2023 Form 5500 filing — Association Of American Railroads Incentive Thrift 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 20241014140439NAL0044801360001) for Association Of American Railroads Incentive Thrift Plan, reported by Association Of American Railroads under EIN 53-6000125 and plan number 002. It reports 887 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)$129MReported net assets$129,003,891
Participants887
Provider compensation$265.1K2 Schedule C row(s)$265,072
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241014140439NAL0044801360001
Plan sponsor
Association Of American Railroads
EIN
53-6000125
Plan number
002
Location
Washington, DC
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)$129M total assets
Net assets$129MLiabilities$0
Money in vs. money out
Total income / additions$24.4M
Total expenses$18.4M
Benefits paid / distributions$18.2M
Contributions
Employer$1.8M
Participant$5.7M
Full reported line items
Total assets (EOY)
$129,003,891
Total liabilities (EOY)
$0
Net assets (EOY)
$129,003,891
Employer contributions
$1,843,651
Participant contributions
$5,665,929
Total income / additions
$24,377,743
Benefits paid
$18,162,151
Administrative expenses
$265,426
Total expenses
$18,432,100
Net increase / (decrease)
$5,945,643
Schedule C

Reported service provider compensation

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

  1. 1
    RECORDKEEPER · Direct $195.1K · Indirect $0
  2. 2
    NONE · Direct $70K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241014140439NAL0044801360001 cover?
It is the 2023 Form 5500 filing for Association Of American Railroads Incentive Thrift Plan, reported by Association Of American Railroads (EIN 53-6000125).
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