401(k) · DOL Form 5500 · 2023

Emmes Realty Advisors LLC 401(k) Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
20
Participants Small participant base
40th
Percentile by assets National rank
$193,264
Avg per participant Above avg balance/head
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Official DOL plan name: Emmes Realty Advisors 401(k) Plan · Sponsored by Emmes Realty Advisors LLC · New York · Real Estate

$4M in assets, 20 participants

Emmes Realty Advisors LLC's Emmes Realty Advisors 401(k) Plan reported $4M in total assets and 20 participants in its 2023 DOL Form 5500 filing, ranking in the 40th 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.

  • #2,821 in Real Estate (4,727 peers)

Real Estate sector rank

Within Real Estate, Emmes Realty Advisors 401(k) Plan ranks #2,821 of 4,727 2023 filers by assets (672% of the sector average)-$4M for 20 participants.

#2,821
in Real Estate (4,727 peers)
+23.7%
assets growth YoY

Emmes Realty Advisors 401(k) Plan's mid-pack asset rank among Real Estate and all filers

Emmes Realty Advisors 401(k) Plan vs every filed plan by assets

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

$3,865,279 40th percentile higher than 40% 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

Emmes Realty Advisors 401(k) Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Emmes Realty Advisors 401(k) Plan is a small filing (20 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Emmes Realty Advisors 401(k) Plan reported net income rose from -$506K in the plan year 2022 filing to $741K in the plan year 2023 filing.
  • Emmes Realty Advisors 401(k) Plan end-of-year assets rose from $3M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Emmes Realty Advisors 401(k) Plan reported participants fell from 23 in the plan year 2022 filing to 20 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 364805555 · Emmes Realty Advisors LLC PY 2023 · 401(k)

Emmes Realty Advisors 401(k) Plan · $4M · 20 · 40th

  • RANK $4M
  • PHOTO 20
  • IND 40th
  • EOY 401(k)
  • 5500 near Bw Offshore USA 401(k) Plan
  • ASSETS ind #2821

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 →

Emmes Realty Advisors 401(k) Plan in the asset neighbourhood

Emmes Realty Advisors 401(k) PlanEmmes Realty Advisors 401(k)…$4MBw Offshore USA 401(k) Plan$4MSheridan Community Hospital 401(k) PlanSheridan Community Hospital …$4M403(b) Thrift Plan for Employees of the Middle Georgia Community Action Agency, Inc.403(b) Thrift Plan for Emplo…$4MRack Builders, Inc. 401(k) Retirement PlanRack Builders, Inc. 401(k) R…$4M
End-of-year total assets ($M) among Emmes Realty Advisors 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Real Estate filing particulars

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$4M
Net Income$741K
Employer EIN364805555
Plan Effective Date2015-08-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Emmes Realty Advisors LLC)

Sponsor-wide plan assets over time

All Emmes Realty Advisors LLC plans reported in each filing year

Latest sponsor-wide plan assets
$4M 27.109174688655507% vs 2022
2024 filing year
$3M$3.5M$4M$4.5M 202220232024 $3.12M $3.97M ▲ +27.2%
Year Plans Participants Total Assets
2022 1 23 $3M
2023 1 20 $4M
2024 1 18 $4M

Nearby 401(k) Plans in New York

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

Emmes Realty Advisors 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Emmes Realty Advisors 401(k) Plan, Total assets ($B): 0.003865279 · Participants: 20Emmes Realty Advisors 401(k) 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
Emmes Realty Advisors 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants

Emmes Realty Advisors 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Bw Offshore USA 401(k) Plan in TX ($4M); by covered participants it is Far Properties and Associated Companies 401(k) Plan in PR (20 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (20 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 Emmes Realty Advisors 401(k) Plan assets move in 2023?
Emmes Realty Advisors 401(k) Plan grew sharply - up 23.7% during 2023, from $3M to $4M. Reported net income was $741K.
How have Emmes Realty Advisors LLC plan assets changed over time?
Across 3 plan years on file (2022-2024), Emmes Realty Advisors LLC's sponsor-wide assets grew 27.1%, from $3M to $4M.
Which 401(k) plans are similar in size to Emmes Realty Advisors 401(k) Plan?
Among 401(k) plans in other states, the closest by assets is Bw Offshore USA 401(k) Plan in TX ($4M, 28 participants).
Which 401(k) plans cover a similar participant headcount to Emmes Realty Advisors 401(k) Plan?
Among 401(k) plans in other states, the closest by covered participants is Far Properties and Associated Companies 401(k) Plan in PR (20 participants, $2M in assets).