401(k) · DOL Form 5500 · 2023

Harrison Street Real Estate Capital, LLC 401(k) Plan

Data updated 2026-08-25

$40M
Total assets Below avg plan size
223
Participants Below avg headcount
83rd
Percentile by assets National rank
$177,501
Avg per participant Above avg balance/head
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Official DOL plan name: Harrison Street Real Estate Capital 401(k) Profit Sharing Plan · Sponsored by Harrison Street Real Estate Capital, LLC · Illinois · Finance & Insurance

$40M in assets, 223 participants

Harrison Street Real Estate Capital, LLC's Harrison Street Real Estate Capital 401(k) Profit Sharing Plan reported $40M in total assets and 223 participants in its 2023 DOL Form 5500 filing, ranking in the 83rd 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.

  • #6,550 in Finance & Insurance (8,869 peers)

Coverage in Illinois

Harrison Street Real Estate Capital 401(k) Profit Sharing Plan covers 223 participants in Illinois, about 29% of the average Illinois filer (state average ~779 per filing). Assets: $40M.

#6,550
in Finance & Insurance (8,869 peers)
+35.2%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Harrison Street Real Estate Capital 401(k) Profit Sharing Plan's outsized position by total assets

Harrison Street Real Estate Capital 401(k) Profit Sharing Plan vs every filed plan by assets

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

$39,582,629 Top 17% higher than 83% 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

Harrison Street Real Estate Capital 401(k) Profit Sharing 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. Harrison Street Real Estate Capital 401(k) Profit Sharing Plan sits mid-pack in the medium band (223 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Harrison Street Real Estate Capital 401(k) Profit Sharing Plan reported net income rose from -$2M in the plan year 2022 filing to $10M in the plan year 2023 filing.
  • Harrison Street Real Estate Capital 401(k) Profit Sharing Plan end-of-year assets rose from $29M in the plan year 2022 filing to $40M in the plan year 2023 filing.
  • Harrison Street Real Estate Capital 401(k) Profit Sharing Plan reported participants rose from 190 in the plan year 2022 filing to 223 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 203677351 · Harrison Street Real Estate Capital, LLC PY 2023 · 401(k)

Harrison Street Real Estate Capital 401(k) Profit Sharing Plan · $40M · 223 · 83rd

  • VS-ST $40M
  • BOY 223
  • SCH 83rd
  • EBSA 401(k)
  • PART near Truland Equipment, LLC 401(k) Plan
  • TYPE ind #6550

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 Finance & Insurance retirement plans → · Plans in Illinois →

Harrison Street Real Estate Capital 401(k) Profit Sharing Plan in the asset neighbourhood

Harrison Street Real Estate Capital 401(k) Profit Sharing PlanHarrison Street Real Estate …$40MTruland Equipment, LLC 401(k) PlanTruland Equipment, LLC 401(k…$40MCohen Weiss and Simon LLP 401(k) Profit Sharing Plan & TrustCohen Weiss and Simon LLP 40…$40MTrescal, Inc. Employee 401(k) PlanTrescal, Inc. Employee 401(k…$40MEurpac Service, Inc. 401(k) Savings PlanEurpac Service, Inc. 401(k) …$40M
End-of-year total assets ($M) among Harrison Street Real Estate Capital 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Illinois filing particulars

Total Assets (Beginning of Year)$29M
Net Assets (End of Year)$40M
Net Income$10M
Employer EIN203677351
Plan Effective Date2006-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Harrison Street Real Estate Capital, LLC)

Sponsor-wide plan assets over time

All Harrison Street Real Estate Capital, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$50M 70.08175763550673% vs 2022
2024 filing year
$20M$30M$40M$50M$60M 202220232024 $29.3M $49.8M ▲ +70.1%
Year Plans Participants Total Assets
2022 1 190 $29M
2023 1 223 $40M
2024 1 232 $50M

Nearby 401(k) Plans in Illinois

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

Harrison Street Real Estate Capital 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Illinois, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -505101520 Total assets ($B) Participants Harrison Street Real Estate Capital 401(k) Profit Sharing Plan, Total assets ($B): 0.039582629 · Participants: 223Harrison Street Real Estate Capital 401(k) Profit Sharing PlanAccenture United States 401(k) Match Savings Plan, Total assets ($B): 17.594548115 · Participants: 69974Accenture United States 401(k) Match Savings PlanState Farm 401(k) Savings Plan, Total assets ($B): 16.935002041 · Participants: 60246State Farm 401(k) Savings PlanAbbott Laboratories Stock Retirement Plan, Total assets ($B): 14.496191 · Participants: 38012Abbott Laboratories Stock Retirement PlanUnited Airlines Pilot Retirement Account Plan, Total assets ($B): 14.367975914 · Participants: 14959United Airlines Pilot Retirement Account PlanWalgreens Retirement Savings Plan, Total assets ($B): 13.444551767 · Participants: 235331Walgreens Retirement Savings Plan
Harrison Street Real Estate Capital 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Illinois, assets vs. participants
Compare Harrison Street Real Estate Capital 401(k) Profit Sharing Plan side-by-side with 3 peers →

Harrison Street Real Estate Capital 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Illinois, the nearest 401(k) by assets is Truland Equipment, LLC 401(k) Plan in OH ($40M); by covered participants it is Pizza Wholesale of Lexington, Inc. 401(k)Retirement Savings Plan in KY (223 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (223 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 Harrison Street Real Estate Capital 401(k) Profit Sharing Plan assets move in 2023? ▼
Harrison Street Real Estate Capital 401(k) Profit Sharing Plan surged - up 35.2% during 2023, from $29M to $40M. Reported net income was $10M.
How have Harrison Street Real Estate Capital, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Harrison Street Real Estate Capital, LLC's sponsor-wide assets grew 70.1%, from $29M to $50M.
Where does Harrison Street Real Estate Capital 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Harrison Street Real Estate Capital 401(k) Profit Sharing Plan ranks in the 83rd 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 Harrison Street Real Estate Capital 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Truland Equipment, LLC 401(k) Plan in OH ($40M, 213 participants).
Which 401(k) plans cover a similar participant headcount to Harrison Street Real Estate Capital 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Pizza Wholesale of Lexington, Inc. 401(k)Retirement Savings Plan in KY (223 participants, $13M 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 203677351.

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.