Providers › Investment advisory and management
Service provider · Schedule C, plan year 2024
American Realty Advisors
Most often reported for investment advisory and management
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. Schedule C lists only providers a plan paid $5,000 or more, and is filed only by plans with 100 or more participants.
For plan year 2024, 96 retirement plans with 100 or more participants reported paying American Realty Advisors $5,000 or more. Those plans cover 1,286,945 participant records, and the service most often reported is investment advisory and management.
Reported compensation from those plans, direct and indirect, totalled $18.9M. Per plan, the median was $38.04 per participant, with the middle half of plans between $16.55 and $70.66. These are amounts plans reported paying this organisation, not a price list: they depend on which services each plan buys and on how much is paid through fund expenses instead.
Its client plans are most numerous in Illinois (13), New York (11) and Maryland (11).
In 2009 it appeared on 83 such filings; in 2024, 99 (up 19%). Yearly counts include every filing that names it, so they can run slightly above the number of plans with pages here, and name or EIN changes after mergers can break the series.
Reported compensation per plan
| Across this provider's plans | 25th percentile | Median | 75th percentile |
|---|---|---|---|
| Compensation per participant | $16.55 | $38.04 | $70.66 |
| Compensation as a share of plan net assets | 0.02% | 0.04% | 0.08% |
What each plan reported paying this organisation, not the plan's total cost. For reference, the median US defined contribution plan reported $123 per participant to all Schedule C providers combined.
Plans served by year
Matched by employer identification number. A merger or a change of filing entity starts a new series, so a drop to zero is not a loss of clients by itself.
By state
By plan size
Services reported
Largest plans naming this provider
| Plan | Sponsor | State | Participants | Net assets | Reported to this provider |
|---|---|---|---|---|---|
| IAM National Pension Fund | Board of Trustees of the I.A.M. National Pension Fund | DC | 311,750 | $14.7B | $2.5M |
| Southern California UFCW Unions and Food Employers Joint Pension Trust Fund | Board of Trustees, So Ca UFCW Unions & Food Employers | CA | 199,927 | $6.49B | $542K |
| UFCW No. California Employers Joint Pension Plan | Board of Trustees, UFCW No. California Employers Joint Pension Plan | CA | 130,691 | $2.89B | $264K |
| Boilermaker-Blacksmith National Pension Trust | Board of Trustees Boilermaker-Blacksmith National | MO | 80,280 | $7.38B | $1.0M |
| Southern District Ubc Defined Contribution Fund | Board of Trustees of the Southern District Ubc Defined Contribution F | TN | 51,643 | $1.24B | $52K |
| Laborers National Pension Fund | Board of Trustees of the Laborers National Pension Fund | TX | 40,898 | $1.53B | $499K |
| Midwest Operating Engineers Pension Trust Fund | Trustees of the Midwest Operating Engineers Pension Trust Fund | IL | 31,707 | $5.77B | $1.1M |
| Indiana Laborers Pension Fund | Board of Trustees - Indiana Laborers Pension Fund | IN | 28,807 | $1.81B | $568K |
| North Atlantic States Carpenters Annuity Plan | North Atlantic States Carpenters Annuity Plan | CT | 27,161 | $1.34B | $151K |
| UFCW Local 1262 & Employers Pension Fund | Trustees UFCW Local 1262 Pension Fund | NJ | 25,701 | $999M | $197K |
| New England Health Care Employees Pension Plan | Board of Trustees-New England Health Care Employees Pension Fund | CT | 21,117 | $1.01B | $229K |
| Southern California Ibew-Neca Pension Plan | Board of Trustees, Southern California Ibew-Neca | CA | 18,310 | $1.58B | $530K |
| Carpenters Pension Fund of Illinois | Board of Trustees of Carpenters Pension Fund of Illinois | IL | 17,735 | $2.23B | $625K |
| Central Laborers' Pension Fund | Board of Trustees of Central Laborers' Pension Fund | IL | 16,444 | $1.39B | $362K |
| Indiana Laborers Defined Contribution Trust Fund | Board of Trustees - Indiana Laborers DC Plan | IN | 15,678 | $59.7M | $48K |
| Division 1181 Atu - NY Employees Pension Fund and Plan | Board of Trustees of Division 1181 Atu - NY Employess Pension Fund and | NY | 14,070 | $824M | $753K |
| Indiana/kentucky/ohio Regional Council of Carpenters Pension Fund | Board of Trustees Indiana/kentucky/ohio Regional Council Carpenters Pe | MI | 13,860 | $1.78B | $402K |
| Electrical Workers Local No. 26 Pension Trust Fund | Electrical Workers Local No 26 Pension Trust Fund | MD | 13,539 | $1.03B | $203K |
