401(k) · DOL Form 5500 · 2024

Consumer Real Estate Finance Co. 401(k) Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets: 38
Participants Small participant base: 34th
Percentile by assets National rank: $76,012
Avg per participant Below avg balance/head

Official DOL plan name: Consumer Real Estate Finance Co 401(k) Profit Sharing Plan and Trust · Sponsored by Consumer Real Estate Finance Co. · Florida · Finance & Insurance

$3M in assets, 38 participants

Consumer Real Estate Finance Co.'s Consumer Real Estate Finance Co 401(k) Profit Sharing Plan and Trust reported $3M in total assets and 38 participants in its 2024 DOL Form 5500 filing, ranking in the 34th 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.

#1,865 in Finance & Insurance (8,549 peers)

2024 asset change

Consumer Real Estate Finance Co 401(k) Profit Sharing Plan and Trust grew sharply 19.1% in 2024 ($2M → $3M) for 38 participants.

#1,865
in Finance & Insurance (8,549 peers): +19.1%
assets growth YoY

Consumer Real Estate Finance Co 401(k) Profit Sharing Plan and Trust's mid-pack asset rank among Finance & Insurance and all filers

Consumer Real Estate Finance Co 401(k) Profit Sharing Plan and Trust vs every filed plan by assets

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

$2,888,451 34th percentile higher than 34% 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

Consumer Real Estate Finance Co 401(k) Profit Sharing Plan and Trust among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Consumer Real Estate Finance Co 401(k) Profit Sharing Plan and Trust is a small filing (38 participants) on this national headcount ladder.

Micro (1-10) 33,766 filings (27%) Small (11-100) 26,107 filings (21%) Medium (101-1,000) 54,251 filings (43%) Large (1,001-10,000) 10,349 filings (8%) Mega (10,000+) 1,399 filings (1%)

Form 5500 schedule snapshot

Filing strip 542118883 · Consumer Real Estate Finance Co. PY 2024 · 401(k)

Consumer Real Estate Finance Co 401(k) Profit Sharing Plan and Trust · $3M · 38 · 34th

PCT $3M
PCT 38
PCT 34th
PCT 401(k)
PCT near Southern Oregon Goodwill Inc 403(b) Plan
PCT ind #1865

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 Finance & Insurance retirement plans → · Plans in Florida →

End-of-year total assets ($M) among Consumer Real Estate Finance Co 401(k) Profit Sharing Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

2024 asset-move particulars

Total Assets (Beginning of Year)	$2M
Net Assets (End of Year)	$3M
Net Income	$462K
Employer EIN	542118883
Plan Effective Date	2003-10-01
Filing Status	FILING RECEIVED

Nearby 401(k) Plans in Florida

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

Consumer Real Estate Finance Co 401(k) Profit Sharing Plan and Trust vs. nearby 401(k) plans in Florida, assets vs. participants

L3harris Retirement Savings Plan $16.3B · 40,330
Savings Plan for Employees and Partners of Pwc $13.2B · 51,081
Adp Totalsource Retirement Savings Plan $9.2B · 310,261
Publix Super Markets, Inc. 401(k) Smart Plan $8.1B · 197,102
Nextera Energy, Inc. Employee Retirement Savings Plan $5.5B · 16,678

Compare Consumer Real Estate Finance Co 401(k) Profit Sharing Plan and Trust side-by-side with 3 peers →

Consumer Real Estate Finance Co 401(k) Profit Sharing Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside Florida, the nearest 401(k) by assets is Southern Oregon Goodwill Inc 403(b) Plan in OR ($3M); by covered participants it is Rochester Radiology Associates, P.C. Profit-Sharing and 401(k) Plan in NY (38 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($3M here).

Southern Oregon Goodwill Inc 403(b) Plan (OR) $3M · 340
Clearwater Engineering,Inc.401(k) Plan (CA) $3M · 11
Dynamic Transit Company 401(k) Profit Sharing Plan (MO) $3M · 168
Ppfa Retirement Plan (TX) $3M · 280

Similar participant headcount

Nearest other-state filings by covered participants (38 participants); asset peers above are excluded.

Rochester Radiology Associates, P.C. Profit-Sharing and 401(k) Plan (NY) 38 · 0 off
American Foreign Service Association Cash/Deferred Profit Shafing Plan (DC) 38 · 0 off
Woody Contractors 401(k) Plan (TX) 38 · 0 off
Intech Employees' Savings and Retirement Plan 1165(e) (PR) 38 · 0 off

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 Consumer Real Estate Finance Co 401(k) Profit Sharing Plan and Trust assets move in 2024? ▼

Consumer Real Estate Finance Co 401(k) Profit Sharing Plan and Trust grew sharply - up 19.1% during 2024, from $2M to $3M. Reported net income was $462K.

Which 401(k) plans are similar in size to Consumer Real Estate Finance Co 401(k) Profit Sharing Plan and Trust? ▼

Among 401(k) plans in other states, the closest by assets is Southern Oregon Goodwill Inc 403(b) Plan in OR ($3M, 340 participants).

Which 401(k) plans cover a similar participant headcount to Consumer Real Estate Finance Co 401(k) Profit Sharing Plan and Trust? ▼

Among 401(k) plans in other states, the closest by covered participants is Rochester Radiology Associates, P.C. Profit-Sharing and 401(k) Plan in NY (38 participants, $24M 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 542118883.