Real Estate Trust
Plan context: Real Estate Trust Retirement Plan
EIN 25-6197231 • Ligonier, PA • 26 filings • 1 plans
Current Snapshot
Latest Year
2024
2024 Participants
71
2024 Assets
$9,660,733
2024 Contributions
$896,000
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
Company Timeline
Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.
| Year / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2024 | 1 | 71 | $9,660,733 | $896,000 | $12,620iApproximate average salary by contribution assumption: employee only about $315,493 at 4% or $210,329 at 6%; with 50% employer match about $210,329 at 4% or $140,219 at 6%; with 100% employer match about $157,746 at 4% or $105,164 at 6%. |
| Real Estate Trust Retirement Plan | - | 71 | $9,660,733 | $896,000 | $12,620iApproximate average salary by contribution assumption: employee only about $315,493 at 4% or $210,329 at 6%; with 50% employer match about $210,329 at 4% or $140,219 at 6%; with 100% employer match about $157,746 at 4% or $105,164 at 6%. |
| 2023 | 1 | 72 | $8,201,514 | $900,000 | $12,500iApproximate average salary by contribution assumption: employee only about $312,500 at 4% or $208,333 at 6%; with 50% employer match about $208,333 at 4% or $138,889 at 6%; with 100% employer match about $156,250 at 4% or $104,167 at 6%. |
| Real Estate Trust Retirement Plan | - | 72 | $8,201,514 | $900,000 | $12,500iApproximate average salary by contribution assumption: employee only about $312,500 at 4% or $208,333 at 6%; with 50% employer match about $208,333 at 4% or $138,889 at 6%; with 100% employer match about $156,250 at 4% or $104,167 at 6%. |
| 2022 | 1 | 67 | $6,826,132 | $330,000 | $4,925iApproximate average salary by contribution assumption: employee only about $123,134 at 4% or $82,090 at 6%; with 50% employer match about $82,090 at 4% or $54,726 at 6%; with 100% employer match about $61,567 at 4% or $41,045 at 6%. |
| Real Estate Trust Retirement Plan | - | 67 | $6,826,132 | $330,000 | $4,925iApproximate average salary by contribution assumption: employee only about $123,134 at 4% or $82,090 at 6%; with 50% employer match about $82,090 at 4% or $54,726 at 6%; with 100% employer match about $61,567 at 4% or $41,045 at 6%. |
| 2021 | 1 | 98 | $14,273,114 | $687,504 | $7,015iApproximate average salary by contribution assumption: employee only about $175,384 at 4% or $116,922 at 6%; with 50% employer match about $116,922 at 4% or $77,948 at 6%; with 100% employer match about $87,692 at 4% or $58,461 at 6%. |
| Real Estate Trust Retirement Plan | - | 98 | $14,273,114 | $687,504 | $7,015iApproximate average salary by contribution assumption: employee only about $175,384 at 4% or $116,922 at 6%; with 50% employer match about $116,922 at 4% or $77,948 at 6%; with 100% employer match about $87,692 at 4% or $58,461 at 6%. |
| 2020 | 1 | 98 | $12,715,398 | $969,952 | $9,897iApproximate average salary by contribution assumption: employee only about $247,437 at 4% or $164,958 at 6%; with 50% employer match about $164,958 at 4% or $109,972 at 6%; with 100% employer match about $123,718 at 4% or $82,479 at 6%. |
| Real Estate Trust Retirement Plan | - | 98 | $12,715,398 | $969,952 | $9,897iApproximate average salary by contribution assumption: employee only about $247,437 at 4% or $164,958 at 6%; with 50% employer match about $164,958 at 4% or $109,972 at 6%; with 100% employer match about $123,718 at 4% or $82,479 at 6%. |
| 2019 | 1 | 94 | $10,771,400 | $1,015,748 | $10,806iApproximate average salary by contribution assumption: employee only about $270,146 at 4% or $180,097 at 6%; with 50% employer match about $180,097 at 4% or $120,065 at 6%; with 100% employer match about $135,073 at 4% or $90,049 at 6%. |
