Cbre Services 401(k) Plan

Dallas, Texas

Cbre Services 401K plan details: employer match info, participant login access, withdrawal options, and full plan review. 2026 data with contacts,.

401(k) QualifiedMoney PurchaseTop EmployerTXReal Estate
Overall Rating
4.2/5
Editorial Score
Active Participants
41,038
Total Plan Assets
$4.3B
▲ 17.6% YoY
Avg. Balance per Participant
$106K
Number of Plans
1

Plan Analysis

Cbre Services, in the Real Estate sector and headquartered in Texas, manages a 401(k) program with $4.3B in total plan assets across 41,038 active participants, established 35 years ago. The plan saw strong asset growth of 17.6% year-over-year, significantly outpacing the typical 401(k) plan. At $106K per participant, the average balance exceeds the national median, indicating competitive plan features and engaged savers. The employer contributed an average of $2,753 per active participant, equivalent to 11% of the 2026 employee deferral limit. Participants contributed an average of $7,892 each through employee deferrals. Outstanding participant loans of $50.0M represent 1.2% of plan assets. Distributions totaled $435.5M (10% of assets), reflecting normal retirement and separation activity.

Use our 401(k) calculator to see how your contributions could grow, or review the 2026 IRS limits.

Cbre Services 401(k) Data Insights

Key observations from the most recent Form 5500 filing

  • Mature plan: Operating for 35 years since 1989. Plans with 20+ years of history tend to have well-optimized investment menus and established administrative processes.
  • Higher expenses: Plan expenses of $436.7M represent 10.1% of assets, above the industry average. Participants should review fund expense ratios within their accounts.
  • Strong returns: The plan generated $1.1B in investment income (25.0% of assets), reflecting favorable market conditions and investment selection during the filing year.

How Cbre Services Compares

Comparison against 284 employer 401(k) plans in our database

Metric Cbre Services Database Median Comparison
Avg. Balance per Participant $106K $140K ▼ 24% below median
Employer Contribution per Participant $3K $3K ▼ 20% below median
YoY Asset Growth 17.6% 12.9% ▲ Above median
Total Assets vs. Real Estate Sector $4.3B $467.5M ▲ 829% above sector median

Cbre Services 401(k) Employer Match

Employer contributions of $2,753 per participant annually (may include profit sharing or non-elective contributions)

Use our employer match calculator to see how much free money you could earn.

Cbre Services 401(k) Plan Features

Plan features derived from DOL Form 5500 filing data

FeatureDetails
Employer Match Employer contributions of $2,753 per participant annually (may include profit sharing or non-elective contributions)
Roth 401(k) Available - after-tax contributions with tax-free qualified withdrawals
Investment Options Company Stock (ICE)
401(k) Loans Available - up to 5 years
Company Stock Available as an investment option (limit to 10-15% of portfolio to manage concentration risk)
457 Plan Also offers a 457 plan - eligible employees can contribute to both for double tax-advantaged savings
Plan History Established 1989 - 35 years of retirement benefits

How to Maximize Your Cbre Services 401(k)

1

Consider increasing your contribution rate annually - even 1% more per year adds up significantly over time

2

Evaluate the Roth 401(k) option if you expect your tax rate to be higher in retirement

3

Use 401(k) loans only as a last resort - they reduce your retirement savings growth

4

Use our 401(k) calculator to project your retirement savings and find the right contribution rate

Use our 401(k) calculator to project your savings growth, or check how much free match money you could earn.

Contact Information

Plan Sponsor

CBRE SERVICES, INC.

