Worthe Real Estate Group 401(k) match, vesting and fees
What Worthe Real Estate Group's 401(k) plan says about matching contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Transamerica Financial Life Ins Co | Schedule C ↗ |
| Independent auditor | Miller Kaplan Arase LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 1,379 defined-contribution plans in real estate and rental and leasing with 100 to 499 participants.
| Worthe Real Estate Group: employer contribution per participant | $3,893 | |
| Peer median | $1,680 |
| Worthe Real Estate Group: average balance | $149,281 | |
| Peer median | $52,722 |
| Worthe Real Estate Group: admin expenses ÷ assets | 0.58% | |
| Peer median | 0.39% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets went from $13.4M at the end of plan year 2021 to $19.7M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 138 | $19.7M | $514K | $3,893 | 0.58% | Not published | Form 5500 ↗ |
| 2023 | 132 | $15.6M | $509K | $4,106 | 0.59% | Not published | 5500-SF ↗ |
| 2022 | 118 | $12.2M | $442K | $3,841 | 0.68% | Not published | 5500-SF ↗ |
| 2021 | 117 | $13.4M | $417K | $3,662 | 0.73% | Not published | 5500-SF ↗ |
Common questions
Does Worthe Real Estate Group match 401(k) contributions?
The match terms for the The Worthe Real Estate Group, Inc. 401(k) Plan have not been published from its filing yet. The plan year 2024 filing reports $514K in employer contributions, about $3,893 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Worthe Real Estate Group 401(k) match vested?
The vesting schedule for the The Worthe Real Estate Group, Inc. 401(k) Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Worthe Real Estate Group 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Transamerica Financial Life Ins Co. The plan administrator is The Worthe Real Estate Group, Inc..
I left Worthe Real Estate Group. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (The Worthe Real Estate Group, Inc., (310) 393-9653) or the recordkeeper, Transamerica Financial Life Ins Co. The Worthe Real Estate Group old 401(k) page lists the contacts from every plan filing. Find an old Worthe Real Estate Group 401(k)
Data from the public Form 5500 annual reports Worthe Real Estate Group filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023 and 2024) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with Worthe Real Estate Group. Not financial advice. Report a correction · Methodology