Plan5500

Buchanan Ingersoll & Rooney Pc Retirement Savings Plan — Form 5500 plan (Buchanan Ingersoll & Rooney Pc)

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, Buchanan Ingersoll & Rooney Pc Retirement Savings Plan is a benefit plan reported by Buchanan Ingersoll & Rooney Pc under EIN 25-1381032 and plan number 003. The latest loaded filing year is 2023. The filing reports 1,301 participants and $424,127,067 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$424.1MPlan net assets, end of year$424,127,067
Participants1.3KCovered participants reported1,301
Assets / participant$326KComputed: assets ÷ participants$326,001 (computed)
Provider compensation$119.6K6 Schedule C provider row(s)$119,648
Plan sponsor
Buchanan Ingersoll & Rooney Pc
EIN
25-1381032
Plan number
003
Plan type
2
Location
Pittsburgh, PA
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
    1,301 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)$424.1M total assets
Net assets$424.1MLiabilities—
Money in vs. money out
Total income / additions$75.7M
Total expenses$38.5M
Benefits paid / distributions$38.3M
Contributions
Employer$9.8M
Participant$8.8M
Full reported line items

Net assets

Total assets (EOY)
$424,127,067
Net assets (EOY)
$424,127,067
Net assets (BOY)
$386,870,601

Income & contributions

Employer contributions
$9,800,286
Participant contributions
$8,802,423
Total contributions
$19,527,480
Total income / additions
$75,746,401

Expenses & distributions

Benefits paid
$38,307,589
Administrative expenses
$182,346
Total expenses
$38,489,935
Net increase / (decrease)
$37,256,466
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.

Contribution share (employer vs. participant)
Employer 53%Participant 47%
Total expenses ÷ net assets9%Computed ratio
Benefits paid ÷ total income51%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
    Global Retirement Partners LLC$45K
    NONE · Direct $45K
  2. 2
    Schwab Retirement Plan Services,Inc$31.4K
    NONE · Direct $31.4K
  3. 3
    Catanese Group A Professional$20K
    NONE · Direct $20K
  4. 4
    Rkl Wealth Management LLC$14.3K
    NONE · Direct $14.3K
  5. 5
    Nw Mutual Life Insurance Complany$6.5K
    NONE · Direct $6.5K
  6. 6
    Charles Schwab & Co., Inc.$2.4K
    NONE · Direct $2.4K · Indirect $0

What to inspect next

Frequently asked questions

Who sponsors the Buchanan Ingersoll & Rooney Pc Retirement Savings Plan?
Buchanan Ingersoll & Rooney Pc Retirement Savings Plan is reported as sponsored by Buchanan Ingersoll & Rooney Pc (EIN 25-1381032, plan number 003) in public Form 5500 filings.
What is the most recent Form 5500 filing year for Buchanan Ingersoll & Rooney Pc Retirement Savings Plan?
The latest Form 5500 filing year loaded for Buchanan Ingersoll & Rooney Pc Retirement Savings Plan is 2023.
How many participants does Buchanan Ingersoll & Rooney Pc Retirement Savings Plan report?
Buchanan Ingersoll & Rooney Pc Retirement Savings Plan reports 1,301 participants in its latest loaded Form 5500 filing.
What are the reported plan assets for Buchanan Ingersoll & Rooney Pc Retirement Savings Plan?
Buchanan Ingersoll & Rooney Pc Retirement Savings Plan reports $424,127,067 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