2023 Form 5500 filing — Realty Income Retirement Savings Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240913113210NAL0016147568001) for Realty Income Retirement Savings Plan, reported by Realty Income Corporation under EIN 33-0580106 and plan number 002. It reports 434 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240913113210NAL0016147568001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Realty Income Corporation
- EIN
- 33-0580106
- Plan number
- 002
- Location
- San Diego, CA
- Participants
- 434
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $44,214,959
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $44,214,959
- Employer contributions
- $1,330,824
- Participant contributions
- $4,169,846
- Total income / additions
- $13,808,113
- Benefits paid
- $3,923,308
- Administrative expenses
- $110,916
- Total expenses
- $4,060,564
- Net increase / (decrease)
- $9,747,549
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Regions Bank Dba Regions Trust | INVESTMENT/FINANCIAL ADVI | $53,550 | $0 |
| Adp, Inc. | RECORD KEEPER | $46,115 | $0 |
| Jgd & Associates Llp | ACCOUNTANT | $11,250 | $0 |
| Adp Broker-Dealer | RECORD KEEPER | $0 | $0 |