401(k)
2024 plan-year 401(k) DOL Form 5500

Federal Realty Investment Trust Savings and Retirement 401(k) Plan

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

Sponsored by Federal Realty Op LP · Maryland · Real Estate

What the 2023 filing shows

Federal Realty Investment Trust Savings and Retirement 401(k) Plan holds $77M for 323 participants — about $238,105 per participant, up 5.9% over the 2024 plan year.

$77M
total plan assets (2024 EOY)
323
covered participants
$238,105
avg assets per participant
+5.9%
assets growth YoY
Total Assets (2023)
$77M
Participants
323
State
Industry
Real Estate

What the Filing Says About Federal Realty Investment Trust Savings and Retirement 401(k) Plan

Federal Realty Investment Trust Savings and Retirement 401(k) Plan is a 401(k) retirement plan sponsored by Federal Realty Op LP, headquartered in Maryland. As of the 2024 Form 5500 filing, the plan reports $77M in total end-of-year assets and covers 323 participants across the Real Estate industry. The sponsor's EIN on file with the U.S. Department of Labor is 520782497, and the plan has been effective since 1987-01-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $73M at the beginning of 2024 to $77M at year-end — a gain of 5.9%. Net assets (after liabilities) closed the year at $77M, with reported net income of $4M driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$73M
Total Assets (End of Year)$77M
Net Assets (End of Year)$77M
Net Income$4M
Plan Type401(k)
Employer EIN520782497
Plan Effective Date1987-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Federal Realty Op LP)

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.

Frequently Asked Questions

How much money is in the Federal Realty Investment Trust Savings and Retirement 401(k) Plan?
As of the 2024 Form 5500 filing, Federal Realty Investment Trust Savings and Retirement 401(k) Plan holds $77M in total assets with 323 participants. It is sponsored by Federal Realty Op LP.
What type of plan is Federal Realty Investment Trust Savings and Retirement 401(k) Plan?
Federal Realty Investment Trust Savings and Retirement 401(k) Plan is a 401(k) plan. It has been effective since 1987-01-01. The plan is filed with the U.S. Department of Labor under EIN 520782497.
Who sponsors the Federal Realty Investment Trust Savings and Retirement 401(k) Plan?
Federal Realty Investment Trust Savings and Retirement 401(k) Plan is sponsored by Federal Realty Op LP, located in Maryland. The sponsor's EIN is 520782497 and the plan operates in the Real Estate industry.
How did Federal Realty Investment Trust Savings and Retirement 401(k) Plan perform in 2024?
Federal Realty Investment Trust Savings and Retirement 401(k) Plan grew by 5.9% during 2024, moving from $73M to $77M in total assets. Net income was $4M.
Where can I find official filings for Federal Realty Investment Trust Savings and Retirement 401(k) Plan?
Official Form 5500 filings for Federal Realty Investment Trust Savings and Retirement 401(k) Plan are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 520782497 or plan name at efast.dol.gov.
How does Federal Realty Investment Trust Savings and Retirement 401(k) Plan compare to other plans?
You can compare Federal Realty Investment Trust Savings and Retirement 401(k) Plan against other 401(k) plans on the plan type page, or view plans in Maryland on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

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 520782497.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.