401(k) · DOL Form 5500 · 2022
Research Triangle Institute 401(k) Plan
Data updated 2026-08-11
- $809M
- Total assets
- 3,369
- Participants
- 99th
- Percentile by assets
- $240,250
- Avg per participant
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.
- 99th percentile by assets (of 139,126 plans)
- #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.
- $809M
- total plan assets (2022 EOY)
- 3,369
- covered participants
- 99th
- percentile by assets (of 139,126 plans)
- $240,250
- avg assets per participant
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.
Participants vs North Carolina filers
In North Carolina, the average filing covers about 819 participants across 3,515 plans. Retirement Plan of Research Triangle Institute reports 3,369 participants - 4.1x that state average ($809M EOY assets).
North Carolina filing particulars
| Total Assets (Beginning of Year) | $947M |
|---|---|
| Net Assets (End of Year) | $809M |
| Net Income | -$137M |
| Employer EIN | 560686338 |
| Plan Effective Date | 1963-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Research Triangle Institute)
| 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
- The Bank of America 401(k) Plan $47.1B · 169,036
- Honeywell 401(k) Plan $14.6B · 39,007
- Duke Energy Retirement Savings Plan $9.4B · 27,731
- Truist Financial Corporation 401(k) Savings Plan $9.0B · 51,871
- Lowes 401(k) Plan $7.4B · 284,864
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Retirement Plan of Research Triangle Institute by total assets, not by location.
- Independence Blue Cross Blue Chip Retirement Savings Plan (PA) $809M · 3,858
- Yum Brands 401(k) Plan (KY) $810M · 20,258
- Orrick, Herrington & Sutcliffe LLP Retirement Plan (WV) $808M · 1,866
- Norton Rose Fulbright US L.L.P. 401(k) and Profit Sharing Plan (TX) $814M · 1,431
Frequently Asked Questions
How did Retirement Plan of Research Triangle Institute assets move in 2022? ▼
How have Research Triangle Institute plan assets changed over time? ▼
Where does Retirement Plan of Research Triangle Institute rank by assets among Form 5500 filers? ▼
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Filing takeaways
Ways to act on Retirement Plan of Research Triangle Institute's numbers.
- By total assets, Retirement Plan of Research Triangle Institute 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 North Carolina. Compare plans
- Research Triangle Institute's sponsor-wide assets have grown 42.1% since 2022 across 3 plan years on file. More Professional & Technical Services plans