T Rowe Price Group, Inc — Form 5500 filings & benefit plans
Form 5500 plan sponsor 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, T Rowe Price Group, Inc (EIN 52-2264646) is a plan sponsor located in Baltimore, MD with 6 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.
Company overview (based on loaded 2023 public filings)
- EIN
- 52-2264646
- Location
- Baltimore, MD
- Loaded plans
- 7
- Total reported participants
- 34,378
- Total reported plan assets (EOY)
- $4,357,344,903
- Plans with financial data
- 1
- Plans with provider compensation
- 0
- Latest filing year
- 2023
Totals aggregate this sponsor's loaded Form 5500 filings only and reflect figures as reported; they are not an audited company total.
Largest loaded plans by reported assets
| Plan | Plan # | Participants | Reported assets (EOY) | Year |
|---|---|---|---|---|
| T. Rowe Price U.S. Retirement Program | 005 | 11,376 | $4,357,344,903 | 2023 |
| Travel Accident Insurance Plan | 503 | 6,971 | not reported in the loaded dataset | 2023 |
| T Rowe Price Group Inc Flexible Benefits Plan | 501 | 6,741 | not reported in the loaded dataset | 2023 |
| Group Insured Life And Ad&D | 502 | 6,579 | not reported in the loaded dataset | 2023 |
| Optional Life & Dependent Life Insurance Plan | 505 | 2,298 | not reported in the loaded dataset | 2023 |
| T Rowe Price Group Inc Retiree Health Benefit Plan | 507 | 242 | not reported in the loaded dataset | 2023 |
| Long Term Care Insurance Plan | 506 | 171 | not reported in the loaded dataset | 2023 |
Latest loaded filings
| Year | Plan | Participants | Schedules | Filing |
|---|---|---|---|---|
| 2023 | T. Rowe Price U.S. Retirement Program | 11,376 | H | 20240613075157NAL0014371603001 |
| 2023 | T Rowe Price Group Inc Flexible Benefits Plan | 6,741 | — | 20240717105756NAL0007041200001 |
| 2023 | Group Insured Life And Ad&D | 6,579 | — | 20240717110557NAL0002434499001 |
| 2023 | Travel Accident Insurance Plan | 6,971 | — | 20240717110658NAL0007051808001 |
| 2023 | Optional Life & Dependent Life Insurance Plan | 2,298 | — | 20240717110757NAL0006736624001 |
| 2023 | Long Term Care Insurance Plan | 171 | — | 20240717110843NAL0002435859001 |
| 2023 | T Rowe Price Group Inc Retiree Health Benefit Plan | 242 | — | 20240717110934NAL0009035538001 |