401(k) · DOL Form 5500 · 2024

Alliance Residential Realty LLC 401(k) Plan

Data updated 2026-08-25

$92M
Total assets Below avg plan size
515
Participants Below avg headcount
90th
Percentile by assets National rank
$178,436
Avg per participant Above avg balance/head
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Official DOL plan name: Alliance Residential Realty 401(k) Plan · Sponsored by Alliance Residential Realty LLC · Arizona · Real Estate

$92M in assets, 515 participants

Alliance Residential Realty LLC's Alliance Residential Realty 401(k) Plan reported $92M in total assets and 515 participants in its 2024 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.

  • #4,450 in Real Estate (4,605 peers)

Where Alliance Residential Realty 401(k) Plan sits by assets

Alliance Residential Realty 401(k) Plan sits in the top 10% of all filed plans by assets, $92M for 515 participants (~$178,436/participant), up 13.7% in 2024.

#4,450
in Real Estate (4,605 peers)
+13.7%
assets growth YoY
0.9×
vs typical plan assets (national mean)

Alliance Residential Realty 401(k) Plan's outsized position by total assets

Alliance Residential Realty 401(k) Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$91,894,349 Top 10% higher than 90% of 123,620 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 2024

Alliance Residential Realty 401(k) Plan among mid-size filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Alliance Residential Realty 401(k) Plan sits mid-pack in the medium band (515 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Alliance Residential Realty 401(k) Plan reported net income fell from $13M in the plan year 2023 filing to $11M in the plan year 2024 filing.
  • Alliance Residential Realty 401(k) Plan end-of-year assets rose from $81M in the plan year 2023 filing to $92M in the plan year 2024 filing.
  • Alliance Residential Realty 401(k) Plan reported participants fell from 525 in the plan year 2023 filing to 515 in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 844560797 · Alliance Residential Realty LLC PY 2024 · 401(k)

Alliance Residential Realty 401(k) Plan · $92M · 515 · 90th

  • ASSETS $92M
  • ASSETS 515
  • ASSETS 90th
  • ASSETS 401(k)
  • ASSETS near Brook & Whittle Limited Section 401(k) Profit Sharing Plan
  • ASSETS ind #4450

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 Arizona →

Alliance Residential Realty 401(k) Plan in the asset neighbourhood

Brook & Whittle Limited Section 401(k) Profit Sharing PlanBrook & Whittle Limited Sect…$92MKestra Financial, Inc. 401(k) PlanKestra Financial, Inc. 401(k…$92MProfit Sharing & 401(k) Plan of Safra National Bank of New YorkProfit Sharing & 401(k) Plan…$92MThe Savings Bank Mutual Life Insurance Company of Massachusetts 401(k) PlanThe Savings Bank Mutual Life…$92MAlliance Residential Realty 401(k) PlanAlliance Residential Realty …$92M
End-of-year total assets ($M) among Alliance Residential Realty 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$81M
Net Assets (End of Year)$92M
Net Income$11M
Employer EIN844560797
Plan Effective Date2000-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Alliance Residential Realty LLC)

Sponsor-wide plan assets over time

All Alliance Residential Realty LLC plans reported in each filing year

Latest sponsor-wide plan assets
$92M 36.00066474227459% vs 2022
2024 filing year
$60M$70M$80M$90M$100M 202220232024 $67.6M $91.9M ▲ +36.0%
Year Plans Participants Total Assets
2022 1 358 $68M
2023 1 525 $81M
2024 1 515 $92M

Nearby 401(k) Plans in Arizona

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

Alliance Residential Realty 401(k) Plan vs. nearby 401(k) plans in Arizona, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -202468 Total assets ($B) Participants Alliance Residential Realty 401(k) Plan, Total assets ($B): 0.091894349 · Participants: 515Alliance Residential Realty 401(k) PlanBechtel Trust & Thrift Plan, Total assets ($B): 6.067288511 · Participants: 7971Bechtel Trust & Thrift PlanBanner Health Employees 401(k) Plan, Total assets ($B): 4.918574883 · Participants: 54731Banner Health Employees 401(k) PlanFreeport-Mcmoran Inc. Employee Capital Accumulation Program, Total assets ($B): 2.670667399 · Participants: 13770Freeport-Mcmoran Inc. Employee Capital Accumulation ProgramRepublic Services, Inc. 401(k) Plan, Total assets ($B): 2.666764279 · Participants: 32629Republic Services, Inc. 401(k) PlanStantec 401(k) Plan, Total assets ($B): 2.319061108 · Participants: 11603Stantec 401(k) Plan
Alliance Residential Realty 401(k) Plan vs. nearby 401(k) plans in Arizona, assets vs. participants
Compare Alliance Residential Realty 401(k) Plan side-by-side with 3 peers →

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

Outside Arizona, the nearest 401(k) by assets is Brook & Whittle Limited Section 401(k) Profit Sharing Plan in CT ($92M); by covered participants it is Continuums Foundation Employee 401(k) Savings Trust in MN (515 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (515 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Alliance Residential Realty 401(k) Plan assets move in 2024? ▼
Alliance Residential Realty 401(k) Plan grew at a solid clip - up 13.7% during 2024, from $81M to $92M. Reported net income was $11M.
How have Alliance Residential Realty LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Alliance Residential Realty LLC's sponsor-wide assets grew 36.0%, from $68M to $92M.
Where does Alliance Residential Realty 401(k) Plan rank by assets among Form 5500 filers? ▼
Alliance Residential Realty 401(k) Plan ranks in the 90th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Alliance Residential Realty 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Brook & Whittle Limited Section 401(k) Profit Sharing Plan in CT ($92M, 1,475 participants).
Which 401(k) plans cover a similar participant headcount to Alliance Residential Realty 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Continuums Foundation Employee 401(k) Savings Trust in MN (515 participants, $14M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 844560797.

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.