2024 plan-year Industry rank #15 of 21 DOL Form 5500

Real Estate Retirement Plans

4,841 ERISA-covered retirement plans in the Real Estate industry, holding $125.7B for 1,543,046 participants per 2024 Form 5500 filings.

$125.7B across 4,841 plans

According to DOL Form 5500 filings (plan year 2024), the Real Estate industry sponsors 4,841 ERISA-covered retirement plans holding $125.7B for 1,543,046 participants, ranking #15 of 21 industries by plan assets, with 79.0% structured as 401(k)s.

  • #15 of 21 industries
  • 79.0% 401(k) plans

The industry in one line

Real Estate sponsors 4,841 ERISA-covered retirement plans holding $125.7B for 1,543,046 participants, the 15th-largest industry by plan assets.

$125.7B
total plan assets
4,841
employer plans
$26M
average plan size
79.0%
of plans are 401(k)s
Plans
4,841
401(k) Plans
3,822
79.0% of plans
Total Assets
$125.7B
Participants
1,543,046

What the Real Estate Industry Plan Filings Show

The Real Estate industry sponsors 4,841 ERISA-covered retirement plans according to 2024 Form 5500 filings, ranking #15 of 21 industries on PlainRetire by total plan assets. Within the industry, 79.0% of plans are 401(k) defined-contribution arrangements (3,822 plans), with the remainder split across defined-benefit pension plans, profit-sharing arrangements, ESOPs, and money-purchase plans. The average plan in Real Estate holds $26M in end-of-year assets and covers 319 participants.

Industry-level totals reflect aggregate sponsor disclosures on Form 5500 Schedule H and Schedule I and provide a useful frame for benchmarking individual employer plans. They are not a substitute for plan-specific Summary Plan Description review when evaluating any single plan. Industry classification is self-reported by sponsors based on the primary economic activity of the sponsoring employer. Plans whose sponsor industry has changed across years (mergers, restructurings) carry the most-recent classification on file.

Plan Type Breakdown (Real Estate)

Plan Type Plans Participants Total Assets
401(k) 3,822 1,261,462 $87.5B
Defined Benefit (Pension) 130 231,830 $33.2B
ESOP 66 35,973 $2.7B
Profit Sharing 751 5,303 $1.6B
Other 37 8,065 $436M
Money Purchase 35 413 $317M

Largest Real Estate Plans by Assets

Top 30 Real Estate retirement plans ranked by 2024 end-of-year total assets.

