Civic Intelligence

Exchangeright Real Estate LLC

Plan context: Exchangeright Real Estate LLC Retirement Trust

EIN 45-4877206 • Pasadena, CA • 24 filings • 3 plans

1055 East Colorado Blvd Suite 310Pasadena, CA 91106
Current Snapshot

Latest Year

2024

2024 Participants

140

2024 Assets

$14,573,899

2024 Contributions

$1,365,177

Historical Graphs

Total Assets Over Time

Aggregate end-of-year assets by filing year, excluding zero-asset years

$14,573,899$7,286,950$0201520202024YearValue
$14,573,899Latest year 2024

Participants Over Time

Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans

161810201520202024YearValue
140Latest year 2024

Company Timeline

Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.

Year / FilingFilingsParticipantsAssetsContributionsContrib./Participant
20243140$14,573,899$1,365,177$9,751iApproximate average salary by contribution assumption: employee only about $243,782 at 4% or $162,521 at 6%; with 50% employer match about $162,521 at 4% or $108,347 at 6%; with 100% employer match about $121,891 at 4% or $81,261 at 6%.
Exchangeright Real Estate LLC Retirement Trust-135$9,506,971$1,365,177$10,112iApproximate average salary by contribution assumption: employee only about $252,811 at 4% or $168,540 at 6%; with 50% employer match about $168,540 at 4% or $112,360 at 6%; with 100% employer match about $126,405 at 4% or $84,270 at 6%.
Exchangeright Real Estate LLC Cash Balance Plan-83$5,066,928--
Exchangeright Real Estate LLC Health and Welfare Plan-140---
20233161$12,851,660$2,034,074$12,634iApproximate average salary by contribution assumption: employee only about $315,850 at 4% or $210,567 at 6%; with 50% employer match about $210,567 at 4% or $140,378 at 6%; with 100% employer match about $157,925 at 4% or $105,283 at 6%.
Exchangeright Real Estate LLC Retirement Trust-147$7,854,227$1,780,033$12,109iApproximate average salary by contribution assumption: employee only about $302,727 at 4% or $201,818 at 6%; with 50% employer match about $201,818 at 4% or $134,545 at 6%; with 100% employer match about $151,363 at 4% or $100,909 at 6%.
Exchangeright Real Estate LLC Cash Balance Plan-102$4,997,433$254,041$2,491iApproximate average salary by contribution assumption: employee only about $62,265 at 4% or $41,510 at 6%; with 50% employer match about $41,510 at 4% or $27,673 at 6%; with 100% employer match about $31,132 at 4% or $20,755 at 6%.
Exchangeright Real Estate LLC Health and Welfare Plan-161---
20223132$10,092,107$2,197,519$16,648iApproximate average salary by contribution assumption: employee only about $416,197 at 4% or $277,465 at 6%; with 50% employer match about $277,465 at 4% or $184,976 at 6%; with 100% employer match about $208,098 at 4% or $138,732 at 6%.
Exchangeright Real Estate LLC Retirement Trust-116$5,528,654$1,486,387$12,814iApproximate average salary by contribution assumption: employee only about $320,342 at 4% or $213,561 at 6%; with 50% employer match about $213,561 at 4% or $142,374 at 6%; with 100% employer match about $160,171 at 4% or $106,781 at 6%.
Exchangeright Real Estate LLC Cash Balance Plan-101$4,563,453$711,132$7,041iApproximate average salary by contribution assumption: employee only about $176,023 at 4% or $117,349 at 6%; with 50% employer match about $117,349 at 4% or $78,232 at 6%; with 100% employer match about $88,011 at 4% or $58,674 at 6%.
Exchangeright Real Estate LLC Health and Welfare Plan-132---
20213130$8,785,582$1,807,136$13,901iApproximate average salary by contribution assumption: employee only about $347,526 at 4% or $231,684 at 6%; with 50% employer match about $231,684 at 4% or $154,456 at 6%; with 100% employer match about $173,763 at 4% or $115,842 at 6%.
Exchangeright Real Estate LLC Retirement Trust-98$4,880,997$1,163,250$11,870iApproximate average salary by contribution assumption: employee only about $296,747 at 4% or $197,832 at 6%; with 50% employer match about $197,832 at 4% or $131,888 at 6%; with 100% employer match about $148,374 at 4% or $98,916 at 6%.
Exchangeright Real Estate LLC Cash Balance Plan-85$3,904,585$643,886$7,575iApproximate average salary by contribution assumption: employee only about $189,378 at 4% or $126,252 at 6%; with 50% employer match about $126,252 at 4% or $84,168 at 6%; with 100% employer match about $94,689 at 4% or $63,126 at 6%.
Exchangeright Real Estate LLC Health and Welfare Plan-130---
2020282$6,449,529$1,380,335$16,833iApproximate average salary by contribution assumption: employee only about $420,834 at 4% or $280,556 at 6%; with 50% employer match about $280,556 at 4% or $187,037 at 6%; with 100% employer match about $210,417 at 4% or $140,278 at 6%.