| Real Estate Trust Retirement Plan | - | 94 | $10,771,400 | $1,015,748 | $10,806iApproximate average salary by contribution assumption: employee only about $270,146 at 4% or $180,097 at 6%; with 50% employer match about $180,097 at 4% or $120,065 at 6%; with 100% employer match about $135,073 at 4% or $90,049 at 6%. |
| 2018 | 1 | 90 | $8,394,951 | $909,268 | $10,103iApproximate average salary by contribution assumption: employee only about $252,574 at 4% or $168,383 at 6%; with 50% employer match about $168,383 at 4% or $112,255 at 6%; with 100% employer match about $126,287 at 4% or $84,191 at 6%. |
| Real Estate Trust Retirement Plan | - | 90 | $8,394,951 | $909,268 | $10,103iApproximate average salary by contribution assumption: employee only about $252,574 at 4% or $168,383 at 6%; with 50% employer match about $168,383 at 4% or $112,255 at 6%; with 100% employer match about $126,287 at 4% or $84,191 at 6%. |
| 2017 | 1 | 72 | $8,451,037 | $786,515 | $10,924iApproximate average salary by contribution assumption: employee only about $273,095 at 4% or $182,064 at 6%; with 50% employer match about $182,064 at 4% or $121,376 at 6%; with 100% employer match about $136,548 at 4% or $91,032 at 6%. |
| Real Estate Trust Retirement Plan | - | 72 | $8,451,037 | $786,515 | $10,924iApproximate average salary by contribution assumption: employee only about $273,095 at 4% or $182,064 at 6%; with 50% employer match about $182,064 at 4% or $121,376 at 6%; with 100% employer match about $136,548 at 4% or $91,032 at 6%. |
| 2016 | 1 | 72 | $9,729,860 | $555,000 | $7,708iApproximate average salary by contribution assumption: employee only about $192,708 at 4% or $128,472 at 6%; with 50% employer match about $128,472 at 4% or $85,648 at 6%; with 100% employer match about $96,354 at 4% or $64,236 at 6%. |
| Real Estate Trust Retirement Plan | - | 72 | $9,729,860 | $555,000 | $7,708iApproximate average salary by contribution assumption: employee only about $192,708 at 4% or $128,472 at 6%; with 50% employer match about $128,472 at 4% or $85,648 at 6%; with 100% employer match about $96,354 at 4% or $64,236 at 6%. |
| 2015 | 1 | 71 | $9,114,385 | $323,328 | $4,554iApproximate average salary by contribution assumption: employee only about $113,848 at 4% or $75,899 at 6%; with 50% employer match about $75,899 at 4% or $50,599 at 6%; with 100% employer match about $56,924 at 4% or $37,949 at 6%. |
| Real Estate Trust Retirement Plan | - | 71 | $9,114,385 | $323,328 | $4,554iApproximate average salary by contribution assumption: employee only about $113,848 at 4% or $75,899 at 6%; with 50% employer match about $75,899 at 4% or $50,599 at 6%; with 100% employer match about $56,924 at 4% or $37,949 at 6%. |
| 2014 | 1 | 76 | $9,600,489 | $743,388 | $9,781iApproximate average salary by contribution assumption: employee only about $244,536 at 4% or $163,024 at 6%; with 50% employer match about $163,024 at 4% or $108,682 at 6%; with 100% employer match about $122,268 at 4% or $81,512 at 6%. |
| Real Estate Trust Retirement Plan | - | 76 | $9,600,489 | $743,388 | $9,781iApproximate average salary by contribution assumption: employee only about $244,536 at 4% or $163,024 at 6%; with 50% employer match about $163,024 at 4% or $108,682 at 6%; with 100% employer match about $122,268 at 4% or $81,512 at 6%. |
| 2013 | 1 | 71 | $8,872,537 | $645,776 | $9,095iApproximate average salary by contribution assumption: employee only about $227,386 at 4% or $151,591 at 6%; with 50% employer match about $151,591 at 4% or $101,060 at 6%; with 100% employer match about $113,693 at 4% or $75,795 at 6%. |