# Plan Sponsor State Type Participants Assets
1 UPS Retirement Plan United Parcel Service of America, Inc. GA Defined Benefit (Pension) 43,465 $21.2B
2 UPS Pension Plan United Parcel Service of America, Inc. GA Defined Benefit (Pension) 157,587 $9.3B
3 Enterprise Holdings Retirement Savings Plan The Crawford Group, Inc. MO 401(k) 72,024 $6.5B
4 Cbre 401(k) Plan Cbre Services, Inc. TX 401(k) 36,834 $4.3B
5 Jones Lang Lasalle Savings and Retirement Plan Jones Lang Lasalle Americas, Inc. IL 401(k) 32,733 $3.9B
6 First American Financial Corporation 401(k) Savings Plan First American Financial Corporation CA 401(k) 11,525 $2.5B
7 United Rentals 401(k) Investment Plan United Rentals (North America), Inc. CT 401(k) 22,716 $2.3B
8 Brookfield 401(k) Savings Plan Brookfield Asset Management LLC OH 401(k) 5,143 $1.2B
9 Sunbelt Rentals, Inc. Retirement Savings Plan Sunbelt Rentals, Inc. SC 401(k) 20,374 $1.2B
10 Anywhere Real Estate Group LLC Employee Savings Plan Anywhere Real Estate Group LLC NJ 401(k) 7,532 $1.0B
11 Pay Deferral and Savings Plan of Hines Interests Limited Partnership Hines Interests Limited Partnership TX 401(k) 2,838 $873M
12 Zillow Group 401(k) Plan Zillow Group, Inc. WA 401(k) 6,157 $850M
13 Homeservices Retirement Savings Plan Homeservices of America, Inc MN 401(k) 5,900 $791M
14 Greystar 401(k) Plan Greystar Management Services, LLC. TX 401(k) 18,942 $757M
15 Costar Realty Information, Inc. 401(k) Retirement Plan Costar Realty Information, Inc. VA 401(k) 5,390 $753M
16 Thirty Fifteen Employee Stock Ownership Plan The Berkley Group Inc. FL ESOP 4,730 $725M
17 Randstad North America 401(k) Plan Randstad North America GA 401(k) 75,859 $674M
18 Penske Cash Balance Benefit Plan Penske Truck Leasing Co., L.P. PA Defined Benefit (Pension) 20,195 $668M
19 Hertz Corporation Income Savings Plan The Hertz Corporation FL 401(k) 12,311 $638M
20 Simon Property Group and Adopting Entities Matching Savings Plan Simon Property Group, L.P. IN 401(k) 3,474 $598M
21 Irvine Company Unified Savings Plan Irvine Management Company CA 401(k) 3,305 $584M
22 U-Haul Holding Company Employee Stock Ownership Plan U-Haul Holding Company AZ ESOP 21,253 $561M
23 U-Haul Holding Company 401(k) Savings Plan U-Haul Holding Company AZ 401(k) 31,511 $552M
24 American Tower Retirement Savings Plan American Tower Corporation MA 401(k) 1,913 $523M
25 Prologis 401(k) Savings Plan Prologis L.P. CO 401(k) 1,543 $520M
26 De Lage Landen Financial Services, Inc. Retirement Savings Plan De Lage Landen Financial Services, Inc. PA 401(k) 1,568 $492M
27 Herc Rentals Income Savings Plan Herc Rentals, Inc. FL 401(k) 6,064 $487M
28 Empire Retirement Savings Plan Empire Southwest LLC AZ 401(k) 4,303 $487M
29 Encore Group (USA) LLC Retirement Savings Plan Encore Group (USA), LLC IL 401(k) 9,014 $453M
30 Airbus Americas, Inc. 401(k) Savings Plan Airbus Americas, Inc. VA 401(k) 1,464 $444M

Nationwide industries with similar retirement plan scale

Two DOL Form 5500-derived peer sets for Real Estate: nearest tracked industries by plan filing count (4,841 plans here) and nearest by aggregate plan assets ($125.7B here). Rows stay link-disjoint so each axis is a distinct neighborhood.

Similar plan count

Nearest other industries by reported employer plan filings.

Similar total assets

Nearest other industries by aggregate end-of-year plan assets (plan-count peers above are excluded).

Questions about Real Estate plans

How many retirement plans are in the Real Estate industry?
Real Estate sponsors 4,841 ERISA-covered retirement plans according to 2024 Form 5500 filings, including 3,822 401(k) plans (79.0% of plans in the industry). Total assets across all plans in the industry sum to $125.7B, covering 1,543,046 participants.
What's the average plan size in the Real Estate industry?
The average Real Estate retirement plan holds $26M in assets and covers 319 participants. This is an arithmetic mean across all 4,841 plans in the industry, actual plan sizes vary widely, with a small number of very large plans pulling the average up. See the table above for the largest plans by assets.
Where does this industry data come from?
Industry classification comes from each plan sponsor's Form 5500 filing with the U.S. Department of Labor's Employee Benefits Security Administration (EBSA). Sponsors self-classify into one of approximately 20 industry categories based on the primary economic activity of the sponsoring employer. The category labels follow the DOL plan-sponsor industry taxonomy.
What plan types are most common in the Real Estate industry?
In Real Estate, the most common plan type by total assets is 401(k) (3,822 plans, $87.5B in assets). Other common types include: Defined Benefit (Pension) (130), ESOP (66), Profit Sharing (751).

See also these PlainRetire explainers for interpreting Form 5500 industry totals and comparing plans.

Explore from Real Estate

What to do with Real Estate plan data

4,841 plans across the Real Estate sector offer a baseline for benchmarking your own plan.

Industry classification is self-reported by plan sponsors on Form 5500. Plans may span multiple sectors.

Source: U.S. Department of Labor EBSA Form 5500 public-disclosure dataset, 2024 plan year. Industry classification self-reported by sponsors.

Reference: IRS Publication 560, Retirement Plans for Small Business.

Every figure on PlainRetire is rendered directly from the Department of Labor's Form 5500 annual return filings, no number is typed in by an editor. See our editorial standards & corrections policy, the methodology behind these numbers, or report a data error. Data current as of 2026-08-25.