2023 Form 5500 filing — Russell Sage Foundation Dc 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 20250307201320NAL0019499664001) for Russell Sage Foundation Dc Retirement Plan, reported by Russell Sage Foundation under EIN 13-1635303 and plan number 001. It reports 160 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)$45.8MReported net assets$45,834,045
Participants160
Provider compensation$7.2K1 Schedule C row(s)$7,243
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20250307201320NAL0019499664001
Plan sponsor
Russell Sage Foundation
EIN
13-1635303
Plan number
001
Location
New York, NY
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
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)$45.8M total assets
Net assets$45.8MLiabilities$0
Money in vs. money out
Total income / additions$9.3M
Total expenses$1.1M
Benefits paid / distributions$1.1M
Contributions
Employer$507.8K
Participant$292.9K
Full reported line items
Total assets (EOY)
$45,834,045
Total liabilities (EOY)
$0
Net assets (EOY)
$45,834,045
Employer contributions
$507,791
Participant contributions
$292,852
Total income / additions
$9,335,005
Benefits paid
$1,131,263
Administrative expenses
$7,243
Total expenses
$1,138,506
Net increase / (decrease)
$8,196,499
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    Tiaa$7.2K
    NONE · Direct $7.2K · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20250307201320NAL0019499664001 cover?
It is the 2023 Form 5500 filing for Russell Sage Foundation Dc Retirement Plan, reported by Russell Sage Foundation (EIN 13-1635303).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages