Bdo Usa Retirement Plan — Form 5500 plan (Bdo Usa, P.C.)

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, Bdo Usa Retirement Plan is a benefit plan reported by Bdo Usa, P.C. under EIN 13-5381590 and plan number 001. The latest loaded filing year is 2023. The filing reports 14,565 participants and $1,684,497,982 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Bdo Usa, P.C.
EIN
13-5381590
Plan number
001
Plan type
2
Location
Chicago, IL
Latest filing year
2023
Participants
14,565
End-of-year plan assets
$1,684,497,982

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
202314,565H, C20241011091757NAL0010764771001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$1,684,497,982
Total liabilities (EOY)
$0
Net assets (EOY)
$1,684,497,982
Net assets (BOY)
$1,379,104,698

Income & contributions

Employer contributions
$41,201,542
Participant contributions
$120,523,905
Total contributions
$190,483,497
Total income / additions
$445,754,431

Expenses & distributions

Benefits paid
$139,627,039
Administrative expenses
$734,108
Total expenses
$140,361,147
Net increase / (decrease)
$305,393,284

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
T Rowe Price Rps IncNONE$628,042$02023
MorningstarNONE$103,966not reported in the loaded dataset2023

Related Form 5500 pages