401(k) · DOL Form 5500 · 2022

William Raveis Real Estate, Inc. 401(k) Plan

Data updated 2026-08-25

$27M
Total assets Below avg plan size
459
Participants Below avg headcount
81st
Percentile by assets National rank
$58,846
Avg per participant Low balance/head
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Official DOL plan name: William Raveis Employees Savings & Retirement · Sponsored by William Raveis Real Estate, Inc. · Connecticut · Real Estate

$27M in assets, 459 participants

William Raveis Real Estate, Inc.'s William Raveis Employees Savings & Retirement reported $27M in total assets and 459 participants in its 2022 DOL Form 5500 filing, ranking in the 81st 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.

  • #4,644 in Real Estate (5,057 peers)

Where William Raveis Employees Savings & Retirement sits by assets

William Raveis Employees Savings & Retirement sits in the top quartile of all filed plans by assets, $27M for 459 participants (~$58,846/participant), down 12.9% in 2022.

#4,644
in Real Estate (5,057 peers)
-12.9%
assets change YoY
0.3×
vs typical plan assets (national mean)

The plan reported a net loss of $4M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

William Raveis Employees Savings & Retirement's outsized position by total assets

William Raveis Employees Savings & Retirement vs every filed plan by assets

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

$27,010,492 Top 19% higher than 81% 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

William Raveis Employees Savings & Retirement 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. William Raveis Employees Savings & Retirement sits mid-pack in the medium band (459 participants).

Form 5500 schedule snapshot

Filing strip 061160140 · William Raveis Real Estate, Inc. PY 2022 · 401(k)

William Raveis Employees Savings & Retirement · $27M · 459 · 81st

  • TYPE $27M
  • NET 459
  • BOOK 81st
  • VS-ST 401(k)
  • BOY near Piston Group 401(k) Plan
  • SCH ind #4644

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 Connecticut →

William Raveis Employees Savings & Retirement in the asset neighbourhood

Bedrock Manufacturing Company 401(k) PlanBedrock Manufacturing Compan…$27MWilliam Raveis Employees Savings & RetirementWilliam Raveis Employees Sav…$27MPiston Group 401(k) Plan$27MRamos Oil Company, Inc. 401(k) Profit Sharing PlanRamos Oil Company, Inc. 401(…$27MThe Jaco 401(k) Retirement PlanThe Jaco 401(k) Retirement P…$27M
End-of-year total assets ($M) among William Raveis Employees Savings & Retirement and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$31M
Net Assets (End of Year)$27M
Net Income-$4M
Employer EIN061160140
Plan Effective Date1999-05-01
Filing StatusFILING RECEIVED

Sponsor Plan History (William Raveis Real Estate, Inc.)

Sponsor-wide plan assets over time

All William Raveis Real Estate, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$35M 28.712909042900808% vs 2022
2024 filing year
$25M$30M$35M$40M 202220232024 $27M $34.8M ▲ +28.7%
Year Plans Participants Total Assets
2022 1 459 $27M
2023 1 410 $32M
2024 1 371 $35M

Nearby 401(k) Plans in Connecticut

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

William Raveis Employees Savings & Retirement vs. nearby 401(k) plans in Connecticut, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -200204060 Total assets ($B) Participants William Raveis Employees Savings & Retirement, Total assets ($B): 0.027010492 · Participants: 459William Raveis Employees Savings & RetirementUnited Technologies Corporation Employee Savings Plan, Total assets ($B): 48.916975 · Participants: 55762United Technologies Corporation Employee Savings PlanGE Retirement Savings Plan, Total assets ($B): 24.786830027 · Participants: 57522GE Retirement Savings PlanCiti Retirement Savings Plan, Total assets ($B): 17.438946034 · Participants: 70070Citi Retirement Savings PlanThe Hartford Investment and Savings Plan, Total assets ($B): 5.615003 · Participants: 17724The Hartford Investment and Savings PlanXerox Corporation Savings Plan, Total assets ($B): 3.641347 · Participants: 11876Xerox Corporation Savings Plan
William Raveis Employees Savings & Retirement vs. nearby 401(k) plans in Connecticut, assets vs. participants
Compare William Raveis Employees Savings & Retirement side-by-side with 3 peers →

William Raveis Employees Savings & Retirement's out-of-state 401(k) peers by assets and headcount

Outside Connecticut, the nearest 401(k) by assets is Piston Group 401(k) Plan in MI ($27M); by covered participants it is Segrest Inc 401(k) Profit Sharing Plan & Trust in FL (459 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($27M here).

Similar participant headcount

Nearest other-state filings by covered participants (459 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 William Raveis Employees Savings & Retirement assets move in 2022? ▼
William Raveis Employees Savings & Retirement pulled back noticeably - down 12.9% during 2022, from $31M to $27M. Reported net income was -$4M.
How have William Raveis Real Estate, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), William Raveis Real Estate, Inc.'s sponsor-wide assets grew 28.7%, from $27M to $35M.
Where does William Raveis Employees Savings & Retirement rank by assets among Form 5500 filers? ▼
William Raveis Employees Savings & Retirement ranks in the 81st percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to William Raveis Employees Savings & Retirement? ▼
Among 401(k) plans in other states, the closest by assets is Piston Group 401(k) Plan in MI ($27M, 903 participants).
Which 401(k) plans cover a similar participant headcount to William Raveis Employees Savings & Retirement? ▼
Among 401(k) plans in other states, the closest by covered participants is Segrest Inc 401(k) Profit Sharing Plan & Trust in FL (459 participants, N/A 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 061160140.

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.