Plan5500

2023 Form 5500 filing — Retirement Plan Of Research Triangle Institute

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 20241004091154NAL0023264850001) for Retirement Plan Of Research Triangle Institute, reported by Research Triangle Institute under EIN 56-0686338 and plan number 333. It reports 5,333 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)$992.8MReported net assets$992,767,718
Participants5.3K5,333
Provider compensation$578.2K2 Schedule C row(s)$578,188
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241004091154NAL0023264850001
Plan sponsor
Research Triangle Institute
EIN
56-0686338
Plan number
333
Location
Research Triangle Park, NC
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)$992.8M total assets
Net assets$992.8MLiabilities$0
Money in vs. money out
Total income / additions$231M
Total expenses$47.6M
Benefits paid / distributions$47M
Contributions
Employer$30.8M
Participant$43.5M
Full reported line items
Total assets (EOY)
$992,767,718
Total liabilities (EOY)
$0
Net assets (EOY)
$992,767,718
Employer contributions
$30,840,134
Participant contributions
$43,507,531
Total income / additions
$230,988,246
Benefits paid
$46,974,951
Administrative expenses
$574,888
Total expenses
$47,624,220
Net increase / (decrease)
$183,364,026
Schedule C

Reported service provider compensation

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

  1. 1
    Vanguard Advisers Inc.$304.1K
    NONE · Direct $304.1K
  2. 2
    The Vanguard Group, Inc.$274.1K
    NONE · Direct $274.1K · Indirect $0

Related Form 5500 pages