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, Boston Partners Retirement Savings Plan is a benefit plan reported by Boston Partners Global Investors, Inc. under EIN 98-0202744 and plan number 004. The latest loaded filing year is 2023. The filing reports 246 participants and $123,610,591 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $123,610,591
- Total liabilities (EOY)
- $28,000
- Net assets (EOY)
- $123,582,591
- Net assets (BOY)
- $104,345,587
Income & contributions
- Employer contributions
- $1,190,843
- Participant contributions
- $3,373,846
- Total contributions
- $5,246,935
- Total income / additions
- $22,893,477
Expenses & distributions
- Benefits paid
- $3,596,333
- Administrative expenses
- $60,140
- Total expenses
- $3,656,473
- Net increase / (decrease)
- $19,237,004