Universities Space Research Association 403(B) Retirement Plan — Form 5500 plan (Universities Space Research Association)
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, Universities Space Research Association 403(B) Retirement Plan is a benefit plan reported by Universities Space Research Association under EIN 52-0892064 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,104 participants and $125,693,472 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$125.7MPlan net assets, end of year$125,693,472
Participants1.1KCovered participants reported1,104
Assets / participant$113.9KComputed: assets ÷ participants$113,853 (computed)
Provider compensation$16.2K3 Schedule C provider row(s)$16,248
- Plan sponsor
- Universities Space Research Association
- EIN
- 52-0892064
- Plan number
- 001
- Plan type
- 2
- Location
- Washington, DC
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,104 | H, C | 20241015163544NAL0016889283001 |
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)$125.7M total assets
Net assets$125.7MLiabilities—
Full reported line items
Net assets
- Total assets (EOY)
- $125,693,472
- Net assets (EOY)
- $125,693,472
- Net assets (BOY)
- $115,892,247
Income & contributions
- Total income / additions
- $17,542,426
Expenses & distributions
- Benefits paid
- $7,724,954
- Administrative expenses
- $16,247
- Total expenses
- $7,741,201
- Net increase / (decrease)
- $9,801,225
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.
Total expenses ÷ net assets6%Computed ratio
Benefits paid ÷ total income44%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Transamerica Retirement Solutions | RECORDKEEPER | $9,797 | $0 | 2023 |
| Grp Financial LLC | INVESTMENT ADVISOR | $6,451 | not reported in the loaded dataset | 2023 |
| National Financial Services | SECURITIES BROKER | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Universities Space Research Association
- 2023 Form 5500 filing
- Form 5500 filings in DC
- 401(k) and benefit plan filings in Washington, DC
- Transamerica Retirement Solutions — Schedule C compensation
- Grp Financial LLC — Schedule C compensation
- National Financial Services — Schedule C compensation