| Real Estate Trust Retirement Plan | - | 71 | $8,872,537 | $645,776 | $9,095iApproximate average salary by contribution assumption: employee only about $227,386 at 4% or $151,591 at 6%; with 50% employer match about $151,591 at 4% or $101,060 at 6%; with 100% employer match about $113,693 at 4% or $75,795 at 6%. |
| 2012 | 1 | 72 | $7,524,103 | $451,572 | $6,272iApproximate average salary by contribution assumption: employee only about $156,796 at 4% or $104,531 at 6%; with 50% employer match about $104,531 at 4% or $69,687 at 6%; with 100% employer match about $78,398 at 4% or $52,265 at 6%. |
| Real Estate Trust Retirement Plan | - | 72 | $7,524,103 | $451,572 | $6,272iApproximate average salary by contribution assumption: employee only about $156,796 at 4% or $104,531 at 6%; with 50% employer match about $104,531 at 4% or $69,687 at 6%; with 100% employer match about $78,398 at 4% or $52,265 at 6%. |
| 2011 | 1 | 69 | $6,841,348 | $627,110 | $9,089iApproximate average salary by contribution assumption: employee only about $227,214 at 4% or $151,476 at 6%; with 50% employer match about $151,476 at 4% or $100,984 at 6%; with 100% employer match about $113,607 at 4% or $75,738 at 6%. |
| Real Estate Trust Retirement Plan | - | 69 | $6,841,348 | $627,110 | $9,089iApproximate average salary by contribution assumption: employee only about $227,214 at 4% or $151,476 at 6%; with 50% employer match about $151,476 at 4% or $100,984 at 6%; with 100% employer match about $113,607 at 4% or $75,738 at 6%. |
| 2010 | 1 | 69 | $7,084,502 | $460,048 | $6,667iApproximate average salary by contribution assumption: employee only about $166,684 at 4% or $111,123 at 6%; with 50% employer match about $111,123 at 4% or $74,082 at 6%; with 100% employer match about $83,342 at 4% or $55,561 at 6%. |
| Real Estate Trust Retirement Plan | - | 69 | $7,084,502 | $460,048 | $6,667iApproximate average salary by contribution assumption: employee only about $166,684 at 4% or $111,123 at 6%; with 50% employer match about $111,123 at 4% or $74,082 at 6%; with 100% employer match about $83,342 at 4% or $55,561 at 6%. |
| 2009 | 1 | 69 | $6,404,580 | $471,838 | $6,838iApproximate average salary by contribution assumption: employee only about $170,956 at 4% or $113,971 at 6%; with 50% employer match about $113,971 at 4% or $75,980 at 6%; with 100% employer match about $85,478 at 4% or $56,985 at 6%. |
| Real Estate Trust Retirement Plan | - | 69 | $6,404,580 | $471,838 | $6,838iApproximate average salary by contribution assumption: employee only about $170,956 at 4% or $113,971 at 6%; with 50% employer match about $113,971 at 4% or $75,980 at 6%; with 100% employer match about $85,478 at 4% or $56,985 at 6%. |
| 2008 | 1 | 68 | $5,371,623 | $0 | - |
| Real Estate Trust Retirement Plan | - | 68 | $5,371,623 | - | - |
| 2007 | 1 | 72 | $8,090,881 | $0 | - |
| Real Estate Trust Retirement Plan | - | 72 | $8,090,881 | - | - |
| 2006 | 1 | 75 | $7,848,047 | $0 | - |
| Real Estate Trust Retirement Plan | - | 75 | $7,848,047 | - | - |
| 2005 | 1 | 71 | $7,510,642 | $0 | - |
| Real Estate Trust Retirement Plan | - | 71 | $7,510,642 | - | - |
| 2004 | 1 | 77 | $7,405,785 | $0 | - |
| Real Estate Trust Retirement Plan | - | 77 | $7,405,785 | - | - |
| 2003 | 1 | 77 | $7,147,041 | $0 | - |
| Real Estate Trust Retirement Plan | - | 77 | $7,147,041 | - | - |
| 2002 | 1 | 78 | $6,410,751 | $0 | - |
| Real Estate Trust Retirement Plan | - | 78 | $6,410,751 | - | - |
| 2001 | 1 | 79 | $7,426,825 | $0 | - |
| Real Estate Trust Retirement Plan | - | 79 | $7,426,825 | - | - |
| 2000 | 1 | 82 | $8,156,500 | $0 | - |
| Real Estate Trust Retirement Plan | - | 82 | $8,156,500 | - | - |
| 1999 | 1 | 79 | $8,476,878 | $0 | - |
| Real Estate Trust Retirement Plan | - | 79 | $8,476,878 | - | - |