Plan5500

Resources For The Future, Inc. 401(A) Retirement — Form 5500 plan (Resources For The Future, Inc.)

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, Resources For The Future, Inc. 401(A) Retirement is a benefit plan reported by Resources For The Future, Inc. under EIN 53-0220900 and plan number 001. The latest loaded filing year is 2023. The filing reports 336 participants and $50,344,563 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$33MPlan net assets, end of year$33,038,308
Participants336Covered participants reported
Assets / participant$98.3KComputed: assets ÷ participants$98,328 (computed)
Provider compensation$176.1K10 Schedule C provider row(s)$176,114
Plan sponsor
Resources For The Future, Inc.
EIN
53-0220900
Plan number
001
Plan type
2
Location
Washington, DC
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
    336 participants · 2Sch HSch C
    View filing →
  2. 2023
    266 participants · 2Sch HSch C
    View filing →
  3. 2023
    273 participants · 2Sch HSch C
    View filing →
  4. 2023
    278 participants · 2Sch HSch C
    View filing →
  5. 2023
    277 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)$33M total assets
Net assets$33MLiabilities$0
Money in vs. money out
Total income / additions$3.5M
Total expenses$3.7M
Benefits paid / distributions$3.7M
Contributions
Employer$856.8K
ParticipantNot reported
Full reported line items

Net assets

Total assets (EOY)
$33,038,308
Total liabilities (EOY)
$0
Net assets (EOY)
$33,038,308
Net assets (BOY)
$29,759,424

Income & contributions

Employer contributions
$856,785
Total contributions
$856,785
Total income / additions
$3,540,960

Expenses & distributions

Benefits paid
$3,686,306
Administrative expenses
$24,599
Total expenses
$3,710,905
Net increase / (decrease)
-$169,945
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.

Total expenses ÷ net assets11%Computed ratio
Benefits paid ÷ total income104%Computed ratio
Provider comp. ÷ net assets1%Computed ratio
Schedule C

Service provider compensation

Reported direct + indirect compensation per provider, ranked. Bars show relative scale.

  1. 1
    Morgan Stanley$41.2K
    N/A · Direct $41.2K
  2. 2
    Morgan Stanley Smith Barney LLC$33.8K
    FINANCIAL ADVISOR · Direct $33.8K
  3. 3
    Morgan Stanley Smith Barney LLC$32.2K
    FINANCIAL ADVISORS · Direct $32.2K
  4. 4
    Morgan Stanley Smith Barney LLC$29.1K
    FINANCIAL ADVISOR · Direct $29.1K
  5. 5
    Morgan Stanley$22.2K
    FINANCIAL ADVISOR · Direct $22.2K
  6. 6
    Usi Consulting Group$10K
    N/A · Direct $10K · Indirect $0
  7. 7
    Usi Consulting Group$3.9K
    RECORDKEEPER · Direct $3.9K · Indirect $0
  8. 8
    Usi Consulting Group$2.9K
    RECORDKEEPER · Direct $2.9K · Indirect $0
  9. 9
    Usi Consulting Group$369
    RECORDKEEPER · Direct $369 · Indirect $0
  10. 10
    Usi Consulting Group$360
    RECORDKEEPER · Direct $360 · Indirect $0

What to inspect next

Frequently asked questions

Who sponsors the Resources For The Future, Inc. 401(A) Retirement?
Resources For The Future, Inc. 401(A) Retirement is reported as sponsored by Resources For The Future, Inc. (EIN 53-0220900, plan number 001) in public Form 5500 filings.
What is the most recent Form 5500 filing year for Resources For The Future, Inc. 401(A) Retirement?
The latest Form 5500 filing year loaded for Resources For The Future, Inc. 401(A) Retirement is 2023.
How many participants does Resources For The Future, Inc. 401(A) Retirement report?
Resources For The Future, Inc. 401(A) Retirement reports 336 participants in its latest loaded Form 5500 filing.
What are the reported plan assets for Resources For The Future, Inc. 401(A) Retirement?
Resources For The Future, Inc. 401(A) Retirement reports $50,344,563 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