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Employer · plans filed under one EIN

National Association of Realtors

Chicago, IL · Other services

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.

$225Mnet assets across plans
1,257participant records839 active
$4.7Memployer contributions, latest plan years$5,657 per active record
$56KSchedule C compensation to organisations$44.35 per participant record

2 retirement plans with 100 or more participants file Form 5500 under National Association of Realtors's employer identification number (Chicago, Illinois). Their latest filings total 1,257 participant records and $225M in net assets.

The largest is National Association of Realtors Salary Reduction Profit Sharing Plan, a 401(k) plan with 733 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 $4.7M and participant contributions $5.9M in the latest plan years; benefits paid were $26.6M. Schedule C compensation reported to service provider organisations totalled $56K.

Combined net assets moved from $102M in 2010 to $225M 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
National Association of Realtors Salary Reduction Profit Sharing Plan401(k) plan2024733$140M$190,515$3,366$42K
National Association of Realtors Pension Planmoney purchase plan2024524$85.8M$163,833$9,409$14K
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

2010: $102M2011: $103M2012: $121M2013: $146M2014: $153M2015: $145M2016: $158M2017: $183M2018: $163M2019: $185M2020: $208M2021: $225M2022: $186M2023: $212M2024: $225M$102M$225M20102012201620202024
Combined net assets
2010: 1,3232011: 1,3082012: 1,3332013: 1,2842014: 1,3752015: 1,3432016: 1,3972017: 1,3852018: 1,4452019: 1,4522020: 1,5032021: 1,3792022: 1,3692023: 1,3812024: 1,2571,3231,5031,25720102012201620202024
Participant records
Plan yearPlansParticipant recordsNet assetsEmployer contributionsParticipant contributions
202421,257$225M$4.7M$5.9M
202321,381$212M$4.9M$5.7M
202221,369$186M$4.8M$5.2M
202121,379$225M$4.9M$4.8M
202021,503$208M$5.4M$4.9M
201921,452$185M$4.3M$4.5M
201821,445$163M$4.6M$4.7M
201721,385$183M$4.7M$4.7M
201621,397$158M$4.5M$4.5M
201521,343$145M$4.0M$4.3M
201421,375$153M$4.1M$4.0M
201321,284$146M$3.9M$3.9M
201221,333$121M$3.7M$3.7M
201121,308$103M$3.8M$3.7M
201021,323$102M$3.8M$3.7M

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
Schwab Retirement Plan Services,incRecordkeeping and information management; Investment advisory (participants)2$30,987
Fiducient Advisors LLCInvestment management2$24,766
Charles Schwab & Co., Inc.—2$0

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

Schwab Retirement Plan Services,inc$31K
Fiducient Advisors LLC$25K
Charles Schwab & Co., Inc.$0

Questions and answers

How many retirement plans does National Association of Realtors have?

2 plans with 100 or more participants filed Form 5500 under its employer identification number for the latest plan years: National Association of Realtors Salary Reduction Profit Sharing Plan and National Association of Realtors Pension Plan. Smaller plans and plans filed under a subsidiary's number are not grouped here.

How much does National Association of Realtors contribute to its plans?

$4,745,983 in employer contributions across these plans in their latest plan years, about $5,657 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 Schwab Retirement Plan Services,inc, Fiducient Advisors LLC and Charles Schwab & Co., Inc.. 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.