Exchangeright Real Estate LLC Retirement Trust-82$3,350,744$771,357$9,407iApproximate average salary by contribution assumption: employee only about $235,170 at 4% or $156,780 at 6%; with 50% employer match about $156,780 at 4% or $104,520 at 6%; with 100% employer match about $117,585 at 4% or $78,390 at 6%.
Exchangeright Real Estate LLC Cash Balance Plan-70$3,098,785$608,978$8,700iApproximate average salary by contribution assumption: employee only about $217,492 at 4% or $144,995 at 6%; with 50% employer match about $144,995 at 4% or $96,663 at 6%; with 100% employer match about $108,746 at 4% or $72,497 at 6%.
2019257$4,735,543$1,042,668$18,292iApproximate average salary by contribution assumption: employee only about $457,311 at 4% or $304,874 at 6%; with 50% employer match about $304,874 at 4% or $203,249 at 6%; with 100% employer match about $228,655 at 4% or $152,437 at 6%.
Exchangeright Real Estate LLC Cash Balance Plan-54$2,495,171$438,694$8,124iApproximate average salary by contribution assumption: employee only about $203,099 at 4% or $135,399 at 6%; with 50% employer match about $135,399 at 4% or $90,266 at 6%; with 100% employer match about $101,550 at 4% or $67,700 at 6%.
Exchangeright Real Estate LLC Retirement Trust-57$2,240,372$603,974$10,596iApproximate average salary by contribution assumption: employee only about $264,901 at 4% or $176,601 at 6%; with 50% employer match about $176,601 at 4% or $117,734 at 6%; with 100% employer match about $132,450 at 4% or $88,300 at 6%.
2018233$3,403,831$971,182$29,430iApproximate average salary by contribution assumption: employee only about $735,744 at 4% or $490,496 at 6%; with 50% employer match about $490,496 at 4% or $326,997 at 6%; with 100% employer match about $367,872 at 4% or $245,248 at 6%.
Exchangeright Real Estate LLC Cash Balance Plan-32$1,952,157$490,912$15,341iApproximate average salary by contribution assumption: employee only about $383,525 at 4% or $255,683 at 6%; with 50% employer match about $255,683 at 4% or $170,456 at 6%; with 100% employer match about $191,763 at 4% or $127,842 at 6%.
Exchangeright Real Estate LLC Retirement Trust-33$1,451,674$480,270$14,554iApproximate average salary by contribution assumption: employee only about $363,841 at 4% or $242,561 at 6%; with 50% employer match about $242,561 at 4% or $161,707 at 6%; with 100% employer match about $181,920 at 4% or $121,280 at 6%.
2017221$1,966,009$888,885$42,328iApproximate average salary by contribution assumption: employee only about $1,058,196 at 4% or $705,464 at 6%; with 50% employer match about $705,464 at 4% or $470,310 at 6%; with 100% employer match about $529,098 at 4% or $352,732 at 6%.
Exchangeright Real Estate LLC Cash Balance Plan-11$1,283,469$466,825$42,439iApproximate average salary by contribution assumption: employee only about $1,060,966 at 4% or $707,311 at 6%; with 50% employer match about $707,311 at 4% or $471,540 at 6%; with 100% employer match about $530,483 at 4% or $353,655 at 6%.
Exchangeright Real Estate LLC Retirement Trust-21$682,540$422,060$20,098iApproximate average salary by contribution assumption: employee only about $502,452 at 4% or $334,968 at 6%; with 50% employer match about $334,968 at 4% or $223,312 at 6%; with 100% employer match about $251,226 at 4% or $167,484 at 6%.
2016217$1,021,296$634,881$37,346iApproximate average salary by contribution assumption: employee only about $933,649 at 4% or $622,432 at 6%; with 50% employer match about $622,432 at 4% or $414,955 at 6%; with 100% employer match about $466,824 at 4% or $311,216 at 6%.
Exchangeright Real Estate LLC Cash Balance Plan-8$778,490$397,338$49,667iApproximate average salary by contribution assumption: employee only about $1,241,681 at 4% or $827,788 at 6%; with 50% employer match about $827,788 at 4% or $551,858 at 6%; with 100% employer match about $620,841 at 4% or $413,894 at 6%.
Exchangeright Real Estate LLC Retirement Trust-17$242,806$237,543$13,973iApproximate average salary by contribution assumption: employee only about $349,328 at 4% or $232,885 at 6%; with 50% employer match about $232,885 at 4% or $155,257 at 6%; with 100% employer match about $174,664 at 4% or $116,443 at 6%.
201527$381,088$381,088$54,441iApproximate average salary by contribution assumption: employee only about $1,361,029 at 4% or $907,352 at 6%; with 50% employer match about $907,352 at 4% or $604,902 at 6%; with 100% employer match about $680,514 at 4% or $453,676 at 6%.
Exchangeright Real Estate LLC Cash Balance Plan-7$381,088$381,088$54,441iApproximate average salary by contribution assumption: employee only about $1,361,029 at 4% or $907,352 at 6%; with 50% employer match about $907,352 at 4% or $604,902 at 6%; with 100% employer match about $680,514 at 4% or $453,676 at 6%.
Exchangeright Real Estate LLC Retirement Trust-0$0--