Sas Retirement Plan — Form 5500 plan (Sas Institute 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, Sas Retirement Plan is a benefit plan reported by Sas Institute Inc. under EIN 56-1133017 and plan number 001. The latest loaded filing year is 2023. The filing reports 8,692 participants and $3,326,459,937 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Sas Institute Inc.
EIN
56-1133017
Plan number
001
Plan type
2
Location
Cary, NC
Latest filing year
2023
Participants
8,692
End-of-year plan assets
$3,326,459,937

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20238,692H, C20241010154152NAL0010204867001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$3,326,459,937
Total liabilities (EOY)
$0
Net assets (EOY)
$3,326,459,937
Net assets (BOY)
$2,844,761,857

Income & contributions

Employer contributions
$55,193,962
Participant contributions
$98,144,798
Total contributions
$163,854,881
Total income / additions
$735,922,006

Expenses & distributions

Benefits paid
$254,734,126
Administrative expenses
-$556,180
Total expenses
$254,223,926
Net increase / (decrease)
$481,698,080

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Investments InstitutionalRECORDKEEPER-$556,180$02023

Related Form 5500 pages