401(k) · DOL Form 5500 · 2024

Commercial Real Estate Exchange, Inc. 401(k) Plan

Data updated 2026-08-25

$8M
Total assets Small plan by assets: 314
Participants Below avg headcount: 51st
Percentile by assets National rank: $25,847
Avg per participant Low balance/head

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Official DOL plan name: Crexi 401(k) Plan · Sponsored by Commercial Real Estate Exchange, Inc. · California · Real Estate

$8M in assets, 314 participants

Commercial Real Estate Exchange, Inc.'s Crexi 401(k) Plan reported $8M in total assets and 314 participants in its 2024 DOL Form 5500 filing, ranking in the 51st 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.

#3,217 in Real Estate (4,605 peers)

Coverage in California

Crexi 401(k) Plan covers 314 participants in California, about 50% of the average California filer (state average ~630 per filing). Assets: $8M.

#3,217
in Real Estate (4,605 peers): +40.3%
assets growth YoY

Crexi 401(k) Plan's mid-pack asset rank among Real Estate and all filers

Crexi 401(k) Plan vs every filed plan by assets

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

$8,115,806 Top 49% higher than 51% 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

Crexi 401(k) Plan 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. Crexi 401(k) Plan sits mid-pack in the medium band (314 participants).

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%)

Crexi 401(k) Plan end-of-year assets rose from $6M in the plan year 2023 filing to $8M in the plan year 2024 filing.
Crexi 401(k) Plan reported net income fell from $3M in the plan year 2023 filing to $2M in the plan year 2024 filing.
Crexi 401(k) Plan reported participants rose from 299 in the plan year 2023 filing to 314 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 472718061 · Commercial Real Estate Exchange, Inc. PY 2024 · 401(k)

Crexi 401(k) Plan · $8M · 314 · 51st

EBSA $8M
PART 314
TYPE 51st
NET 401(k)
BOOK near Open Arms Care Corporation Retirement Plan
VS-ST ind #3217

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 →

End-of-year total assets ($M) among Crexi 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

California filing particulars

Total Assets (Beginning of Year)	$6M
Net Assets (End of Year)	$8M
Net Income	$2M
Employer EIN	472718061
Plan Effective Date	2020-06-23
Filing Status	FILING RECEIVED

Sponsor Plan History (Commercial Real Estate Exchange, Inc.)

Latest sponsor-wide plan assets: $8M 168.22664437340183% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	165	$3M
2023	1	299	$6M
2024	1	314	$8M

Nearby 401(k) Plans in California

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

Crexi 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants

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

Compare Crexi 401(k) Plan side-by-side with 3 peers →

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

Outside California, the nearest 401(k) by assets is Open Arms Care Corporation Retirement Plan in TN ($8M); by covered participants it is Data Center, Inc. Savings & Retirement Plan in KS (314 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($8M here).

Open Arms Care Corporation Retirement Plan (TN) $8M · 725
Eads Cooling Solutions, LLC 401(k) Plan (TX) $8M · 188
Spectrum Investment Advisors, Inc. 401(k) Plan (WI) $8M · 22
Radix Wire & Cable, LLC 401(k) Plan (OH) $8M · 83

Similar participant headcount

Nearest other-state filings by covered participants (314 participants); asset peers above are excluded.

Data Center, Inc. Savings & Retirement Plan (KS) 314 · 0 off
Roman Eagle 401(k) Plan (VA) 314 · 0 off
Wcf 401(k) Plan (UT) 314 · 0 off
Hoffer Plastics Corporation Profit Sharing and 401(k) Plan (IL) 314 · 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 Crexi 401(k) Plan assets move in 2024? ▼

Crexi 401(k) Plan surged - up 40.3% during 2024, from $6M to $8M. Reported net income was $2M.

How have Commercial Real Estate Exchange, Inc. plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Commercial Real Estate Exchange, Inc.'s sponsor-wide assets grew 168.2%, from $3M to $8M.

Which 401(k) plans are similar in size to Crexi 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by assets is Open Arms Care Corporation Retirement Plan in TN ($8M, 725 participants).

Which 401(k) plans cover a similar participant headcount to Crexi 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by covered participants is Data Center, Inc. Savings & Retirement Plan in KS (314 participants, $64M 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 472718061.