2023 Form 5500 filing — Ecri Institute Defined Contribution Retirement 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 20241003143050NAL0017852752001) for Ecri Institute Defined Contribution Retirement Plan, reported by Ecri Institute under EIN 23-1662091 and plan number 001. It reports 716 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$78MReported net assets$78,037,924
Participants716
Provider compensationNone reported1 Schedule C row(s)
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241003143050NAL0017852752001
Plan sponsor
Ecri Institute
EIN
23-1662091
Plan number
001
Location
Plymouth Meeting, PA
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$78M total assets
Net assets$78MLiabilities$0
Money in vs. money out
Total income / additions$18.5M
Total expenses$8.3M
Benefits paid / distributions$8.3M
Contributions
Employer$1.9M
Participant$4.5M
Full reported line items
Total assets (EOY)
$78,037,924
Total liabilities (EOY)
$0
Net assets (EOY)
$78,037,924
Employer contributions
$1,854,705
Participant contributions
$4,484,615
Total income / additions
$18,508,837
Benefits paid
$8,312,262
Administrative expenses
$0
Total expenses
$8,312,262
Net increase / (decrease)
$10,196,575
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    RECORDKEEPER · Direct $0 · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241003143050NAL0017852752001 cover?
It is the 2023 Form 5500 filing for Ecri Institute Defined Contribution Retirement Plan, reported by Ecri Institute (EIN 23-1662091).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages