Realty Income Retirement Savings Plan — Form 5500 plan (Realty Income Corporation)
Plain-English plan summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Realty Income Retirement Savings Plan is a benefit plan reported by Realty Income Corporation under EIN 33-0580106 and plan number 002. The latest loaded filing year is 2023. The filing reports 434 participants and $44,214,959 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Realty Income Corporation
- EIN
- 33-0580106
- Plan number
- 002
- Plan type
- 2
- Location
- San Diego, CA
- Latest filing year
- 2023
- Participants
- 434
- End-of-year plan assets
- $44,214,959
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 434 | H, C | 20240913113210NAL0016147568001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $44,214,959
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $44,214,959
- Net assets (BOY)
- $34,467,410
Income & contributions
- Employer contributions
- $1,330,824
- Participant contributions
- $4,169,846
- Total contributions
- $7,072,400
- Total income / additions
- $13,808,113
Expenses & distributions
- Benefits paid
- $3,923,308
- Administrative expenses
- $110,916
- Total expenses
- $4,060,564
- Net increase / (decrease)
- $9,747,549
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Regions Bank Dba Regions Trust | INVESTMENT/FINANCIAL ADVI | $53,550 | $0 | 2023 |
| Adp, Inc. | RECORD KEEPER | $46,115 | $0 | 2023 |
| Jgd & Associates Llp | ACCOUNTANT | $11,250 | $0 | 2023 |
| Adp Broker-Dealer | RECORD KEEPER | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Realty Income Corporation
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in San Diego, CA
- Regions Bank Dba Regions Trust — Schedule C compensation
- Adp, Inc. — Schedule C compensation
- Jgd & Associates Llp — Schedule C compensation
- Adp Broker-Dealer — Schedule C compensation