Employers › Realty Income
Recordkeeping fees per participant · Realty Income Retirement Savings Plan · plan year 2024
$89.53
Higher than 66% of the 5,847 plans $50 to 250M that report it.
= $43,333 / 484
Schedule H, line 2i(3); OTH_RECORDKEEPING_FEES_AMT pos 160; filing 20251011055953NAL0013651632001, received 2025-10-11
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251011055953NAL0013651632001, received 2025-10-11
Percentiles compare this plan with the Schedule H plans $50 to 250M in assets of the same plan year, excluding final filings; shown only where at least 50 comparable plans report the figure. Plan year 2024-01-01 to 2024-12-31, filing received 2025-10-11.
Administrative expenses excluding investment management, per participant
$114.84
Higher than 61% of the 8,758 plans $50 to 250M that report it.
= $55,583 / 484
derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20251011055953NAL0013651632001, received 2025-10-11
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251011055953NAL0013651632001, received 2025-10-11
Administrative expenses per participant
$267.34
Higher than 82% of the 9,042 plans $50 to 250M that report it.
= $129,394 / 484
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251011055953NAL0013651632001, received 2025-10-11
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251011055953NAL0013651632001, received 2025-10-11
Administrative expenses as a share of assets
0.234%
Higher than 77% of the 9,049 plans $50 to 250M that report it.
= $129,394 / $55,413,604
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251011055953NAL0013651632001, received 2025-10-11
assets_eoy: Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20251011055953NAL0013651632001, received 2025-10-11
Employer contributions per participant
$2,649
Higher than 48% of the 9,105 plans $50 to 250M that report it.
= $1,281,922 / 484
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20251011055953NAL0013651632001, received 2025-10-11
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251011055953NAL0013651632001, received 2025-10-11
Employer share of total contributions
17.6%
Higher than 13% of the 9,112 plans $50 to 250M that report it.
= $1,281,922 / $7,292,322
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20251011055953NAL0013651632001, received 2025-10-11
total_contrib: Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20251011055953NAL0013651632001, received 2025-10-11
Plan terms are described in Realty Income Corporation's SEC filings: Form 10-K filed 2026-02-25. No term could be quoted from them with the required precision.
2E profit-sharing · 2F ERISA 404(c) plan · 2G fully participant-directed · 2J 401(k) feature · 2K 401(m) arrangement · 2S pre-approved plan document · 2T default investment (QDIA) · 3D IRS pre-approved plan · Form 5500, line 8a; TYPE_PENSION_BNFT_CODE pos 81; filing 20251011055953NAL0013651632001, received 2025-10-11
| Field | Value | Source |
|---|---|---|
| Plan sponsor | REALTY INCOME CORPORATION | Form 5500, Part II line 2a; SPONSOR_DFE_NAME pos 19; filing 20251011055953NAL0013651632001, received 2025-10-11 |
| Plan name | REALTY INCOME RETIREMENT SAVINGS PLAN | Form 5500, line 1a; PLAN_NAME pos 16; filing 20251011055953NAL0013651632001, received 2025-10-11 |
| Sponsor EIN / plan number | 33-0580106 / 002 | Form 5500, line 2b; SPONS_DFE_EIN pos 44; filing 20251011055953NAL0013651632001, received 2025-10-11 |
| Plan type | single-employer | Form 5500, Part I line A; TYPE_PLAN_ENTITY_CD pos 4; filing 20251011055953NAL0013651632001, received 2025-10-11 |
| Sponsor location | SAN DIEGO, CA | Form 5500, line 2a; SPONS_DFE_MAIL_US_STATE pos 25; filing 20251011055953NAL0013651632001, received 2025-10-11 |
| Industry (business code) | 531120, Real estate and rental and leasing | Form 5500, line 2d; BUSINESS_CODE pos 46; filing 20251011055953NAL0013651632001, received 2025-10-11 |
| Plan year | 2024-01-01 to 2024-12-31 | Form 5500, Part I plan year; FORM_PLAN_YEAR_BEGIN_DATE pos 2; filing 20251011055953NAL0013651632001, received 2025-10-11 |
| Filing received | 2025-10-11 | Form 5500, EFAST2 receipt date; DATE_RECEIVED pos 102; filing 20251011055953NAL0013651632001, received 2025-10-11 |
| Final filing | no | Form 5500, Part I line B; FINAL_FILING_IND pos 8; filing 20251011055953NAL0013651632001, received 2025-10-11 |
| Amended filing | no | Form 5500, Part I line B; AMENDED_IND pos 7; filing 20251011055953NAL0013651632001, received 2025-10-11 |
| Participants, beginning of year | 472 | Form 5500, line 5; TOT_PARTCP_BOY_CNT pos 71; filing 20251011055953NAL0013651632001, received 2025-10-11 |
| Active participants | 404 | Form 5500, line 6a(2); TOT_ACTIVE_PARTCP_CNT pos 72; filing 20251011055953NAL0013651632001, received 2025-10-11 |
| Participants, end of year | 495 | Form 5500, line 6f; TOT_ACT_RTD_SEP_BENEF_CNT pos 77; filing 20251011055953NAL0013651632001, received 2025-10-11 |
| Participants with an account balance | 484 | Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251011055953NAL0013651632001, received 2025-10-11 |
