The Clorox Company Ee Retirement Investment Plan For Puerto Rico — Form 5500 plan (The Clorox Company)
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 Clorox Company Ee Retirement Investment Plan For Puerto Rico is a benefit plan reported by The Clorox Company under EIN 31-0595760 and plan number 007. The latest loaded filing year is 2023. The filing reports 144 participants and $18,763,670 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$18.8MPlan net assets, end of year$18,763,670
Participants144Covered participants reported
Assets / participant$130.3KComputed: assets ÷ participants$130,303 (computed)
Provider compensation$25.1K2 Schedule C provider row(s)$25,090
- Plan sponsor
- The Clorox Company
- EIN
- 31-0595760
- Plan number
- 007
- Plan type
- 2
- Location
- Oakland, CA
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 144 | H, C | 20241011131647NAL0022813809001 |
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)$18.8M total assets
Net assets$18.8MLiabilities$0
Full reported line items
Net assets
- Total assets (EOY)
- $18,763,670
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $18,763,670
- Net assets (BOY)
- $15,781,642
Income & contributions
- Employer contributions
- $425,855
- Participant contributions
- $395,807
- Total contributions
- $821,662
- Total income / additions
- $3,642,348
Expenses & distributions
- Benefits paid
- $635,592
- Administrative expenses
- $24,728
- Total expenses
- $660,320
- Net increase / (decrease)
- $2,982,028
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.
52%48%
Employer 52%Participant 48%
Total expenses ÷ net assets4%Computed ratio
Benefits paid ÷ total income17%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Vanguard Advisers Inc. | NONE | $19,927 | not reported in the loaded dataset | 2023 |
| The Vanguard Group, Inc. | NONE | $5,163 | $0 | 2023 |