401(k) · DOL Form 5500 · 2022

Research Triangle Institute 401(k) Plan

Data updated 2026-08-25

$809M
Total assets Above avg plan size
3,369
Participants Above avg headcount
99th
Percentile by assets National rank
$240,250
Avg per participant Above avg balance/head
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Official DOL plan name: Retirement Plan of Research Triangle Institute · Sponsored by Research Triangle Institute · North Carolina · Professional & Technical Services

$809M in assets, 3,369 participants

Research Triangle Institute's Retirement Plan of Research Triangle Institute reported $809M in total assets and 3,369 participants in its 2022 DOL Form 5500 filing, ranking in the 99th percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.

  • #21,372 in Professional & Technical Services (21,562 peers)

Coverage in North Carolina

Retirement Plan of Research Triangle Institute covers 3,369 participants in North Carolina, 4.1x the typical North Carolina plan (state average ~819 per filing). Assets: $809M.

#21,372
in Professional & Technical Services (21,562 peers)
-14.5%
assets change YoY
8.1×
vs typical plan assets (national mean)

The plan reported a net loss of $137M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Retirement Plan of Research Triangle Institute's outsized position by total assets

Retirement Plan of Research Triangle Institute vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$809,403,692 Top 1% higher than 99% of 139,123 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022

Retirement Plan of Research Triangle Institute's large-plan peer group by participant headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Retirement Plan of Research Triangle Institute lands in the large band (3,369 participants).

DOL schedule card

Filing strip 560686338 · Research Triangle Institute PY 2022 · 401(k)

Retirement Plan of Research Triangle Institute · $809M · 3,369 · 99th

  • TYPE $809M
  • NET 3,369
  • BOOK 99th
  • VS-ST 401(k)
  • BOY near Independence Blue Cross Blue Chip Retirement Savings Plan
  • SCH ind #21372

Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Professional & Technical Services retirement plans → · Plans in North Carolina →

Retirement Plan of Research Triangle Institute in the asset neighbourhood

Norton Rose Fulbright US L.L.P. 401(k) and Profit Sharing PlanNorton Rose Fulbright US L.L…$814MYum Brands 401(k) Plan$810MRetirement Plan of Research Triangle InstituteRetirement Plan of Research …$809MIndependence Blue Cross Blue Chip Retirement Savings PlanIndependence Blue Cross Blue…$809MOrrick, Herrington & Sutcliffe LLP Retirement PlanOrrick, Herrington & Sutclif…$808M
End-of-year total assets ($M) among Retirement Plan of Research Triangle Institute and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

North Carolina filing particulars

Total Assets (Beginning of Year)$947M
Net Assets (End of Year)$809M
Net Income-$137M
Employer EIN560686338
Plan Effective Date1963-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Research Triangle Institute)

Sponsor-wide plan assets over time

All Research Triangle Institute plans reported in each filing year

Latest sponsor-wide plan assets
$1.2B 42.09034457871954% vs 2022
2024 filing year
$0.6B$0.8B$1B$1.2B 202220232024 $0.81B $1.15B ▲ +42.0%
Year Plans Participants Total Assets
2022 2 5,198 $810M
2023 2 4,560 $994M
2024 2 4,434 $1.2B

Nearby 401(k) Plans in North Carolina

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Retirement Plan of Research Triangle Institute vs. nearby 401(k) plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -200204060 Total assets ($B) Participants Retirement Plan of Research Triangle Institute, Total assets ($B): 0.809403692 · Participants: 3369Retirement Plan of Research Triangle InstituteThe Bank of America 401(k) Plan, Total assets ($B): 47.134026012 · Participants: 169036The Bank of America 401(k) PlanHoneywell 401(k) Plan, Total assets ($B): 14.565715066 · Participants: 39007Honeywell 401(k) PlanDuke Energy Retirement Savings Plan, Total assets ($B): 9.364902 · Participants: 27731Duke Energy Retirement Savings PlanTruist Financial Corporation 401(k) Savings Plan, Total assets ($B): 8.965353965 · Participants: 51871Truist Financial Corporation 401(k) Savings PlanLowes 401(k) Plan, Total assets ($B): 7.355936526 · Participants: 284864Lowes 401(k) Plan
Retirement Plan of Research Triangle Institute vs. nearby 401(k) plans in North Carolina, assets vs. participants
Compare Retirement Plan of Research Triangle Institute side-by-side with 3 peers →

Retirement Plan of Research Triangle Institute's out-of-state 401(k) peers by assets and headcount

Outside North Carolina, the nearest 401(k) by assets is Independence Blue Cross Blue Chip Retirement Savings Plan in PA ($809M); by covered participants it is New England Teamsters Savings and Investment Plan in NH (3,370 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (3,369 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Retirement Plan of Research Triangle Institute assets move in 2022? ▼
Retirement Plan of Research Triangle Institute pulled back noticeably - down 14.5% during 2022, from $947M to $809M. Reported net income was -$137M.
How have Research Triangle Institute plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Research Triangle Institute's sponsor-wide assets grew 42.1%, from $810M to $1.2B.
Where does Retirement Plan of Research Triangle Institute rank by assets among Form 5500 filers? ▼
Retirement Plan of Research Triangle Institute ranks in the 99th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (among the largest 1% of all filed plans).
Which 401(k) plans are similar in size to Retirement Plan of Research Triangle Institute? ▼
Among 401(k) plans in other states, the closest by assets is Independence Blue Cross Blue Chip Retirement Savings Plan in PA ($809M, 3,858 participants).
Which 401(k) plans cover a similar participant headcount to Retirement Plan of Research Triangle Institute? ▼
Among 401(k) plans in other states, the closest by covered participants is New England Teamsters Savings and Investment Plan in NH (3,370 participants, $43M in assets).

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 560686338.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.