401(k) · DOL Form 5500 · 2024
Exchangeright Real Estate, LLC 401(k) Plan
Data updated 2026-08-25
- $10M
- Total assets Small plan by assets
- 151
- Participants Small participant base
- 55th
- Percentile by assets National rank
- $62,960
- Avg per participant Low balance/head
Official DOL plan name: Exchangeright Real Estate, LLC Retirement Trust · Sponsored by Exchangeright Real Estate, LLC · California · Professional & Technical Services
$10M in assets, 151 participants
Exchangeright Real Estate, LLC's Exchangeright Real Estate, LLC Retirement Trust reported $10M in total assets and 151 participants in its 2024 DOL Form 5500 filing, ranking in the 55th 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.
- #10,677 in Professional & Technical Services (20,173 peers)
Coverage in California
Exchangeright Real Estate, LLC Retirement Trust covers 151 participants in California, about 24% of the average California filer (state average ~630 per filing). Assets: $10M.
- #10,677
- in Professional & Technical Services (20,173 peers)
- +21.0%
- assets growth YoY
Exchangeright Real Estate, LLC Retirement Trust's mid-pack asset rank among Professional & Technical Services and all filers
Exchangeright Real Estate, LLC Retirement Trust vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$9,506,971 Top 45% higher than 55% 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
Exchangeright Real Estate, LLC Retirement Trust 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. Exchangeright Real Estate, LLC Retirement Trust sits mid-pack in the medium band (151 participants).
Plan-year Form 5500 strip
Filing strip 454877206 · Exchangeright Real Estate, LLC PY 2024 · 401(k)
Exchangeright Real Estate, LLC Retirement Trust · $10M · 151 · 55th
- EBSA $10M
- PART 151
- TYPE 55th
- NET 401(k)
- BOOK near Barkman Honey, LLC 401(k) Plan
- VS-ST ind #10677
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 Professional & Technical Services retirement plans → · Plans in California →
Exchangeright Real Estate, LLC Retirement Trust in the asset neighbourhood
California filing particulars
| Total Assets (Beginning of Year) | $8M |
|---|---|
| Net Assets (End of Year) | $10M |
| Net Income | $2M |
| Employer EIN | 454877206 |
| Plan Effective Date | 2015-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Exchangeright Real Estate, LLC)
Sponsor-wide plan assets over time
All Exchangeright Real Estate, LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $10M 108.3284521611157% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 90 | $5M |
| 2024 | 1 | 151 | $10M |
Nearby 401(k) Plans in California
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Google LLC 401(k) Savings Plan $48.7B · 116,712
- Oracle Corporation 401(k) Savings and Investment Plan $31.0B · 58,962
- Intel 401(k) Savings Plan $24.9B · 55,298
- Apple 401(k) Plan $24.7B · 101,450
- Cisco Systems,Inc. 401(k) Plan $22.7B · 40,452
Exchangeright Real Estate, LLC Retirement Trust's out-of-state 401(k) peers by assets and headcount
Outside California, the nearest 401(k) by assets is Barkman Honey, LLC 401(k) Plan in KS ($10M); by covered participants it is Liberty Power Corp, LLC 401(k) in FL (151 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($10M here).
- Barkman Honey, LLC 401(k) Plan (KS) $10M · 175
- Datacon, Inc. Retirement Savings Plan (MA) $10M · 48
- Person Directed Supports 401(k) Plan (PA) $10M · 336
- Carlie Cs 401(k) Plan (NC) $10M · 1,181
Similar participant headcount
Nearest other-state filings by covered participants (151 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.