Signet Jewelers Retirement Savings Plan — Form 5500 plan (Sterling Jewelers 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, Signet Jewelers Retirement Savings Plan is a benefit plan reported by Sterling Jewelers Inc. under EIN 27-3967537 and plan number 001. The latest loaded filing year is 2023. The filing reports 27,787 participants and $685,240,993 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Sterling Jewelers Inc.
- EIN
- 27-3967537
- Plan number
- 001
- Plan type
- 2
- Location
- Akron, OH
- Latest filing year
- 2023
- Participants
- 27,787
- End-of-year plan assets
- $685,240,993
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 27,787 | H, C | 20241004113843NAL0005659523001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $685,240,993
- Total liabilities (EOY)
- $2,062,787
- Net assets (EOY)
- $683,178,206
- Net assets (BOY)
- $560,871,236
Income & contributions
- Employer contributions
- $13,406,612
- Participant contributions
- $41,715,695
- Total contributions
- $58,808,479
- Total income / additions
- $156,249,498
Expenses & distributions
- Benefits paid
- $55,108,054
- Administrative expenses
- $931,649
- Total expenses
- $57,626,959
- Net increase / (decrease)
- $98,622,539
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company | NONE | $745,588 | $0 | 2023 |
| Capfinancial Partners LLC Dba Captr | NONE | $164,661 | not reported in the loaded dataset | 2023 |
| Bober Markey Fedorovich & Company | NONE | $20,500 | not reported in the loaded dataset | 2023 |
| Qdro Consultants | NONE | $900 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Sterling Jewelers Inc.
- 2023 Form 5500 filing
- Form 5500 filings in OH
- 401(k) and benefit plan filings in Akron, OH
- Empower Annuity Insurance Company — Schedule C compensation
- Capfinancial Partners LLC Dba Captr — Schedule C compensation
- Bober Markey Fedorovich & Company — Schedule C compensation
- Qdro Consultants — Schedule C compensation