| Total assets, beginning of year | $44,214,959 | Schedule H, Part I line 1f col (a); TOT_ASSETS_BOY_AMT pos 30; filing 20251011055953NAL0013651632001, received 2025-10-11 |
| Total assets, end of year | $55,413,604 | Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20251011055953NAL0013651632001, received 2025-10-11 |
| Net assets, end of year | $55,413,604 | Schedule H, line 1l col (b); NET_ASSETS_EOY_AMT pos 67; filing 20251011055953NAL0013651632001, received 2025-10-11 |
| Total income | $14,015,722 | Schedule H, Part II line 2d; TOT_INCOME_AMT pos 97; filing 20251011055953NAL0013651632001, received 2025-10-11 |
| Net income | $11,198,645 | Schedule H, line 2k; NET_INCOME_AMT pos 111; filing 20251011055953NAL0013651632001, received 2025-10-11 |
| Employer contributions | $1,281,922 | Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20251011055953NAL0013651632001, received 2025-10-11 |
| Participant contributions | $4,369,777 | Schedule H, line 2a(1)(B); PARTICIPANT_CONTRIB_AMT pos 69; filing 20251011055953NAL0013651632001, received 2025-10-11 |
| Other contributions (incl. rollovers) | $1,640,623 | Schedule H, line 2a(1)(C); OTH_CONTRIB_RCVD_AMT pos 70; filing 20251011055953NAL0013651632001, received 2025-10-11 |
| Total contributions | $7,292,322 | Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20251011055953NAL0013651632001, received 2025-10-11 |
| Benefit payments | $2,687,683 | Schedule H, line 2e(4); TOT_DISTRIB_BNFT_AMT pos 101; filing 20251011055953NAL0013651632001, received 2025-10-11 |
| Total expenses (incl. benefit payments) | $2,817,077 | Schedule H, line 2j; TOT_EXPENSES_AMT pos 110; filing 20251011055953NAL0013651632001, received 2025-10-11 |
| Total administrative expenses | $129,394 | Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251011055953NAL0013651632001, received 2025-10-11 |
| Recordkeeping fees | $43,333 | Schedule H, line 2i(3); OTH_RECORDKEEPING_FEES_AMT pos 160; filing 20251011055953NAL0013651632001, received 2025-10-11 |
| IQPA audit fees | $12,250 | Schedule H, line 2i(4); IQPA_AUDIT_FEES_AMT pos 161; filing 20251011055953NAL0013651632001, received 2025-10-11 |
| Investment advisory and management fees | $73,811 | Schedule H, line 2i(5); INVST_MGMT_FEES_AMT pos 107; filing 20251011055953NAL0013651632001, received 2025-10-11 |
| Administrative expenses excluding investment management | $55,583 | derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20251011055953NAL0013651632001, received 2025-10-11 |
| Held in common/collective trusts | $28,364,762 | Schedule H, line 1c(9) col (b); INT_COMMON_TR_EOY_AMT pos 51; filing 20251011055953NAL0013651632001, received 2025-10-11 |
| Held in mutual funds | $26,511,590 | Schedule H, line 1c(13) col (b); INT_REG_INVST_CO_EOY_AMT pos 55; filing 20251011055953NAL0013651632001, received 2025-10-11 |
| Independent auditor | JGD & ASSOCIATES LLP | Schedule H, Part III line 3a; ACCOUNTANT_FIRM_NAME pos 116; filing 20251011055953NAL0013651632001, received 2025-10-11 |
Position = column in the DOL layout for form year 2024. Filing 20251011055953NAL0013651632001, received 2025-10-11.
| Provider | Relationship | Service codes | Direct compensation | Indirect |
|---|---|---|---|---|
| GLOBAL RETIREMENT PARTNERSrecordkeeper | INVESTMENT/FINANCIAL ADVI | 15 Recordkeeping and information management; 17 Consulting (pension); 50 Direct payment from the plan; 64 Recordkeeping fees; 70 Consulting fees; 21 Trustee (bank, trust company or similar); 49 Other services; 99 Other fees | $59,891 | no |
| ADP, INC.recordkeeper | RECORD KEEPER | 37 Participant loan processing; 50 Direct payment from the plan; 15 Recordkeeping and information management; 64 Recordkeeping fees | $43,333 | yes |
| REGIONS BANK DBA REGIONS TRUSTrecordkeeper | INVESTMENT/FINANCIAL ADVI | 15 Recordkeeping and information management; 21 Trustee (bank, trust company or similar); 49 Other services; 50 Direct payment from the plan; 64 Recordkeeping fees; 99 Other fees | $13,920 | no |
| JGD & ASSOCIATES LLPrecordkeeper | ACCOUNTANT | 15 Recordkeeping and information management; 17 Consulting (pension); 50 Direct payment from the plan; 64 Recordkeeping fees; 70 Consulting fees | $12,250 | no |
| ADP BROKER-DEALERrecordkeeper | RECORD KEEPER | 60 Sub-transfer agency fees; 59 Shareholder servicing fees | $0 | yes |
Schedule C Part I line 2: name (a), service codes (b), relationship (c), direct compensation paid by the plan (d), indirect compensation received (e). Filing 20251011055953NAL0013651632001, received 2025-10-11.
| Figure | 2023 | 2024 | Change |
|---|---|---|---|
| Total assets | $44,214,959 | $55,413,604 | 25.3% |
| Participants with a balance | 435 | 484 | 11.3% |
| Administrative expenses | $110,916 | $129,394 | 16.7% |
| Recordkeeping fees per participant | $130.73 | $89.53 | -31.5% |
| Employer contributions | $1,330,824 | $1,281,922 | -3.7% |
Prior filing 20240913113210NAL0016147568001, received 2024-09-13; the plan years are contiguous.
Sponsor name as filed: REALTY INCOME CORPORATION; SEC registrant: REALTY INCOME CORP (CIK 726728, matched by EIN; display name from the Form 10-K cover).