401(k) · DOL Form 5500 · 2024
Fiduciary Real Estate Development, Inc. 401(k) Plan
Data updated 2026-08-25
- $18M
- Total assets Small plan by assets
- 245
- Participants Below avg headcount
- 69th
- Percentile by assets National rank
- $75,106
- Avg per participant Below avg balance/head
Official DOL plan name: Fiduciary Real Estate Development, Inc. 401(k) Plan · Sponsored by Fiduciary Real Estate Development, Inc. · Wisconsin · Real Estate
$18M in assets, 245 participants
Fiduciary Real Estate Development, Inc.'s Fiduciary Real Estate Development, Inc. 401(k) Plan reported $18M in total assets and 245 participants in its 2024 DOL Form 5500 filing, ranking in the 69th 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.
- #3,835 in Real Estate (4,605 peers)
Coverage in Wisconsin
Fiduciary Real Estate Development, Inc. 401(k) Plan covers 245 participants in Wisconsin, about 44% of the average Wisconsin filer (state average ~563 per filing). Assets: $18M.
- #3,835
- in Real Estate (4,605 peers)
- +16.8%
- assets growth YoY
Fiduciary Real Estate Development, Inc. 401(k) Plan's outsized position by total assets
Fiduciary Real Estate Development, Inc. 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$18,400,954 Top 31% higher than 69% 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
Fiduciary Real Estate Development, Inc. 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. Fiduciary Real Estate Development, Inc. 401(k) Plan sits mid-pack in the medium band (245 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Fiduciary Real Estate Development, Inc. 401(k) Plan reported net income rose from $2M in the plan year 2023 filing to $3M in the plan year 2024 filing.
- Fiduciary Real Estate Development, Inc. 401(k) Plan end-of-year assets rose from $16M in the plan year 2023 filing to $18M in the plan year 2024 filing.
- Fiduciary Real Estate Development, Inc. 401(k) Plan reported participants rose from 234 in the plan year 2023 filing to 245 in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 391502923 · Fiduciary Real Estate Development, Inc. PY 2024 · 401(k)
Fiduciary Real Estate Development, Inc. 401(k) Plan · $18M · 245 · 69th
- TYPE $18M
- NET 245
- BOOK 69th
- VS-ST 401(k)
- BOY near T. C. Jacoby & Company, Inc. Employees 401(k) Profit Sharing Plan
- SCH ind #3835
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 Wisconsin →
Fiduciary Real Estate Development, Inc. 401(k) Plan in the asset neighbourhood
Wisconsin filing particulars
| Total Assets (Beginning of Year) | $16M |
|---|---|
| Net Assets (End of Year) | $18M |
| Net Income | $3M |
| Employer EIN | 391502923 |
| Plan Effective Date | 1999-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Fiduciary Real Estate Development, Inc.)
Sponsor-wide plan assets over time
All Fiduciary Real Estate Development, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $18M 31.440633951027046% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 246 | $14M |
| 2023 | 1 | 234 | $16M |
| 2024 | 1 | 245 | $18M |
Nearby 401(k) Plans in Wisconsin
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Advocate Aurora Health 401(k) Plan $10.5B · 80,015
- Johnson Controls Retirement Savings and Investment Plan $7.2B · 28,489
- Fiserv 401(k) Savings Plan $5.1B · 26,372
- Kimberly-Clark Corporation 401(k) & Profit Sharing Plan $5.0B · 11,661
- Rockwell Automation Retirement Savings Plan $3.8B · 9,217
Fiduciary Real Estate Development, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Wisconsin, the nearest 401(k) by assets is T. C. Jacoby & Company, Inc. Employees 401(k) Profit Sharing Plan in MO ($18M); by covered participants it is Mcclancy Foods and Flavors LLC Capital Accumulation Plan in SC (245 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($18M here).
- T. C. Jacoby & Company, Inc. Employees 401(k) Profit Sharing Plan (MO) $18M · 34
- The Contractors Retirement Plan (CA) $18M · 156
- Parkway C & a, LP 401(k) Savings Plan (TX) $18M · 319
- Lending Solutions 401(k) Plan (IL) $18M · 511
Similar participant headcount
Nearest other-state filings by covered participants (245 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.