How big is CCIM Institute's plan?

CCIM Institute's plan reported $11.2M in assets and 41 participants for 2024.

Original filing (PDF)20250523074651NAL0005504928001

CCIM Institute

Name: CCIM Institute — CCIM Institute 401(k) Plan, Form 5500 (2024)
Creator: CCIM Institute
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

CCIM Institute 401(k) Plan

401(k) retirement plan · CCIM Institute's CCIM Institute 401(k) Plan held $11.2M in plan assets for 41 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$11.2M

Net assets (EOY)

$11.2M

People on this filing

Michael Oberhaus signed CCIM Institute's 2024 Form 5500 as plan administrator.

Michael Oberhaus — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

CCIM Institute's EIN is 36-3743268.

EIN 36-3743268

Plan number 001

Plan year 2024

ACK ID 20250523074651NAL0005504928001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for CCIM Institute from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

CCIM Institute's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for CCIM INSTITUTE.

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Plan sponsor

Name

CCIM INSTITUTE

EIN

all filings

Address

430 N. MICHIGAN AVENUE · SUITE 700 · CHICAGO, IL · 60611

Phone

(312) 321-4510

Industry

Real Estate

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-05-23

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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