401(k) · DOL Form 5500 · 2022

Equity Residential 401(k) Plan

Data updated 2026-08-25

$256M
Total assets Near avg plan size
2,223
Participants Above avg headcount
96th
Percentile by assets National rank
$115,131
Avg per participant Below avg balance/head
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Official DOL plan name: Equity Residential Advantage Retirement Savings Plan · Sponsored by Equity Residential · Illinois · Real Estate

$256M in assets, 2,223 participants

Equity Residential's Equity Residential Advantage Retirement Savings Plan reported $256M in total assets and 2,223 participants in its 2022 DOL Form 5500 filing, ranking in the 96th percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.

  • #5,020 in Real Estate (5,057 peers)

Coverage in Illinois

Equity Residential Advantage Retirement Savings Plan covers 2,223 participants in Illinois, 2.9x the typical Illinois plan (state average ~779 per filing). Assets: $256M.

#5,020
in Real Estate (5,057 peers)
-17.9%
assets change YoY
2.6×
vs typical plan assets (national mean)

The plan reported a net loss of $56M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Equity Residential Advantage Retirement Savings Plan's outsized position by total assets

Equity Residential Advantage Retirement Savings Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$255,936,079 Top 4% higher than 96% of 139,123 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022

Equity Residential Advantage Retirement Savings Plan's large-plan peer group by participant headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Equity Residential Advantage Retirement Savings Plan lands in the large band (2,223 participants).

Published 5500 schedule card

Filing strip 133675988 · Equity Residential PY 2022 · 401(k)

Equity Residential Advantage Retirement Savings Plan · $256M · 2,223 · 96th

  • IND $256M
  • IND 2,223
  • IND 96th
  • IND 401(k)
  • IND near Musco Profit Sharing and Employee Savings Plan
  • IND ind #5020

Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Real Estate retirement plans → · Plans in Illinois →

Equity Residential Advantage Retirement Savings Plan in the asset neighbourhood

Alex Lee, Inc. and Affiliates Retirement Savings PlanAlex Lee, Inc. and Affiliate…$256MWiley Rein LLP Retirement PlanWiley Rein LLP Retirement Pl…$256MEquity Residential Advantage Retirement Savings PlanEquity Residential Advantage…$256MMusco Profit Sharing and Employee Savings PlanMusco Profit Sharing and Emp…$256MVinson & Elkins L. L. P. Retirement Plan BVinson & Elkins L. L. P. Ret…$256M
End-of-year total assets ($M) among Equity Residential Advantage Retirement Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Illinois filing particulars

Total Assets (Beginning of Year)$312M
Net Assets (End of Year)$256M
Net Income-$56M
Employer EIN133675988
Plan Effective Date1995-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Equity Residential)

Sponsor-wide plan assets over time

All Equity Residential plans reported in each filing year

Latest sponsor-wide plan assets
$327M 27.578531825518827% vs 2022
2024 filing year
$200M$250M$300M$350M 202220232024 $256M $327M ▲ +27.6%
Year Plans Participants Total Assets
2022 1 2,223 $256M
2023 1 2,217 $294M
2024 1 2,204 $327M

Nearby 401(k) Plans in Illinois

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Equity Residential Advantage Retirement Savings Plan vs. nearby 401(k) plans in Illinois, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -505101520 Total assets ($B) Participants Equity Residential Advantage Retirement Savings Plan, Total assets ($B): 0.255936079 · Participants: 2223Equity Residential Advantage Retirement Savings PlanState Farm 401(k) Savings Plan, Total assets ($B): 14.651519685 · Participants: 53616State Farm 401(k) Savings PlanAccenture United States 401(k) Match and Savings Plan, Total assets ($B): 14.283954811 · Participants: 66653Accenture United States 401(k) Match and Savings PlanAbbott Laboratories Stock Retirement Plan, Total assets ($B): 13.333286 · Participants: 36136Abbott Laboratories Stock Retirement PlanUnited Airlines Pilot Retirement Account Plan, Total assets ($B): 11.816542826 · Participants: 13437United Airlines Pilot Retirement Account PlanWalgreens Retirement Savings Plan, Total assets ($B): 11.682551768 · Participants: 238072Walgreens Retirement Savings Plan
Equity Residential Advantage Retirement Savings Plan vs. nearby 401(k) plans in Illinois, assets vs. participants
Compare Equity Residential Advantage Retirement Savings Plan side-by-side with 3 peers →

Equity Residential Advantage Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Illinois, the nearest 401(k) by assets is Musco Profit Sharing and Employee Savings Plan in IA ($256M); by covered participants it is Washington Companies 401(k) Retirement Savings Plan in MT (2,223 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($256M here).

Similar participant headcount

Nearest other-state filings by covered participants (2,223 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Equity Residential Advantage Retirement Savings Plan assets move in 2022? ▼
Equity Residential Advantage Retirement Savings Plan declined sharply - down 17.9% during 2022, from $312M to $256M. Reported net income was -$56M.
How have Equity Residential plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Equity Residential's sponsor-wide assets grew 27.6%, from $256M to $327M.
Where does Equity Residential Advantage Retirement Savings Plan rank by assets among Form 5500 filers? ▼
Equity Residential Advantage Retirement Savings Plan ranks in the 96th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 5% of all filed plans by assets).
Which 401(k) plans are similar in size to Equity Residential Advantage Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Musco Profit Sharing and Employee Savings Plan in IA ($256M, 1,202 participants).
Which 401(k) plans cover a similar participant headcount to Equity Residential Advantage Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Washington Companies 401(k) Retirement Savings Plan in MT (2,223 participants, $352M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 133675988.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.