401(k) · DOL Form 5500 · 2024

Peak Rei Inc 401(k) Plan

Data updated 2026-08-25

$502K
Total assets Small plan by assets
1
Participants Small participant base
18th
Percentile by assets National rank
$501,805
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Peak Rei 401(k) · Sponsored by Peak Rei Inc · Virginia · Real Estate

$502K in assets, 1 participants

Peak Rei Inc's Peak Rei 401(k) reported $502K in total assets and 1 participant in its 2024 DOL Form 5500 filing, ranking in the 18th 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.

  • #1,392 in Real Estate (4,605 peers)

Peak Rei Inc multi-year trail

Peak Rei Inc's plans moved +15.6% in assets from 2022 to 2024; this filing shows Peak Rei 401(k) at $502K / 1 participant.

#1,392
in Real Estate (4,605 peers)
+9.0%
assets growth YoY

Peak Rei 401(k) among the smaller filed plans by assets

Peak Rei 401(k) vs every filed plan by assets

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

$501,805 18th percentile higher than 18% 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

Peak Rei 401(k) among micro filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Peak Rei 401(k) is a micro filing (1 participant), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Peak Rei 401(k) reported net income rose from $27K in the plan year 2023 filing to $41K in the plan year 2024 filing.
  • Peak Rei 401(k) end-of-year assets rose from $461K in the plan year 2023 filing to $502K in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 844321189 · Peak Rei Inc PY 2024 · 401(k)

Peak Rei 401(k) · $502K · 1 · 18th

  • SCH $502K
  • EBSA 1
  • PART 18th
  • TYPE 401(k)
  • NET near Royce Phillips Investments, Inc. 401(k) Profit Sharing Plan
  • BOOK ind #1392

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 Virginia →

Peak Rei 401(k) in the asset neighbourhood

Peak Rei 401(k)$502KRoyce Phillips Investments, Inc. 401(k) Profit Sharing PlanRoyce Phillips Investments, …$502KBrian P. Mcpartland, Dmd, PC 401(k) Profit Sharing PlanBrian P. Mcpartland, Dmd, PC…$502KGholson Electric, Inc. 401(k) PlanGholson Electric, Inc. 401(k…$502KLa Bola De Oro, Inc. 401(k) Profit Sharing PlanLa Bola De Oro, Inc. 401(k) …$502K
End-of-year total assets ($M) among Peak Rei 401(k) and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Peak Rei Inc multi-year asset trail

Sponsor-wide plan assets over time

All Peak Rei Inc plans reported in each filing year

Latest sponsor-wide plan assets
$502K 15.621673433086178% vs 2022
2024 filing year
$0.4M$0.45M$0.5M$0.55M 202220232024 $0.43M $0.5M ▲ +16.3%
Year Plans Participants Total Assets
2022 1 1 $434K
2023 1 1 $461K
2024 1 1 $502K

Peak Rei Inc filing trail (2024)

Total Assets (Beginning of Year)$461K
Net Assets (End of Year)$502K
Net Income$41K
Employer EIN844321189
Plan Effective Date2021-12-08
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Virginia

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

Peak Rei 401(k) vs. nearby 401(k) plans in Virginia, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Peak Rei 401(k), Total assets ($B): 0.000501805 · Participants: 1Peak Rei 401(k)Northrop Grumman Savings Plan, Total assets ($B): 39.473777135 · Participants: 104719Northrop Grumman Savings Plan401(k) Pension Plan, Total assets ($B): 16.840459887 · Participants: 62869401(k) Pension PlanGeneral Dynamics Corporation 401(k) Plan 6.0, Total assets ($B): 12.395006194 · Participants: 49414General Dynamics Corporation 401(k) Plan 6.0Capital One Financial Corporation Associate Savings Plan, Total assets ($B): 12.04952818 · Participants: 44933Capital One Financial Corporation Associate Savings PlanLeidos, Inc. Retirement Plan, Total assets ($B): 11.790942581 · Participants: 29734Leidos, Inc. Retirement Plan
Peak Rei 401(k) vs. nearby 401(k) plans in Virginia, assets vs. participants

Peak Rei 401(k)'s out-of-state 401(k) peers by assets and headcount

Outside Virginia, the nearest 401(k) by assets is Royce Phillips Investments, Inc. 401(k) Profit Sharing Plan in TX ($502K); by covered participants it is Concorde Support & Development, Inc. 401(k) Profit Sharing Plan in TX (1 participant). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1 participant); 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 Peak Rei 401(k) assets move in 2024?
Peak Rei 401(k) grew at a solid clip - up 9.0% during 2024, from $461K to $502K. Reported net income was $41K.
How have Peak Rei Inc plan assets changed over time?
Across 3 plan years on file (2022-2024), Peak Rei Inc's sponsor-wide assets grew 15.6%, from $434K to $502K.
Where does Peak Rei 401(k) rank by assets among Form 5500 filers?
Peak Rei 401(k) ranks in the 18th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to Peak Rei 401(k)?
Among 401(k) plans in other states, the closest by assets is Royce Phillips Investments, Inc. 401(k) Profit Sharing Plan in TX ($502K, 1 participant).
Which 401(k) plans cover a similar participant headcount to Peak Rei 401(k)?
Among 401(k) plans in other states, the closest by covered participants is Concorde Support & Development, Inc. 401(k) Profit Sharing Plan in TX (1 participant, $415K in assets).