My Plan Facts

Employers › New Jersey

Employer · plans filed under one EIN

Anywhere Real Estate Group LLC

Madison, NJ · Real estate and rental and leasing

Form 5500 information is as filed by the plan administrator with the Department of Labor and may be amended. Figures reflect the plan year shown, not current balances.

$1.12Bnet assets across plans
10,940participant records7,614 active
$20.8Memployer contributions, latest plan years$2,727 per active record
$1.0MSchedule C compensation to organisations$92.90 per participant record

2 retirement plans with 100 or more participants file Form 5500 under Anywhere Real Estate Group LLC's employer identification number (Madison, New Jersey). Their latest filings total 10,940 participant records and $1.12B in net assets.

The largest is Anywhere Real Estate Group LLC Employee Savings Plan, a 401(k) plan with 9,815 participants. A person can be counted in more than one plan, so the participant total is a count of records rather than of people.

Employer contributions across the plans were $20.8M and participant contributions $54.2M in the latest plan years; benefits paid were $119M. Schedule C compensation reported to service provider organisations totalled $1.0M.

Combined net assets moved from $508M in 2009 to $1.12B in 2024 (up 121%). Plan mergers and spin-offs show up here as steps in the series.

Plans

PlanKindPlan yearParticipantsNet assetsPer participantEmployer / activeSch. C compensation
Anywhere Real Estate Group LLC Employee Savings Plan401(k) plan20249,815$1.04B$106,167$2,751$555K
Anywhere Real Estate Group LLC Pension Plandefined benefit pension plan20241,125$79.7M$70,858—$462K
US median, plan year 2024: DC plans $53,102 per participant, $2,175 employer contribution per active participant; DB plans $86,221 and $10,244.

Trend by plan year

2009: $508M2010: $561M2011: $554M2012: $614M2013: $706M2014: $740M2015: $744M2016: $782M2017: $903M2018: $819M2019: $938M2020: $1.03B2021: $1.14B2022: $937M2023: $1.04B2024: $1.12B$508M$1.14B$1.12B20092012201620202024
Combined net assets
2009: 13,0602010: 13,0542011: 12,7862012: 13,1362013: 13,1812014: 12,8412015: 13,5202016: 14,1062017: 13,9442018: 14,0332019: 12,9532020: 12,3992021: 12,8752022: 12,5592023: 11,3632024: 10,94013,06014,10610,94020092012201620202024
Participant records
Plan yearPlansParticipant recordsNet assetsEmployer contributionsParticipant contributions
2024210,940$1.12B$20.8M$54.2M
2023211,363$1.04B$20.8M$54.3M
2022212,559$937M$24.1M$57.2M
2021212,875$1.14B$25.8M$52.5M
2020212,399$1.03B$17.3M$46.8M
2019212,953$938M$18.7M$49.3M
2018214,033$819M$18.7M$50.3M
2017213,944$903M$21.5M$49.5M
2016214,106$782M$17.3M$45.2M
2015213,520$744M$19.0M$42.8M
2014212,841$740M$19.1M$39.0M
2013213,181$706M$15.8M$36.9M
2012213,136$614M$12.3M$32.4M
2011212,786$554M$12.6M$31.6M
2010213,054$561M$5.0M$29.7M
2009213,060$508M$1.6M$28.5M

History of the plans listed above, in the years each filed the full Form 5500 with 100 or more participants. Plans that have since terminated are not included.

Service providers

OrganisationServices reportedPlansCompensation reported
Merrill Lynch, Pierce, Fenner and SRecordkeeping and information management1$429,395
Empower Annuity Insurance CompanyContract Administrator1$264,081
CAPTRUST Financial Partners, LLCConsulting (general)2$204,500
Sun Life Investment Capital MGMTCustodial (other than securities)1$45,562
BCG Pension Risk Consultants Inc.Consulting (pension)1$35,000
Kronick Kalada Berdy & Co., P.C.Accounting (including auditing)2$25,800
Bank of America N.A.Consulting (general)1$11,966

Organisations paid $5,000 or more by any of these plans, from Schedule C. Individuals are not shown.

Merrill Lynch, Pierce, Fenner and S$429K
Empower Annuity Insurance Company$264K
CAPTRUST Financial Partners, LLC$205K
Sun Life Investment Capital MGMT$46K
BCG Pension Risk Consultants Inc.$35K
Kronick Kalada Berdy & Co., P.C.$26K
Bank of America N.A.$12K

Questions and answers

How many retirement plans does Anywhere Real Estate Group LLC have?

2 plans with 100 or more participants filed Form 5500 under its employer identification number for the latest plan years: Anywhere Real Estate Group LLC Employee Savings Plan and Anywhere Real Estate Group LLC Pension Plan. Smaller plans and plans filed under a subsidiary's number are not grouped here.

How much does Anywhere Real Estate Group LLC contribute to its plans?

$20,765,083 in employer contributions across these plans in their latest plan years, about $2,727 per active participant record. Form 5500 reports totals and not the match or accrual formula.

Who provides services to these plans?

Schedule C filings name Merrill Lynch, Pierce, Fenner and S, Empower Annuity Insurance Company, CAPTRUST Financial Partners, LLC and Sun Life Investment Capital MGMT and others. Only organisations paid $5,000 or more by a plan are listed on Schedule C.

Where does this come from?

Form 5500 annual reports filed with the Department of Labor's EFAST2 system, from the EBSA research files, with filings received through 24 Aug 2026. Figures are as filed and may be amended.

Provenance

Source: U.S. Department of Labor, Employee Benefits Security Administration, Form 5500 research files, public domain, with filings received through 24 Aug 2026. Plans are grouped by the sponsor's employer identification number exactly as filed; a company that files under several EINs appears as several employers. See the methodology and corrections.