Money Purchase · DOL Form 5500 · 2023

National Association of Realtors Money Purchase Plan

Data updated 2026-08-25

$80M
Total assets Below avg plan size
401
Participants Below avg headcount
90th
Percentile by assets National rank
$200,196
Avg per participant Above avg balance/head
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Official DOL plan name: National Association of Realtors Pension Plan · Sponsored by National Association of Realtors · Illinois · Other Services

$80M in assets, 401 participants

National Association of Realtors's National Association of Realtors Pension Plan reported $80M in total assets and 401 participants in its 2023 DOL Form 5500 filing, ranking in the 90th 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.

  • #7,535 in Other Services (7,857 peers)

Where National Association of Realtors Pension Plan sits by assets

National Association of Realtors Pension Plan sits in the top 10% of all filed plans by assets, $80M for 401 participants (~$200,196/participant), up 12.8% in 2023.

#7,535
in Other Services (7,857 peers)
+12.8%
assets growth YoY
0.8×
vs typical plan assets (national mean)

National Association of Realtors Pension Plan's outsized position by total assets

National Association of Realtors Pension Plan vs every filed plan by assets

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

$80,278,686 Top 10% higher than 90% 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

National Association of Realtors Pension 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. National Association of Realtors Pension Plan sits mid-pack in the medium band (401 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • National Association of Realtors Pension Plan reported net income rose from -$14M in the plan year 2022 filing to $9M in the plan year 2023 filing.
  • National Association of Realtors Pension Plan end-of-year assets rose from $71M in the plan year 2022 filing to $80M in the plan year 2023 filing.
  • National Association of Realtors Pension Plan reported participants fell from 436 in the plan year 2022 filing to 401 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 361520690 · National Association of Realtors PY 2023 · Money Purchase

National Association of Realtors Pension Plan · $80M · 401 · 90th

  • PHOTO $80M
  • PHOTO 401
  • PHOTO 90th
  • PHOTO Money Purchase
  • PHOTO near Minnkota Power Cooperative, Inc. Employees Pension Plan -Plan B
  • PHOTO ind #7535

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 Other Services retirement plans → · Plans in Illinois →

National Association of Realtors Pension Plan in the asset neighbourhood

Wisconsin Glaziers & Glassworkers Money Purchase FundWisconsin Glaziers & Glasswo…$81MInsulators Local No. 37 Retirement PlanInsulators Local No. 37 Reti…$81MNational Association of Realtors Pension PlanNational Association of Real…$80MMinnkota Power Cooperative, Inc. Employees Pension Plan -Plan BMinnkota Power Cooperative, …$80MInternational Brotherhood of Electrical Workers Local Union 873 Retirement Plan and TrustInternational Brotherhood of…$80M
End-of-year total assets ($M) among National Association of Realtors Pension Plan and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$71M
Net Assets (End of Year)$80M
Net Income$9M
Employer EIN361520690
Plan Effective Date1962-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (National Association of Realtors)

Sponsor-wide plan assets over time

All National Association of Realtors plans reported in each filing year

Latest sponsor-wide plan assets
$225M 21.556876579262894% vs 2022
2024 filing year
$180M$200M$220M$240M 202220232024 $186M $226M ▲ +21.6%
Year Plans Participants Total Assets
2022 2 945 $186M
2023 2 925 $212M
2024 2 880 $225M

Nearby Money Purchase Plans in Illinois

Peer Money Purchase plans, same state, same plan type, ranked by total assets.

National Association of Realtors Pension Plan vs. nearby Money Purchase plans in Illinois, assets vs. participants Scatter plot of 6 data points. 05001000150020002500 0200400600800 Total assets ($M) Participants National Association of Realtors Pension Plan, Total assets ($M): 80.278686 · Participants: 401National Association of Realtors Pension PlanRetirement Plan for Employees of Fermi Research Alliance, LLC, Total assets ($M): 750.948481 · Participants: 1685Retirement Plan for Employees of Fermi Research Alliance, LLCNECA-IBEW Local 176 Pension Trust Fund, Total assets ($M): 677.825728 · Participants: 2263NECA-IBEW Local 176 Pension Trust FundNECA-IBEW Local 364 Defined Contribution Plan, Total assets ($M): 467.762197 · Participants: 763NECA-IBEW Local 364 Defined Contribution PlanInternational Association of Heat and Frost Insulators Local 17 Annuity Fund, Total assets ($M): 193.857812 · Participants: 1187International Association of Heat and Frost Insulators Local 17 Annuity FundSheet Metal Workers Local 219 Retirement Savings Fund, Total assets ($M): 183.62372 · Participants: 907Sheet Metal Workers Local 219 Retirement Savings Fund
National Association of Realtors Pension Plan vs. nearby Money Purchase plans in Illinois, assets vs. participants
Compare National Association of Realtors Pension Plan side-by-side with 3 peers →

National Association of Realtors Pension Plan's out-of-state Money Purchase peers by assets and headcount

Outside Illinois, the nearest Money Purchase by assets is Minnkota Power Cooperative, Inc. Employees Pension Plan -Plan B in ND ($80M); by covered participants it is University of Louisville Physicians, Inc. Money Purchase Pension Plan in KY (404 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (401 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 National Association of Realtors Pension Plan assets move in 2023? ▼
National Association of Realtors Pension Plan grew at a solid clip - up 12.8% during 2023, from $71M to $80M. Reported net income was $9M.
How have National Association of Realtors plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), National Association of Realtors's sponsor-wide assets grew 21.6%, from $186M to $225M.
Where does National Association of Realtors Pension Plan rank by assets among Form 5500 filers? ▼
National Association of Realtors Pension Plan ranks in the 90th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).
Which Money Purchase plans are similar in size to National Association of Realtors Pension Plan? ▼
Among Money Purchase plans in other states, the closest by assets is Minnkota Power Cooperative, Inc. Employees Pension Plan -Plan B in ND ($80M, 361 participants).
Which Money Purchase plans cover a similar participant headcount to National Association of Realtors Pension Plan? ▼
Among Money Purchase plans in other states, the closest by covered participants is University of Louisville Physicians, Inc. Money Purchase Pension Plan in KY (404 participants, $89M 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 361520690.

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.