(214) 979-6100

2121 NORTH PEARL STREET, SUITE 300, DALLAS, TX 75201

Plan Administrator

STACEY HOLSINGER

(214) 438-8662

Filing Information

EIN: 52-1616016

Plan Effective Date: 1989-04-19

Source: DOL Form 5500 (Latest Filings)

Cbre Services 401(k) Withdrawals

OptionDetails
Age 59½+ WithdrawalsPenalty-free withdrawals available after age 59½
Rule of 55Penalty-free if you leave Cbre Services at age 55+
Hardship WithdrawalsCheck with plan administrator
401(k) LoansAvailable - up to lesser of $50,000 or 50% of vested balance (5-year term)
RolloverRoll over to new employer plan or IRA when leaving Cbre Services
Total Distributions (Latest Filing)$435.5M paid to departing/retired participants
Outstanding Loans$50.0M in active participant loans

Cbre Services Stock (ICE)

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2026 Contribution Limits for Cbre Services 401(k)

See the full breakdown in our 2026 contribution limits guide, including rules for catch-up contributions (50+) and super catch-up (60-63).

Category Limit Details
Employee Deferral $24,500 Standard elective deferral limit for all participants
Catch-Up (Age 50+) +$8,000 Additional contributions for participants age 50 and over (total: $32,500)
Super Catch-Up (Age 60-63) +$11,250 SECURE 2.0 enhanced catch-up for ages 60-63 (total: $35,750)
Total Annual Additions (415 Limit) $72,000 Maximum combined employee + employer contributions
Compensation Cap $350,000 Maximum compensation considered for contributions
Cbre Services Avg. Employee Deferral $7,892 32% of the $24,500 limit (based on latest Form 5500 filing)
Cbre Services Avg. Employer Contribution $2,753 Employer contributes $113.0M total across 41,038 participants

Cbre Services 401(k) Plan Details

Data from DOL Form 5500 (Latest Filings)

Plan Name Active Participants Total Assets Employer Contributions Participant Contributions 401(k)
CBRE 401(K) PLAN 41,038 $4.3B $113.0M $323.9M Yes

Plan Type Details

Primary Plan: CBRE 401(K) PLAN

Plan Types: DC (401(k)); DC (Money Purchase); DC (Target Benefit); DC (Other); Offset; DC (Stock Bonus); DC (SIMPLE 401(k)); 403(b); IRA (SIMPLE); 457 Plan; 3J

Funded By: Trust

Financial Summary

MetricAmount
Total Assets (Beginning of Year)$3,691,428,680
Total Assets (End of Year)$4,341,961,548
Employer Contributions$112,986,656
Participant Contributions$323,888,341
Total Distributions$435,494,731
Total Income (Gains/Losses)$1,087,086,808
Total Expenses$436,672,156
Outstanding Participant Loans$50,006,772

Participant Breakdown

Active Participants
41,038
Total All Participants
51,826
Retired/Separated Receiving
163

Plan Review & Rating

Editorial rating based on DOL Form 5500 data

4.2
Match Generosity
4.0
Fund Options
4.5
Fees & Costs
4.1
Customer Service
4.2

Ratings are based on publicly available plan data, participant feedback, and industry benchmarks. Individual experience may vary. This is not financial advice. Data sourced from DOL Form 5500 filings.

People Also Ask About Cbre Services 401(k)

The Cbre Services 401(k) match is Employer contributions of $2,753 per participant annually (may include profit sharing or non-elective contributions). Compared to the average Fortune 500 match of 4-6% of salary, Cbre Services's % maximum is below average. However, your own contributions are always fully vested, and the plan offers other advantages like mega backdoor Roth access. Always contribute at least enough to get the full match - it's free money.

Vesting schedules determine when employer match contributions fully belong to you. Common schedules include immediate vesting, 3-year cliff vesting, or 6-year graded vesting. At Cbre Services, with $113.0M in annual employer contributions across the plan, understanding your vesting timeline matters before considering a job change. Contact Cbre Services HR for the exact vesting schedule.

Withdrawals from your Cbre Services 401(k) are generally available after age 59½, upon separation from service, disability, or financial hardship. The plan processed $435.5M in distributions during the last filing year. Early withdrawals before age 59½ may be subject to a 10% penalty plus income taxes. The Rule of 55 allows penalty-free withdrawals if you leave Cbre Services at age 55 or older.

