Retirement Plan Of Research Triangle Institute — Form 5500 plan (Research Triangle Institute)

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, Retirement Plan Of Research Triangle Institute is a benefit plan reported by Research Triangle Institute under EIN 56-0686338 and plan number 333. The latest loaded filing year is 2023. The filing reports 5,333 participants and $992,767,718 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$992.8MPlan net assets, end of year$992,767,718
Participants5.3KCovered participants reported5,333
Assets / participant$186.2KComputed: assets ÷ participants$186,156 (computed)
Provider compensation$578.2K2 Schedule C provider row(s)$578,188
Plan sponsor
Research Triangle Institute
EIN
56-0686338
Plan number
333
Plan type
2
Location
Research Triangle Park, NC
Latest filing year
2023
EFAST2 filings

Form 5500 filing history

Each loaded annual filing for this plan. Open one for its full reported snapshot.

  1. 2023
    5,333 participants · 2Sch HSch C
    View filing →
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)$992.8M total assets
Net assets$992.8MLiabilities$0
Money in vs. money out
Total income / additions$231M
Total expenses$47.6M
Benefits paid / distributions$47M
Contributions
Employer$30.8M
Participant$43.5M
Full reported line items

Net assets

Total assets (EOY)
$992,767,718
Total liabilities (EOY)
$0
Net assets (EOY)
$992,767,718
Net assets (BOY)
$809,403,692

Income & contributions

Employer contributions
$30,840,134
Participant contributions
$43,507,531
Total contributions
$81,574,997
Total income / additions
$230,988,246

Expenses & distributions

Benefits paid
$46,974,951
Administrative expenses
$574,888
Total expenses
$47,624,220
Net increase / (decrease)
$183,364,026
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.

Contribution share (employer vs. participant)
Employer 41%Participant 59%
Total expenses ÷ net assets5%Computed ratio
Benefits paid ÷ total income20%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Schedule C

Service provider compensation

Reported direct + indirect compensation per provider, ranked. Bars show relative scale.

  1. 1
    NONE · Direct $304.1K
  2. 2
    NONE · Direct $274.1K · Indirect $0

Related Form 5500 pages