401(k) · DOL Form 5500 · 2024

Conifer Realty LLC 401(k) Plan

Data updated 2026-08-25

$25M
Total assets Small plan by assets
509
Participants Below avg headcount
74th
Percentile by assets National rank
$48,245
Avg per participant Low balance/head
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Official DOL plan name: Conifer Realty LLC Retirement Savings Plan · Sponsored by Conifer Realty LLC · New York · Real Estate

$25M in assets, 509 participants

Conifer Realty LLC's Conifer Realty LLC Retirement Savings Plan reported $25M in total assets and 509 participants in its 2024 DOL Form 5500 filing, ranking in the 74th 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.

  • #4,028 in Real Estate (4,605 peers)

Conifer Realty LLC multi-year trail

Conifer Realty LLC's plans moved +24.3% in assets from 2022 to 2024; this filing shows Conifer Realty LLC Retirement Savings Plan at $25M / 509 participants.

#4,028
in Real Estate (4,605 peers)
+7.0%
assets growth YoY

Conifer Realty LLC Retirement Savings Plan's outsized position by total assets

Conifer Realty LLC Retirement Savings Plan vs every filed plan by assets

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

$24,556,940 Top 26% higher than 74% 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

Conifer Realty LLC Retirement Savings 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. Conifer Realty LLC Retirement Savings Plan sits mid-pack in the medium band (509 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Conifer Realty LLC Retirement Savings Plan reported net income fell from $3M in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • Conifer Realty LLC Retirement Savings Plan end-of-year assets rose from $23M in the plan year 2023 filing to $25M in the plan year 2024 filing.
  • Conifer Realty LLC Retirement Savings Plan reported participants rose from 496 in the plan year 2023 filing to 509 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 161595525 · Conifer Realty LLC PY 2024 · 401(k)

Conifer Realty LLC Retirement Savings Plan · $25M · 509 · 74th

  • EIN $25M
  • RANK 509
  • PHOTO 74th
  • IND 401(k)
  • EOY near M.G. Newell Corporation Employee Profit Sharing and Retirement Plan
  • 5500 ind #4028

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 New York →

Conifer Realty LLC Retirement Savings Plan in the asset neighbourhood

Conifer Realty LLC Retirement Savings PlanConifer Realty LLC Retiremen…$25MM.G. Newell Corporation Employee Profit Sharing and Retirement PlanM.G. Newell Corporation Empl…$25MGovernment Executive Media Group 401(k) PlanGovernment Executive Media G…$25M403(b) Thrift Plan for Employees of Hospice of Northwest Ohio403(b) Thrift Plan for Emplo…$25MRsr 401(k) Retirement Plan$25M
End-of-year total assets ($M) among Conifer Realty LLC Retirement Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Conifer Realty LLC multi-year asset trail

Sponsor-wide plan assets over time

All Conifer Realty LLC plans reported in each filing year

Latest sponsor-wide plan assets
$25M 24.28277348084473% vs 2022
2024 filing year
$18M$20M$22M$24M$26M 202220232024 $19.8M $24.6M ▲ +24.3%
Year Plans Participants Total Assets
2022 1 526 $20M
2023 1 496 $23M
2024 1 509 $25M

Conifer Realty LLC filing trail (2024)

Total Assets (Beginning of Year)$23M
Net Assets (End of Year)$25M
Net Income$2M
Employer EIN161595525
Plan Effective Date2001-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in New York

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

Conifer Realty LLC Retirement Savings Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Conifer Realty LLC Retirement Savings Plan, Total assets ($B): 0.02455694 · Participants: 509Conifer Realty LLC Retirement Savings PlanIBM 401(k) Plan, Total assets ($B): 60.39355615 · Participants: 52674IBM 401(k) PlanMorgan Stanley 401(k) Plan, Total assets ($B): 22.180692974 · Participants: 53860Morgan Stanley 401(k) PlanPfizer Savings Plan, Total assets ($B): 21.9871528 · Participants: 33309Pfizer Savings PlanThe Pepsico Savings Plan, Total assets ($B): 14.9369507 · Participants: 137398The Pepsico Savings PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 12.807939404 · Participants: 23227The Goldman Sachs 401(k) Plan
Conifer Realty LLC Retirement Savings Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Conifer Realty LLC Retirement Savings Plan side-by-side with 3 peers →

Conifer Realty LLC Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is M.G. Newell Corporation Employee Profit Sharing and Retirement Plan in NC ($25M); by covered participants it is Peapack-Gladstone Bank Employees Savings and Investment Plan in NJ (509 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (509 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 Conifer Realty LLC Retirement Savings Plan assets move in 2024? ▼
Conifer Realty LLC Retirement Savings Plan grew at a solid clip - up 7.0% during 2024, from $23M to $25M. Reported net income was $2M.
How have Conifer Realty LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Conifer Realty LLC's sponsor-wide assets grew 24.3%, from $20M to $25M.
Which 401(k) plans are similar in size to Conifer Realty LLC Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is M.G. Newell Corporation Employee Profit Sharing and Retirement Plan in NC ($25M, 120 participants).
Which 401(k) plans cover a similar participant headcount to Conifer Realty LLC Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Peapack-Gladstone Bank Employees Savings and Investment Plan in NJ (509 participants, $107M 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 161595525.

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.