Blackrock Retirement Savings Plan — Form 5500 plan (Blackrock, 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, Blackrock Retirement Savings Plan is a benefit plan reported by Blackrock, Inc. under EIN 99-1116001 and plan number 001. The latest loaded filing year is 2023. The filing reports 14,146 participants and $4,097,806,052 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Blackrock, Inc.
EIN
99-1116001
Plan number
001
Plan type
2
Location
New York, NY
Latest filing year
2023
Participants
14,146
End-of-year plan assets
$4,097,806,052

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
202314,146H, C20241015091057NAL0016036259001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$4,097,806,052
Total liabilities (EOY)
$0
Net assets (EOY)
$4,097,806,052
Net assets (BOY)
$3,378,346,016

Income & contributions

Employer contributions
$85,919,204
Participant contributions
$160,463,239
Total contributions
$264,572,359
Total income / additions
$902,087,639

Expenses & distributions

Benefits paid
$187,543,513
Administrative expenses
$236,831
Total expenses
$188,922,143
Net increase / (decrease)
$713,165,496

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Jennison AssociatesCONSULTANT$231,211not reported in the loaded dataset2023
Merrill Lynch, Pierce, Fenner And SRECORDKEEPER$5,875$02023

Related Form 5500 pages