Durham Retirement Plan — Form 5500 plan (Ratp Dev Usa, 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, Durham Retirement Plan is a benefit plan reported by Ratp Dev Usa, Inc. under EIN 75-1626932 and plan number 007. The latest loaded filing year is 2023. The filing reports 380 participants and $18,451,017 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$18.5MPlan net assets, end of year$18,451,017
Participants380Covered participants reported
Assets / participant$48.6KComputed: assets ÷ participants$48,555 (computed)
Provider compensation$70.3K1 Schedule C provider row(s)$70,300
- Plan sponsor
- Ratp Dev Usa, Inc.
- EIN
- 75-1626932
- Plan number
- 007
- Plan type
- 2
- Location
- Fort Worth, TX
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 380 | H, C | 20251120085337NAL0005041953001 |
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)$18.5M total assets
Net assets$18.5MLiabilities$0
Full reported line items
Net assets
- Total assets (EOY)
- $18,451,017
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $18,451,017
- Net assets (BOY)
- $15,666,399
Income & contributions
- Employer contributions
- $2,175,000
- Total contributions
- $2,175,000
- Total income / additions
- $4,095,305
Expenses & distributions
- Benefits paid
- $969,611
- Administrative expenses
- $341,076
- Total expenses
- $1,310,687
- Net increase / (decrease)
- $2,784,618
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 assets7%Computed ratio
Benefits paid ÷ total income24%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $70,300 | $0 | 2023 |