401(k) · DOL Form 5500 · 2022
T. Rowe Price U.S. Retirement Program
Data updated 2026-05-15
- $3.7B
- Total assets
- 6,107
- Participants
- 100th
- Percentile by assets
- $597,852
- Avg per participant
Sponsored by T. Rowe Price Group, Inc. · Maryland · Finance & Insurance
What the 2022 filing shows
T. Rowe Price U.S. Retirement Program holds $3.7B for 6,107 participants - about $597,852 per participant, among the largest 1% of all filed plans, down 17.6% over the 2022 plan year.
- $3.7B
- total plan assets (2022 EOY)
- 6,107
- covered participants
- 100th
- percentile by assets (of 139,258 plans)
- $597,852
- avg assets per participant
The plan reported a net loss of $869M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
401(k) · DOL Form 5500 · 2022
What the Filing Says About T. Rowe Price U.S. Retirement Program
T. Rowe Price U.S. Retirement Program is a 401(k) retirement plan sponsored by T. Rowe Price Group, Inc., headquartered in Maryland. According to the U.S. Department of Labor's 2022 Form 5500 filing, the plan reports $3.7B in total end-of-year assets and covers 6,107 participants across the Finance & Insurance industry. The sponsor's EIN on file with the U.S. Department of Labor is 522264646, and the plan has been effective since 1997-01-01. Its filing status is currently FILING RECEIVED.
Year over year, total assets declined sharply from $4.4B at the beginning of 2022 to $3.7B at year-end - down 17.6%. Net assets (after liabilities) closed the year at $3.7B, with reported net income of -$869M driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.
Across the 3 plan years T. Rowe Price Group, Inc. has on file with PlainRetire (2022-2024), sponsor-wide plan assets have moved from $3.7B to $4.9B, a gain of 35.5%, while reported participants moved from 6,107 to 6,639 (+8.7%). The strongest year on file by total sponsor assets was 2024 at $4.9B; the softest was 2022 at $3.7B. Year-by-year, sponsor-wide filings show: 2022 - $3.7B in assets across 1 plan covering 6,107 participants; 2023 - $4.4B in assets across 1 plan covering 6,292 participants; 2024 - $4.9B in assets across 1 plan covering 6,639 participants.
By assets, T. Rowe Price U.S. Retirement Program outranks nearly all the 139,258 plans that filed a Form 5500 for the 2022 plan year, and holds roughly 37x the national average plan size of $100M and 730 average participants.
Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows, a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.
How the percentile is calculated: we count every plan that filed a 2022 Form 5500 with a reported end-of-year asset figure (139,258 plans), rank T. Rowe Price U.S. Retirement Program against all of them by total assets, and report the share of those plans it outranks. A plan reporting no asset figure for the year is excluded from the ranking rather than assumed to be zero.
Financial Summary (2022)
| Total Assets (Beginning of Year) | $4.4B |
|---|---|
| Total Assets (End of Year) | $3.7B |
| Net Assets (End of Year) | $3.7B |
| Net Income | -$869M |
| Plan Type | 401(k) |
| Employer EIN | 522264646 |
| Plan Effective Date | 1997-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (T. Rowe Price Group, Inc.)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 6,107 | $3.7B |
| 2023 | 1 | 6,292 | $4.4B |
| 2024 | 1 | 6,639 | $4.9B |
Nearby 401(k) Plans in Maryland
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Lockheed Martin Corporation Salaried Savings Plan $43.6B · 87,666
- Marriott Retirement Savings Plan $8.3B · 82,576
- Nfl Player Second Career Savings Plan $3.3B · 2,819
- Sprinkler Industry Supplemental Pension Fund $2.4B · 24,528
- Sodexo 401 (K) Employees' Retirement Savings Plan and Trust $1.9B · 74,729
Frequently Asked Questions
How much money is in the T. Rowe Price U.S. Retirement Program? ▼
What type of plan is T. Rowe Price U.S. Retirement Program? ▼
Who sponsors the T. Rowe Price U.S. Retirement Program? ▼
How did T. Rowe Price U.S. Retirement Program perform in 2022? ▼
What this filing means
Ways to act on T. Rowe Price U.S. Retirement Program's numbers.
- By total assets, T. Rowe Price U.S. Retirement Program ranks among the largest 1% of all filed plans. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in Maryland. Compare plans
- T. Rowe Price Group, Inc.'s sponsor-wide assets have grown 35.5% since 2022 across 3 plan years on file. More Finance & Insurance plans
- A 401(k) plan works differently from other retirement plan types, understand the structural differences before comparing. Compare plan types
Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.
Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 522264646.
Reference: IRS Publication 560, Retirement Plans for Small Business, contribution-limit rules.
Reference: IRS Publication 590-B, Distributions from IRAs, RMD rules under SECURE Act 2.0.
Read our methodology - how this data is sourced, computed, and verified.
Every figure on PlainRetire is rendered directly from the Department of Labor's Form 5500 annual return filings, no number is typed in by an editor. See our editorial standards & corrections policy, the methodology behind these numbers, or report a data error. Data current as of 2026-05-15.