401(k) · DOL Form 5500 · 2022

Rex Real Estate Exchange Inc. 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
201
Participants Below avg headcount
36th
Percentile by assets National rank
$11,518
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

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, 201 participants

Rex Real Estate Exchange Inc.'s Rex Real Estate Exchange Inc. 401(k) Plan reported $2M in total assets and 201 participants in its 2022 DOL Form 5500 filing, ranking in the 36th 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.

  • #2,266 in Finance & Insurance (9,261 peers)

Coverage in Texas

Rex Real Estate Exchange Inc. 401(k) Plan covers 201 participants in Texas, about 29% of the average Texas filer (state average ~688 per filing). Assets: $2M.

#2,266
in Finance & Insurance (9,261 peers)
-33.6%
assets change YoY

The plan reported a net loss of $1M 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's mid-pack asset rank among Finance & Insurance and all filers

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

End-of-year total assets · plan year 2022 · DOL Form 5500

$2,315,142 36th percentile higher than 36% of 139,123 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 2022

Rex Real Estate Exchange Inc. 401(k) Plan among mid-size filed plans by headcount

Plan-year 2022 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 (201 participants).

EBSA filing schedule strip

Filing strip 471263160 · Rex Real Estate Exchange Inc. PY 2022 · 401(k)

Rex Real Estate Exchange Inc. 401(k) Plan · $2M · 201 · 36th

  • PCT $2M
  • EIN 201
  • RANK 36th
  • PHOTO 401(k)
  • IND near Grant W Heinz, M.D., P.C. Profit Sharing Plan and Trust Agreement
  • EOY ind #2266

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…$2MGrant W Heinz, M.D., P.C. Profit Sharing Plan and Trust AgreementGrant W Heinz, M.D., P.C. Pr…$2MDuffy's Management, Inc. 401(k) PlanDuffy's Management, Inc. 401…$2MHome Care Specialists, Inc. 401(k) Profit Sharing PlanHome Care Specialists, Inc. …$2MMilo's Hamburgers 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 2022.

Texas filing particulars

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$2M
Net Income-$1M
Employer EIN471263160
Plan Effective Date2018-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Rex Real Estate Exchange Inc.)

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

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. -50000050000100000150000200000 -10010203040 Total assets ($B) Participants Rex Real Estate Exchange Inc. 401(k) Plan, Total assets ($B): 0.002315142 · Participants: 201Rex Real Estate Exchange Inc. 401(k) PlanAT&T Retirement Savings Plan, Total assets ($B): 37.578871 · Participants: 144503AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 21.266 · Participants: 23619Exxonmobil Savings PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 13.794958016 · Participants: 38538Caterpillar 401(k) Savings PlanAmerican Airlines, Inc. 401(k) Plan, Total assets ($B): 12.806443202 · Participants: 85577American Airlines, Inc. 401(k) PlanDell Inc. 401(k) Plan, Total assets ($B): 11.969059 · Participants: 47532Dell Inc. 401(k) Plan
Rex Real Estate Exchange Inc. 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Rex Real Estate Exchange Inc. 401(k) Plan side-by-side with 3 peers →

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 Grant W Heinz, M.D., P.C. Profit Sharing Plan and Trust Agreement in AZ ($2M); by covered participants it is Gill Studios, Inc. Hourly Paid Employees' Profit Sharing and 401(k) Plan and Trust in KS (201 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (201 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. 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 2022? ▼
Rex Real Estate Exchange Inc. 401(k) Plan contracted severely - down 33.6% during 2022, from $3M 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 Grant W Heinz, M.D., P.C. Profit Sharing Plan and Trust Agreement in AZ ($2M, 6 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 Gill Studios, Inc. Hourly Paid Employees' Profit Sharing and 401(k) Plan and Trust in KS (201 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 471263160.

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.