Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
RORY S. COAKLEY REALTY, INC.
EIN 52-1623830real estateLatest filing 2025
Plans
2
Retirement
2
$5.6M assets
Welfare
0
Participants
19
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $5.6M assets / 19 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
COAKLEY REALTY 401K PLAN
401k
Assets$4.3M
Participants12
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003
RORY S. COAKLEY REALTY, INC. CASH BALANCE PENSION PLAN
CashBalance
Assets$1.3M
Participants7
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | COAKLEY REALTY 401K PLAN | 401k | $4.3M | 12 | 2025 | |
| 003 | RORY S. COAKLEY REALTY, INC. CASH BALANCE PENSION PLAN | CashBalance | $1.3M | 7 | 2024 |
Retirement plans