Plan5500

The Prudential Merged Retirement Plan — Form 5500 plan (The Prudential Insurance Company Of America)

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, The Prudential Merged Retirement Plan is a benefit plan reported by The Prudential Insurance Company Of America under EIN 22-1211670 and plan number 003. The latest loaded filing year is 2023. The filing reports 45,491 participants and $12,225,782,081 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$8.8BPlan net assets, end of year$8,826,689,241
Participants45.5KCovered participants reported45,491
Assets / participant$268.8KComputed: assets ÷ participants$268,752 (computed)
Provider compensation$19.8M10 Schedule C provider row(s)$19,807,342
Plan sponsor
The Prudential Insurance Company Of America
EIN
22-1211670
Plan number
003
Plan type
2
Location
Newark, NJ
Latest filing year
2023
How to read this plan profile
  • Net assets = total assets minus total liabilities, end of year (Schedule H/I).
  • Assets / participant is computed (assets ÷ reported participants) — a ratio, not a filed figure.
  • Schedule chips (Sch H / I / C) show which schedules each filing includes.
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • Figures are reported as filed, in whole dollars; verify against the official DOL/EBSA record before relying on them.
EFAST2 filings

Form 5500 filing history

Each loaded annual filing for this plan. Open one for its full reported snapshot.

  1. 2023
    45,491 participants · 2Sch HSch C
    View filing →
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)$12.2B total assets
Net assets$8.8BLiabilities$3.4B
Money in vs. money out
Total income / additions$708.6M
Total expenses$673.9M
Benefits paid / distributions$653.6M
Full reported line items

Net assets

Total assets (EOY)
$12,225,782,081
Total liabilities (EOY)
$3,399,092,840
Net assets (EOY)
$8,826,689,241
Net assets (BOY)
$8,791,963,949

Income & contributions

Total contributions
$0
Total income / additions
$708,582,708

Expenses & distributions

Benefits paid
$653,591,169
Administrative expenses
$20,266,247
Total expenses
$673,857,416
Net increase / (decrease)
$34,725,292
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Total expenses ÷ net assets8%Computed ratio
Benefits paid ÷ total income92%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Schedule C

Service provider compensation

Reported direct + indirect compensation per provider, ranked. Bars show relative scale.

  1. 1
    The Prudential Insurance Company$9.5M
    EMPLOYER · Direct $9.5M · Indirect $0
  2. 2
    Alight Solutions LLC$6.4M
    NONE · Direct $6.4M · Indirect $6.9K
  3. 3
    Prudential Trust Company$2M
    TRUSTEE/AFFILIATE · Direct $2M · Indirect $0
  4. 4
    Neuberger Berman$996.2K
    NONE · Direct $996.2K
  5. 5
    Wellington Management$382.5K
    NONE · Direct $382.5K
  6. 6
    Bellwether Consulting Inc$262.9K
    NONE · Direct $262.9K
  7. 7
    Willis Towers Watson Us LLC$115.3K
    NONE · Direct $115.3K
  8. 8
    Sidley Austin, Llp$42.5K
    NONE · Direct $42.5K
  9. 9
    Blackrock$30K
    NONE · Direct $30K
  10. 10
    Enterprise Castle Hall Alternatives$22.7K
    NONE · Direct $22.7K

What to inspect next

Frequently asked questions

Who sponsors the The Prudential Merged Retirement Plan?
The Prudential Merged Retirement Plan is reported as sponsored by The Prudential Insurance Company Of America (EIN 22-1211670, plan number 003) in public Form 5500 filings.
What is the most recent Form 5500 filing year for The Prudential Merged Retirement Plan?
The latest Form 5500 filing year loaded for The Prudential Merged Retirement Plan is 2023.
How many participants does The Prudential Merged Retirement Plan report?
The Prudential Merged Retirement Plan reports 45,491 participants in its latest loaded Form 5500 filing.
What are the reported plan assets for The Prudential Merged Retirement Plan?
The Prudential Merged Retirement Plan reports $12,225,782,081 in end-of-year plan assets in its latest loaded Form 5500 filing.
Form 5500 terms, in plain English
Form 5500
The annual report most U.S. employee benefit plans file with the Department of Labor through the EFAST2 system. It documents the plan sponsor, participants, finances, and service-provider compensation.
Schedule H
The financial statement for larger plans (generally 100+ participants): assets, liabilities, net assets, income, expenses, and the net change.
Schedule I
The condensed financial statement for smaller plans, covering the same kinds of figures in less detail.
Schedule C
Reports compensation paid to the plan’s service providers — both direct and indirect.
Net assets
Total assets minus total liabilities at the end of the year — what the plan holds for participants.
Employer / participant contributions
Money contributed to the plan by the employer and by participants during the year.

Figures are reported as filed and may contain errors or omissions. Verify against the official DOL/EBSA record before relying on any value.

Related Form 5500 pages