Tampa Bay Rays 401k Plan — Form 5500 plan (Tampa Bay Rays Baseball Ltd.)
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, Tampa Bay Rays 401k Plan is a benefit plan reported by Tampa Bay Rays Baseball Ltd. under EIN 59-3300424 and plan number 002. The latest loaded filing year is 2023. The filing reports 583 participants and $50,522,961 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$50.5MPlan net assets, end of year$50,522,961
Participants583Covered participants reported
Assets / participant$86.7KComputed: assets ÷ participants$86,660 (computed)
Provider compensation$84K2 Schedule C provider row(s)$83,988
- Plan sponsor
- Tampa Bay Rays Baseball Ltd.
- EIN
- 59-3300424
- Plan number
- 002
- Plan type
- 2
- Location
- St. Petersburg, FL
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 583 | H, C | 20241114121732NAL0030346272001 |
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)$50.5M total assets
Net assets$50.5MLiabilities$0
Full reported line items
Net assets
- Total assets (EOY)
- $50,522,961
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $50,522,961
- Net assets (BOY)
- $39,829,878
Income & contributions
- Employer contributions
- $2,810,876
- Participant contributions
- $3,614,293
- Total contributions
- $7,105,260
- Total income / additions
- $13,652,670
Expenses & distributions
- Benefits paid
- $2,881,632
- Administrative expenses
- $84,162
- Total expenses
- $2,959,587
- Net increase / (decrease)
- $10,693,083
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.
44%56%
Employer 44%Participant 56%
Total expenses ÷ net assets6%Computed ratio
Benefits paid ÷ total income21%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Sageview Advisory Group, LLC | NONE | $47,862 | not reported in the loaded dataset | 2023 |
| Prudential Retirement Insurance And | NONE | $36,126 | $0 | 2023 |