2023 Form 5500 filing — Rolls-Royce Corporation Personal Savings Plan For Hourly-Rate Employees

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 20241015190744NAL0015295299001) for Rolls-Royce Corporation Personal Savings Plan For Hourly-Rate Employees, reported by Rolls-Royce Corporation under EIN 35-1899021 and plan number 002. It reports 1,135 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)$220.6MReported net assets$220,575,590
Participants1.1K1,135
Provider compensation$95.7K3 Schedule C row(s)$95,700
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241015190744NAL0015295299001
Plan sponsor
Rolls-Royce Corporation
EIN
35-1899021
Plan number
002
Location
Reston, VA
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)$220.6M total assets
Net assets$220.6MLiabilities$0
Money in vs. money out
Total income / additions$44.6M
Total expenses$24.9M
Benefits paid / distributions$24.8M
Contributions
Employer$1.3M
Participant$7.7M
Full reported line items
Total assets (EOY)
$220,575,590
Total liabilities (EOY)
$0
Net assets (EOY)
$220,575,590
Employer contributions
$1,305,491
Participant contributions
$7,708,853
Total income / additions
$44,587,095
Benefits paid
$24,756,261
Administrative expenses
$95,700
Total expenses
$24,882,125
Net increase / (decrease)
$19,704,970
Schedule C

Reported service provider compensation

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

  1. 1
    RECORDKEEPER · Direct $32.4K · Indirect $0
  2. 2
    ADVISOR · Direct $32.4K
  3. 3
    CONSULTANT · Direct $30.9K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241015190744NAL0015295299001 cover?
It is the 2023 Form 5500 filing for Rolls-Royce Corporation Personal Savings Plan For Hourly-Rate Employees, reported by Rolls-Royce Corporation (EIN 35-1899021).
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