2023 Form 5500 filing — Nationwide Retirement 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 20241003081556NAL0020066674001) for Nationwide Retirement Plan, reported by Nationwide Mutual Insurance Company under EIN 31-4177100 and plan number 333. It reports 57,570 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241003081556NAL0020066674001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Nationwide Mutual Insurance Company
- EIN
- 31-4177100
- Plan number
- 333
- Location
- Columbus, OH
- Participants
- 57,570
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $5,281,060,445
- Total liabilities (EOY)
- $11,216,743
- Net assets (EOY)
- $5,269,843,702
- Employer contributions
- $318,188,948
- Total income / additions
- $645,754,019
- Benefits paid
- $240,670,308
- Administrative expenses
- $63,428,141
- Total expenses
- $304,098,449
- Net increase / (decrease)
- $341,655,570
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fmr Corp | ADMIN / RECORDKEEPING | $2,706,153 | not reported in the loaded dataset |
| Pimco | INV MGMT | $495,073 | not reported in the loaded dataset |
| Deloitte Consulting Llp | CONSULTANT | $473,382 | not reported in the loaded dataset |
| The Bank Of New York Mellon | CUSTODIAN | $285,542 | $0 |
| Goldman Sachs & Co. LLC | ADMIN | $187,160 | not reported in the loaded dataset |