Plan5500

Research Triangle Institute — 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, Research Triangle Institute (EIN 56-0686338) is a plan sponsor located in Research Triangle Par, NC with 1 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
56-0686338
Location
Research Triangle Par, NC
Loaded plans
6
Latest filing year
2023

This is a company / sponsor profile — aggregate totals across all of this employer's loaded plans. Open an individual plan below for its own full financial statement.

What stands out for Research Triangle Institute

  • 6 loaded plans hold $1B in reported assets.
  • The largest, Retirement Plan Of Research Triangle Institute, holds 98% of this company's reported plan assets.
  • Plans cover 21,679 reported participants.
  • 3 of 6 plans report full financial statements.
  • 3 report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$1BSummed across loaded plans$1,010,587,259
Total reported assets$1B$1,010,635,336
Total reported participants21.7K21,679
Total reported liabilities$48.1K$48,077

Reported net position

Reported assets = net assets + liabilities (summed)$1B total assets
Net assets$1BLiabilities$48.1K
Contributions & income
Employer contributions$30.8M
Participant contributions$43.9M
Total income / additions$234.6M
Expenses & distributions
Benefits paid / distributions$47.8M
Total expenses$48.5M
Net increase / (decrease)$186.1M

Data coverage

Plans with financial statements3 / 6 (50%)
Plans with provider compensation3 / 6 (50%)

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Computed from loaded plans

Portfolio comparison

Largest plan share of assets98%Retirement Plan Of Research Triangle Institute
Participants per plan3,613Average across loaded plans
Loaded plans6
Ranked by reported assets

Largest loaded plans

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    Retirement Plan Of Research Triangle Institute$992.8M
    Plan #333 · 5,333 participants · 2023
  2. 2
    Rti International Retiree Health Plan$17M
    Plan #509 · 4,175 participants · 2023
  3. 3
    Rti Business Segment 401(K) Plan$829.5K
    Plan #002 · 974 participants · 2023
  4. 4
    Research Triangle Institute Choice Plus Fi Plannot reported in the loaded dataset
    Plan #504 · 3,977 participants · 2023
  5. 5
    Research Triangle Institute Choice Plus Si Plannot reported in the loaded dataset
    Plan #502 · 3,657 participants · 2023
  6. 6
    Severance Pay Plan For Employees Of Research Triangle Institutenot reported in the loaded dataset
    Plan #508 · 3,563 participants · 2023

All loaded plans by assets → · By participants → · With financial statements → · With provider compensation →

EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for Research Triangle Institute. Open one for its full reported snapshot.

  1. 2023
    Research Triangle Institute Choice Plus Fi Plan3,977 participants · 2No schedules
    View filing →
  2. 2023
    Research Triangle Institute Choice Plus Si Plan3,657 participants · 2No schedules
    View filing →
  3. 2023
    Severance Pay Plan For Employees Of Research Triangle Institute3,563 participants · 2No schedules
    View filing →
  4. 2023
    Retirement Plan Of Research Triangle Institute5,333 participants · 2Sch HSch C
    View filing →
  5. 2023
    Rti Business Segment 401(K) Plan974 participants · 2Sch HSch C
    View filing →
  6. 2023
    Rti International Retiree Health Plan4,175 participants · 2Sch HSch C
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Research Triangle Institute report on Form 5500?
Research Triangle Institute (EIN 56-0686338) reports 1 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Research Triangle Institute?
The Employer Identification Number (EIN) reported for Research Triangle Institute is 56-0686338.
What is the latest Form 5500 filing year for Research Triangle Institute?
The latest loaded Form 5500 filing year for Research Triangle Institute is 2023.

Related Form 5500 pages