401(k) · DOL Form 5500 · 2024

Corporex Realty & Investment LLC 401(k) Plan

Data updated 2026-08-25

$31M
Total assets Below avg plan size
1,511
Participants Near avg headcount
78th
Percentile by assets National rank
$20,403
Avg per participant Low balance/head
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Official DOL plan name: Corporex Family of Companies 401(k) Plan · Sponsored by Corporex Realty & Investment LLC · Kentucky · Real Estate

$31M in assets, 1,511 participants

Corporex Realty & Investment LLC's Corporex Family of Companies 401(k) Plan reported $31M in total assets and 1,511 participants in its 2024 DOL Form 5500 filing, ranking in the 78th 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.

  • #4,135 in Real Estate (4,605 peers)

Coverage in Kentucky

Corporex Family of Companies 401(k) Plan covers 1,511 participants in Kentucky, 2.3x the typical Kentucky plan (state average ~647 per filing). Assets: $31M.

#4,135
in Real Estate (4,605 peers)
+15.6%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Corporex Family of Companies 401(k) Plan's outsized position by total assets

Corporex Family of Companies 401(k) Plan vs every filed plan by assets

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

$30,828,336 Top 22% higher than 78% 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

Corporex Family of Companies 401(k) Plan's large-plan peer group by participant headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Corporex Family of Companies 401(k) Plan lands in the large band (1,511 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Corporex Family of Companies 401(k) Plan reported net income fell from $5M in the plan year 2023 filing to $4M in the plan year 2024 filing.
  • Corporex Family of Companies 401(k) Plan end-of-year assets rose from $27M in the plan year 2023 filing to $31M in the plan year 2024 filing.
  • Corporex Family of Companies 401(k) Plan reported participants fell from 1,544 in the plan year 2023 filing to 1,511 in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 610670372 · Corporex Realty & Investment LLC PY 2024 · 401(k)

Corporex Family of Companies 401(k) Plan · $31M · 1,511 · 78th

  • ASSETS $31M
  • PCT 1,511
  • EIN 78th
  • RANK 401(k)
  • PHOTO near Butler National Corporation 401(k) Profit Sharing Plan
  • IND ind #4135

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 Kentucky →

Corporex Family of Companies 401(k) Plan in the asset neighbourhood

Corporex Family of Companies 401(k) PlanCorporex Family of Companies…$31MButler National Corporation 401(k) Profit Sharing PlanButler National Corporation …$31MNorris Electric Cooperative 401(k) PlanNorris Electric Cooperative …$31MFlorida Heart Associates Retirement PlanFlorida Heart Associates Ret…$31MRetirement Plan for Employees of First National Bank of ArdmoreRetirement Plan for Employee…$31M
End-of-year total assets ($M) among Corporex Family of Companies 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Kentucky filing particulars

Total Assets (Beginning of Year)$27M
Net Assets (End of Year)$31M
Net Income$4M
Employer EIN610670372
Plan Effective Date1984-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Corporex Realty & Investment LLC)

Sponsor-wide plan assets over time

All Corporex Realty & Investment LLC plans reported in each filing year

Latest sponsor-wide plan assets
$31M 43.10256895277198% vs 2022
2024 filing year
$20M$25M$30M$35M 202220232024 $21.5M $30.8M ▲ +43.1%
Year Plans Participants Total Assets
2022 1 1,399 $22M
2023 1 1,544 $27M
2024 1 1,511 $31M

Nearby 401(k) Plans in Kentucky

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

Corporex Family of Companies 401(k) Plan vs. nearby 401(k) plans in Kentucky, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -20246810 Total assets ($B) Participants Corporex Family of Companies 401(k) Plan, Total assets ($B): 0.030828336 · Participants: 1511Corporex Family of Companies 401(k) PlanCommonspirit Health 401(k) Retirement Savings Plan, Total assets ($B): 8.826314209 · Participants: 90345Commonspirit Health 401(k) Retirement Savings PlanHumana Retirement Savings Plan, Total assets ($B): 7.706147015 · Participants: 45706Humana Retirement Savings PlanUPS/Ipa 401(k) Savings Plan, Total assets ($B): 1.501700415 · Participants: 3064UPS/Ipa 401(k) Savings PlanScionhealth 401(k) Plan, Total assets ($B): 1.316012841 · Participants: 23753Scionhealth 401(k) PlanLexmark Savings Plan, Total assets ($B): 1.211057397 · Participants: 1919Lexmark Savings Plan
Corporex Family of Companies 401(k) Plan vs. nearby 401(k) plans in Kentucky, assets vs. participants
Compare Corporex Family of Companies 401(k) Plan side-by-side with 3 peers →

Corporex Family of Companies 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Kentucky, the nearest 401(k) by assets is Butler National Corporation 401(k) Profit Sharing Plan in KS ($31M); by covered participants it is Odyssey Logistics & Technology Corporation 401(k) Plan in CT (1,511 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,511 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 Corporex Family of Companies 401(k) Plan assets move in 2024? ▼
Corporex Family of Companies 401(k) Plan grew sharply - up 15.6% during 2024, from $27M to $31M. Reported net income was $4M.
How have Corporex Realty & Investment LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Corporex Realty & Investment LLC's sponsor-wide assets grew 43.1%, from $22M to $31M.
Where does Corporex Family of Companies 401(k) Plan rank by assets among Form 5500 filers? ▼
Corporex Family of Companies 401(k) Plan ranks in the 78th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Corporex Family of Companies 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Butler National Corporation 401(k) Profit Sharing Plan in KS ($31M, 136 participants).
Which 401(k) plans cover a similar participant headcount to Corporex Family of Companies 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Odyssey Logistics & Technology Corporation 401(k) Plan in CT (1,511 participants, $83M 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 610670372.

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.