Nationwide Retirement Plan — Form 5500 plan (Nationwide Mutual Insurance 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, Nationwide Retirement Plan is a benefit plan reported by Nationwide Mutual Insurance Company under EIN 31-4177100 and plan number 333. The latest loaded filing year is 2023. The filing reports 57,570 participants and $5,281,060,445 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Nationwide Mutual Insurance Company
- EIN
- 31-4177100
- Plan number
- 333
- Plan type
- 2
- Location
- Columbus, OH
- Latest filing year
- 2023
- Participants
- 57,570
- End-of-year plan assets
- $5,281,060,445
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 57,570 | H, C | 20241003081556NAL0020066674001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $5,281,060,445
- Total liabilities (EOY)
- $11,216,743
- Net assets (EOY)
- $5,269,843,702
- Net assets (BOY)
- $4,937,384,720
Income & contributions
- Employer contributions
- $318,188,948
- Total contributions
- $318,188,948
- Total income / additions
- $645,754,019
Expenses & distributions
- Benefits paid
- $240,670,308
- Administrative expenses
- $63,428,141
- Total expenses
- $304,098,449
- Net increase / (decrease)
- $341,655,570
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fmr Corp | ADMIN / RECORDKEEPING | $2,706,153 | not reported in the loaded dataset | 2023 |
| Pimco | INV MGMT | $495,073 | not reported in the loaded dataset | 2023 |
| Deloitte Consulting Llp | CONSULTANT | $473,382 | not reported in the loaded dataset | 2023 |
| The Bank Of New York Mellon | CUSTODIAN | $285,542 | $0 | 2023 |
| Goldman Sachs & Co. LLC | ADMIN | $187,160 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Nationwide Mutual Insurance Company
- 2023 Form 5500 filing
- Form 5500 filings in OH
- 401(k) and benefit plan filings in Columbus, OH
- Fmr Corp — Schedule C compensation
- Pimco — Schedule C compensation
- Deloitte Consulting Llp — Schedule C compensation
- The Bank Of New York Mellon — Schedule C compensation
- Goldman Sachs & Co. LLC — Schedule C compensation