Plan Ledger DOL Form 5500 · updated monthly

Equity Lifestyle Properties, Inc.401(k)

EQUITY LIFESTYLE PROPERTIES, INC. RETIREMENT SAVINGS PLAN · CHICAGO, IL · plan year 2024

Reported admin expense ratio · 2024
0.03%

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

Equity Lifestyle Properties, Inc. reported $24,916 in plan administrative expenses for 2024: 0.03% of average plan assets, lower than ~75% of peers. Employer contributions averaged $940 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 0.04% to 0.03%. 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 624th-largest of 3,702 plans among Illinois employers on file, and the 151st of 2,096 in real estate & leasing. In 2024, employees put in $2.10 for every $1.00 the employer contributed; active participation has grown from 2,295 to 3,328 since 2022.

Plan summary
Net assets, end of year$87,143,902
Participants with balances1,761
Active participants3,328
Employer contributions$3,126,662
Employee contributions$6,554,768
Employer contribution per active participant$940
Average account balance$49,485
Benefits paid to participants$11,481,630
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$87.1M · 1,761 accts · $3.1M emplr
2023$77.3M · 1,665 accts · $2.8M emplr
2022$63.6M · 1,509 accts · $2.5M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$17,416
Investment management$7,500
Total administrative$24,916
The Equity Lifestyle Properties, Inc. 401(k) match · 2024
Employer contribution per active participant$940
Median for plans this size$3,635
2024$940 per active participant
2023$954 per active participant
2022$1,088 per active participant

Equity Lifestyle Properties, Inc.'s 2024 employer contribution ran below the $3,635 median for plans its size, in the bottom quarter of its peers. 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 · 20242
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$17,416
ARTHUR J. GALLAGHER & CO. · Investment advisory (plan)$7,500

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

Administrative cost history3
2024$24,916 · 0.03%
2023$136,490 · 0.19%
2022$28,364 · 0.04%
Same employer
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The Inland Group, LLC IL$108.5M · 0.18%
National Equity Fund Inc. IL$91.6M · 0.15%
Heitman LLC IL$90.9M · 0.29%
Ventas, Inc. IL$90.4M · 0.15%
Amli Management Company IL$79.5M · 0.19%
Dkh, Incorporated IL$74.4M · 0.29%

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Source: U.S. Department of Labor, Form 5500 series, EIN 363857664 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.