401(k) · DOL Form 5500 · 2023

Equity Residential 401(k) Plan

Data updated 2026-08-11

$294M
Total assets
2,217
Participants
96th
Percentile by assets
$132,825
Avg per participant
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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.

  • 96th percentile by assets (of 127,072 plans)
  • #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.

$294M
total plan assets (2023 EOY)
2,217
covered participants
96th
percentile by assets (of 127,072 plans)
$132,825
avg assets per participant

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 →

State
Industry

Participants vs Illinois filers

In Illinois, the average filing covers about 779 participants across 5,745 plans. Equity Residential Advantage Retirement Savings Plan reports 2,217 participants - 2.8x that state average ($294M EOY assets).

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)

$200M$250M$300M$350M 202220232024 $256M $327M ▲ +27.6%
Total plan assets by year, all Equity Residential plans on file
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

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 A…Accenture United Sta…State Farm 401(k) Sa…Abbott Laboratories …United Airlines Pilo…Walgreens Retirement…
Equity Residential Advantage Retirement Savings Plan vs. nearby 401(k) plans in Illinois, assets vs. participants

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Equity Residential Advantage Retirement Savings Plan by total assets, not by location.

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).

Next read for Equity Residential Advantage Retirement …

Filing takeaways

Ways to act on Equity Residential Advantage Retirement Savings Plan's numbers.

  • By total assets, Equity Residential Advantage Retirement Savings Plan ranks in the top 5% of all filed plans by assets. See the largest plans
  • Compare it side-by-side against 3 similar 401(k) plans in Illinois. Compare plans
  • Equity Residential's sponsor-wide assets have grown 27.6% since 2022 across 3 plan years on file. More Real Estate plans