401(k)
2023 plan-year 401(k) DOL Form 5500

Arbor Realty Sr, Inc. 401(k) Retirement Plan

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

Sponsored by Arbor Realty Sr, Inc. · New York · Management of Enterprises

What the 2023 filing shows

Arbor Realty Sr, Inc. 401(k) Retirement Plan holds $78M for 654 participants — about $118,660 per participant, up 31.0% over the 2023 plan year.

$78M
total plan assets (2023 EOY)
654
covered participants
$118,660
avg assets per participant
+31.0%
assets growth YoY
Total Assets (2023)
$78M
Participants
654
State
Industry
Management of Enterprises

What the Filing Says About Arbor Realty Sr, Inc. 401(k) Retirement Plan

Arbor Realty Sr, Inc. 401(k) Retirement Plan is a 401(k) retirement plan sponsored by Arbor Realty Sr, Inc., headquartered in New York. As of the 2023 Form 5500 filing, the plan reports $78M in total end-of-year assets and covers 654 participants across the Management of Enterprises industry. The sponsor's EIN on file with the U.S. Department of Labor is 202133699, and the plan has been effective since 1995-01-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $59M at the beginning of 2023 to $78M at year-end — a gain of 31.0%. Net assets (after liabilities) closed the year at $78M, with reported net income of $18M driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$59M
Total Assets (End of Year)$78M
Net Assets (End of Year)$78M
Net Income$18M
Plan Type401(k)
Employer EIN202133699
Plan Effective Date1995-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Arbor Realty Sr, Inc.)

Year Plans Participants Total Assets
2022 1 534 $59M
2023 1 654 $78M
2024 1 665 $93M

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Frequently Asked Questions

How much money is in the Arbor Realty Sr, Inc. 401(k) Retirement Plan?
As of the 2023 Form 5500 filing, Arbor Realty Sr, Inc. 401(k) Retirement Plan holds $78M in total assets with 654 participants. It is sponsored by Arbor Realty Sr, Inc..
What type of plan is Arbor Realty Sr, Inc. 401(k) Retirement Plan?
Arbor Realty Sr, Inc. 401(k) Retirement Plan is a 401(k) plan. It has been effective since 1995-01-01. The plan is filed with the U.S. Department of Labor under EIN 202133699.
Who sponsors the Arbor Realty Sr, Inc. 401(k) Retirement Plan?
Arbor Realty Sr, Inc. 401(k) Retirement Plan is sponsored by Arbor Realty Sr, Inc., located in New York. The sponsor's EIN is 202133699 and the plan operates in the Management of Enterprises industry.
How did Arbor Realty Sr, Inc. 401(k) Retirement Plan perform in 2023?
Arbor Realty Sr, Inc. 401(k) Retirement Plan grew by 31.0% during 2023, moving from $59M to $78M in total assets. Net income was $18M.
Where can I find official filings for Arbor Realty Sr, Inc. 401(k) Retirement Plan?
Official Form 5500 filings for Arbor Realty Sr, Inc. 401(k) Retirement Plan are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 202133699 or plan name at efast.dol.gov.
How does Arbor Realty Sr, Inc. 401(k) Retirement Plan compare to other plans?
You can compare Arbor Realty Sr, Inc. 401(k) Retirement Plan against other 401(k) plans on the plan type page, or view plans in New York on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

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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 202133699.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.