401(k) · DOL Form 5500 · 2024
Srs Real Estate Partners, LLC 401(k) Plan
Data updated 2026-08-25
- $11M
- Total assets Small plan by assets
- 118
- Participants Small participant base
- 58th
- Percentile by assets National rank
- $92,938
- Avg per participant Below avg balance/head
Official DOL plan name: Srs Real Estate Partners 401(k) Plan · Sponsored by Srs Real Estate Partners, LLC · Texas · Real Estate
$11M in assets, 118 participants
Srs Real Estate Partners, LLC's Srs Real Estate Partners 401(k) Plan reported $11M in total assets and 118 participants in its 2024 DOL Form 5500 filing, ranking in the 58th 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.
- #3,461 in Real Estate (4,605 peers)
Coverage in Texas
Srs Real Estate Partners 401(k) Plan covers 118 participants in Texas, about 17% of the average Texas filer (state average ~688 per filing). Assets: $11M.
- #3,461
- in Real Estate (4,605 peers)
- +23.0%
- assets growth YoY
Srs Real Estate Partners 401(k) Plan's mid-pack asset rank among Real Estate and all filers
Srs Real Estate Partners 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$10,966,647 Top 42% higher than 58% 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
Srs Real Estate Partners 401(k) Plan among mid-size filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Srs Real Estate Partners 401(k) Plan sits mid-pack in the medium band (118 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Srs Real Estate Partners 401(k) Plan reported net income rose from $1M in the plan year 2023 filing to $2M in the plan year 2024 filing.
- Srs Real Estate Partners 401(k) Plan end-of-year assets rose from $9M in the plan year 2023 filing to $11M in the plan year 2024 filing.
- Srs Real Estate Partners 401(k) Plan reported participants rose from 96 in the plan year 2023 filing to 118 in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 262551647 · Srs Real Estate Partners, LLC PY 2024 · 401(k)
Srs Real Estate Partners 401(k) Plan · $11M · 118 · 58th
- IND $11M
- IND 118
- IND 58th
- IND 401(k)
- IND near Hall Drilling, LLC 401(k) Retirement Plan
- IND ind #3461
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 →
Srs Real Estate Partners 401(k) Plan in the asset neighbourhood
Texas filing particulars
| Total Assets (Beginning of Year) | $9M |
|---|---|
| Net Assets (End of Year) | $11M |
| Net Income | $2M |
| Employer EIN | 262551647 |
| Plan Effective Date | 1995-01-16 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Srs Real Estate Partners, LLC)
Sponsor-wide plan assets over time
All Srs Real Estate Partners, LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $11M 42.99550476091131% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 107 | $8M |
| 2023 | 1 | 96 | $9M |
| 2024 | 1 | 118 | $11M |
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
Srs Real Estate Partners 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Texas, the nearest 401(k) by assets is Hall Drilling, LLC 401(k) Retirement Plan in WV ($11M); by covered participants it is Hyperform, Inc. 401(k) Profit Sharing Plan and Trust in FL (118 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($11M here).
- Hall Drilling, LLC 401(k) Retirement Plan (WV) $11M · 333
- Bennett & Pless, Inc. 401(k) Plan (GA) $11M · 139
- West Coast 401(k) Plan (CA) $11M · 111
- Watsontown Trucking Company Retirement Plan (PA) $11M · 948
Similar participant headcount
Nearest other-state filings by covered participants (118 participants); asset peers above are excluded.
- Hyperform, Inc. 401(k) Profit Sharing Plan and Trust (FL) 118 · 0 off
- Afml, Inc. 401(k) Profit Sharing Plan (GA) 118 · 0 off
- Galfab Holdings, Inc. 401(k) Plan (IN) 118 · 0 off
- Syscom Global Solutions Inc. 401(k) Plan (NY) 118 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.