401(k) · DOL Form 5500 · 2023

Independence Realty Operating Partnership, LP 401(k) Plan

Data updated 2026-08-25

$26M
Total assets Below avg plan size
928
Participants Near avg headcount
77th
Percentile by assets National rank
$27,590
Avg per participant Low balance/head
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Official DOL plan name: Independence Realty Operating Partnership 401(k) Plan · Sponsored by Independence Realty Operating Partnership, LP · Pennsylvania · Finance & Insurance

$26M in assets, 928 participants

Independence Realty Operating Partnership, LP's Independence Realty Operating Partnership 401(k) Plan reported $26M in total assets and 928 participants in its 2023 DOL Form 5500 filing, ranking in the 77th 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.

  • #5,745 in Finance & Insurance (8,869 peers)

Where Independence Realty Operating Partnership 401(k) Plan sits by assets

Independence Realty Operating Partnership 401(k) Plan sits in the top quartile of all filed plans by assets, $26M for 928 participants (~$27,590/participant), up 109.1% in 2023.

#5,745
in Finance & Insurance (8,869 peers)
+109.1%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Independence Realty Operating Partnership 401(k) Plan's outsized position by total assets

Independence Realty Operating Partnership 401(k) Plan vs every filed plan by assets

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

$25,603,930 Top 23% higher than 77% 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

Independence Realty Operating Partnership 401(k) 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. Independence Realty Operating Partnership 401(k) Plan sits mid-pack in the medium band (928 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Independence Realty Operating Partnership 401(k) Plan reported net income rose from -$896K in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Independence Realty Operating Partnership 401(k) Plan reported participants rose from 443 in the plan year 2022 filing to 928 in the plan year 2023 filing.
  • Independence Realty Operating Partnership 401(k) Plan end-of-year assets rose from $12M in the plan year 2022 filing to $26M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 264567188 · Independence Realty Operating Partnership, LP PY 2023 · 401(k)

Independence Realty Operating Partnership 401(k) Plan · $26M · 928 · 77th

  • BOY $26M
  • SCH 928
  • EBSA 77th
  • PART 401(k)
  • TYPE near O.R. Colan Associates 401(k) Plan
  • NET ind #5745

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 Pennsylvania →

Independence Realty Operating Partnership 401(k) Plan in the asset neighbourhood

Russ, August & Kabat, LLP 401(k) Profit Sharing PlanRuss, August & Kabat, LLP 40…$26MIndependence Realty Operating Partnership 401(k) PlanIndependence Realty Operatin…$26MO.R. Colan Associates 401(k) PlanO.R. Colan Associates 401(k)…$26MChelan Fresh Marketing/Bhpo LP 401(k) PlanChelan Fresh Marketing/Bhpo …$26MKarl Chevrolet, Inc. 401(k) PlanKarl Chevrolet, Inc. 401(k) …$26M
End-of-year total assets ($M) among Independence Realty Operating Partnership 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$12M
Net Assets (End of Year)$26M
Net Income$4M
Employer EIN264567188
Plan Effective Date2017-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Independence Realty Operating Partnership, LP)

Sponsor-wide plan assets over time

All Independence Realty Operating Partnership, LP plans reported in each filing year

Latest sponsor-wide plan assets
$30M 146.4096563173695% vs 2022
2024 filing year
$10M$20M$30M$40M 202220232024 $12.3M $30.2M ▲ +146.4%
Year Plans Participants Total Assets
2022 1 443 $12M
2023 1 928 $26M
2024 1 982 $30M

Nearby 401(k) Plans in Pennsylvania

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

Independence Realty Operating Partnership 401(k) Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -50000050000100000 -505101520 Total assets ($B) Participants Independence Realty Operating Partnership 401(k) Plan, Total assets ($B): 0.02560393 · Participants: 928Independence Realty Operating Partnership 401(k) PlanComcast Corporation Retirement - Investment Plan, Total assets ($B): 17.368669862 · Participants: 93136Comcast Corporation Retirement - Investment PlanCigna 401(k) Plan, Total assets ($B): 13.003870935 · Participants: 66760Cigna 401(k) PlanThe Vanguard Retirement and Savings Plan, Total assets ($B): 9.765617477 · Participants: 18200The Vanguard Retirement and Savings PlanThe PNC Financial Services Group, Inc. Incentive Savings Plan, Total assets ($B): 9.339762 · Participants: 61697The PNC Financial Services Group, Inc. Incentive Savings PlanThe Bank of New York Mellon Corporation 401(k) Savings Plan, Total assets ($B): 8.955655142 · Participants: 25184The Bank of New York Mellon Corporation 401(k) Savings Plan
Independence Realty Operating Partnership 401(k) Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants

Independence Realty Operating Partnership 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Pennsylvania, the nearest 401(k) by assets is O.R. Colan Associates 401(k) Plan in NC ($26M); by covered participants it is Highspot, Inc. 401(k) Plan in WA (928 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($26M here).

Similar participant headcount

Nearest other-state filings by covered participants (928 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 Independence Realty Operating Partnership 401(k) Plan assets move in 2023?
Independence Realty Operating Partnership 401(k) Plan surged - up 109.1% during 2023, from $12M to $26M. Reported net income was $4M.
How have Independence Realty Operating Partnership, LP plan assets changed over time?
Across 3 plan years on file (2022-2024), Independence Realty Operating Partnership, LP's sponsor-wide assets grew 146.4%, from $12M to $30M.
Where does Independence Realty Operating Partnership 401(k) Plan rank by assets among Form 5500 filers?
Independence Realty Operating Partnership 401(k) Plan ranks in the 77th 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 Independence Realty Operating Partnership 401(k) Plan?
Among 401(k) plans in other states, the closest by assets is O.R. Colan Associates 401(k) Plan in NC ($26M, 331 participants).
Which 401(k) plans cover a similar participant headcount to Independence Realty Operating Partnership 401(k) Plan?
Among 401(k) plans in other states, the closest by covered participants is Highspot, Inc. 401(k) Plan in WA (928 participants, $48M in assets).