Rexel Usa, Inc. Section 401(K) Savings Plan — Form 5500 plan (Rexel Usa, 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, Rexel Usa, Inc. Section 401(K) Savings Plan is a benefit plan reported by Rexel Usa, Inc. under EIN 20-5021845 and plan number 003. The latest loaded filing year is 2023. The filing reports 8,988 participants and $856,258,631 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$856.3MPlan net assets, end of year$856,258,631
Participants9KCovered participants reported8,988
Assets / participant$95.3KComputed: assets ÷ participants$95,267 (computed)
Provider compensation$479.8K5 Schedule C provider row(s)$479,793
Plan sponsor
Rexel Usa, Inc.
EIN
20-5021845
Plan number
003
Plan type
2
Location
Dallas, TX
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20238,988H, C20241015184730NAL0050949920001
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$856.3M total assets
Net assets$856.3MLiabilities$0
Money in vs. money out
Total income / additions$204.4M
Total expenses$75.8M
Benefits paid / distributions$75.2M
Contributions
Employer$18.9M
Participant$46.9M
Full reported line items

Net assets

Total assets (EOY)
$856,258,631
Total liabilities (EOY)
$0
Net assets (EOY)
$856,258,631
Net assets (BOY)
$678,346,029

Income & contributions

Employer contributions
$18,869,631
Participant contributions
$46,917,612
Total contributions
$73,502,130
Total income / additions
$204,385,057

Expenses & distributions

Benefits paid
$75,202,450
Administrative expenses
$585,791
Total expenses
$75,802,243
Net increase / (decrease)
$128,582,814
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)
Employer 29%Participant 71%
Total expenses ÷ net assets9%Computed ratio
Benefits paid ÷ total income37%Computed ratio
Provider comp. ÷ net assets0%Computed ratio

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
T Rowe Price Rps IncNONE$384,633$02023
Gallagher Fiduciary Advisors, LLCNONE$63,750not reported in the loaded dataset2023
Gallagher Benefit Services IncNONE$21,250not reported in the loaded dataset2023
Moss Adams LlpNONE$10,000not reported in the loaded dataset2023
Charles Schwab & Co., Inc.NONE$160$02023

Related Form 5500 pages