Aramco U.S. Retirement Income Plan — Form 5500 plan (Aramco Shared Benefits Company)
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, Aramco U.S. Retirement Income Plan is a benefit plan reported by Aramco Shared Benefits Company under EIN 84-4364434 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,933 participants and $1,901,533,000 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Aramco Shared Benefits Company
- EIN
- 84-4364434
- Plan number
- 001
- Plan type
- 2
- Location
- Houston, TX
- Latest filing year
- 2023
- Participants
- 1,933
- End-of-year plan assets
- $1,901,533,000
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,933 | H, C | 20241014113400NAL0027161617001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $1,901,533,000
- Total liabilities (EOY)
- $206,462,000
- Net assets (EOY)
- $1,695,071,000
- Net assets (BOY)
- $1,631,577,000
Income & contributions
- Employer contributions
- $50,000,000
- Total contributions
- $50,000,000
- Total income / additions
- $194,777,000
Expenses & distributions
- Benefits paid
- $123,305,000
- Administrative expenses
- $7,978,000
- Total expenses
- $131,283,000
- Net increase / (decrease)
- $63,494,000
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Goldman Sachs Vintage Vii | NONE | $1,118,669 | not reported in the loaded dataset | 2023 |
| Jp Morgan Chase Bank N.A. | NONE | $1,111,938 | not reported in the loaded dataset | 2023 |
| Citadel Kensington | NONE | $0 | $927,064 | 2023 |
| Nb Secondary Opportunities Fund Iv | NONE | $746,739 | not reported in the loaded dataset | 2023 |
| Towerbrook Investors V, Lp | NONE | $742,809 | not reported in the loaded dataset | 2023 |
| De Shaw Valence Fund | NONE | $0 | $698,468 | 2023 |
| Partners Group Real Estate 2013 | NONE | $646,343 | not reported in the loaded dataset | 2023 |
| Lsv Equity | NONE | $587,619 | not reported in the loaded dataset | 2023 |
| Gryphon Partners Vi, Lp | NONE | $575,497 | not reported in the loaded dataset | 2023 |
| De Shaw Composite Intl Fund | NONE | $0 | $529,776 | 2023 |
| Gtcr | NONE | $518,937 | not reported in the loaded dataset | 2023 |
| Pacific Investment Management Pimco | NONE | $491,124 | not reported in the loaded dataset | 2023 |
| Francisco Partners | NONE | $458,044 | not reported in the loaded dataset | 2023 |
| Capula Global Relative Value Fund | NONE | $0 | $380,942 | 2023 |
| Wellington Cash Plus | NONE | $377,464 | not reported in the loaded dataset | 2023 |
| C-Bridge Healthcare Fund V, Lp | NONE | $356,480 | not reported in the loaded dataset | 2023 |
| Lsv Em Equity | NONE | $0 | $298,687 | 2023 |
| Genstar | NONE | $265,797 | not reported in the loaded dataset | 2023 |
| Magnetar Constellation Fund | NONE | $0 | $258,698 | 2023 |
| Boom Co-Invest B, Lp | NONE | $226,564 | not reported in the loaded dataset | 2023 |
| Varde Inv Ptnrs Offshore | NONE | $0 | $222,747 | 2023 |
| Polymer Asia (Cayman) Fund Ltd. | NONE | $0 | $216,524 | 2023 |
| Pricewaterhousecoopers | NONE | $193,683 | not reported in the loaded dataset | 2023 |
| Samlyn Offshore Fund Ltd | NONE | $0 | $193,390 | 2023 |
| Related Fund Manager Core Sma | NONE | $191,309 | not reported in the loaded dataset | 2023 |
| Milliman | NONE | $174,233 | not reported in the loaded dataset | 2023 |
| Nisa Long Duration Us Credit | NONE | $160,512 | not reported in the loaded dataset | 2023 |
| Legal & General Long Duration Us | NONE | $137,302 | not reported in the loaded dataset | 2023 |
| Harris Capital | NONE | $133,262 | not reported in the loaded dataset | 2023 |
| Systematica Mfsa | NONE | $15,863 | $112,314 | 2023 |
| Stonepeak Infrastructure Fund Iv Lp | NONE | $114,232 | not reported in the loaded dataset | 2023 |
| Farallon Capital Offshore Inv Ltd | NONE | $0 | $111,908 | 2023 |
| Pzena European Focused Value | NONE | $107,556 | not reported in the loaded dataset | 2023 |
| Russell Investments | NONE | $94,075 | not reported in the loaded dataset | 2023 |
| Realterm Logistics | NONE | $93,078 | not reported in the loaded dataset | 2023 |
