401(k) · DOL Form 5500 · 2024

Realty Trust Group,LLC 401(k) Plan

Data updated 2026-08-25

$16M
Total assets Small plan by assets
130
Participants Small participant base
65th
Percentile by assets National rank
$121,413
Avg per participant Near avg balance/head
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Official DOL plan name: Realty Trust Group, LLC 401(k) Profit Sharing Plan · Sponsored by Realty Trust Group,LLC · Tennessee · Real Estate

$16M in assets, 130 participants

Realty Trust Group,LLC's Realty Trust Group, LLC 401(k) Profit Sharing Plan reported $16M in total assets and 130 participants in its 2024 DOL Form 5500 filing, ranking in the 65th 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.

  • #3,729 in Real Estate (4,605 peers)

Coverage in Tennessee

Realty Trust Group, LLC 401(k) Profit Sharing Plan covers 130 participants in Tennessee, about 12% of the average Tennessee filer (state average ~1,126 per filing). Assets: $16M.

#3,729
in Real Estate (4,605 peers)
+30.0%
assets growth YoY

Realty Trust Group, LLC 401(k) Profit Sharing Plan's mid-pack asset rank among Real Estate and all filers

Realty Trust Group, LLC 401(k) Profit Sharing Plan vs every filed plan by assets

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

$15,783,699 Top 35% higher than 65% 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

Realty Trust Group, LLC 401(k) Profit Sharing 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. Realty Trust Group, LLC 401(k) Profit Sharing Plan sits mid-pack in the medium band (130 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Realty Trust Group, LLC 401(k) Profit Sharing Plan end-of-year assets rose from $12M in the plan year 2023 filing to $16M in the plan year 2024 filing.
  • Realty Trust Group, LLC 401(k) Profit Sharing Plan reported participants rose from 121 in the plan year 2023 filing to 130 in the plan year 2024 filing.
  • Realty Trust Group, LLC 401(k) Profit Sharing Plan reported net income rose from $3M in the plan year 2023 filing to $4M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 621735062 · Realty Trust Group,LLC PY 2024 · 401(k)

Realty Trust Group, LLC 401(k) Profit Sharing Plan · $16M · 130 · 65th

  • TYPE $16M
  • NET 130
  • BOOK 65th
  • VS-ST 401(k)
  • BOY near Tower Energy Group 401(k) Plan
  • SCH ind #3729

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 Tennessee →

Realty Trust Group, LLC 401(k) Profit Sharing Plan in the asset neighbourhood

Ceh Automotive Corp. Employees' Profit Sharing PlanCeh Automotive Corp. Employe…$16MRealty Trust Group, LLC 401(k) Profit Sharing PlanRealty Trust Group, LLC 401(…$16MTower Energy Group 401(k) PlanTower Energy Group 401(k) Pl…$16MHadley Products Corporation Employees 401(k) Profit Sharing PlanHadley Products Corporation …$16MCalbee America, Inc. 401(k) Savings PlanCalbee America, Inc. 401(k) …$16M
End-of-year total assets ($M) among Realty Trust Group, LLC 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Tennessee filing particulars

Total Assets (Beginning of Year)$12M
Net Assets (End of Year)$16M
Net Income$4M
Employer EIN621735062
Plan Effective Date2006-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Realty Trust Group,LLC)

Sponsor-wide plan assets over time

All Realty Trust Group,LLC plans reported in each filing year

Latest sponsor-wide plan assets
$16M 29.952433571213504% vs 2023
2024 filing year
$10M$12M$14M$16M$18M 20232024 $12.2M $15.8M ▲ +29.9%
Year Plans Participants Total Assets
2023 1 121 $12M
2024 1 130 $16M

Nearby 401(k) Plans in Tennessee

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

Realty Trust Group, LLC 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Tennessee, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -100102030 Total assets ($B) Participants Realty Trust Group, LLC 401(k) Profit Sharing Plan, Total assets ($B): 0.015783699 · Participants: 130Realty Trust Group, LLC 401(k) Profit Sharing PlanFedex Corporation Retirement Savings Plan, Total assets ($B): 25.378065969 · Participants: 113079Fedex Corporation Retirement Savings PlanHca 401(k) Plan, Total assets ($B): 23.821303026 · Participants: 307086Hca 401(k) PlanFederal Express Corporation Pilots Retirement Savings Plan, Total assets ($B): 5.306930367 · Participants: 5830Federal Express Corporation Pilots Retirement Savings PlanInternational Paper Company Salaried Savings Plan, Total assets ($B): 4.993858777 · Participants: 12564International Paper Company Salaried Savings PlanChs/Community Health Systems, Inc. Retirement Savings Plan, Total assets ($B): 4.778242011 · Participants: 59441Chs/Community Health Systems, Inc. Retirement Savings Plan
Realty Trust Group, LLC 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Tennessee, assets vs. participants
Compare Realty Trust Group, LLC 401(k) Profit Sharing Plan side-by-side with 3 peers →

Realty Trust Group, LLC 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Tennessee, the nearest 401(k) by assets is Tower Energy Group 401(k) Plan in CA ($16M); by covered participants it is Ameristar Home Care Services L 401(k) Profit Sharing Plan & Trust in NY (130 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (130 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 Realty Trust Group, LLC 401(k) Profit Sharing Plan assets move in 2024? ▼
Realty Trust Group, LLC 401(k) Profit Sharing Plan grew sharply - up 30.0% during 2024, from $12M to $16M. Reported net income was $4M.
How have Realty Trust Group,LLC plan assets changed over time? ▼
Across 2 plan years on file (2023-2024), Realty Trust Group,LLC's sponsor-wide assets grew 30.0%, from $12M to $16M.
Which 401(k) plans are similar in size to Realty Trust Group, LLC 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Tower Energy Group 401(k) Plan in CA ($16M, 127 participants).
Which 401(k) plans cover a similar participant headcount to Realty Trust Group, LLC 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Ameristar Home Care Services L 401(k) Profit Sharing Plan & Trust in NY (130 participants, $21K 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 621735062.

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.