| Sheet Metal Workers' Pension Plan of Southern California Arizona and Nevada | Board of Trustees, Sheet Metal Workers' Pension Plan | CA | 11,552 | $1.42B | $303K |
| Pension Fund for Hospital and Health Care Employees, Philadelphia and Vicinity | Pension Fund for Hospital and Health Care Employees | PA | 10,841 | $352M | $41K |
| Iron Workers' Mid-America Pension Plan | Board of Trustees of Iw Mid-America Pension Plan | IL | 9,805 | $998M | $5,000 |
| Pipe Trades Services MN Pension Fund | Trustees of the Pipe Trades Services MN Pension Trust | MN | 9,553 | $1.57B | $94K |
| Plumbers' Pension Fund, Local 130, U.A. | Trustees of the Plumbers Pension Fund, Local 130, U.A. | IL | 9,502 | $1.69B | $206K |
| Local No. 731, I.B. of T., Pension Fund | Local No. 731, I.B. of T., Pension Fund | IL | 8,408 | $1.10B | $623K |
| Central Illinois Carpenters Retirement Savings Fun | Board of Trustees Central Illinois Carpenters Retirement Savings Fund | IL | 8,248 | $254M | $20K |
| UFCW Intl Union Pension Plan for Employees | Executive Committee of the U.F.C.W Intl Union | DC | 7,935 | $1.15B | $301K |
| International Union of Operating Engineers Pension Fund of Eastern Pennsylvania and Delaware | International Union of Operting Eng. Pen Fund of E.pennsylvania and de | PA | 7,393 | $1.06B | $343K |
| West Virginia Laborers Pension Trust Fund | West Virginia Laborers Pension Trust Fund | WV | 7,245 | $567M | $283K |
| Kansas Construction Trades Open End Pension Trust Fund | Kansas Construction Trades Open End Pension Trust Fund | KS | 7,084 | $202M | $78K |
| UFCW and Safeway Variable Annuity Pension Fund | Board of Trustees - UFCW and Safeway Variable Annuity Pension Fund | MD | 6,873 | $30.8M | $5,224 |
| Painters and Allied Trades District Council NO.35 Annuity Fund | Painters Annuity Council No. 35 Annuity Fund | MA | 6,176 | $525M | $258K |
| Iron Workers District Council of New England Pension Fund | Board of Trustees Iron Workers | MA | 4,993 | $682M | $259K |
| Painters and Allied Trades District Council No. 35 Pension Fund | BD of Trustees PDC Pension Fund | MA | 4,737 | $805M | $180K |
| Retirement Plan of Idaho Power Company | Idaho Power Company | ID | 4,728 | $971M | $272K |
| AFL-CIO Staff Retirement Plan | AFL-CIO Staff Retirement Plan Congress of Industrial Organizations | DC | 4,555 | $775M | $74K |
| Laborers Local 57 Industrial Pension Plan | Trustees of Laborers Local 57 Industrial Pension | PA | 4,325 | $338M | $73K |
| Truck Drivers & Helpers Local Union No. 355 Retirement Plan | Joint Board of Trustees of the Drivers and Helpers Local No. 355 | MD | 4,318 | $732M | $239K |
| Masters, Mates & Pilots Pension Plan | Board of Trustees of Masters, Mates & Pilots Pension Plan | MD | 4,220 | $328M | $271K |
| Operative Plasterers and Cement Masons Profit Sharing Annuity Plan | Operative Plasterers and Cement Masons - Trustees | OH | 4,220 | $115M | $36K |
| Union Individual Account Retirement Fund | The Board of Trustees of the Union Individual Account Retirement Fund | WI | 4,139 | $309M | $115K |
Questions and answers
How many plans does American Realty Advisors serve?
96 plans with 100 or more participants named it on Schedule C for plan year 2024. Plans that paid it under $5,000, small plans that file Form 5500-SF, and plans whose filings spell its name without an EIN under a different form are not counted.
What do plans pay American Realty Advisors?
The median plan reported $38.04 per participant in direct and indirect compensation (95 plans reporting an amount), or 0.04% of plan net assets. Eligible indirect compensation disclosed to the plan by formula is not reported as a dollar amount, so many filings understate what a provider receives.
What services are reported?
The service codes most often attached to it are Investment management (86 plans), Custodial (securities) (4 plans), Real estate brokerage (3 plans) and Investment advisory (plan) (2 plans).
Where does this come from?
Schedule C of Form 5500, Part I line 2, from the EBSA research files with filings received through 24 Aug 2026. Individuals named on Schedule C are excluded from this site.
Provenance
Source: U.S. Department of Labor, Employee Benefits Security Administration, Form 5500 research files, Schedule C Part I line 2, public domain, with filings received through 24 Aug 2026. Rows are grouped by the provider's EIN as entered by each plan; rows without an EIN join the EIN most often filed under the same name. Providers named on fewer than 25 plans have no page. See the methodology and corrections.