Money Purchase
2022 plan-year Money Purchase DOL Form 5500

NATIONAL ASSOCIATION OF REALTORS PENSION PLAN

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

NATIONAL ASSOCIATION OF REALTORS

This Money Purchase plan holds $71M in total assets and serves 436 participants as of 2022. It is sponsored by NATIONAL ASSOCIATION OF REALTORS in Illinois. The plan reported a net loss of $14M for the year.

Total Assets (2023)
$71M
Participants
436
State
Industry
Other Services

What the Filing Says About NATIONAL ASSOCIATION OF REALTORS PENSION PLAN

NATIONAL ASSOCIATION OF REALTORS PENSION PLAN is a Money Purchase retirement plan sponsored by NATIONAL ASSOCIATION OF REALTORS, headquartered in Illinois. As of the 2022 Form 5500 filing, the plan reports $71M in total end-of-year assets and covers 436 participants across the Other Services industry. The sponsor's EIN on file with the U.S. Department of Labor is 361520690, and the plan has been effective since 1962-01-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $86M at the beginning of 2022 to $71M at year-end — a decline of 16.9%. Net assets (after liabilities) closed the year at $71M, with reported net income of $-14,479,588 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)$86M
Total Assets (End of Year)$71M
Net Assets (End of Year)$71M
Net Income$-14,479,588
Plan TypeMoney Purchase
Employer EIN361520690
Plan Effective Date1962-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (NATIONAL ASSOCIATION OF REALTORS)

Year Plans Participants Total Assets
2022 2 945 $186M
2023 2 925 $212M
2024 2 880 $225M

Nearby Money Purchase Plans in Illinois

Peer Money Purchase plans — same state, same plan type — ranked by total assets.

Frequently Asked Questions

How much money is in the NATIONAL ASSOCIATION OF REALTORS PENSION PLAN?
As of the 2022 Form 5500 filing, NATIONAL ASSOCIATION OF REALTORS PENSION PLAN holds $71M in total assets with 436 participants. It is sponsored by NATIONAL ASSOCIATION OF REALTORS.
What type of plan is NATIONAL ASSOCIATION OF REALTORS PENSION PLAN?
NATIONAL ASSOCIATION OF REALTORS PENSION PLAN is a Money Purchase plan. It has been effective since 1962-01-01. The plan is filed with the U.S. Department of Labor under EIN 361520690.
Who sponsors the NATIONAL ASSOCIATION OF REALTORS PENSION PLAN?
NATIONAL ASSOCIATION OF REALTORS PENSION PLAN is sponsored by NATIONAL ASSOCIATION OF REALTORS, located in Illinois. The sponsor's EIN is 361520690 and the plan operates in the Other Services industry.
How did NATIONAL ASSOCIATION OF REALTORS PENSION PLAN perform in 2022?
NATIONAL ASSOCIATION OF REALTORS PENSION PLAN declined by 16.9% during 2022, moving from $86M to $71M in total assets. Net income was $-14,479,588.
Where can I find official filings for NATIONAL ASSOCIATION OF REALTORS PENSION PLAN?
Official Form 5500 filings for NATIONAL ASSOCIATION OF REALTORS PENSION PLAN are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 361520690 or plan name at efast.dol.gov.
How does NATIONAL ASSOCIATION OF REALTORS PENSION PLAN compare to other plans?
You can compare NATIONAL ASSOCIATION OF REALTORS PENSION PLAN against other Money Purchase 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 361520690.

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.