Benchmarking First Realty Management Corp. 401(K) Plan in Boston, MA against all plans
First Realty Management Corp. 401(K) Plan in Boston, MA has the 4th-lowest yield on beginning-of-plan-year total assets (7.56%) among the 411 plans whose industry group is Activities Related to Real Estate. That 7.56% compares to an average of 14.44% across those 411 plans.
Reaching the average of 14.44% would imply an extra $1,225,912 in net earnings on investments.
Note: yield on beginning-of-plan-year total assets =
(100 * net earnings on investments) ÷ total assets at beginning of plan year
First Realty Management Corp. 401(K) Plan has these standings among those 411 peer plans:
Reaching the average of 14.44% would imply an extra $1,225,912 in net earnings on investments.
Note: yield on beginning-of-plan-year total assets =
(100 * net earnings on investments) ÷ total assets at beginning of plan year
First Realty Management Corp. 401(K) Plan has these standings among those 411 peer plans:
- yield on beginning-of-plan-year total assets = 7.56% (4th-lowest)
- net earnings on investments = $1,346,991 (45th-lowest)
- total assets at beginning of plan year = $17,827,478 (180th-most)
- asset transfers to this plan = $0
- asset transfers from this plan = $0
- cash contributions from participants = $1,104,324
- cash contributions from employers = $525,206
- total contributions = $2,545,333
Visualize
Peers
better than Walters Management Company, Inc. 401(K) Plan in Barnegat, NJ (0.02%), T.C.T. 401(K) Profit Sharing Plan in Olympia, WA (5.85%), and Dominium 401(K) Retirement Savings Plan in Plymouth, MN (6.33%).
trailed Action Property Management, Inc. 401(K) Plan in Irvine, CA (8.82%), GRM LLC 401(K) Profit Sharing Plan in Brooklyn, NY (8.88%), McCormack Baron 401(K) Plan in St. Louis, MO (9.18%), and Hualalai Investors 401(K) Plan in Kailua-Kona, HI (9.22%), and others, ending with UMH Properties, Inc. 401(K) Plan in Freehold, NJ (40.89%).
trailed Action Property Management, Inc. 401(K) Plan in Irvine, CA (8.82%), GRM LLC 401(K) Profit Sharing Plan in Brooklyn, NY (8.88%), McCormack Baron 401(K) Plan in St. Louis, MO (9.18%), and Hualalai Investors 401(K) Plan in Kailua-Kona, HI (9.22%), and others, ending with UMH Properties, Inc. 401(K) Plan in Freehold, NJ (40.89%).
References
- whose industry group is. The industry group is the first four digits from the six-digit NAICS business code, Line 2d in Form 5500, which best describes the nature of the plan sponsor’s business, from the available list. If more than one employer or employee organization is involved, filers are asked to enter the business code for the main business activity of the employer and/or employee organizations. Except where noted, all data come from the 25-October-2023 updates to the year-2021 5500 Forms and Schedule H from the public websites at the Department of Labor, Employee Benefits Security Administration.
- yield on beginning-of-plan-year total assets. Higher values are better. To qualify, the total assets at the beginning of the plan year must be above zero, and either (1) both the asset transfers to the plan and asset transfers from the plan during the plan year must be zero, or (2) the sum of the absolute values of both asset transfers must be less than 1% of the total assets at the beginning of the plan year. If it qualifies, the yield on beginning-of-plan-year total assets (as a percentage) equals net earnings on investments divided by total assets at the beginning of the plan year, times 100. The above quantities are all from Schedule H: Assets transfer to the plan is Line 2l(1). Assets transfer from the plan is Line 2l(2). Net earnings on investments is the sum of the ten column (b) entries from 2b, minus investment advisory and management fees (Line 2i(3)). Total assets at the beginning of the plan year is Line 1f(a). Except where noted, all data come from the 25-October-2023 updates to the year-2021 5500 Forms and Schedule H from the public websites at the Department of Labor, Employee Benefits Security Administration.