401(k) · DOL Form 5500 · 2023

Federal Realty Op LP 401(k) Plan

Data updated 2026-08-11

$73M
Total assets: 319
Participants: 89th
Percentile by assets: $227,593
Avg per participant

Official DOL plan name: Federal Realty Investment Trust Savings and Retirement 401(k) Plan · Sponsored by Federal Realty Op LP · Maryland · Real Estate

$73M in assets, 319 participants

Federal Realty Op LP's Federal Realty Investment Trust Savings and Retirement 401(k) Plan reported $73M in total assets and 319 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.

89th percentile by assets (of 127,072 plans)
#4,559 in Real Estate (4,727 peers)

Coverage in Maryland

Federal Realty Investment Trust Savings and Retirement 401(k) Plan covers 319 participants in Maryland, about 34% of the average Maryland filer (state average ~929 per filing). Assets: $73M.

$73M
total plan assets (2023 EOY): 319
covered participants: 89th
percentile by assets (of 127,072 plans): $227,593
avg assets per participant

Where Federal Realty Investment Trust Savings and Retirement 401(k) Plan sits by total assets

Federal Realty Investment Trust Savings and Retirement 401(k) Plan vs every filed plan by assets

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

$72,602,097 Top 11% higher than 89% 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

Federal Realty Investment Trust Savings and Retirement 401(k) Plan reported net income rose from -$13M in the plan year 2022 filing to $11M in the plan year 2023 filing.
Federal Realty Investment Trust Savings and Retirement 401(k) Plan end-of-year assets rose from $62M in the plan year 2022 filing to $73M in the plan year 2023 filing.
Federal Realty Investment Trust Savings and Retirement 401(k) Plan reported participants fell from 328 in the plan year 2022 filing to 319 in the plan year 2023 filing.

See the national 2022→2023 release diff →

State

Maryland

Industry

Real Estate

Participants vs Maryland filers

In Maryland, the average filing covers about 929 participants across 2,484 plans. Federal Realty Investment Trust Savings and Retirement 401(k) Plan reports 319 participants - about 34% of that state average ($73M EOY assets).

Maryland filing particulars

Total Assets (Beginning of Year)	$62M
Net Assets (End of Year)	$73M
Net Income	$11M
Employer EIN	520782497
Plan Effective Date	1987-01-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Federal Realty Op LP)

Total plan assets by year, all Federal Realty Op LP plans on file

Year	Plans	Participants	Total Assets
2022	1	328	$62M
2023	1	319	$73M
2024	1	323	$77M

Nearby 401(k) Plans in Maryland

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

Federal Realty Investment Trust Savings and Retirement 401(k) Plan vs. nearby 401(k) plans in Maryland, assets vs. participants

Lockheed Martin Corporation Salaried Savings Plan $47.3B · 91,511
Marriott Retirement Savings Plan $10.2B · 96,415
T. Rowe Price U.S. Retirement Program $4.4B · 6,292
Nfl Player Second Career Savings Plan $4.0B · 2,767
Sodexo 401 (K) Employees' Retirement Savings Plan and Trust $2.2B · 80,121

Compare Federal Realty Investment Trust Savings … side-by-side with 3 peers →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Federal Realty Investment Trust Savings and Retirement 401(k) Plan by total assets, not by location.

401(k) Retirement and Savings Plan for Southwest Water Company (CA) $73M · 487
Gamco Investors, Inc 401(k) Plan (NY) $73M · 175
Crowder Constructors 401(k) Savings and Profit-Sharing Plan (NC) $73M · 658
Laz Karp Associates, LLC 401(k) Plan (CT) $73M · 5,690

Frequently Asked Questions

How did Federal Realty Investment Trust Savings and Retirement 401(k) Plan assets move in 2023? ▼

Federal Realty Investment Trust Savings and Retirement 401(k) Plan grew sharply - up 17.9% during 2023, from $62M to $73M. Reported net income was $11M.

How have Federal Realty Op LP plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Federal Realty Op LP's sponsor-wide assets grew 24.9%, from $62M to $77M.

Where does Federal Realty Investment Trust Savings and Retirement 401(k) Plan rank by assets among Form 5500 filers? ▼

Federal Realty Investment Trust Savings and Retirement 401(k) 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 Federal Realty Investment Trust Savings and Retirement 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by assets is 401(k) Retirement and Savings Plan for Southwest Water Company in CA ($73M, 487 participants).

Next read for Federal Realty Investment Trust Savings …

Filing takeaways

Ways to act on Federal Realty Investment Trust Savings and Retirement 401(k) Plan's numbers.

By total assets, Federal Realty Investment Trust Savings and Retirement 401(k) Plan ranks in the top quartile of all filed plans by assets. See the largest plans
Compare it side-by-side against 3 similar 401(k) plans in Maryland. Compare plans
Federal Realty Op LP's sponsor-wide assets have grown 24.9% since 2022 across 3 plan years on file. More Real Estate plans

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 520782497.