2023 Form 5500 filing — Procter & Gamble Master 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 20250319084842NAL0002474787001) for Procter & Gamble Master Retirement Plan, reported by The Procter And Gamble Company under EIN 31-0411980 and plan number 012. It reports 14,996 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250319084842NAL0002474787001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- The Procter And Gamble Company
- EIN
- 31-0411980
- Plan number
- 012
- Location
- Cincinnati, OH
- Participants
- 14,996
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $1,160,223,253
- Total liabilities (EOY)
- $82,105
- Net assets (EOY)
- $1,160,141,148
- Total income / additions
- $35,441,578
- Benefits paid
- $162,551,658
- Administrative expenses
- $4,492,500
- Total expenses
- $167,044,158
- Net increase / (decrease)
- -$131,602,580
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Tower Watson Delaware Inc. | NONE | $1,847,565 | not reported in the loaded dataset |
| Blackrock | NONE | $934,855 | not reported in the loaded dataset |
| Northern Trust | NONE | $153,614 | not reported in the loaded dataset |
| Iron Mountain | NONE | $33,914 | not reported in the loaded dataset |