Money Purchase · DOL Form 5500 · 2022

National Association of Realtors Money Purchase Plan

Data updated 2026-08-25

$71M
Total assets Below avg plan size
436
Participants Below avg headcount
91st
Percentile by assets National rank
$163,204
Avg per participant Above avg balance/head
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Official DOL plan name: National Association of Realtors Pension Plan · Sponsored by National Association of Realtors · Illinois · Other Services

$71M in assets, 436 participants

National Association of Realtors's National Association of Realtors Pension Plan reported $71M in total assets and 436 participants in its 2022 DOL Form 5500 filing, ranking in the 91st 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.

  • #8,079 in Other Services (8,398 peers)

Where National Association of Realtors Pension Plan sits by assets

National Association of Realtors Pension Plan sits in the top 10% of all filed plans by assets, $71M for 436 participants (~$163,204/participant), down 16.9% in 2022.

#8,079
in Other Services (8,398 peers)
-16.9%
assets change YoY
0.7×
vs typical plan assets (national mean)

The plan reported a net loss of $14M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

National Association of Realtors Pension Plan's outsized position by total assets

National Association of Realtors Pension Plan vs every filed plan by assets

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

$71,157,035 Top 9% higher than 91% 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

National Association of Realtors Pension Plan among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. National Association of Realtors Pension Plan sits mid-pack in the medium band (436 participants).

Plan-year Form 5500 strip

Filing strip 361520690 · National Association of Realtors PY 2022 · Money Purchase

National Association of Realtors Pension Plan · $71M · 436 · 91st

  • PCT $71M
  • PCT 436
  • PCT 91st
  • PCT Money Purchase
  • PCT near Bozeman Health Retirement Plan
  • PCT ind #8079

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 Other Services retirement plans → · Plans in Illinois →

National Association of Realtors Pension Plan in the asset neighbourhood

Bozeman Health Retirement PlanBozeman Health Retirement Pl…$71MNational Association of Realtors Pension PlanNational Association of Real…$71MMainegeneral Health Retirement Income PlanMainegeneral Health Retireme…$71MSouthern Ct IBEW Annuity Plan$71MOup USA Defined Contribution Retirement PlanOup USA Defined Contribution…$70M
End-of-year total assets ($M) among National Association of Realtors Pension Plan and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$86M
Net Assets (End of Year)$71M
Net Income-$14M
Employer EIN361520690
Plan Effective Date1962-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (National Association of Realtors)

Sponsor-wide plan assets over time

All National Association of Realtors plans reported in each filing year

Latest sponsor-wide plan assets
$225M 21.556876579262894% vs 2022
2024 filing year
$180M$200M$220M$240M 202220232024 $186M $226M ▲ +21.6%
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.

National Association of Realtors Pension Plan vs. nearby Money Purchase plans in Illinois, assets vs. participants Scatter plot of 6 data points. 0100020003000 0200400600800 Total assets ($M) Participants National Association of Realtors Pension Plan, Total assets ($M): 71.157035 · Participants: 436National Association of Realtors Pension PlanRetirement Plan for Employees of Fermi Research Alliance, LLC, Total assets ($M): 669.295125 · Participants: 1625Retirement Plan for Employees of Fermi Research Alliance, LLCNECA-IBEW Local 176 Pension Trust Fund, Total assets ($M): 615.598536 · Participants: 2741NECA-IBEW Local 176 Pension Trust FundNECA-IBEW Local 364 Defined Contribution Plan, Total assets ($M): 417.547857 · Participants: 320NECA-IBEW Local 364 Defined Contribution PlanSmart Local 265 Supplemental Retirement Savings Plan, Total assets ($M): 302.3658 · Participants: 2526Smart Local 265 Supplemental Retirement Savings PlanInternational Association of Heat and Frost Insulators Local 17 Annuity Fund, Total assets ($M): 172.583563 · Participants: 1223International Association of Heat and Frost Insulators Local 17 Annuity Fund
National Association of Realtors Pension Plan vs. nearby Money Purchase plans in Illinois, assets vs. participants
Compare National Association of Realtors Pension Plan side-by-side with 3 peers →

National Association of Realtors Pension Plan's out-of-state Money Purchase peers by assets and headcount

Outside Illinois, the nearest Money Purchase by assets is Bozeman Health Retirement Plan in MT ($71M); by covered participants it is I.B.E.W. Local Union # 654 Defined Contribution Plan in NJ (437 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($71M here).

Similar participant headcount

Nearest other-state filings by covered participants (436 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 National Association of Realtors Pension Plan assets move in 2022? ▼
National Association of Realtors Pension Plan declined sharply - down 16.9% during 2022, from $86M to $71M. Reported net income was -$14M.
How have National Association of Realtors plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), National Association of Realtors's sponsor-wide assets grew 21.6%, from $186M to $225M.
Where does National Association of Realtors Pension Plan rank by assets among Form 5500 filers? ▼
National Association of Realtors Pension Plan ranks in the 91st percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 10% of all filed plans by assets).
Which Money Purchase plans are similar in size to National Association of Realtors Pension Plan? ▼
Among Money Purchase plans in other states, the closest by assets is Bozeman Health Retirement Plan in MT ($71M, 1,766 participants).
Which Money Purchase plans cover a similar participant headcount to National Association of Realtors Pension Plan? ▼
Among Money Purchase plans in other states, the closest by covered participants is I.B.E.W. Local Union # 654 Defined Contribution Plan in NJ (437 participants, $117M 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 361520690.

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.