401(k) · DOL Form 5500 · 2023

Realty Income Corporation 401(k) Plan

Data updated 2026-08-25

$44M
Total assets Below avg plan size
375
Participants Below avg headcount
84th
Percentile by assets National rank
$117,907
Avg per participant Below avg balance/head
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Official DOL plan name: Realty Income Retirement Savings Plan · Sponsored by Realty Income Corporation · California · Real Estate

$44M in assets, 375 participants

Realty Income Corporation's Realty Income Retirement Savings Plan reported $44M in total assets and 375 participants in its 2023 DOL Form 5500 filing, ranking in the 84th 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.

  • #4,430 in Real Estate (4,727 peers)

Where Realty Income Retirement Savings Plan sits by assets

Realty Income Retirement Savings Plan sits in the top quartile of all filed plans by assets, $44M for 375 participants (~$117,907/participant), up 28.3% in 2023.

#4,430
in Real Estate (4,727 peers)
+28.3%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Realty Income Retirement Savings Plan's outsized position by total assets

Realty Income Retirement Savings Plan vs every filed plan by assets

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

$44,214,959 Top 16% higher than 84% 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

Realty Income Retirement Savings 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. Realty Income Retirement Savings Plan sits mid-pack in the medium band (375 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Realty Income Retirement Savings Plan reported net income rose from $3M in the plan year 2022 filing to $10M in the plan year 2023 filing.
  • Realty Income Retirement Savings Plan end-of-year assets rose from $34M in the plan year 2022 filing to $44M in the plan year 2023 filing.
  • Realty Income Retirement Savings Plan reported participants rose from 369 in the plan year 2022 filing to 375 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 330580106 · Realty Income Corporation PY 2023 · 401(k)

Realty Income Retirement Savings Plan · $44M · 375 · 84th

  • NET $44M
  • BOOK 375
  • VS-ST 84th
  • BOY 401(k)
  • SCH near Ferolie Corporation Employees' Savings and Investment Plan
  • EBSA ind #4430

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 California →

Realty Income Retirement Savings Plan in the asset neighbourhood

Ferolie Corporation Employees' Savings and Investment PlanFerolie Corporation Employee…$44MRealty Income Retirement Savings PlanRealty Income Retirement Sav…$44MGray & Company, Inc. Pension Plan (a Profit Sharing Plan)Gray & Company, Inc. Pension…$44MWoodland Mill Hourly 401(k) PlanWoodland Mill Hourly 401(k) …$44MSavings Plan for Employees of James Campbell Company LLCSavings Plan for Employees o…$44M
End-of-year total assets ($M) among Realty Income Retirement Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$34M
Net Assets (End of Year)$44M
Net Income$10M
Employer EIN330580106
Plan Effective Date1996-08-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Realty Income Corporation)

Sponsor-wide plan assets over time

All Realty Income Corporation plans reported in each filing year

Latest sponsor-wide plan assets
$55M 60.771012385322834% vs 2022
2024 filing year
$30M$40M$50M$60M 202220232024 $34.5M $55.4M ▲ +60.7%
Year Plans Participants Total Assets
2022 1 369 $34M
2023 1 375 $44M
2024 1 398 $55M

Nearby 401(k) Plans in California

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

Realty Income Retirement Savings Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Realty Income Retirement Savings Plan, Total assets ($B): 0.044214959 · Participants: 375Realty Income Retirement Savings PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 51.831350351 · Participants: 193919Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 39.047152408 · Participants: 122867Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 26.320437734 · Participants: 63105Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 22.17918189 · Participants: 59863Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 19.779511539 · Participants: 106111Apple 401(k) Plan
Realty Income Retirement Savings Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Realty Income Retirement Savings Plan side-by-side with 3 peers →

Realty Income Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Ferolie Corporation Employees' Savings and Investment Plan in NJ ($44M); by covered participants it is Schneider Mills Employees' Trust in NC (375 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (375 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 Realty Income Retirement Savings Plan assets move in 2023? ▼
Realty Income Retirement Savings Plan grew sharply - up 28.3% during 2023, from $34M to $44M. Reported net income was $10M.
How have Realty Income Corporation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Realty Income Corporation's sponsor-wide assets grew 60.8%, from $34M to $55M.
Where does Realty Income Retirement Savings Plan rank by assets among Form 5500 filers? ▼
Realty Income Retirement Savings Plan ranks in the 84th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Realty Income Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Ferolie Corporation Employees' Savings and Investment Plan in NJ ($44M, 282 participants).
Which 401(k) plans cover a similar participant headcount to Realty Income Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Schneider Mills Employees' Trust in NC (375 participants, $15M 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 330580106.

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.