401(k) · DOL Form 5500 · 2023

William Raveis Real Estate, Inc. 401(k) Plan

Data updated 2026-08-25

$32M
Total assets Below avg plan size
410
Participants Below avg headcount
80th
Percentile by assets National rank
$77,434
Avg per participant Below avg balance/head
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Official DOL plan name: William Raveis Employees Savings & Retirement · Sponsored by William Raveis Real Estate, Inc. · Connecticut · Real Estate

$32M in assets, 410 participants

William Raveis Real Estate, Inc.'s William Raveis Employees Savings & Retirement reported $32M in total assets and 410 participants in its 2023 DOL Form 5500 filing, ranking in the 80th 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.

  • #4,317 in Real Estate (4,727 peers)

Where William Raveis Employees Savings & Retirement sits by assets

William Raveis Employees Savings & Retirement sits in the top quartile of all filed plans by assets, $32M for 410 participants (~$77,434/participant), up 17.5% in 2023.

#4,317
in Real Estate (4,727 peers)
+17.5%
assets growth YoY
0.3×
vs typical plan assets (national mean)

William Raveis Employees Savings & Retirement's outsized position by total assets

William Raveis Employees Savings & Retirement vs every filed plan by assets

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

$31,747,764 Top 20% higher than 80% 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

William Raveis Employees Savings & Retirement 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. William Raveis Employees Savings & Retirement sits mid-pack in the medium band (410 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • William Raveis Employees Savings & Retirement reported net income rose from -$4M in the plan year 2022 filing to $5M in the plan year 2023 filing.
  • William Raveis Employees Savings & Retirement end-of-year assets rose from $27M in the plan year 2022 filing to $32M in the plan year 2023 filing.
  • William Raveis Employees Savings & Retirement reported participants fell from 459 in the plan year 2022 filing to 410 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 061160140 · William Raveis Real Estate, Inc. PY 2023 · 401(k)

William Raveis Employees Savings & Retirement · $32M · 410 · 80th

  • EIN $32M
  • EIN 410
  • EIN 80th
  • EIN 401(k)
  • EIN near Stillwater Designs and Audio, Inc. 401(k) Profit Sharing Plan
  • EIN ind #4317

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 Connecticut →

William Raveis Employees Savings & Retirement in the asset neighbourhood

William Raveis Employees Savings & RetirementWilliam Raveis Employees Sav…$32MStillwater Designs and Audio, Inc. 401(k) Profit Sharing PlanStillwater Designs and Audio…$32MSnfc Mortgage Company 401(k) PlanSnfc Mortgage Company 401(k)…$32MBlacksmith Automotive Management, Inc. 401(k) Profit Sharing PlanBlacksmith Automotive Manage…$32MEldon C. Stutsman, Inc. 401(k) Profit Sharing PlanEldon C. Stutsman, Inc. 401(…$32M
End-of-year total assets ($M) among William Raveis Employees Savings & Retirement and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$27M
Net Assets (End of Year)$32M
Net Income$5M
Employer EIN061160140
Plan Effective Date1999-05-01
Filing StatusFILING RECEIVED

Sponsor Plan History (William Raveis Real Estate, Inc.)

Sponsor-wide plan assets over time

All William Raveis Real Estate, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$35M 28.712909042900808% vs 2022
2024 filing year
$25M$30M$35M$40M 202220232024 $27M $34.8M ▲ +28.7%
Year Plans Participants Total Assets
2022 1 459 $27M
2023 1 410 $32M
2024 1 371 $35M

Nearby 401(k) Plans in Connecticut

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

William Raveis Employees Savings & Retirement vs. nearby 401(k) plans in Connecticut, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants William Raveis Employees Savings & Retirement, Total assets ($B): 0.031747764 · Participants: 410William Raveis Employees Savings & RetirementRtx Savings Plan, Total assets ($B): 52.759784 · Participants: 123037Rtx Savings PlanCiti Retirement Savings Plan, Total assets ($B): 20.653030659 · Participants: 77865Citi Retirement Savings PlanThe Hartford Investment and Savings Plan, Total assets ($B): 6.478512 · Participants: 18377The Hartford Investment and Savings PlanXerox Corporation Savings Plan, Total assets ($B): 3.948866 · Participants: 10291Xerox Corporation Savings PlanEversource 401(k) Plan, Total assets ($B): 3.751712453 · Participants: 9504Eversource 401(k) Plan
William Raveis Employees Savings & Retirement vs. nearby 401(k) plans in Connecticut, assets vs. participants
Compare William Raveis Employees Savings & Retirement side-by-side with 3 peers →

William Raveis Employees Savings & Retirement's out-of-state 401(k) peers by assets and headcount

Outside Connecticut, the nearest 401(k) by assets is Stillwater Designs and Audio, Inc. 401(k) Profit Sharing Plan in OK ($32M); by covered participants it is Logixhealth, Inc 401(k) Plan in MA (410 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (410 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 William Raveis Employees Savings & Retirement assets move in 2023? ▼
William Raveis Employees Savings & Retirement grew sharply - up 17.5% during 2023, from $27M to $32M. Reported net income was $5M.
How have William Raveis Real Estate, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), William Raveis Real Estate, Inc.'s sponsor-wide assets grew 28.7%, from $27M to $35M.
Where does William Raveis Employees Savings & Retirement rank by assets among Form 5500 filers? ▼
William Raveis Employees Savings & Retirement ranks in the 80th 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 William Raveis Employees Savings & Retirement? ▼
Among 401(k) plans in other states, the closest by assets is Stillwater Designs and Audio, Inc. 401(k) Profit Sharing Plan in OK ($32M, 194 participants).
Which 401(k) plans cover a similar participant headcount to William Raveis Employees Savings & Retirement? ▼
Among 401(k) plans in other states, the closest by covered participants is Logixhealth, Inc 401(k) Plan in MA (410 participants, $19M 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 061160140.

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.