Dow Retirement Group Trust - Us Large Cap Equity — Form 5500 plan (The Dow Chemical 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, Dow Retirement Group Trust - Us Large Cap Equity is a benefit plan reported by The Dow Chemical Company under EIN 38-1285128 and plan number 019. The latest loaded filing year is 2023. The filing reports not reported in the loaded dataset participants and $181,940,159 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- The Dow Chemical Company
- EIN
- 38-1285128
- Plan number
- 019
- Plan type
- 4
- Location
- Midland, MI
- Latest filing year
- 2023
- Participants
- not reported in the loaded dataset
- End-of-year plan assets
- $181,940,159
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | not reported in the loaded dataset | H, C | 20241003161136NAL0005912899001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $181,940,159
- Total liabilities (EOY)
- $883,072
- Net assets (EOY)
- $181,057,087
- Net assets (BOY)
- $188,824,596
Income & contributions
- Total contributions
- $0
- Total income / additions
- $51,454,299
Expenses & distributions
- Benefits paid
- $0
- Administrative expenses
- $1,331,677
- Total expenses
- $1,331,677
- Net increase / (decrease)
- $50,122,622
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Jp Morgan Investment Management Inc | NONE | $1,376,881 | not reported in the loaded dataset | 2023 |