Empower Trust Company — Form 5500 filings & benefit plans
Form 5500 plan sponsor 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, Empower Trust Company (EIN 84-1455663) is a plan sponsor located in Greenwood Village, CO with 1 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.
Company overview (based on loaded 2023 public filings)
- EIN
- 84-1455663
- Location
- Greenwood Village, CO
- Loaded plans
- 23
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $1,966,739,407
- Total reported liabilities (EOY)
- -$8,939,453
- Total reported net assets (EOY)
- $1,975,678,860
Contributions & income
- Total income / additions
- $288,040,708
Expenses & distributions
- Benefits paid / distributions
- $0
- Total expenses
- $3,480,729
- Net increase / (decrease)
- $284,559,979
Coverage
- Plans with financial statements
- 23
- Plans with provider compensation
- 0
Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.
Largest loaded plans by reported assets
| Plan | Plan # | Participants | Reported assets (EOY) | Year |
|---|---|---|---|---|
| Empower Trust Drive Balanced Fund | 110 | not reported in the loaded dataset | $990,891,598 | 2023 |
| Empower Trust Drive Income Fund | 111 | not reported in the loaded dataset | $191,002,555 | 2023 |
| Empower Lifetime 2035 Trust | 013 | not reported in the loaded dataset | $140,829,123 | 2023 |
| Empower Lifetime 2045 Trust | 014 | not reported in the loaded dataset | $124,763,550 | 2023 |
| Empower Lifetime 2025 Trust | 012 | not reported in the loaded dataset | $94,118,188 | 2023 |
| Empower Securefoundation Balanced Trust | 025 | not reported in the loaded dataset | $78,059,960 | 2023 |
| Empower Lifetime 2055 Trust | 015 | not reported in the loaded dataset | $52,779,967 | 2023 |
| Empower Lifetime 2040 Trust | 050 | not reported in the loaded dataset | $46,491,607 | 2023 |
| Empower Lifetime 2030 Trust | 049 | not reported in the loaded dataset | $34,354,351 | 2023 |
| Empower Lifetime 2035 Index Trust | 030 | not reported in the loaded dataset | $32,878,126 | 2023 |
| Empower Lifetime 2045 Index Trust | 032 | not reported in the loaded dataset | $30,871,796 | 2023 |
| Empower Lifetime 2050 Trust | 051 | not reported in the loaded dataset | $29,328,066 | 2023 |
Latest loaded filings
| Year | Plan | Participants | Schedules | Filing |
|---|---|---|---|---|
| 2023 | Empower Lifetime 2015 Trust | not reported in the loaded dataset | H | 20250306114222NAL0005320899001 |
| 2023 | Empower Lifetime 2025 Trust | not reported in the loaded dataset | H | 20250306114707NAL0010268865001 |
| 2023 | Empower Lifetime 2030 Trust | not reported in the loaded dataset | H | 20250306114930NAL0010269905001 |
| 2023 | Empower Lifetime 2035 Trust | not reported in the loaded dataset | H | 20250306115121NAL0010150097001 |
| 2023 | Empower Lifetime 2040 Trust | not reported in the loaded dataset | H | 20250306115401NAL0020252946001 |
| 2023 | Empower Lifetime 2045 Trust | not reported in the loaded dataset | H | 20250306115529NAL0010151057001 |
| 2023 | Empower Lifetime 2050 Trust | not reported in the loaded dataset | H | 20250306115729NAL0006201123001 |
| 2023 | Empower Lifetime 2020 Trust | not reported in the loaded dataset | H | 20250307114719NAL0011649569001 |