| Clearlake Capital Partners Vii, Lp | NONE | $92,163 | not reported in the loaded dataset | 2023 |
| Fidelity Emerging Market | NONE | $89,266 | not reported in the loaded dataset | 2023 |
| Hg Saturn | NONE | $58,927 | not reported in the loaded dataset | 2023 |
| Stepstone Group Lp | NONE | $50,000 | not reported in the loaded dataset | 2023 |
| Pag Loan V Feeder Fund, Lp | NONE | $49,459 | not reported in the loaded dataset | 2023 |
| Asf Vii | NONE | $47,974 | not reported in the loaded dataset | 2023 |
| Payden & Rygel | NONE | $41,465 | not reported in the loaded dataset | 2023 |
| Eqt Infrastructure V | NONE | $39,090 | not reported in the loaded dataset | 2023 |
| State Street | NONE | $23,036 | not reported in the loaded dataset | 2023 |
| Financial Recovery Technologies | NONE | $23,000 | not reported in the loaded dataset | 2023 |
| Blackrock Long Term Govt Bond | NONE | $16,325 | not reported in the loaded dataset | 2023 |
| Sustainalytics | NONE | $10,901 | not reported in the loaded dataset | 2023 |
| Vanguard | NONE | $8,991 | not reported in the loaded dataset | 2023 |
| Pgim Investments | NONE | $8,318 | not reported in the loaded dataset | 2023 |
| Varde Fund X | NONE | $5,840 | not reported in the loaded dataset | 2023 |
| Canyon Value Realization Fund | NONE | $0 | $5,722 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Aramco Shared Benefits Company
- 2023 Form 5500 filing
- Form 5500 filings in TX
- 401(k) and benefit plan filings in Houston, TX
- Goldman Sachs Vintage Vii — Schedule C compensation
- Jp Morgan Chase Bank N.A. — Schedule C compensation
- Citadel Kensington — Schedule C compensation
- Nb Secondary Opportunities Fund Iv — Schedule C compensation
- Towerbrook Investors V, Lp — Schedule C compensation
- De Shaw Valence Fund — Schedule C compensation
- Partners Group Real Estate 2013 — Schedule C compensation
- Lsv Equity — Schedule C compensation
- Gryphon Partners Vi, Lp — Schedule C compensation
- De Shaw Composite Intl Fund — Schedule C compensation
- Gtcr — Schedule C compensation
- Pacific Investment Management Pimco — Schedule C compensation
- Francisco Partners — Schedule C compensation
- Capula Global Relative Value Fund — Schedule C compensation
- Wellington Cash Plus — Schedule C compensation
- C-Bridge Healthcare Fund V, Lp — Schedule C compensation
- Lsv Em Equity — Schedule C compensation
- Genstar — Schedule C compensation
- Magnetar Constellation Fund — Schedule C compensation
- Boom Co-Invest B, Lp — Schedule C compensation
- Varde Inv Ptnrs Offshore — Schedule C compensation
- Polymer Asia (Cayman) Fund Ltd. — Schedule C compensation
- Pricewaterhousecoopers — Schedule C compensation
- Samlyn Offshore Fund Ltd — Schedule C compensation
- Related Fund Manager Core Sma — Schedule C compensation
- Milliman — Schedule C compensation
- Nisa Long Duration Us Credit — Schedule C compensation
- Legal & General Long Duration Us — Schedule C compensation
- Harris Capital — Schedule C compensation
- Systematica Mfsa — Schedule C compensation
- Stonepeak Infrastructure Fund Iv Lp — Schedule C compensation
- Farallon Capital Offshore Inv Ltd — Schedule C compensation
- Pzena European Focused Value — Schedule C compensation
- Russell Investments — Schedule C compensation
- Realterm Logistics — Schedule C compensation
- Clearlake Capital Partners Vii, Lp — Schedule C compensation
- Fidelity Emerging Market — Schedule C compensation
- Hg Saturn — Schedule C compensation
- Stepstone Group Lp — Schedule C compensation
- Pag Loan V Feeder Fund, Lp — Schedule C compensation
- Asf Vii — Schedule C compensation
- Payden & Rygel — Schedule C compensation
- Eqt Infrastructure V — Schedule C compensation
- State Street — Schedule C compensation
- Financial Recovery Technologies — Schedule C compensation
- Blackrock Long Term Govt Bond — Schedule C compensation
- Sustainalytics — Schedule C compensation
- Vanguard — Schedule C compensation
- Pgim Investments — Schedule C compensation
- Varde Fund X — Schedule C compensation
- Canyon Value Realization Fund — Schedule C compensation