Plan5500

Capital Retirement Savings Plan — Form 5500 plan (Capital Group Companies, 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, Capital Retirement Savings Plan is a benefit plan reported by Capital Group Companies, Inc. under EIN 86-0206507 and plan number 002. The latest loaded filing year is 2023. The filing reports 12,111 participants and $7,067,430,633 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Capital Group Companies, Inc.
EIN
86-0206507
Plan number
002
Plan type
2
Location
Los Angeles, CA
Latest filing year
2023
Participants
12,111
End-of-year plan assets
$7,067,430,633

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
202312,111H, C20250321005622NAL0005520851001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$7,067,430,633
Total liabilities (EOY)
$12,601,291
Net assets (EOY)
$7,054,829,342
Net assets (BOY)
$6,117,948,181

Income & contributions

Employer contributions
$189,888,602
Participant contributions
$81,977,071
Total contributions
$285,609,974
Total income / additions
$1,276,110,095

Expenses & distributions

Benefits paid
$337,792,897
Administrative expenses
$0
Total expenses
$339,228,934
Net increase / (decrease)
$936,881,161

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Alight Solutions LLCSERVICE PROVIDER$31,050not reported in the loaded dataset2023

Related Form 5500 pages