2023 Form 5500 filing — Schaeffler Group Usa Savings 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 20250917164955NAL0000551729001) for Schaeffler Group Usa Savings Retirement Plan, reported by Schaeffler Group Usa Inc. under EIN 57-0517596 and plan number 003. It reports 6,912 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250917164955NAL0000551729001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Schaeffler Group Usa Inc.
- EIN
- 57-0517596
- Plan number
- 003
- Location
- Fort Mill, SC
- Participants
- 6,912
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $715,860,916
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $715,860,916
- Employer contributions
- $25,955,934
- Participant contributions
- $28,239,212
- Total income / additions
- $170,261,969
- Benefits paid
- $54,023,119
- Administrative expenses
- $86,408
- Total expenses
- $54,176,329
- Net increase / (decrease)
- $116,085,640
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $86,408 | $0 |