Yes, you can roll over your Cbre Services 401(k) to a Traditional IRA (for pre-tax funds) or Roth IRA (for Roth 401(k) funds). With an average balance of $106K per participant, a direct rollover avoids the mandatory 20% withholding that applies to indirect rollovers. Contact your plan administrator or the receiving IRA custodian to initiate the transfer.

Many Fortune 500 companies, including Cbre Services, have auto-enrollment features. With 41,038 active participants and $323.9M in annual employee deferrals, the plan demonstrates strong participation. Auto-enrollment typically starts at 3-6% of salary with annual escalation. You can opt out or change your contribution rate at any time through the plan provider portal.

Frequently Asked Questions

Cbre Services offers an employer match of Employer contributions of $2,753 per participant annually (may include profit sharing or non-elective contributions). Use our employer match calculator to see how much free money you could earn.

You can access your Cbre Services 401(k) account through the plan provider's participant portal. The plan serves 41,038 active participants. If you're a current or former employee, use the login link above or contact the plan administrator at the phone number listed on this page. First-time users will need to register using their Social Security number and date of birth.

For 2026, Cbre Services 401(k) participants can contribute up to $24,500 in employee deferrals. Participants aged 50+ can contribute an additional $8,000 in catch-up contributions (total $32,500). Those aged 60-63 can make super catch-up contributions of $11,250 (total $35,750). Currently, Cbre Services participants contribute an average of $7,892 per year in employee deferrals. Employer contributions are separate from these limits.

Many Cbre Services 401(k) plans offer loan provisions. As of the latest filing, Cbre Services participants had $50.0M in outstanding loans (averaging $1,219 across participants with active loans). The IRS limits 401(k) loans to the lesser of $50,000 or 50% of your vested balance. With an average account balance of $106K in the Cbre Services plan, the maximum potential loan amount for a fully vested participant would vary accordingly. Check with your plan administrator for specific loan terms, or see our withdrawal rules guide.

When you leave Cbre Services, you have several options for your 401(k): keep it in the plan (if the balance is over $7,000), roll it over to a new employer's plan, roll it to an IRA, or take a cash distribution (subject to taxes and potential penalties). In the most recent filing year, the plan processed $435.5M in distributions to departing or retired participants. Employer match contributions may be subject to a vesting schedule.

According to the most recent Form 5500 filing, the Cbre Services 401(k) plan has 41,038 active participants managing $4.3B in plan assets. The average account balance is $106K per participant.

Many major employers, including Cbre Services, offer both traditional pre-tax and Roth after-tax 401(k) contribution options. Given that Cbre Services participants average $7,892 in annual deferrals, choosing between Roth and traditional depends on whether you expect your tax bracket to be higher or lower in retirement. Contact the Cbre Services plan administrator for availability.

The Cbre Services 401(k) plan typically offers a range of investment options including target-date funds, index funds, actively managed funds, and potentially company stock. The plan generated $1.1B in total investment income during the last filing year. Use our 401(k) calculator to project growth, or log into your account to see current options.

Cbre Services (ICE) may offer company stock as an investment option within the 401(k) plan. Be mindful of concentration risk - financial advisors typically recommend limiting company stock to no more than 10-15% of your portfolio, especially given that your employment income already depends on Cbre Services's performance.

For 2026, Cbre Services matches Employer contributions of $2,753 per participant annually (may include profit sharing or non-elective contributions). The 2026 employee deferral limit is $24,500 ($32,500 if 50+, $35,750 if 60-63). Use our match calculator to estimate your free money.

401(k) Guides & Tools

Learn more about managing your Cbre Services 401(k)

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Disclaimer: Information on this page is sourced from public DOL Form 5500 filings and is provided for educational purposes only. This is not financial, tax, or investment advice. Plan details may have changed since the last filing. Always consult your plan administrator, HR department, or a qualified financial advisor for the most current information about your 401(k) plan. 401K.is is not affiliated with Cbre Services or their plan providers. Stock data for ICE is provided by Polygon.io and may be delayed.

Last updated: March 2026 | Data source: DOL Form 5500 (Latest Filings) | Filed: 2025-06-25