Ernst & Young Retirement Savings Plan — Form 5500 plan (Ernst & Young U.S. Llp)

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, Ernst & Young Retirement Savings Plan is a benefit plan reported by Ernst & Young U.S. Llp under EIN 34-6565596 and plan number 112. The latest loaded filing year is 2023. The filing reports 98,071 participants and $15,543,526,764 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Ernst & Young U.S. Llp
EIN
34-6565596
Plan number
112
Plan type
2
Location
Secaucus, NJ
Latest filing year
2023
Participants
98,071
End-of-year plan assets
$15,543,526,764

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
202398,071H, C20241015153941NAL0050236320001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$15,543,526,764
Total liabilities (EOY)
$412,202
Net assets (EOY)
$15,543,114,562
Net assets (BOY)
$12,404,040,106

Income & contributions

Employer contributions
$252,827,603
Participant contributions
$785,032,575
Total contributions
$1,201,997,783
Total income / additions
$4,078,201,483

Expenses & distributions

Benefits paid
$971,765,452
Administrative expenses
$5,228,063
Total expenses
$976,993,515
Net increase / (decrease)
$3,101,207,968

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Investments InstitutionalRECORD KEEPER$5,228,063$02023
Black Rock Institutional Trust Co.FUND MANAGER$38,590$02023

Related Form 5500 pages