401(k) Plan among the smaller filed plans by assets
Realty and Investment Management LLC 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$2,024,000 30th percentile higher than 30% 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
Realty and Investment Management LLC 401(k) 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. Realty and Investment Management LLC 401(k) Plan is a micro filing (1 participant), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Realty and Investment Management LLC 401(k) Plan reported net income rose from -$418K in the plan year 2023 filing to -$326K in the plan year 2024 filing.
- Realty and Investment Management LLC 401(k) Plan end-of-year assets fell from $2M in the plan year 2023 filing to $2M in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 271392093 · Realty and Investment Management LLC PY 2024 · 401(k)
Realty and Investment Management LLC 401(k) Plan · $2M · 1 · 30th
- SCH $2M
- EBSA 1
- PART 30th
- TYPE 401(k)
- NET near Ricetec, Inc. Retirement Savings Plan for Puerto Rico Employees
- BOOK ind #1596
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 Finance & Insurance retirement plans → · Plans in Tennessee →
Realty and Investment Management LLC 401(k) Plan in the asset neighbourhood
Realty and Investment Management LLC multi-year asset trail
Sponsor-wide plan assets over time
All Realty and Investment Management LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $2M 26.883261757922906% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1 | $3M |
| 2023 | 1 | 1 | $2M |
| 2024 | 1 | 1 | $2M |
Realty and Investment Management LLC filing trail (2024)
| Total Assets (Beginning of Year) | $2M |
|---|---|
| Net Assets (End of Year) | $2M |
| Net Income | -$326K |
| Employer EIN | 271392093 |
| Plan Effective Date | 2016-01-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Tennessee
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Fedex Corporation Retirement Savings Plan $25.4B · 113,079
- Hca 401(k) Plan $23.8B · 307,086
- Federal Express Corporation Pilots Retirement Savings Plan $5.3B · 5,830
- International Paper Company Salaried Savings Plan $5.0B · 12,564
- Chs/Community Health Systems, Inc. Retirement Savings Plan $4.8B · 59,441
Realty and Investment Management LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Tennessee, the nearest 401(k) by assets is Ricetec, Inc. Retirement Savings Plan for Puerto Rico Employees in TX ($2M); 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 ($2M here).
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.