Plan5500

Aarp Employees 401k Plan — Form 5500 plan (Aarp)

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, Aarp Employees 401k Plan is a benefit plan reported by Aarp under EIN 95-1985500 and plan number 002. The latest loaded filing year is 2023. The filing reports 3,655 participants and $885,737,193 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Aarp
EIN
95-1985500
Plan number
002
Plan type
2
Location
Washington, DC
Latest filing year
2023
Participants
3,655
End-of-year plan assets
$885,737,193

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20233,655H, C20241015081829NAL0015978355001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$885,737,193
Total liabilities (EOY)
$53,000
Net assets (EOY)
$885,684,193
Net assets (BOY)
$735,666,120

Income & contributions

Employer contributions
$14,248,190
Participant contributions
$34,730,200
Total contributions
$53,685,152
Total income / additions
$191,621,030

Expenses & distributions

Benefits paid
$41,334,128
Administrative expenses
$268,829
Total expenses
$41,602,957
Net increase / (decrease)
$150,018,073

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
T Rowe PriceNONE$151,829not reported in the loaded dataset2023
Aon Hewitt Associates LpNONE$63,750not reported in the loaded dataset2023
Grant ThorntonNONE$53,000not reported in the loaded dataset2023

Related Form 5500 pages