401(k) · DOL Form 5500 · 2024

The Worthe Real Estate Group, Inc. 401(k) Plan

Data updated 2026-08-25

$20M
Total assets Small plan by assets
93
Participants Small participant base
70th
Percentile by assets National rank
$211,883
Avg per participant Above avg balance/head
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Official DOL plan name: The Worthe Real Estate Group, Inc. 401(k) Plan · Sponsored by The Worthe Real Estate Group, Inc. · California · Real Estate

$20M in assets, 93 participants

The Worthe Real Estate Group, Inc.'s The Worthe Real Estate Group, Inc. 401(k) Plan reported $20M in total assets and 93 participants in its 2024 DOL Form 5500 filing, ranking in the 70th 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.

  • #3,883 in Real Estate (4,605 peers)

2024 asset change

The Worthe Real Estate Group, Inc. 401(k) Plan grew sharply 26.4% in 2024 ($16M → $20M) for 93 participants.

#3,883
in Real Estate (4,605 peers)
+26.4%
assets growth YoY

The Worthe Real Estate Group, Inc. 401(k) Plan's outsized position by total assets

The Worthe Real Estate Group, Inc. 401(k) Plan vs every filed plan by assets

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

$19,705,135 Top 30% higher than 70% 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

The Worthe Real Estate Group, Inc. 401(k) Plan among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. The Worthe Real Estate Group, Inc. 401(k) Plan is a small filing (93 participants) on this national headcount ladder.

Form 5500 schedule snapshot

Filing strip 954521084 · The Worthe Real Estate Group, Inc. PY 2024 · 401(k)

The Worthe Real Estate Group, Inc. 401(k) Plan · $20M · 93 · 70th

  • EIN $20M
  • EIN 93
  • EIN 70th
  • EIN 401(k)
  • EIN near Vanco 401(k) Profit Sharing Plan and Trust
  • EIN ind #3883

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 California →

The Worthe Real Estate Group, Inc. 401(k) Plan in the asset neighbourhood

The Worthe Real Estate Group, Inc. 401(k) PlanThe Worthe Real Estate Group…$20MVanco 401(k) Profit Sharing Plan and TrustVanco 401(k) Profit Sharing …$20MRichard C. Mather D.V.M.,Inc. 401(k) Profit Sharing PlanRichard C. Mather D.V.M.,Inc…$20MBiehle Electric, Inc. 401(k) Profit Sharing PlanBiehle Electric, Inc. 401(k)…$20MGeokon, Inc. 401(k) Plan$20M
End-of-year total assets ($M) among The Worthe Real Estate Group, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

2024 asset-move particulars

Total Assets (Beginning of Year)$16M
Net Assets (End of Year)$20M
Net Income$4M
Employer EIN954521084
Plan Effective Date1990-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

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

The Worthe Real Estate Group, Inc. 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants The Worthe Real Estate Group, Inc. 401(k) Plan, Total assets ($B): 0.019705135 · Participants: 93The Worthe Real Estate Group, Inc. 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 48.738057415 · Participants: 116712Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 31.02646504 · Participants: 58962Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 24.850880304 · Participants: 55298Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 24.714519387 · Participants: 101450Apple 401(k) PlanCisco Systems,Inc. 401(k) Plan, Total assets ($B): 22.728425546 · Participants: 40452Cisco Systems,Inc. 401(k) Plan
The Worthe Real Estate Group, Inc. 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants

The Worthe Real Estate Group, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Vanco 401(k) Profit Sharing Plan and Trust in GA ($20M); by covered participants it is Burns Pest Elimination, Inc. 401(k) Plan in AZ (93 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (93 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 The Worthe Real Estate Group, Inc. 401(k) Plan assets move in 2024?
The Worthe Real Estate Group, Inc. 401(k) Plan grew sharply - up 26.4% during 2024, from $16M to $20M. Reported net income was $4M.
Which 401(k) plans are similar in size to The Worthe Real Estate Group, Inc. 401(k) Plan?
Among 401(k) plans in other states, the closest by assets is Vanco 401(k) Profit Sharing Plan and Trust in GA ($20M, 260 participants).
Which 401(k) plans cover a similar participant headcount to The Worthe Real Estate Group, Inc. 401(k) Plan?
Among 401(k) plans in other states, the closest by covered participants is Burns Pest Elimination, Inc. 401(k) Plan in AZ (93 participants, $2M in assets).