Back to filter
Original filing (PDF)20250821052110NAL0003971649001
AION REALTY, LLC
Form 5500-SF
FILING_RECEIVED
AION REALTY, LLC 401(K) RETIREMENT PLAN
401(k) retirement plan
Active participants
20
Accounts w/ balance
26
Plan assets (EOY)
$4.0M
Net assets (EOY)
$4.0M
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
100
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for AION REALTY, LLC.
Plan sponsor
Name
AION REALTY, LLC
EIN
13-4167977
Address
62 WEST 45TH STREET · 5TH FLOOR · NEW YORK, NY · 10036
Phone
(215) 999-2849
Industry
Real Estatesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-08-21
Pension benefit codes
2S · Automatic enrollment
2E · Profit-sharing
3D · Pre-approved plan (master / prototype / VS)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2F · ERISA section 404(c)
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providersRelated plans
Similar-size Real Estate plans
RANCE KING PROPERTIES. INC.DBA R
RANCE KING PROPERTIES, INC.DBA RK PROPERTIES 401(K) P/S PLAN
$4.0M · 87 participants
WAR HORSE, LLC
WAR HORSE, LLC 401(K) RETIREMENT PLAN
$4.0M · 5 participants
FIDELITY LAND TITLE LTD
FIDELITY LAND TITLE 401K RETIREMENT PLAN AND TRUST
$4.0M · 11 participants
HUTCH MANAGEMENT LLC
HUTCH MANAGEMENT LLC 401(K) PLAN
$4.0M · 86 participants
THE ROMERO GROUP, LLC
THE ROMERO GROUP 401(K) PLAN
$4.0M · 69 participants
TALON MANAGEMENT, LLC
TALON MANAGEMENT, LLC 401(K) PROFIT SHARING PLAN AND TRUST
$4.0M · 45 participants
Large plans in New York
INTERNATIONAL BUSINESS MACHINES CORPORATION
IBM 401(K) PLAN
$60.4B · 49,030 participants
TEACHERS INSURANCE & ANNUITY ASSOCIATION OF AMERICA
TIAA REAL ESTATE ACCOUNT
$25.2B
JPMORGAN CHASE BANK, N.A.
COMMINGLED PENSION TRUST FUND (STRATEGIC PROPERTY) OF JPMORGAN CHASE BANK, N.A.
$24.3B
MORGAN STANLEY DOMESTIC HOLDINGS, LLC
MORGAN STANLEY 401(K) PLAN
$22.2B · 54,084 participants
PFIZER INC
PFIZER SAVINGS PLAN
$22.0B · 29,469 participants
JPMORGAN CHASE BANK, N.A.
COMMINGLED PENSION TRUST FUND (EQUITY INDEX) OF JPMORGAN CHASE BANK, N.A.
$20.0B