401(k) · DOL Form 5500 · 2024
Federal Realty Op LP 401(k) Plan
Data updated 2026-08-25
- $77M
- Total assets Below avg plan size
- 323
- Participants Below avg headcount
- 88th
- Percentile by assets National rank
- $238,105
- Avg per participant Above avg balance/head
Official DOL plan name: Federal Realty Investment Trust Savings and Retirement 401(k) Plan · Sponsored by Federal Realty Op LP · Maryland · Real Estate
$77M in assets, 323 participants
Federal Realty Op LP's Federal Realty Investment Trust Savings and Retirement 401(k) Plan reported $77M in total assets and 323 participants in its 2024 DOL Form 5500 filing, ranking in the 88th 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.
- #4,413 in Real Estate (4,605 peers)
Coverage in Maryland
Federal Realty Investment Trust Savings and Retirement 401(k) Plan covers 323 participants in Maryland, about 35% of the average Maryland filer (state average ~929 per filing). Assets: $77M.
- #4,413
- in Real Estate (4,605 peers)
- +5.9%
- assets growth YoY
- 0.8×
- vs typical plan assets (national mean)
Federal Realty Investment Trust Savings and Retirement 401(k) Plan's outsized position by total assets
Federal Realty Investment Trust Savings and Retirement 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$76,907,781 Top 12% higher than 88% 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
Federal Realty Investment Trust Savings and Retirement 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. Federal Realty Investment Trust Savings and Retirement 401(k) Plan sits mid-pack in the medium band (323 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Federal Realty Investment Trust Savings and Retirement 401(k) Plan reported net income fell from $11M in the plan year 2023 filing to $4M in the plan year 2024 filing.
- Federal Realty Investment Trust Savings and Retirement 401(k) Plan end-of-year assets rose from $73M in the plan year 2023 filing to $77M in the plan year 2024 filing.
- Federal Realty Investment Trust Savings and Retirement 401(k) Plan reported participants rose from 319 in the plan year 2023 filing to 323 in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 520782497 · Federal Realty Op LP PY 2024 · 401(k)
Federal Realty Investment Trust Savings and Retirement 401(k) Plan · $77M · 323 · 88th
- NET $77M
- BOOK 323
- VS-ST 88th
- BOY 401(k)
- SCH near Rml Health Providers Employees 401(k) Savings Plan
- EBSA ind #4413
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 Maryland →
Federal Realty Investment Trust Savings and Retirement 401(k) Plan in the asset neighbourhood
Maryland filing particulars
| Total Assets (Beginning of Year) | $73M |
|---|---|
| Net Assets (End of Year) | $77M |
| Net Income | $4M |
| Employer EIN | 520782497 |
| Plan Effective Date | 1987-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Federal Realty Op LP)
Sponsor-wide plan assets over time
All Federal Realty Op LP plans reported in each filing year
- Latest sponsor-wide plan assets
- $77M 24.88429236335931% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 328 | $62M |
| 2023 | 1 | 319 | $73M |
| 2024 | 1 | 323 | $77M |
Nearby 401(k) Plans in Maryland
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Lockheed Martin Corporation Salaried Savings Plan $51.4B · 96,812
- Marriott Retirement Savings Plan $11.7B · 101,417
- T. Rowe Price U.S. Retirement Program $4.9B · 6,639
- Nfl Player Second Career Savings Plan $4.1B · 2,771
- Lockheed Martin Corporation Performance Sharing Plan for Bargaining Employees $3.0B · 18,370
Federal Realty Investment Trust Savings and Retirement 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Maryland, the nearest 401(k) by assets is Rml Health Providers Employees 401(k) Savings Plan in IL ($77M); by covered participants it is Branded Entertainment Network 401(k) Savings Plan in CA (323 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($77M here).
Similar participant headcount
Nearest other-state filings by covered participants (323 participants); asset peers above are excluded.
- Branded Entertainment Network 401(k) Savings Plan (CA) 323 · 0 off
- Nlmk USA Non-Union 401(k) Savings Plan (PA) 323 · 0 off
- Direct Line Global LLC 401(k) Plan (CA) 323 · 0 off
- Burnette Foods, Inc. 401(k) Plan (MI) 323 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.