2023 Form 5500 filing — T. Rowe Price U.S. Retirement Program
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 20240613075157NAL0014371603001) for T. Rowe Price U.S. Retirement Program, reported by T. Rowe Price Group, Inc. under EIN 52-2264646 and plan number 005. It reports 11,376 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials).
- EFAST2 acknowledgement
- 20240613075157NAL0014371603001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- T. Rowe Price Group, Inc.
- EIN
- 52-2264646
- Plan number
- 005
- Location
- Owings Mills, MD
- Participants
- 11,376
- Schedules available
- Schedule H
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $4,357,344,903
- Total liabilities (EOY)
- $344,121
- Net assets (EOY)
- $4,357,000,782
- Employer contributions
- $134,135,913
- Participant contributions
- $83,212,696
- Total income / additions
- $933,219,268
- Benefits paid
- $226,988,044
- Administrative expenses
- -$14,733
- Total expenses
- $227,020,211
- Net increase / (decrease)
- $706,199,057
- Schedule source
- Schedule H