Russell Investments Retirement Plan — Form 5500 plan (Russell Investments Group, LLC)
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, Russell Investments Retirement Plan is a benefit plan reported by Russell Investments Group, LLC under EIN 47-3735863 and plan number 002. The latest loaded filing year is 2023. The filing reports 1,585 participants and $583,547,673 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$583.5MPlan net assets, end of year$583,547,673
Participants1.6KCovered participants reported1,585
Assets / participant$368.2KComputed: assets ÷ participants$368,169 (computed)
Provider compensation$5.9K2 Schedule C provider row(s)$5,937
- Plan sponsor
- Russell Investments Group, LLC
- EIN
- 47-3735863
- Plan number
- 002
- Plan type
- 2
- Location
- Seattle, WA
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,585 | H, C | 20241009120627NAL0018262625001 |
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)$583.5M total assets
Net assets$583.5MLiabilities$0
Full reported line items
Net assets
- Total assets (EOY)
- $583,547,673
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $583,547,673
- Net assets (BOY)
- $536,571,563
Income & contributions
- Employer contributions
- $4,705,466
- Participant contributions
- $10,214,145
- Total contributions
- $15,552,467
- Total income / additions
- $95,106,360
Expenses & distributions
- Benefits paid
- $48,115,478
- Administrative expenses
- $14,772
- Total expenses
- $48,130,250
- Net increase / (decrease)
- $46,976,110
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.
32%68%
Employer 32%Participant 68%
Total expenses ÷ net assets8%Computed ratio
Benefits paid ÷ total income51%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Milliman Inc | NONE | $4,762 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Company O | NONE | $1,175 | $0 | 2023 |