Retirement Plan For Employees Of The Charles Stark Draper Laboratory, Inc. — Form 5500 plan (The Charles Stark Draper Laboratory, Inc.)

Plain-English plan 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, Retirement Plan For Employees Of The Charles Stark Draper Laboratory, Inc. is a benefit plan reported by The Charles Stark Draper Laboratory, Inc. under EIN 04-2505372 and plan number 002. The latest loaded filing year is 2023. The filing reports 695 participants and $93,368,085 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
The Charles Stark Draper Laboratory, Inc.
EIN
04-2505372
Plan number
002
Plan type
2
Location
Cambridge, MA
Latest filing year
2023
Participants
695
End-of-year plan assets
$93,368,085

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023695H, C20250414143233NAL0001835553001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$93,368,085
Total liabilities (EOY)
$0
Net assets (EOY)
$93,368,085
Net assets (BOY)
$92,946,327

Income & contributions

Employer contributions
$3,629,000
Total contributions
$3,629,000
Total income / additions
$5,588,988

Expenses & distributions

Benefits paid
$4,636,882
Administrative expenses
$530,348
Total expenses
$5,167,230
Net increase / (decrease)
$421,758

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Mercer Investments LLCFIDUCIARY$278,533$56,4522023
TiaaNONE$60,500$02023

Related Form 5500 pages