Caltech Voluntary Retirement Plan — Form 5500 plan (California Institute Of Technology)
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, Caltech Voluntary Retirement Plan is a benefit plan reported by California Institute Of Technology under EIN 95-1643307 and plan number 005. The latest loaded filing year is 2023. The filing reports 11,254 participants and $2,033,100,660 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- California Institute Of Technology
- EIN
- 95-1643307
- Plan number
- 005
- Plan type
- 2
- Location
- Pasadena, CA
- Latest filing year
- 2023
- Participants
- 11,254
- End-of-year plan assets
- $2,033,100,660
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 11,254 | H, C | 20241007121543NAL0008854531001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $2,033,100,660
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $2,033,100,660
- Net assets (BOY)
- $1,667,111,588
Income & contributions
- Participant contributions
- $113,558,552
- Total contributions
- $174,499,994
- Total income / additions
- $444,079,484
Expenses & distributions
- Benefits paid
- $77,841,258
- Administrative expenses
- $206,412
- Total expenses
- $78,090,412
- Net increase / (decrease)
- $365,989,072
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Mercer Investments LLC | NONE | $130,238 | not reported in the loaded dataset | 2023 |
| Anavure Inc. | NONE | $51,124 | not reported in the loaded dataset | 2023 |
| Miller Kaplan Arase Llp | NONE | $14,700 | not reported in the loaded dataset | 2023 |
| Tiaa | NONE | $10,350 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for California Institute Of Technology
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Pasadena, CA
- Mercer Investments LLC — Schedule C compensation
- Anavure Inc. — Schedule C compensation
- Miller Kaplan Arase Llp — Schedule C compensation
- Tiaa — Schedule C compensation