2023 Form 5500 filing — Aecom Retirement & Savings Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240916131134NAL0001525473001) for Aecom Retirement & Savings Plan, reported by Aecom under EIN 61-1088522 and plan number 055. It reports 34,971 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240916131134NAL0001525473001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Aecom
- EIN
- 61-1088522
- Plan number
- 055
- Location
- Dallas, TX
- Participants
- 34,971
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $6,246,292,688
- Total liabilities (EOY)
- $7,139,240
- Net assets (EOY)
- $6,239,153,448
- Employer contributions
- $47,854,371
- Participant contributions
- $178,469,959
- Total income / additions
- $1,282,137,440
- Benefits paid
- $509,291,507
- Administrative expenses
- $1,445,960
- Total expenses
- $511,079,014
- Net increase / (decrease)
- $771,058,426
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Merrill Lynch, Pierce, Fenner And S | RECORDKEEPER | $2,501,499 | $0 |
| Angeles Investment Advisors, LLC | CONSULTANT | $239,654 | not reported in the loaded dataset |
| Winston & Strawn, Llp | NONE | $196,551 | not reported in the loaded dataset |
| Vasquez & Company Llp | AUDITOR | $96,075 | not reported in the loaded dataset |
| Mercer | CONSULTANT | $30,287 | not reported in the loaded dataset |
| Fidelity Investments Institutional | NONE | $9,000 | not reported in the loaded dataset |