401(k) · DOL Form 5500 · 2024
Equity Residential 401(k) Plan
Data updated 2026-08-25
- $327M
- Total assets Above avg plan size
- 2,204
- Participants Above avg headcount
- 96th
- Percentile by assets National rank
- $148,149
- Avg per participant Above avg balance/head
Official DOL plan name: Equity Residential Advantage Retirement Savings Plan · Sponsored by Equity Residential · Illinois · Real Estate
$327M in assets, 2,204 participants
Equity Residential's Equity Residential Advantage Retirement Savings Plan reported $327M in total assets and 2,204 participants in its 2024 DOL Form 5500 filing, ranking in the 96th 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.
- #4,566 in Real Estate (4,605 peers)
Coverage in Illinois
Equity Residential Advantage Retirement Savings Plan covers 2,204 participants in Illinois, 2.8x the typical Illinois plan (state average ~779 per filing). Assets: $327M.
- #4,566
- in Real Estate (4,605 peers)
- +10.9%
- assets growth YoY
- 3.3×
- vs typical plan assets (national mean)
Equity Residential Advantage Retirement Savings Plan's outsized position by total assets
Equity Residential Advantage Retirement Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$326,519,492 Top 4% higher than 96% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Equity Residential Advantage Retirement Savings Plan's large-plan peer group by participant headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Equity Residential Advantage Retirement Savings Plan lands in the large band (2,204 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Equity Residential Advantage Retirement Savings Plan reported net income fell from $39M in the plan year 2023 filing to $32M in the plan year 2024 filing.
- Equity Residential Advantage Retirement Savings Plan end-of-year assets rose from $294M in the plan year 2023 filing to $327M in the plan year 2024 filing.
- Equity Residential Advantage Retirement Savings Plan reported participants fell from 2,217 in the plan year 2023 filing to 2,204 in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 133675988 · Equity Residential PY 2024 · 401(k)
Equity Residential Advantage Retirement Savings Plan · $327M · 2,204 · 96th
- ASSETS $327M
- ASSETS 2,204
- ASSETS 96th
- ASSETS 401(k)
- ASSETS near Clyde Companies, Inc. 401(k) Retirement Plan
- ASSETS ind #4566
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 Illinois →
Equity Residential Advantage Retirement Savings Plan in the asset neighbourhood
Illinois filing particulars
| Total Assets (Beginning of Year) | $294M |
|---|---|
| Net Assets (End of Year) | $327M |
| Net Income | $32M |
| Employer EIN | 133675988 |
| Plan Effective Date | 1995-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Equity Residential)
Sponsor-wide plan assets over time
All Equity Residential plans reported in each filing year
- Latest sponsor-wide plan assets
- $327M 27.578531825518827% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 2,223 | $256M |
| 2023 | 1 | 2,217 | $294M |
| 2024 | 1 | 2,204 | $327M |
Nearby 401(k) Plans in Illinois
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Accenture United States 401(k) Match and Savings Plan $21.3B · 66,965
- State Farm 401(k) Savings Plan $19.0B · 63,297
- United Airlines Pilot Retirement Account Plan $16.8B · 16,659
- Abbott Laboratories Stock Retirement Plan $15.8B · 38,229
- Walgreens Retirement Savings Plan $14.5B · 233,635
Equity Residential Advantage Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount
Outside Illinois, the nearest 401(k) by assets is Clyde Companies, Inc. 401(k) Retirement Plan in UT ($326M); by covered participants it is Clearesult 401(k) Plan in TX (2,204 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($327M here).
- Clyde Companies, Inc. 401(k) Retirement Plan (UT) $326M · 3,659
- Atlas Technical Consultants 401(k) Plan (TX) $326M · 3,537
- Withumsmith+Brown 401(k) Employee Savings Plan (NJ) $326M · 2,133
- Rpc, Inc. Retirement Savings Plan (FL) $326M · 2,322
Similar participant headcount
Nearest other-state filings by covered participants (2,204 participants); asset peers above are excluded.
- Clearesult 401(k) Plan (TX) 2,204 · 0 off
- Employers Mutual Casualty Company 401(k) Savings Plan (IA) 2,204 · 0 off
- International Education Corporation 401(k) Plan (CA) 2,204 · 0 off
- Gray Retirement Savings Plan (KY) 2,205 · 1 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.