Related Partners 401(k) plan

Related Partners, Inc., New York, NY. EIN 13-3680053. Annual reports 2009–2024.

Related Partners, Inc. has one active retirement plan on file, the Related Partners, Inc. Retirement Savings Plan, with 6,166 participants and $407 million in assets in 2024. Merrill has been its recordkeeper since 2014. No traditional pension plan appears in Related Partners's filings since 2009.

Active plans: 1
Participants: 6,166
Plan assets: $407 million
401(k) recordkeeper: Merrill
Plans on file: 1
Industry: Real estate

The plan

Related Partners, Inc. Retirement Savings Plan

401(k)Active

Active. The plan filed its annual report for the 2024 plan year.

Plan number: 333Employer EIN 13-3680053
Participants (2024): 6,166
Net assets (2024): $407 million
Recordkeeper: MerrillEarlier: Fidelity (2009–2013)
Plan administrator: Related Partners, Inc.
30 Hudson Yards
New York, NY 10001
(212) 421-5333As filed for 2024
In effect since: October 1, 1988

Year by year, 2009 to 2024

Plan year	Participants	Net assets	Recordkeeper
2024	6,166	$407 million	Merrill
2023	6,166	$349 million	Merrill
2022	6,398	$281 million	Merrill
2021	5,937	$323 million	Merrill
2020	5,648	$280 million	Merrill
2019	5,771	$240 million	Merrill
2018	5,327	$185 million	Merrill
2017	4,997	$193 million	Merrill
2016	5,036	$154 million	Merrill
2015	4,327	$136 million	Merrill
2014	3,992	$127 million	Merrill
2013	3,561	$115 million	Fidelity
2012	3,068	$97.0 million	Fidelity
2011	3,016	$80.7 million	Fidelity
2010	2,540	$80.3 million	Fidelity
2009	2,550	$70.8 million	Fidelity

If you had money in one of these plans

Call Merrill (benefits.ml.com), which runs the Related Partners, Inc. Retirement Savings Plan. With your Social Security number and the plan name, it can tell you whether you still have a balance and, if not, where it went.
Or call the plan administrator listed on the plan below ((212) 421-5333). That number was filed for 2024; ask for the benefits or retirement plan office.
Still stuck? The Department of Labor's benefits advisers help for free: askebsa.dol.gov or 1-866-444-3272. Never pay anyone to find your own money.

What these numbers are

They come from the Form 5500 annual reports each plan files with the Department of Labor, as the plan filed them. A plan year is usually a calendar year.
Participants counts everyone in the plan at year end: current employees, former employees who still have a balance or a pension coming, and retirees or beneficiaries being paid.
The recordkeeper is the service provider whose Schedule C entry says it keeps the plan's records. Small plans do not file Schedule C, so some plans show none.
We cannot see anyone's account. Only the plan or its recordkeeper can tell you your balance.

Sources: U.S. Department of Labor, Form 5500 datasets and PBGC trusteed plans. How we read them.

The plan

Related Partners, Inc. Retirement Savings Plan

If you had money in one of these plans

What these numbers are

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