T. Rowe Price U.S. Retirement Program — Form 5500 plan (T. Rowe Price Group, 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, T. Rowe Price U.S. Retirement Program is a benefit plan reported by T. Rowe Price Group, Inc. under EIN 52-2264646 and plan number 005. The latest loaded filing year is 2023. The filing reports 11,376 participants and $4,357,344,903 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- T. Rowe Price Group, Inc.
- EIN
- 52-2264646
- Plan number
- 005
- Plan type
- 2
- Location
- Owings Mills, MD
- Latest filing year
- 2023
- Participants
- 11,376
- End-of-year plan assets
- $4,357,344,903
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 11,376 | H | 20240613075157NAL0014371603001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $4,357,344,903
- Total liabilities (EOY)
- $344,121
- Net assets (EOY)
- $4,357,000,782
- Net assets (BOY)
- $3,650,801,725
Income & contributions
- Employer contributions
- $134,135,913
- Participant contributions
- $83,212,696
- Total contributions
- $229,211,765
- Total income / additions
- $933,219,268
Expenses & distributions
- Benefits paid
- $226,988,044
- Administrative expenses
- -$14,733
- Total expenses
- $227,020,211
- Net increase / (decrease)
- $706,199,057
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.