New Jersey › Real estate and rental and leasing › 1,000 to 4,999 participants
Form 5500 statement · plan year 1 Jan 2024 to 31 Dec 2024
Anywhere Real Estate Group LLC Pension Plan
Sponsored by Anywhere Real Estate Group LLC, Parsippany, NJ
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. Form 5500 contains no individual account balances. Look up the original filing at EFAST2.
Anywhere Real Estate Group LLC Pension Plan is a defined benefit pension plan sponsored by Anywhere Real Estate Group LLC of Parsippany, New Jersey. For the plan year ending 31 Dec 2024 it reported 1,125 participants, 66 of them active, and net assets of $79.7M.
Net assets came to $70,858 per participant, below the $87,935 median for defined benefit plans with 1,000 to 4,999 participants and below the $78,210 median for defined benefit plans in real estate and rental and leasing. The figure is an average across everyone in the plan, including former employees with small balances; Form 5500 holds no individual account data.
Schedule C lists 6 service provider organisations paid $5,000 or more, with reported compensation of $462K: $410 per participant, well above the same-size median of $325. Administrative expenses charged to the plan were $1.1M. Schedule C does not capture every cost: fees netted from fund returns and fees the employer pays directly are outside it.
Across the filings on record, net assets went from $85.9M in 2009 to $79.7M in 2024 (down 7%), and participants from 2,539 to 1,125 (down 56%).
The independent accountant's opinion on the financial statements was unmodified (unqualified), from an audit whose scope was limited under ERISA section 103(a)(3)(C) to exclude investment information certified by a bank or insurer.
Compared with similar plans
| Measure | This plan | Same size | Same industry | All US DB plans |
|---|---|---|---|---|
| Net assets per participant | $70,858 | $87,935 | $78,210 | $86,221 |
| Employer contributions per active participant | — | $10,593 | $3,420 | $10,244 |
| Schedule C compensation per participant | $410 | $325 | $416 | $344 |
| Schedule C compensation, share of net assets | 0.58% | 0.41% | 0.61% | 0.42% |
| Administrative expenses per participant | $984 | $513 | $748 | $527 |
Peer columns are medians for plan year 2024 across defined benefit plans with 100 or more participants: 1,000 to 4,999 participants (1,540 plans), real estate and rental and leasing (33) and all US plans (5,308). Fee medians cover plans that report an amount.
Trend by plan year
| Plan year | Participants | Net assets | Per participant | Employer contributions | Participant contributions | Schedule C compensation |
|---|---|---|---|---|---|---|
| 2024 | 1,125 | $79.7M | $70,858 | — | — | $462K |
| 2023 | 1,188 | $85.7M | $72,166 | — | — | $273K |
| 2022 | 1,392 | $89.9M | $64,557 | $2.0M | — | $168K |
| 2021 | 1,410 | $116M | $82,463 | $5.5M | — | $221K |
| 2020 | 1,431 | $109M | $76,110 | $7.3M | — | $191K |
| 2019 | 1,446 | $99.8M | $69,026 | $2.6M | — | $233K |
| 2018 | 1,454 | $90.3M | $62,119 | $2.3M | — | $284K |
| 2017 | 1,617 | $108M | $67,062 | $5.5M | — | $151K |
| 2016 | 1,988 | $104M | $52,479 | $2.8M | — | $182K |
| 2015 | 2,013 | $106M | $52,506 | $5.2M | $0 | $187K |
| 2014 | 2,164 | $114M | $52,530 | $6.6M | — | $310K |
| 2013 | 2,444 | $113M | $46,157 | $6.1M | — | $128K |
| 2012 | 2,477 | $104M | $41,999 | $7.2M | — | $145K |
| 2011 | 2,494 | $93.7M | $37,556 | $7.6M | — | $129K |
| 2010 | 2,504 | $91.3M | $36,450 | $2.7M | — | $122K |
| 2009 | 2,539 | $85.9M | $33,837 | $1.6M | — | $110K |
Years in which the plan filed the full Form 5500 with 100 or more participants, from 2009. Plan year is the year in which the plan year began.
Statement for the year
- Net assets, beginning of year$85,732,703
- Employer contributions—
- Participant contributions—
- Rollovers and other contributions—
- Total contributions$0
- Total income, including investment results$5,965,556
- Benefits paid$10,875,651
- Administrative expenses$1,107,294
- Total expenses$11,982,945
- Net income−$6,017,389
- Net transfers$0
- Net assets, end of year$79,715,314
Participants
- Active participants66
- Retired or separated, receiving benefits745
- Retired or separated, entitled to future benefits254
- Total participants, end of year1,125
Fees and service providers
| Organisation | Services reported | Direct | Indirect |
|---|---|---|---|
| Empower Annuity Insurance Company | Contract Administrator | $264,081 | $0 |
| Capfinancial Partners LLC | Consulting (general) | $92,025 | $0 |
| Sun Life Investment Capital MGMT | Custodial (other than securities) | $45,562 | $0 |
| BCG Pension Risk Consultants Inc. | Consulting (pension) | $35,000 | $0 |
| Kronick Kalada Berdy & Co., P.C. | Accounting (including auditing) | $12,900 | $0 |
| Bank of America N.A. | Consulting (general) | $11,966 | $0 |
Schedule C, Part I line 2: providers that received $5,000 or more, with the form's own service codes. Individuals named on Schedule C (plan employees, individual trustees) are never shown and their compensation is excluded. Eligible indirect compensation disclosed by formula carries no dollar amount. See how to read Schedule C fees.
