Retirement Plan For Employees Of The Charles Stark Draper Laboratory, Inc. — Form 5500 plan (The Charles Stark Draper Laboratory, Inc.)
Plain-English plan 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, Retirement Plan For Employees Of The Charles Stark Draper Laboratory, Inc. is a benefit plan reported by The Charles Stark Draper Laboratory, Inc. under EIN 04-2505372 and plan number 002. The latest loaded filing year is 2023. The filing reports 695 participants and $93,368,085 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$93.4MPlan net assets, end of year$93,368,085
Participants695Covered participants reported
Assets / participant$134.3KComputed: assets ÷ participants$134,343 (computed)
Provider compensation$395.5K2 Schedule C provider row(s)$395,485
- Plan sponsor
- The Charles Stark Draper Laboratory, Inc.
- EIN
- 04-2505372
- Plan number
- 002
- Plan type
- 2
- Location
- Cambridge, MA
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 695 | H, C | 20250414143233NAL0001835553001 |
Schedule H · 2023
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Reported balance (end of year)$93.4M total assets
Net assets$93.4MLiabilities$0
Full reported line items
Net assets
- Total assets (EOY)
- $93,368,085
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $93,368,085
- Net assets (BOY)
- $92,946,327
Income & contributions
- Employer contributions
- $3,629,000
- Total contributions
- $3,629,000
- Total income / additions
- $5,588,988
Expenses & distributions
- Benefits paid
- $4,636,882
- Administrative expenses
- $530,348
- Total expenses
- $5,167,230
- Net increase / (decrease)
- $421,758
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Mercer Investments LLC | FIDUCIARY | $278,533 | $56,452 | 2023 |
| Tiaa | NONE | $60,500 | $0 | 2023 |