Plan Ledger DOL Form 5500 · updated monthly

Arbor Realty Sr, Inc.401(k)

ARBOR REALTY SR, INC. 401(K) RETIREMENT PLAN · UNIONDALE, NY · plan year 2024

Employer contribution per participant · 2024
$2,111

Arbor Realty Sr, Inc.'s 2024 Form 5500 did not separately report plan administrative expenses, which is common where recordkeeping is paid through investment revenue-sharing or a master trust. The plan held $93,303,839 across 800 participant accounts, with employer contributions averaging $2,111 per active participant. See methodology for what Form 5500 does and doesn't capture.

Across the 1 year on file its reported administrative ratio rose from 0.005% to 0.012%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other management of companies employers. By assets it is the 842nd-largest of 5,648 plans among New York employers on file, and the 213th of 786 in management of companies. In 2024, employees put in $4.85 for every $1.00 the employer contributed; active participation has grown from 563 to 659 since 2022.

Plan summary
Net assets, end of year$93,303,839
Participants with balances800
Active participants659
Employer contributions$1,391,174
Employee contributions$6,751,776
Employer contribution per active participant$2,111
Average account balance$116,630
Benefits paid to participants$5,530,132
Plan auditUnmodified (clean) audit opinion
AuditorRSM US LLP
Plan history3
Yearassets · accounts · employer contribution
2024$93.3M · 800 accts · $1.4M emplr
2023$77.6M · 702 accts · $1.3M emplr
2022$59.2M · 697 accts · $1.1M emplr
The Arbor Realty Sr, Inc. 401(k) match · 2024
Employer contribution per active participant$2,111
Median for plans this size$3,635
2024$2,111 per active participant
2023$1,975 per active participant
2022$1,946 per active participant

Arbor Realty Sr, Inc.'s 2024 employer contribution ran below the $3,635 median for plans its size. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

Service providers · 20241

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Administrative cost history3
2024Not separately reported
2023$8,546 · 0.01%
2022$3,450 · 0.01%
Same employer
Similar plansManagement of Companies · New York
Lvmh Inc. NY$166.1M
Fanduel Group, Inc. NY$157.7M · 0.19%
Hps Investment Partners, LLC NY$102.5M · 0.12%
The Fort Miller Group, Inc. NY$81.4M · 0.11%
Prestige Services Corp. NY$78.6M · 0.03%
Rxr Realty LLC NY$52.7M · 0.20%

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Source: U.S. Department of Labor, Form 5500 series, EIN 202133699 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.