401(k) · DOL Form 5500 · 2023

Arbor Realty Sr, Inc. 401(k) Plan

Data updated 2026-08-25

$78M
Total assets Below avg plan size
654
Participants Below avg headcount
89th
Percentile by assets National rank
$118,660
Avg per participant Near avg balance/head
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Official DOL plan name: Arbor Realty Sr, Inc. 401(k) Retirement Plan · Sponsored by Arbor Realty Sr, Inc. · New York · Management of Enterprises

$78M in assets, 654 participants

Arbor Realty Sr, Inc.'s Arbor Realty Sr, Inc. 401(k) Retirement Plan reported $78M in total assets and 654 participants in its 2023 DOL Form 5500 filing, ranking in the 89th 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.

  • #838 in Management of Enterprises (1,137 peers)

Where Arbor Realty Sr, Inc. 401(k) Retirement Plan sits by assets

Arbor Realty Sr, Inc. 401(k) Retirement Plan sits in the top quartile of all filed plans by assets, $78M for 654 participants (~$118,660/participant), up 31.0% in 2023.

#838
in Management of Enterprises (1,137 peers)
+31.0%
assets growth YoY
0.8×
vs typical plan assets (national mean)

Arbor Realty Sr, Inc. 401(k) Retirement Plan's outsized position by total assets

Arbor Realty Sr, Inc. 401(k) Retirement Plan vs every filed plan by assets

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

$77,603,450 Top 11% higher than 89% 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

Arbor Realty Sr, Inc. 401(k) Retirement 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. Arbor Realty Sr, Inc. 401(k) Retirement Plan sits mid-pack in the medium band (654 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Arbor Realty Sr, Inc. 401(k) Retirement Plan reported net income rose from -$8M in the plan year 2022 filing to $18M in the plan year 2023 filing.
  • Arbor Realty Sr, Inc. 401(k) Retirement Plan end-of-year assets rose from $59M in the plan year 2022 filing to $78M in the plan year 2023 filing.
  • Arbor Realty Sr, Inc. 401(k) Retirement Plan reported participants rose from 534 in the plan year 2022 filing to 654 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 202133699 · Arbor Realty Sr, Inc. PY 2023 · 401(k)

Arbor Realty Sr, Inc. 401(k) Retirement Plan · $78M · 654 · 89th

  • SCH $78M
  • SCH 654
  • SCH 89th
  • SCH 401(k)
  • SCH near Community Trust Bancorp Inc Savings Plan
  • SCH ind #838

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 Management of Enterprises retirement plans → · Plans in New York →

Arbor Realty Sr, Inc. 401(k) Retirement Plan in the asset neighbourhood

Arbor Realty Sr, Inc. 401(k) Retirement PlanArbor Realty Sr, Inc. 401(k)…$78MCommunity Trust Bancorp Inc Savings PlanCommunity Trust Bancorp Inc …$78MDental Associates 401(k) Plan$78MEhealth Insurance Services, Inc. 401(k) PlanEhealth Insurance Services, …$78MPinnacle Health System 401(k) PlanPinnacle Health System 401(k…$78M
End-of-year total assets ($M) among Arbor Realty Sr, Inc. 401(k) Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

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

Sponsor Plan History (Arbor Realty Sr, Inc.)

Sponsor-wide plan assets over time

All Arbor Realty Sr, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$93M 57.47559123280171% vs 2022
2024 filing year
$40M$60M$80M$100M 202220232024 $59.3M $93.3M ▲ +57.5%
Year Plans Participants Total Assets
2022 1 534 $59M
2023 1 654 $78M
2024 1 665 $93M

Nearby 401(k) Plans in New York

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

Arbor Realty Sr, Inc. 401(k) Retirement Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Arbor Realty Sr, Inc. 401(k) Retirement Plan, Total assets ($B): 0.07760345 · Participants: 654Arbor Realty Sr, Inc. 401(k) Retirement PlanIBM 401 (K) Plus Plan, Total assets ($B): 57.428456306 · Participants: 54912IBM 401 (K) Plus PlanPfizer Savings Plan, Total assets ($B): 19.56134085 · Participants: 30033Pfizer Savings PlanMorgan Stanley 401(k) Plan, Total assets ($B): 19.235068266 · Participants: 55363Morgan Stanley 401(k) PlanThe Pepsico Savings Plan, Total assets ($B): 13.651296 · Participants: 133597The Pepsico Savings PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 11.428659742 · Participants: 24866The Goldman Sachs 401(k) Plan
Arbor Realty Sr, Inc. 401(k) Retirement Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Arbor Realty Sr, Inc. 401(k) Retirement Plan side-by-side with 3 peers →

Arbor Realty Sr, Inc. 401(k) Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Community Trust Bancorp Inc Savings Plan in KY ($78M); by covered participants it is Greenwich Aerogroup, Inc. Retirement Savings Plan in CT (654 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($78M here).

Similar participant headcount

Nearest other-state filings by covered participants (654 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 Arbor Realty Sr, Inc. 401(k) Retirement Plan assets move in 2023? ▼
Arbor Realty Sr, Inc. 401(k) Retirement Plan surged - up 31.0% during 2023, from $59M to $78M. Reported net income was $18M.
How have Arbor Realty Sr, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Arbor Realty Sr, Inc.'s sponsor-wide assets grew 57.5%, from $59M to $93M.
Where does Arbor Realty Sr, Inc. 401(k) Retirement Plan rank by assets among Form 5500 filers? ▼
Arbor Realty Sr, Inc. 401(k) Retirement Plan ranks in the 89th 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 Arbor Realty Sr, Inc. 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Community Trust Bancorp Inc Savings Plan in KY ($78M, 836 participants).
Which 401(k) plans cover a similar participant headcount to Arbor Realty Sr, Inc. 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Greenwich Aerogroup, Inc. Retirement Savings Plan in CT (654 participants, $49M 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 202133699.

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.