How big is CGO Realty Corp.'s plan?

CGO Realty Corp.'s plan reported $1.8M in assets and 3 participants for 2024.

Original filing (PDF)20251007135213NAL0004857889001

CGO Realty Corp.

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

Form 5500-SF

FILING_RECEIVED

CGO Realty 401(k) Plan

401(k) retirement plan · CGO Realty Corp.'s CGO Realty 401(k) Plan held $1.8M in plan assets for 3 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.8M

Net assets (EOY)

$1.8M

People on this filing

Chris Oliver signed CGO Realty Corp.'s 2024 Form 5500 as plan administrator.

Chris Oliver — 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

CGO Realty Corp.'s EIN is 47-1890261.

EIN 47-1890261

Plan number 001

Plan year 2024

ACK ID 20251007135213NAL0004857889001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

CGO Realty Corp.'s plan includes profit-sharing, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

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

Finding similar companies…

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

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (12th percentile).

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (97th percentile).

Plan sponsor

Name

CGO REALTY CORP

EIN

all filings

Address

323 LONGWOODS LN · HOUSTON, TX · 77024

Phone

(832) 731-2820

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

2025-10-07

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2R · Participant-directed brokerage (SDBA)

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

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Real Estate plans

Embarkaton, Inc.

Embarkaton, Inc. 401(k) Plan

$1.8M · 2 participants

Allen M. Okamoto DBA T. Okamoto & Co.

Allen M. Okamoto DBA T. Okamoto & Co. 401(k) Profit Sharing Plan and Trust

$1.8M · 3 participants

The Jordan Real Estate Group, Inc.

The Jordan Real Estate Group, Inc. 401(k) Savings/Profit Sharing Plan

$1.8M · 17 participants

Benee Scola & Company, Inc.

Benee Scola & Company, Inc. Profit Sharing Plan

$1.8M · 5 participants

PIUS Limited, LLC

PIUS Limited LLC Cash Balance Pension Plan

Researching more plans? Run a look up another company's Form 5500 by company name, EIN, or plan name.