2023 Form 5500 filing — Amtrak'S Retirement Savings Plan For Agreement Employees
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 20240929182216NAL0009435666001) for Amtrak'S Retirement Savings Plan For Agreement Employees, reported by National Railroad Passenger Corporation under EIN 52-0910053 and plan number 003. It reports 19,081 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$860.9MReported net assets$860,905,458
Participants19.1K19,081
Provider compensation$737.6K3 Schedule C row(s)$737,593
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20240929182216NAL0009435666001
- Plan sponsor
- National Railroad Passenger Corporation
- EIN
- 52-0910053
- Plan number
- 003
- Location
- Washington, DC
- Received date
- not reported in the loaded dataset
Schedule H · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$860.9M total assets
Net assets$860.9MLiabilities$33K
Full reported line items
- Total assets (EOY)
- $860,938,458
- Total liabilities (EOY)
- $33,000
- Net assets (EOY)
- $860,905,458
- Employer contributions
- $13,170
- Participant contributions
- $78,920,512
- Total income / additions
- $204,393,326
- Benefits paid
- $77,127,415
- Administrative expenses
- $894,764
- Total expenses
- $78,288,951
- Net increase / (decrease)
- $126,104,375
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $691,148 | $0 |
| Ernst & Young Us Llp | ACCOUNTANT/AUDITOR | $33,000 | not reported in the loaded dataset |
| Strategic Advisors, Inc. | ADVISOR | $13,445 | not reported in the loaded dataset |