401(k) · DOL Form 5500 · 2024

Rockford Realty Group, LLC 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
3
Participants Small participant base
28th
Percentile by assets National rank
$591,776
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Rockford Realty 401(k) Plan · Sponsored by Rockford Realty Group, LLC · Florida · Real Estate

$2M in assets, 3 participants

Rockford Realty Group, LLC's Rockford Realty 401(k) Plan reported $2M in total assets and 3 participants in its 2024 DOL Form 5500 filing, ranking in the 28th 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.

  • #2,157 in Real Estate (4,605 peers)

Rockford Realty Group, LLC multi-year trail

Rockford Realty Group, LLC's plans moved +39.6% in assets from 2022 to 2024; this filing shows Rockford Realty 401(k) Plan at $2M / 3 participants.

#2,157
in Real Estate (4,605 peers)
+16.1%
assets growth YoY

Rockford Realty 401(k) Plan among the smaller filed plans by assets

Rockford Realty 401(k) Plan vs every filed plan by assets

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

$1,775,328 28th percentile higher than 28% 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

Rockford Realty 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. Rockford Realty 401(k) Plan is a micro filing (3 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Rockford Realty 401(k) Plan end-of-year assets rose from $2M in the plan year 2023 filing to $2M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 453684400 · Rockford Realty Group, LLC PY 2024 · 401(k)

Rockford Realty 401(k) Plan · $2M · 3 · 28th

  • EBSA $2M
  • PART 3
  • TYPE 28th
  • NET 401(k)
  • BOOK near Singularity Security Group LLC 401(k) & Profit Sharing Plan
  • VS-ST ind #2157

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 Florida →

Rockford Realty 401(k) Plan in the asset neighbourhood

Rockford Realty 401(k) Plan$2MSingularity Security Group LLC 401(k) & Profit Sharing PlanSingularity Security Group L…$2MIntegrative Pain Management, S.C. 401(k) Profit Sharing PlanIntegrative Pain Management,…$2MDeciancio Robbins PLC 401(k) PlanDeciancio Robbins PLC 401(k)…$2MTocagen Inc. 401(k) Profit Sharing Plan and TrustTocagen Inc. 401(k) Profit S…$2M
End-of-year total assets ($M) among Rockford Realty 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Rockford Realty Group, LLC multi-year asset trail

Sponsor-wide plan assets over time

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

Latest sponsor-wide plan assets
$2M 39.5789190646874% vs 2022
2024 filing year
$1.2M$1.4M$1.6M$1.8M$2M 202220232024 $1.27M $1.78M ▲ +40.2%
Year Plans Participants Total Assets
2022 1 3 $1M
2023 1 3 $2M
2024 1 3 $2M

Rockford Realty Group, LLC filing trail (2024)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income$247K
Employer EIN453684400
Plan Effective Date2002-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Florida

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

Rockford Realty 401(k) Plan vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -505101520 Total assets ($B) Participants Rockford Realty 401(k) Plan, Total assets ($B): 0.001775328 · Participants: 3Rockford Realty 401(k) PlanL3harris Retirement Savings Plan, Total assets ($B): 16.316786122 · Participants: 40330L3harris Retirement Savings PlanSavings Plan for Employees and Partners of Pwc, Total assets ($B): 13.167098888 · Participants: 51081Savings Plan for Employees and Partners of PwcAdp Totalsource Retirement Savings Plan, Total assets ($B): 9.190044852 · Participants: 310261Adp Totalsource Retirement Savings PlanPublix Super Markets, Inc. 401(k) Smart Plan, Total assets ($B): 8.068866271 · Participants: 197102Publix Super Markets, Inc. 401(k) Smart PlanNextera Energy, Inc. Employee Retirement Savings Plan, Total assets ($B): 5.484619612 · Participants: 16678Nextera Energy, Inc. Employee Retirement Savings Plan
Rockford Realty 401(k) Plan vs. nearby 401(k) plans in Florida, assets vs. participants

Rockford Realty 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Florida, the nearest 401(k) by assets is Singularity Security Group LLC 401(k) & Profit Sharing Plan in KY ($2M); by covered participants it is Herman Smith & Co Ltd 401(k) Profit Sharing Plan & Trust in TX (3 participants). Same-state nearby plans are listed separately above.

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 Rockford Realty 401(k) Plan assets move in 2024?
Rockford Realty 401(k) Plan grew sharply - up 16.1% during 2024, from $2M to $2M. Reported net income was $247K.
How have Rockford Realty Group, LLC plan assets changed over time?
Across 3 plan years on file (2022-2024), Rockford Realty Group, LLC's sponsor-wide assets grew 39.6%, from $1M to $2M.
Which 401(k) plans are similar in size to Rockford Realty 401(k) Plan?
Among 401(k) plans in other states, the closest by assets is Singularity Security Group LLC 401(k) & Profit Sharing Plan in KY ($2M, 81 participants).
Which 401(k) plans cover a similar participant headcount to Rockford Realty 401(k) Plan?
Among 401(k) plans in other states, the closest by covered participants is Herman Smith & Co Ltd 401(k) Profit Sharing Plan & Trust in TX (3 participants, N/A in assets).