401(k) · DOL Form 5500 · 2024

Rex Real Estate Exchange Inc. 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
365
Participants Below avg headcount
30th
Percentile by assets National rank
$5,813
Avg per participant Low balance/head
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Official DOL plan name: Rex Real Estate Exchange Inc. 401(k) Plan · Sponsored by Rex Real Estate Exchange Inc. · Texas · Finance & Insurance

$2M in assets, 365 participants

Rex Real Estate Exchange Inc.'s Rex Real Estate Exchange Inc. 401(k) Plan reported $2M in total assets and 365 participants in its 2024 DOL Form 5500 filing, ranking in the 30th 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.

  • #1,630 in Finance & Insurance (8,549 peers)

2024 asset change

Rex Real Estate Exchange Inc. 401(k) Plan surged 147.9% in 2024 ($856K → $2M) for 365 participants.

#1,630
in Finance & Insurance (8,549 peers)
+147.9%
assets growth YoY

Rex Real Estate Exchange Inc. 401(k) Plan among the smaller filed plans by assets

Rex Real Estate Exchange Inc. 401(k) Plan vs every filed plan by assets

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

$2,121,736 30th percentile higher than 30% 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

Rex Real Estate Exchange Inc. 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. Rex Real Estate Exchange Inc. 401(k) Plan sits mid-pack in the medium band (365 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Rex Real Estate Exchange Inc. 401(k) Plan reported participants rose from 4 in the plan year 2023 filing to 365 in the plan year 2024 filing.
  • Rex Real Estate Exchange Inc. 401(k) Plan reported net income rose from -$326K in the plan year 2023 filing to $1M in the plan year 2024 filing.
  • Rex Real Estate Exchange Inc. 401(k) Plan end-of-year assets rose from $2M in the plan year 2023 filing to $2M in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 471263160 · Rex Real Estate Exchange Inc. PY 2024 · 401(k)

Rex Real Estate Exchange Inc. 401(k) Plan · $2M · 365 · 30th

  • 5500 $2M
  • ASSETS 365
  • PCT 30th
  • EIN 401(k)
  • RANK near Bhakti 401(k)
  • PHOTO ind #1630

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 Texas →

Rex Real Estate Exchange Inc. 401(k) Plan in the asset neighbourhood

Rex Real Estate Exchange Inc. 401(k) PlanRex Real Estate Exchange Inc…$2MBhakti 401(k)$2MPpfa Retirement Plan$2MAria Group, Inc. Savings Plan$2MRidwell Inc. 401(k) Plan$2M
End-of-year total assets ($M) among Rex Real Estate Exchange Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Rex Real Estate Exchange Inc. years around the 2024 move

Sponsor-wide plan assets over time

All Rex Real Estate Exchange Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$2M 8.038902149414593% vs 2022
2024 filing year
$1.9M$2M$2.1M$2.2M$2.3M$2.4M 202220232024 $2.32M $2.13M ▼ -8.2%
Year Plans Participants Total Assets
2022 1 201 $2M
2023 1 4 $2M
2024 2 366 $2M

2024 asset-move particulars

Total Assets (Beginning of Year)$856K
Net Assets (End of Year)$2M
Net Income$1M
Employer EIN471263160
Plan Effective Date2018-10-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Texas

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

Rex Real Estate Exchange Inc. 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Rex Real Estate Exchange Inc. 401(k) Plan, Total assets ($B): 0.002121736 · Participants: 365Rex Real Estate Exchange Inc. 401(k) PlanAT&T Retirement Savings Plan, Total assets ($B): 43.121795 · Participants: 109889AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 23.711 · Participants: 21990Exxonmobil Savings PlanChevron Employee Savings Investment Plan, Total assets ($B): 20.378704663 · Participants: 21505Chevron Employee Savings Investment PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 18.81200478 · Participants: 43873Caterpillar 401(k) Savings PlanSouthwest Airlines Co. Retirement Savings Plan, Total assets ($B): 16.991748637 · Participants: 67820Southwest Airlines Co. Retirement Savings Plan
Rex Real Estate Exchange Inc. 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants

Rex Real Estate Exchange Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Bhakti 401(k) in WA ($2M); by covered participants it is Johnny Was 401(k) Plan in CA (365 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($2M here).

Similar participant headcount

Nearest other-state filings by covered participants (365 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 Rex Real Estate Exchange Inc. 401(k) Plan assets move in 2024?
Rex Real Estate Exchange Inc. 401(k) Plan surged - up 147.9% during 2024, from $856K to $2M. Reported net income was $1M.
How have Rex Real Estate Exchange Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), Rex Real Estate Exchange Inc.'s sponsor-wide assets declined 8.0%, from $2M to $2M.
Which 401(k) plans are similar in size to Rex Real Estate Exchange Inc. 401(k) Plan?
Among 401(k) plans in other states, the closest by assets is Bhakti 401(k) in WA ($2M, 2 participants).
Which 401(k) plans cover a similar participant headcount to Rex Real Estate Exchange Inc. 401(k) Plan?
Among 401(k) plans in other states, the closest by covered participants is Johnny Was 401(k) Plan in CA (365 participants, $4M in assets).