401(k) · DOL Form 5500 · 2023

Alliance Residential Realty LLC 401(k) Plan

Data updated 2026-08-25

$81M
Total assets Below avg plan size
525
Participants Below avg headcount
90th
Percentile by assets National rank
$153,922
Avg per participant Above avg balance/head
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Official DOL plan name: Alliance Residential Realty 401(k) Plan · Sponsored by Alliance Residential Realty LLC · Arizona · Real Estate

$81M in assets, 525 participants

Alliance Residential Realty LLC's Alliance Residential Realty 401(k) Plan reported $81M in total assets and 525 participants in its 2023 DOL Form 5500 filing, ranking in the 90th 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.

  • #4,578 in Real Estate (4,727 peers)

Where Alliance Residential Realty 401(k) Plan sits by assets

Alliance Residential Realty 401(k) Plan sits in the top 10% of all filed plans by assets, $81M for 525 participants (~$153,922/participant), up 19.6% in 2023.

#4,578
in Real Estate (4,727 peers)
+19.6%
assets growth YoY
0.8×
vs typical plan assets (national mean)

Alliance Residential Realty 401(k) Plan's outsized position by total assets

Alliance Residential Realty 401(k) Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$80,808,886 Top 10% higher than 90% 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

Alliance Residential Realty 401(k) Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Alliance Residential Realty 401(k) Plan sits mid-pack in the medium band (525 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Alliance Residential Realty 401(k) Plan reported net income rose from -$12M in the plan year 2022 filing to $13M in the plan year 2023 filing.
  • Alliance Residential Realty 401(k) Plan reported participants rose from 358 in the plan year 2022 filing to 525 in the plan year 2023 filing.
  • Alliance Residential Realty 401(k) Plan end-of-year assets rose from $68M in the plan year 2022 filing to $81M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 844560797 · Alliance Residential Realty LLC PY 2023 · 401(k)

Alliance Residential Realty 401(k) Plan · $81M · 525 · 90th

  • VS-ST $81M
  • VS-ST 525
  • VS-ST 90th
  • VS-ST 401(k)
  • VS-ST near Sheehan Phinney Bass & Green PA Profit Sharing Plan and Trust
  • VS-ST ind #4578

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 Arizona →

Alliance Residential Realty 401(k) Plan in the asset neighbourhood

C.G. Bretting Manufacturing Company, Inc. 401(k) Profit Sharing PlanC.G. Bretting Manufacturing …$81MLindt & Sprungli North America, Inc. and Russell Stover Chocolates, LLC 401(k) PlanLindt & Sprungli North Ameri…$81MAlliance Residential Realty 401(k) PlanAlliance Residential Realty …$81MSheehan Phinney Bass & Green PA Profit Sharing Plan and TrustSheehan Phinney Bass & Green…$81MThe Stepping Stones Group Retirement PlanThe Stepping Stones Group Re…$81M
End-of-year total assets ($M) among Alliance Residential Realty 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$68M
Net Assets (End of Year)$81M
Net Income$13M
Employer EIN844560797
Plan Effective Date2000-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Alliance Residential Realty LLC)

Sponsor-wide plan assets over time

All Alliance Residential Realty LLC plans reported in each filing year

Latest sponsor-wide plan assets
$92M 36.00066474227459% vs 2022
2024 filing year
$60M$70M$80M$90M$100M 202220232024 $67.6M $91.9M ▲ +36.0%
Year Plans Participants Total Assets
2022 1 358 $68M
2023 1 525 $81M
2024 1 515 $92M

Nearby 401(k) Plans in Arizona

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

Alliance Residential Realty 401(k) Plan vs. nearby 401(k) plans in Arizona, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -20246 Total assets ($B) Participants Alliance Residential Realty 401(k) Plan, Total assets ($B): 0.080808886 · Participants: 525Alliance Residential Realty 401(k) PlanBechtel Trust & Thrift Plan, Total assets ($B): 5.691074806 · Participants: 7448Bechtel Trust & Thrift PlanBanner Health Employees 401(k) Plan, Total assets ($B): 4.270882725 · Participants: 52452Banner Health Employees 401(k) PlanRepublic Services, Inc. 401(k) Plan, Total assets ($B): 2.379834679 · Participants: 28131Republic Services, Inc. 401(k) PlanFreeport-Mcmoran Inc. Employee Capital Accumulation Program, Total assets ($B): 2.323111586 · Participants: 13105Freeport-Mcmoran Inc. Employee Capital Accumulation ProgramStantec 401(k) Plan, Total assets ($B): 2.021683156 · Participants: 10719Stantec 401(k) Plan
Alliance Residential Realty 401(k) Plan vs. nearby 401(k) plans in Arizona, assets vs. participants
Compare Alliance Residential Realty 401(k) Plan side-by-side with 3 peers →

Alliance Residential Realty 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Arizona, the nearest 401(k) by assets is Sheehan Phinney Bass & Green PA Profit Sharing Plan and Trust in NH ($81M); by covered participants it is The Ipeg, Inc. Savings Plan in PA (525 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (525 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 Alliance Residential Realty 401(k) Plan assets move in 2023? ▼
Alliance Residential Realty 401(k) Plan grew sharply - up 19.6% during 2023, from $68M to $81M. Reported net income was $13M.
How have Alliance Residential Realty LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Alliance Residential Realty LLC's sponsor-wide assets grew 36.0%, from $68M to $92M.
Where does Alliance Residential Realty 401(k) Plan rank by assets among Form 5500 filers? ▼
Alliance Residential Realty 401(k) Plan ranks in the 90th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Alliance Residential Realty 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Sheehan Phinney Bass & Green PA Profit Sharing Plan and Trust in NH ($81M, 98 participants).
Which 401(k) plans cover a similar participant headcount to Alliance Residential Realty 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is The Ipeg, Inc. Savings Plan in PA (525 participants, $46M 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 844560797.

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.