Educational Testing Service 403(B) Retirement Savings Plan — Form 5500 plan (Educational Testing Service)
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, Educational Testing Service 403(B) Retirement Savings Plan is a benefit plan reported by Educational Testing Service under EIN 21-0634479 and plan number 002. The latest loaded filing year is 2023. The filing reports 5,492 participants and $929,151,958 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Educational Testing Service
- EIN
- 21-0634479
- Plan number
- 002
- Plan type
- 2
- Location
- Princeton, NJ
- Latest filing year
- 2023
- Participants
- 5,492
- End-of-year plan assets
- $929,151,958
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 5,492 | H, C | 20240918093654NAL0007385664001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $929,151,958
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $929,151,958
- Net assets (BOY)
- $821,857,381
Income & contributions
- Employer contributions
- $7,850,450
- Participant contributions
- $26,629,483
- Total contributions
- $36,683,336
- Total income / additions
- $180,267,461
Expenses & distributions
- Benefits paid
- $72,762,468
- Administrative expenses
- $190,615
- Total expenses
- $72,972,884
- Net increase / (decrease)
- $107,294,577
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fid Inv Instl Ops | RECORDKPNG/ ADMIN | $104,669 | $0 | 2023 |
| Russell Investments | INV ADVISOR | $41,145 | not reported in the loaded dataset | 2023 |
| Grant Thornton Llp | ACCOUNTING | $22,250 | not reported in the loaded dataset | 2023 |
| Mccarter & English Llp | LEGAL | $22,155 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Educational Testing Service
- 2023 Form 5500 filing
- Form 5500 filings in NJ
- 401(k) and benefit plan filings in Princeton, NJ
- Fid Inv Instl Ops — Schedule C compensation
- Russell Investments — Schedule C compensation
- Grant Thornton Llp — Schedule C compensation
- Mccarter & English Llp — Schedule C compensation