Plan5500

Rolls-Royce Corporation Personal Savings Plan For Hourly-Rate Employees — Form 5500 plan (Rolls-Royce Corporation)

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, Rolls-Royce Corporation Personal Savings Plan For Hourly-Rate Employees is a benefit plan reported by Rolls-Royce Corporation under EIN 35-1899021 and plan number 002. The latest loaded filing year is 2023. The filing reports 1,135 participants and $220,575,590 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$220.6MPlan net assets, end of year$220,575,590
Participants1.1KCovered participants reported1,135
Assets / participant$194.3KComputed: assets ÷ participants$194,340 (computed)
Provider compensation$95.7K3 Schedule C provider row(s)$95,700
Plan sponsor
Rolls-Royce Corporation
EIN
35-1899021
Plan number
002
Plan type
2
Location
Reston, VA
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
    1,135 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)$220.6M total assets
Net assets$220.6MLiabilities$0
Money in vs. money out
Total income / additions$44.6M
Total expenses$24.9M
Benefits paid / distributions$24.8M
Contributions
Employer$1.3M
Participant$7.7M
Full reported line items

Net assets

Total assets (EOY)
$220,575,590
Total liabilities (EOY)
$0
Net assets (EOY)
$220,575,590
Net assets (BOY)
$200,870,620

Income & contributions

Employer contributions
$1,305,491
Participant contributions
$7,708,853
Total contributions
$9,350,336
Total income / additions
$44,587,095

Expenses & distributions

Benefits paid
$24,756,261
Administrative expenses
$95,700
Total expenses
$24,882,125
Net increase / (decrease)
$19,704,970
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 14%Participant 86%
Total expenses ÷ net assets11%Computed ratio
Benefits paid ÷ total income56%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
    Fidelity Investments Institutional$32.4K
    RECORDKEEPER · Direct $32.4K · Indirect $0
  2. 2
    Strategic Advisors, Inc.$32.4K
    ADVISOR · Direct $32.4K
  3. 3
    Fiducient Advisors, LLC$30.9K
    CONSULTANT · Direct $30.9K

What to inspect next

Frequently asked questions

Who sponsors the Rolls-Royce Corporation Personal Savings Plan For Hourly-Rate Employees?
Rolls-Royce Corporation Personal Savings Plan For Hourly-Rate Employees is reported as sponsored by Rolls-Royce Corporation (EIN 35-1899021, plan number 002) in public Form 5500 filings.
What is the most recent Form 5500 filing year for Rolls-Royce Corporation Personal Savings Plan For Hourly-Rate Employees?
The latest Form 5500 filing year loaded for Rolls-Royce Corporation Personal Savings Plan For Hourly-Rate Employees is 2023.
How many participants does Rolls-Royce Corporation Personal Savings Plan For Hourly-Rate Employees report?
Rolls-Royce Corporation Personal Savings Plan For Hourly-Rate Employees reports 1,135 participants in its latest loaded Form 5500 filing.
What are the reported plan assets for Rolls-Royce Corporation Personal Savings Plan For Hourly-Rate Employees?
Rolls-Royce Corporation Personal Savings Plan For Hourly-Rate Employees reports $220,575,590 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