401(k) · DOL Form 5500 · 2023
Related Partners, Inc. 401(k) Plan
Data updated 2026-08-25
- $349M
- Total assets Above avg plan size
- 4,198
- Participants Above avg headcount
- 97th
- Percentile by assets National rank
- $83,236
- Avg per participant Below avg balance/head
Official DOL plan name: Related Partners, Inc. Retirement Savings Plan · Sponsored by Related Partners, Inc. · New York · Real Estate
$349M in assets, 4,198 participants
Related Partners, Inc.'s Related Partners, Inc. Retirement Savings Plan reported $349M in total assets and 4,198 participants in its 2023 DOL Form 5500 filing, ranking in the 97th 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.
- #4,697 in Real Estate (4,727 peers)
Coverage in New York
Related Partners, Inc. Retirement Savings Plan covers 4,198 participants in New York, 5.3x the typical New York plan (state average ~798 per filing). Assets: $349M.
- #4,697
- in Real Estate (4,727 peers)
- +24.5%
- assets growth YoY
- 3.5×
- vs typical plan assets (national mean)
Related Partners, Inc. Retirement Savings Plan's outsized position by total assets
Related Partners, Inc. Retirement Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$349,425,456 Top 3% higher than 97% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Related Partners, Inc. Retirement Savings Plan's large-plan peer group by participant headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Related Partners, Inc. Retirement Savings Plan lands in the large band (4,198 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Related Partners, Inc. Retirement Savings Plan reported net income rose from -$42M in the plan year 2022 filing to $69M in the plan year 2023 filing.
- Related Partners, Inc. Retirement Savings Plan end-of-year assets rose from $281M in the plan year 2022 filing to $349M in the plan year 2023 filing.
- Related Partners, Inc. Retirement Savings Plan reported participants rose from 3,849 in the plan year 2022 filing to 4,198 in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 133680053 · Related Partners, Inc. PY 2023 · 401(k)
Related Partners, Inc. Retirement Savings Plan · $349M · 4,198 · 97th
- BOOK $349M
- BOOK 4,198
- BOOK 97th
- BOOK 401(k)
- BOOK near The Nebraska Furniture Mart, Inc. Profit Sharing Plan
- BOOK ind #4697
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 New York →
Related Partners, Inc. Retirement Savings Plan in the asset neighbourhood
New York filing particulars
| Total Assets (Beginning of Year) | $281M |
|---|---|
| Net Assets (End of Year) | $349M |
| Net Income | $69M |
| Employer EIN | 133680053 |
| Plan Effective Date | 1988-10-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Related Partners, Inc.)
Sponsor-wide plan assets over time
All Related Partners, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $407M 45.0747022598972% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 3,849 | $281M |
| 2023 | 1 | 4,198 | $349M |
| 2024 | 1 | 4,249 | $407M |
Nearby 401(k) Plans in New York
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- IBM 401 (K) Plus Plan $57.4B · 54,912
- Pfizer Savings Plan $19.6B · 30,033
- Morgan Stanley 401(k) Plan $19.2B · 55,363
- The Pepsico Savings Plan $13.7B · 133,597
- The Goldman Sachs 401(k) Plan $11.4B · 24,866
Related Partners, Inc. Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount
Outside New York, the nearest 401(k) by assets is The Nebraska Furniture Mart, Inc. Profit Sharing Plan in NE ($349M); by covered participants it is Lutz Financial Pooled Employer Plan in CA (4,201 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($349M here).
- The Nebraska Furniture Mart, Inc. Profit Sharing Plan (NE) $349M · 4,955
- Ziegler Inc. Voluntary Retirement Savings Plan (MN) $349M · 2,441
- Premium Brands Services LLC 401(k) Savings Plan (NJ) $349M · 11,479
- Pentagon Federal Credit Union Thrift/Savings Plan (VA) $350M · 3,393
Similar participant headcount
Nearest other-state filings by covered participants (4,198 participants); asset peers above are excluded.
- Lutz Financial Pooled Employer Plan (CA) 4,201 · 3 off
- Measurement Solutions Profit Sharing Plan (MO) 4,202 · 4 off
- Propark America, Inc 401(k) Plan (CT) 4,203 · 5 off
- Nidec Motor Corporation Employee Savings Investment Plan (MO) 4,192 · 6 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.