Who sponsors the Onex Retirement Savings Plan (U.S.)?

Onex Retirement Savings Plan (U.S.) is reported as sponsored by Onex Credit Partners, LLC (EIN 20-3774005, plan number 001) in public Form 5500 filings.

What is the most recent Form 5500 filing year for Onex Retirement Savings Plan (U.S.)?

The latest Form 5500 filing year loaded for Onex Retirement Savings Plan (U.S.) is 2023.

How many participants does Onex Retirement Savings Plan (U.S.) report?

Onex Retirement Savings Plan (U.S.) reports 235 participants in its latest loaded Form 5500 filing.

What are the reported plan assets for Onex Retirement Savings Plan (U.S.)?

Onex Retirement Savings Plan (U.S.) reports $22,755,014 in end-of-year plan assets in its latest loaded Form 5500 filing.

Onex Retirement Savings Plan (U.S.) — Form 5500 plan (Onex Credit Partners, LLC)

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, Onex Retirement Savings Plan (U.S.) is a benefit plan reported by Onex Credit Partners, LLC under EIN 20-3774005 and plan number 001. The latest loaded filing year is 2023. The filing reports 235 participants and $22,755,014 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$22.8MPlan net assets, end of year$22,755,014

Participants235Covered participants reported

Assets / participant$96.8KComputed: assets ÷ participants$96,830 (computed)

Provider compensation$81.6K2 Schedule C provider row(s)$81,601

Plan sponsor: Onex Credit Partners, LLC
EIN: 20-3774005
Plan number: 001
Plan type: 2
Location: Englewood Cliffs, NJ
Latest filing year: 2023

Form 5500 filing history

Filings loaded for this plan
Filing year	Participants	Schedules	Filing
2023	235	H, C	20250429114659NAL0000471201001

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)$22.8M total assets

Net assets$22.8MLiabilities$0

Money in vs. money out

Total income / additions$8.5M

Total expenses$2.2M

Benefits paid / distributions$2.1M

Contributions

Employer$311.6K

Participant$3.1M

Full reported line items

Net assets

Total assets (EOY): $22,755,014
Total liabilities (EOY): $0
Net assets (EOY): $22,755,014
Net assets (BOY): $16,415,332

Income & contributions

Employer contributions: $311,564
Participant contributions: $3,120,439
Total contributions: $4,516,824
Total income / additions: $8,523,922

Expenses & distributions

Benefits paid: $2,092,028
Administrative expenses: $81,601
Total expenses: $2,184,240
Net increase / (decrease): $6,339,682

Service provider compensation (Schedule C)

Reported service provider compensation
Provider	Service	Direct comp.	Indirect comp.	Year
Fidelity Investments Institutional	RECORDKEEPER	$45,953	not reported in the loaded dataset	2023
Nfp Retirement Inc	ADVISOR	$35,648	not reported in the loaded dataset	2023