Plan Ledger DOL Form 5500 · updated monthly

Brandywine Realty Trust401(k)

BRANDYWINE REALTY TRUST 401K PROFIT SHARING PLAN · PHILADELPHIA, PA · plan year 2024

Reported admin expense ratio · 2024
0.09%

Peer grade: B · admin costs + employer contributions vs same-size plans · how grading works

Brandywine Realty Trust reported $59,156 in plan administrative expenses for 2024: 0.09% of average plan assets, below the peer median. Employer contributions averaged $2,674 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 2 years on file its reported administrative ratio fell from 0.11% to 0.09%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other real estate & leasing employers. By assets it is the 618th-largest of 3,651 plans among Pennsylvania employers on file, and the 190th of 2,096 in real estate & leasing. In 2024, employees put in $3.49 for every $1.00 the employer contributed; active participation has shrunk from 322 to 281 since 2022.

Plan summary
Net assets, end of year$71,108,982
Participants with balances411
Active participants281
Employer contributions$751,434
Employee contributions$2,619,171
Employer contribution per active participant$2,674
Average account balance$173,015
Benefits paid to participants$8,560,989
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$71.1M · 411 accts · $751K emplr
2023$66.9M · 437 accts · $823K emplr
2022$59.8M · 448 accts · $490K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$53,963
Investment management$5,193
Total administrative$59,156
The Brandywine Realty Trust 401(k) match · 2024
Employer contribution per active participant$2,674
Median for plans this size$3,635
2024$2,674 per active participant
2023$2,563 per active participant
2022$1,521 per active participant

Brandywine Realty Trust'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.

What these fees cost you

Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20241
SCHWAB RETIREMENT PLAN SERVICES,INC · Recordkeeping · Investment advisory (participants)$59,156

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

Recordkeeper by year2
2024Charles Schwab
2023Charles Schwab

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$59,156 · 0.09%
2023$60,469 · 0.10%
2022$68,637 · 0.11%
Same employer
Similar plansReal Estate & Leasing · Pennsylvania
Maxim Crane Works, LP PA$106.6M · 0.20%
Connectamerica.com, LLC PA$64.3M · 0.38%
Cubesmart, L.P. PA$59.7M · 0.51%
Preit Services, LLC PA$53.1M · 0.10%

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Source: U.S. Department of Labor, Form 5500 series, EIN 232413352 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.