401(k) · DOL Form 5500 · 2023

Equity Residential 401(k) Plan

Data updated 2026-08-25

$294M
Total assets Near avg plan size
2,217
Participants Above avg headcount
96th
Percentile by assets National rank
$132,825
Avg per participant Near avg balance/head
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Official DOL plan name: Equity Residential Advantage Retirement Savings Plan · Sponsored by Equity Residential · Illinois · Real Estate

$294M in assets, 2,217 participants

Equity Residential's Equity Residential Advantage Retirement Savings Plan reported $294M in total assets and 2,217 participants in its 2023 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.

  • #4,691 in Real Estate (4,727 peers)

Coverage in Illinois

Equity Residential Advantage Retirement Savings Plan covers 2,217 participants in Illinois, 2.8x the typical Illinois plan (state average ~779 per filing). Assets: $294M.

#4,691
in Real Estate (4,727 peers)
+15.1%
assets growth YoY
3.0×
vs typical plan assets (national mean)

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 2023 · DOL Form 5500

$294,473,036 Top 4% higher than 96% of 127,068 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 2023

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

Plan-year 2023 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 (2,217 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Equity Residential Advantage Retirement Savings Plan reported net income rose from -$56M in the plan year 2022 filing to $39M in the plan year 2023 filing.
  • Equity Residential Advantage Retirement Savings Plan end-of-year assets rose from $256M in the plan year 2022 filing to $294M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 133675988 · Equity Residential PY 2023 · 401(k)

Equity Residential Advantage Retirement Savings Plan · $294M · 2,217 · 96th

  • PCT $294M
  • PCT 2,217
  • PCT 96th
  • PCT 401(k)
  • PCT near Clearwater Paper 401(k) Plan
  • PCT ind #4691

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…$295MGoodwin Procter LLP Partnership Profit Sharing Savings Plan IIGoodwin Procter LLP Partners…$295MEquity Residential Advantage Retirement Savings PlanEquity Residential Advantage…$294MClearwater Paper 401(k) Plan$294MNorthwest Agc Chapters Retirement PlanNorthwest Agc Chapters Retir…$294M
End-of-year total assets ($M) among Equity Residential Advantage Retirement Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Illinois filing particulars

Total Assets (Beginning of Year)$256M
Net Assets (End of Year)$294M
Net Income$39M
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): 0.294473036 · Participants: 2217Equity Residential Advantage Retirement Savings PlanAccenture United States 401(k) Match Savings Plan, Total assets ($B): 17.594548115 · Participants: 69974Accenture United States 401(k) Match Savings PlanState Farm 401(k) Savings Plan, Total assets ($B): 16.935002041 · Participants: 60246State Farm 401(k) Savings PlanAbbott Laboratories Stock Retirement Plan, Total assets ($B): 14.496191 · Participants: 38012Abbott Laboratories Stock Retirement PlanUnited Airlines Pilot Retirement Account Plan, Total assets ($B): 14.367975914 · Participants: 14959United Airlines Pilot Retirement Account PlanWalgreens Retirement Savings Plan, Total assets ($B): 13.444551767 · Participants: 235331Walgreens 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 Clearwater Paper 401(k) Plan in WA ($294M); by covered participants it is Consolidated Nuclear Security, LLC 401(k) for Non-Bargaining Pantex Location Employees in TN (2,217 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($294M here).

Similar participant headcount

Nearest other-state filings by covered participants (2,217 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. 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 2023? ▼
Equity Residential Advantage Retirement Savings Plan grew sharply - up 15.1% during 2023, from $256M to $294M. Reported net income was $39M.
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 127,072 plans that reported assets for plan year 2023 (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 Clearwater Paper 401(k) Plan in WA ($294M, 1,786 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 Consolidated Nuclear Security, LLC 401(k) for Non-Bargaining Pantex Location Employees in TN (2,217 participants, $547M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

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.