401(k) · DOL Form 5500 · 2023

Research Triangle Institute 401(k) Plan

Data updated 2026-08-25

$993M
Total assets Above avg plan size
3,646
Participants Above avg headcount
99th
Percentile by assets National rank
$272,290
Avg per participant High 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

$993M in assets, 3,646 participants

Research Triangle Institute's Retirement Plan of Research Triangle Institute reported $993M in total assets and 3,646 participants in its 2023 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.

  • #20,135 in Professional & Technical Services (20,321 peers)

Coverage in North Carolina

Retirement Plan of Research Triangle Institute covers 3,646 participants in North Carolina, 4.5x the typical North Carolina plan (state average ~819 per filing). Assets: $993M.

#20,135
in Professional & Technical Services (20,321 peers)
+22.7%
assets growth YoY
10.0×
vs typical plan assets (national mean)

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 2023 · DOL Form 5500

$992,767,718 Top 1% higher than 99% of 127,068 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 2023

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

Plan-year 2023 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 (3,646 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Retirement Plan of Research Triangle Institute reported net income rose from -$137M in the plan year 2022 filing to $183M in the plan year 2023 filing.
  • Retirement Plan of Research Triangle Institute end-of-year assets rose from $809M in the plan year 2022 filing to $993M in the plan year 2023 filing.
  • Retirement Plan of Research Triangle Institute reported participants rose from 3,369 in the plan year 2022 filing to 3,646 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 560686338 · Research Triangle Institute PY 2023 · 401(k)

Retirement Plan of Research Triangle Institute · $993M · 3,646 · 99th

  • NET $993M
  • NET 3,646
  • NET 99th
  • NET 401(k)
  • NET near Qurate Retail Group 401(k) Retirement Savings Plan for Qvc and Hsn
  • NET ind #20135

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

Univar Solutions 401(k) Plan$996MGen Digital Inc. 401(k) Plan$996MQurate Retail Group 401(k) Retirement Savings Plan for Qvc and HsnQurate Retail Group 401(k) R…$993MRetirement Plan of Research Triangle InstituteRetirement Plan of Research …$993MVirtua 401(k) Savings Plan$990M
End-of-year total assets ($M) among Retirement Plan of Research Triangle Institute and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

North Carolina filing particulars

Total Assets (Beginning of Year)$809M
Net Assets (End of Year)$993M
Net Income$183M
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. -50000050000100000150000200000 -200204060 Total assets ($B) Participants Retirement Plan of Research Triangle Institute, Total assets ($B): 0.992767718 · Participants: 3646Retirement Plan of Research Triangle InstituteThe Bank of America 401(k) Plan, Total assets ($B): 54.848846192 · Participants: 173899The Bank of America 401(k) PlanHoneywell 401(k) Plan, Total assets ($B): 15.388124058 · Participants: 40004Honeywell 401(k) PlanDuke Energy Retirement Savings Plan, Total assets ($B): 10.354065 · Participants: 28121Duke Energy Retirement Savings PlanTruist Financial Corporation 401(k) Savings Plan, Total assets ($B): 10.120701726 · Participants: 55480Truist Financial Corporation 401(k) Savings PlanNucor Corporation Profit Sharing and Retirement Savings Plan, Total assets ($B): 8.510660989 · Participants: 24174Nucor Corporation Profit Sharing and Retirement Savings 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 Qurate Retail Group 401(k) Retirement Savings Plan for Qvc and Hsn in PA ($993M); by covered participants it is Umb Profit Sharing and 401(k) Savings Plan in MO (3,646 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($993M here).

Similar participant headcount

Nearest other-state filings by covered participants (3,646 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. 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 2023? ▼
Retirement Plan of Research Triangle Institute grew sharply - up 22.7% during 2023, from $809M to $993M. Reported net income was $183M.
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 127,072 plans that reported assets for plan year 2023 (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 Qurate Retail Group 401(k) Retirement Savings Plan for Qvc and Hsn in PA ($993M, 6,917 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 Umb Profit Sharing and 401(k) Savings Plan in MO (3,646 participants, $615M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

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.