401(k) · DOL Form 5500 · 2023
Rex Real Estate Exchange Inc. 401(k) Plan
Data updated 2026-08-25
- $2M
- Total assets Small plan by assets
- 4
- Participants Small participant base
- 30th
- Percentile by assets National rank
- $497,255
- Avg per participant High balance/head
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, 4 participants
Rex Real Estate Exchange Inc.'s Rex Real Estate Exchange Inc. 401(k) Plan reported $2M in total assets and 4 participants in its 2023 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.
- #1,829 in Finance & Insurance (8,869 peers)
2023 asset change
Rex Real Estate Exchange Inc. 401(k) Plan pulled back noticeably 14.1% in 2023 ($2M → $2M) for 4 participants.
- #1,829
- in Finance & Insurance (8,869 peers)
- -14.1%
- assets change YoY
The plan reported a net loss of $326K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
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 2023 · DOL Form 5500
$1,989,018 30th percentile higher than 30% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Rex Real Estate Exchange Inc. 401(k) Plan among micro filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Rex Real Estate Exchange Inc. 401(k) Plan is a micro filing (4 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Rex Real Estate Exchange Inc. 401(k) Plan reported participants fell from 201 in the plan year 2022 filing to 4 in the plan year 2023 filing.
- Rex Real Estate Exchange Inc. 401(k) Plan reported net income rose from -$1M in the plan year 2022 filing to -$326K in the plan year 2023 filing.
- Rex Real Estate Exchange Inc. 401(k) Plan end-of-year assets fell from $2M in the plan year 2022 filing to $2M in the plan year 2023 filing.
Plan-year Form 5500 strip
Filing strip 471263160 · Rex Real Estate Exchange Inc. PY 2023 · 401(k)
Rex Real Estate Exchange Inc. 401(k) Plan · $2M · 4 · 30th
- EOY $2M
- EOY 4
- EOY 30th
- EOY 401(k)
- EOY near Chascorp Capital Retirement Plan
- EOY ind #1829
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. years around the 2023 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
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 201 | $2M |
| 2023 | 1 | 4 | $2M |
| 2024 | 2 | 366 | $2M |
2023 asset-move particulars
| Total Assets (Beginning of Year) | $2M |
|---|---|
| Net Assets (End of Year) | $2M |
| Net Income | -$326K |
| Employer EIN | 471263160 |
| Plan Effective Date | 2018-10-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Texas
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- AT&T Retirement Savings Plan $40.0B · 119,854
- Exxonmobil Savings Plan $21.9B · 23,477
- Caterpillar 401(k) Savings Plan $16.5B · 41,679
- American Airlines, Inc. 401(k) Plan $14.7B · 88,792
- Dell Inc. 401(k) Plan $13.5B · 45,686
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 Chascorp Capital Retirement Plan in AL ($2M); by covered participants it is Makingchg, Inc. Retirement Plan in TN (4 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 (4 participants); asset peers above are excluded.
- Makingchg, Inc. Retirement Plan (TN) 4 · 0 off
- Dolan Law Offices, P.C. Profit Sharing Plan & Trust (IL) 4 · 0 off
- Cromie Bros. 3 Inc. Retirement Plan (NH) 4 · 0 off
- Br3 Enterprises, Inc. 401(k) Plan (MO) 4 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.