Administrative expenses on Schedule H
- Investment advisory and management fees$843,213
- Contract administrator fees$264,081
- Total administrative expenses$1,107,294
Investment structure
Assets at year end by Schedule H category. The form shows the kind of vehicle holding the money, not the funds on the menu.
- Other investments$39.1M · 49.1%
- Common/collective trusts$38.4M · 48.2%
- Pooled separate accounts$2.1M · 2.7%
Audit and compliance answers, as filed
- Accountant's opinionUnmodified (unqualified)
- Audit scope limited under ERISA section 103(a)(3)(C)Yes
- Accounting firmKronick Kalda Berdy & Co.
- Participant contributions reported as transmitted lateNo
- Covered by a fidelity bondYes, $30,000,000
- Blackout period during the year—
These are the plan administrator's own answers on Schedule H, Part IV. A reported late transmittal is the filer's disclosure of a timing lapse, usually corrected through the Department of Labor's voluntary program; the amount is the total involved, not a loss.
Plan characteristics
1ABenefits are primarily pay related1IFrozen plan
Codes entered on Form 5500 line 8a, with the labels from the official instructions. Business code 531390: Other Activities Related to Real Estate.
Other plans of Anywhere Real Estate Group LLC
| Plan | Participants | Net assets |
|---|---|---|
| Anywhere Real Estate Group LLC Employee Savings Plan | 9,815 | $1.04B |
Similar plans in New Jersey
| Plan | Sponsor | Participants | Net assets | Per participant |
|---|---|---|---|---|
| Budget Rent a Car System, Inc. Employees' Pension Plan | Budget Rent a Car System, Inc. | 1,372 | $34.7M | $25,290 |
| AB Car Rental Services, Inc. Pension Plan for Bargaining Hourly Employees | AB Car Rental Services, Inc. | 726 | $16.8M | $23,099 |
| Avis Rent a Car System, LLC. Pension Plan for Bargaining Hourly Employees | Avis Rent a Car System, LLC | 2,988 | $103M | $34,500 |
| Fourth Edition Inc. Pension Plan | Fourth Edition Inc. | 406 | $32.3M | $79,582 |
Defined benefit plans in real estate and rental and leasing closest in size.
Questions and answers
How big is Anywhere Real Estate Group LLC Pension Plan?
1,125 participants at the end of the plan year ending 31 Dec 2024, of whom 66 were active employees, with net assets of $79,715,314. Among defined benefit plans that places it in the 1,000 to 4,999 participants band, which held 1,540 plans in plan year 2024.
What does Anywhere Real Estate Group LLC contribute per participant?
This filing has no Schedule H financial statement, so employer contributions are not reported here.
What fees does the plan pay and how do they compare?
Schedule C reports $461,534 in compensation to service provider organisations, $410 per participant or 0.58% of net assets. The same-size median among plans reporting any Schedule C compensation was $325 per participant. Administrative expenses on Schedule H were $1,107,294. Investment costs deducted inside mutual funds and other pooled vehicles are not itemised on Form 5500, so these figures are a floor rather than a full cost.
Who runs the plan?
The sponsor is Anywhere Real Estate Group LLC. Recordkeeping or administration: Empower Annuity Insurance Company. Trustee or custodian: Sun Life Investment Capital MGMT. The financial statements were audited by Kronick Kalda Berdy & Co.. Form 5500 also names the plan administrator's signer and other individuals; this site publishes organisations only.
Was the audit opinion unqualified?
The filing reports an unmodified (unqualified) opinion from a limited-scope audit, in which the accountant did not audit investment information certified by a bank or insurance company. Unmodified (formerly "unqualified") is the standard clean opinion.
How current is this, and does it show my balance?
This is the Form 5500 for the plan year 1 Jan 2024 to 31 Dec 2024, received by the Department of Labor on 15 Oct 2025. Filings are due seven months after the plan year ends, or nine and a half with an extension, so the public record always runs a year or more behind. It contains plan-level totals only: no individual balances, contributions or names of participants exist in the data.
Provenance
Source: U.S. Department of Labor, Employee Benefits Security Administration, Form 5500 research files (Form 5500, Schedule H, Schedule C) for plan years 2009 to 2025, public domain, with filings received through 24 Aug 2026. This page shows the latest filing on record for EIN 20-4381990, plan 004, received 15 Oct 2025; an amended filing replaces it at the next build. Medians and percentiles are computed by this site; see the methodology. Report an error through corrections.