National Association of Realtors 401(k) match, vesting and fees
What National Association of Realtors' 401(k) plan says about matching contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Schwab Retirement Plan Services,inc | Schedule C ↗ |
| Independent auditor | Grant Thornton LLP (unmodified opinion) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 352 defined-contribution plans in other services with 500 to 999 participants.
| National Association of Realtors: employer contribution per participant | $2,553 | |
| Peer median | $1,775 |
| National Association of Realtors: average balance | $203,271 | |
| Peer median | $48,211 |
| National Association of Realtors: admin expenses ÷ assets | 0.02% | |
| Peer median | 0.25% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets went from $139M at the end of plan year 2021 to $140M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 733 | $140M | $1.8M | $2,553 | 0.02% | Not published | Form 5500 ↗ |
| 2023 | 779 | $132M | $1.7M | $2,324 | 0.02% | Not published | Form 5500 ↗ |
| 2022 | 752 | $114M | $1.4M | $2,031 | 0.02% | Not published | Form 5500 ↗ |
| 2021 | 727 | $139M | $1.4M | $2,135 | <0.01% | Not published | Form 5500 ↗ |
Other National Association of Realtors plans (1)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
National Association of Realtors Pension Plan
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Schwab Retirement Plan Services,inc | Schedule C ↗ |
| Independent auditor | Grant Thornton LLP (unmodified opinion) | Schedule H ↗ |
| Plan type and status | Retirement · Active | Form 5500 ↗ |
Common questions
Does National Association of Realtors match 401(k) contributions?
The match terms for the National Association of Realtors Salary Reduction Profit Sharing Plan have not been published from its filing yet. The plan year 2024 filing reports $1.8M in employer contributions, about $2,553 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the National Association of Realtors 401(k) match vested?
The vesting schedule for the National Association of Realtors Salary Reduction Profit Sharing Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the National Association of Realtors 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Schwab Retirement Plan Services,inc. The plan administrator is National Association of Realtors.
I left National Association of Realtors. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (National Association of Realtors, (312) 329-8260) or the recordkeeper, Schwab Retirement Plan Services,inc. The National Association of Realtors old 401(k) page lists the contacts from every plan filing. Find an old National Association of Realtors 401(k)
Data from the public Form 5500 annual reports National Association of Realtors filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023 and 2024) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with National Association of Realtors. Not financial advice. Report a correction · Methodology