Harley-Davidson Retirement Plan — Form 5500 plan (Harley-Davidson Motor Company, 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, Harley-Davidson Retirement Plan is a benefit plan reported by Harley-Davidson Motor Company, Inc under EIN 39-1972791 and plan number 001. The latest loaded filing year is 2023. The filing reports 8,094 participants and $1,912,240,682 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Harley-Davidson Motor Company, Inc
- EIN
- 39-1972791
- Plan number
- 001
- Plan type
- 2
- Location
- Milwaukee, WI
- Latest filing year
- 2023
- Participants
- 8,094
- End-of-year plan assets
- $1,912,240,682
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 8,094 | H, C | 20241003150021NAL0005800291001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $1,912,240,682
- Total liabilities (EOY)
- $4,242,930
- Net assets (EOY)
- $1,907,997,752
- Net assets (BOY)
- $1,815,136,303
Income & contributions
- Total contributions
- $0
- Total income / additions
- $204,632,702
Expenses & distributions
- Benefits paid
- $105,877,837
- Administrative expenses
- $5,793,692
- Total expenses
- $111,771,253
- Net increase / (decrease)
- $92,861,449
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Towers Watson | NONE | $967,231 | not reported in the loaded dataset | 2023 |
| Pacific Investment Mngmt | NONE | $542,785 | not reported in the loaded dataset | 2023 |
| Loomis Sayles Cogeneva | NONE | $498,769 | not reported in the loaded dataset | 2023 |
| Earnst Partners | NONE | $402,178 | not reported in the loaded dataset | 2023 |
| Bmo Bank Na | NONE | $399,966 | not reported in the loaded dataset | 2023 |
| Metlife Investment Management | NONE | $367,098 | not reported in the loaded dataset | 2023 |
| Robert W. Baird | NONE | $359,792 | not reported in the loaded dataset | 2023 |
| Nisa Investment Advisors, LLC | NONE | $310,907 | not reported in the loaded dataset | 2023 |
| Geneva Capital Management Ltd | NONE | $250,089 | not reported in the loaded dataset | 2023 |
| Thompson Siegel & Walmsley | NONE | $244,164 | not reported in the loaded dataset | 2023 |
| Hardman Johnston Global Advisors | NONE | $213,702 | not reported in the loaded dataset | 2023 |
| Weatherbie Capital LLC | NONE | $172,495 | not reported in the loaded dataset | 2023 |
| Mercer Human Resource Consulting | NONE | $170,000 | not reported in the loaded dataset | 2023 |
| Rhumbline | NONE | $75,109 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Harley-Davidson Motor Company, Inc
- 2023 Form 5500 filing
- Form 5500 filings in WI
- 401(k) and benefit plan filings in Milwaukee, WI
- Towers Watson — Schedule C compensation
- Pacific Investment Mngmt — Schedule C compensation
- Loomis Sayles Cogeneva — Schedule C compensation
- Earnst Partners — Schedule C compensation
- Bmo Bank Na — Schedule C compensation
- Metlife Investment Management — Schedule C compensation
- Robert W. Baird — Schedule C compensation
- Nisa Investment Advisors, LLC — Schedule C compensation
- Geneva Capital Management Ltd — Schedule C compensation
- Thompson Siegel & Walmsley — Schedule C compensation
- Hardman Johnston Global Advisors — Schedule C compensation
- Weatherbie Capital LLC — Schedule C compensation
- Mercer Human Resource Consulting — Schedule C compensation
- Rhumbline — Schedule C compensation