401(k)
2022 plan-year 401(k) DOL Form 5500

HARRISON STREET REAL ESTATE CAPITAL, LLC 401 K PROFIT SHARING PLAN TRUST

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

HARRISON STREET REAL ESTATE CAPITAL, LLC

This 401(k) plan holds $29M in total assets and serves 190 participants as of 2022. It is sponsored by HARRISON STREET REAL ESTATE CAPITAL, LLC in Illinois. The plan reported a net loss of $2M for the year.

Total Assets (2023)
$29M
Participants
190
State
Industry
Finance & Insurance

What the Filing Says About HARRISON STREET REAL ESTATE CAPITAL, LLC 401 K PROFIT SHARING PLAN TRUST

HARRISON STREET REAL ESTATE CAPITAL, LLC 401 K PROFIT SHARING PLAN TRUST is a 401(k) retirement plan sponsored by HARRISON STREET REAL ESTATE CAPITAL, LLC, headquartered in Illinois. As of the 2022 Form 5500 filing, the plan reports $29M in total end-of-year assets and covers 190 participants across the Finance & Insurance industry. The sponsor's EIN on file with the U.S. Department of Labor is 203677351, and the plan has been effective since 2006-01-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $31M at the beginning of 2022 to $29M at year-end — a decline of 5.4%. Net assets (after liabilities) closed the year at $29M, with reported net income of $-1,677,446 driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$31M
Total Assets (End of Year)$29M
Net Assets (End of Year)$29M
Net Income$-1,677,446
Plan Type401(k)
Employer EIN203677351
Plan Effective Date2006-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (HARRISON STREET REAL ESTATE CAPITAL, LLC)

Year Plans Participants Total Assets
2022 1 190 $29M
2023 1 223 $40M
2024 1 232 $50M

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Frequently Asked Questions

How much money is in the HARRISON STREET REAL ESTATE CAPITAL, LLC 401 K PROFIT SHARING PLAN TRUST?
As of the 2022 Form 5500 filing, HARRISON STREET REAL ESTATE CAPITAL, LLC 401 K PROFIT SHARING PLAN TRUST holds $29M in total assets with 190 participants. It is sponsored by HARRISON STREET REAL ESTATE CAPITAL, LLC.
What type of plan is HARRISON STREET REAL ESTATE CAPITAL, LLC 401 K PROFIT SHARING PLAN TRUST?
HARRISON STREET REAL ESTATE CAPITAL, LLC 401 K PROFIT SHARING PLAN TRUST is a 401(k) plan. It has been effective since 2006-01-01. The plan is filed with the U.S. Department of Labor under EIN 203677351.
Who sponsors the HARRISON STREET REAL ESTATE CAPITAL, LLC 401 K PROFIT SHARING PLAN TRUST?
HARRISON STREET REAL ESTATE CAPITAL, LLC 401 K PROFIT SHARING PLAN TRUST is sponsored by HARRISON STREET REAL ESTATE CAPITAL, LLC, located in Illinois. The sponsor's EIN is 203677351 and the plan operates in the Finance & Insurance industry.
How did HARRISON STREET REAL ESTATE CAPITAL, LLC 401 K PROFIT SHARING PLAN TRUST perform in 2022?
HARRISON STREET REAL ESTATE CAPITAL, LLC 401 K PROFIT SHARING PLAN TRUST declined by 5.4% during 2022, moving from $31M to $29M in total assets. Net income was $-1,677,446.
Where can I find official filings for HARRISON STREET REAL ESTATE CAPITAL, LLC 401 K PROFIT SHARING PLAN TRUST?
Official Form 5500 filings for HARRISON STREET REAL ESTATE CAPITAL, LLC 401 K PROFIT SHARING PLAN TRUST are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 203677351 or plan name at efast.dol.gov.
How does HARRISON STREET REAL ESTATE CAPITAL, LLC 401 K PROFIT SHARING PLAN TRUST compare to other plans?
You can compare HARRISON STREET REAL ESTATE CAPITAL, LLC 401 K PROFIT SHARING PLAN TRUST against other 401(k) plans on the plan type page, or view plans in Illinois on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

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 203677351.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from official public datasets. See our methodology for details.