Plan Ledger DOL Form 5500 · updated monthly

Realty Income Corporation401(k)

REALTY INCOME RETIREMENT SAVINGS PLAN · SAN DIEGO, CA · plan year 2024

Reported admin expense ratio · 2024
0.26%

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

Realty Income Corporation reported $129,394 in plan administrative expenses for 2024: 0.26% of average plan assets, below the peer median. Employer contributions averaged $3,173 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 0.37% to 0.26%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other real estate & leasing employers. By assets it is the 1,634th-largest of 9,483 plans among California employers on file, and the 262nd of 2,096 in real estate & leasing. In 2024, employees put in $3.41 for every $1.00 the employer contributed; active participation has grown from 357 to 404 since 2022.

Plan summary
Net assets, end of year$55,413,604
Participants with balances484
Active participants404
Employer contributions$1,281,922
Employee contributions$4,369,777
Employer contribution per active participant$3,173
Average account balance$114,491
Benefits paid to participants$2,687,683
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$55.4M · 484 accts · $1.3M emplr
2023$44.2M · 435 accts · $1.3M emplr
2022$34.5M · 411 accts · $1.3M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$43,333
Investment management$73,811
Audit (IQPA)$12,250
Total administrative$129,394
The Realty Income Corporation 401(k) match · 2024
Employer contribution per active participant$3,173
Median for plans this size$2,416
2024$3,173 per active participant
2023$3,686 per active participant
2022$3,693 per active participant

Realty Income Corporation's 2024 employer contribution ran above the $2,416 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 · 20245
GLOBAL RETIREMENT PARTNERS · Recordkeeping · Pension consulting$59,891
ADP, INC. · Loan processing · Recordkeeping$43,333
REGIONS BANK DBA REGIONS TRUST · Recordkeeping · Trustee$13,920
JGD & ASSOCIATES LLP · Recordkeeping · Pension consulting$12,250
ADP BROKER-DEALERindirect comp

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

Recordkeeper by year2
2024ADP, GLOBAL RETIREMENT PARTNERS, JGD & ASSOCIATES LLP, REGIONS BANK DBA REGIONS TRUST
2023ADP, JGD & ASSOCIATES LLP, REGIONS BANK DBA REGIONS TRUST

This plan has changed recordkeepers within these filings. If you left Realty Income Corporation before a switch, your account may sit at the earlier firm or in a rollover IRA. Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$129,394 · 0.26%
2023$110,916 · 0.28%
2022$120,962 · 0.37%
Same employer
Similar plansReal Estate & Leasing · California
Lmh Service, Inc. CA$54.2M · 0.24%
Pacific Landmark Limited CA$50.9M · 0.38%
Pccp, LLC CA$50.1M · 0.10%

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Source: U.S. Department of Labor, Form 5500 series, EIN 330580106 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.