2023 Form 5500 filing — Retirement Plan For Employees Of The Charles Stark Draper Laboratory, Inc.
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 20250414143233NAL0001835553001) for Retirement Plan For Employees Of The Charles Stark Draper Laboratory, Inc., reported by The Charles Stark Draper Laboratory, Inc. under EIN 04-2505372 and plan number 002. It reports 695 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)$93.4MReported net assets$93,368,085
Participants695
Provider compensation$395.5K2 Schedule C row(s)$395,485
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20250414143233NAL0001835553001
- Plan sponsor
- The Charles Stark Draper Laboratory, Inc.
- EIN
- 04-2505372
- Plan number
- 002
- Location
- Cambridge, MA
- 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)$93.4M total assets
Net assets$93.4MLiabilities$0
Full reported line items
- Total assets (EOY)
- $93,368,085
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $93,368,085
- Employer contributions
- $3,629,000
- Total income / additions
- $5,588,988
- Benefits paid
- $4,636,882
- Administrative expenses
- $530,348
- Total expenses
- $5,167,230
- Net increase / (decrease)
- $421,758
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Mercer Investments LLC | FIDUCIARY | $278,533 | $56,452 |
| Tiaa | NONE | $60,500 | $0 |