401(k) · DOL Form 5500 · 2023

Research Triangle Institute 401(k) Plan

Data updated 2026-08-11

$993M
Total assets: 3,646
Participants: 99th
Percentile by assets: $272,290
Avg per participant

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.

99th percentile by assets (of 127,072 plans)
#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.

$993M
total plan assets (2023 EOY): 3,646
covered participants: 99th
percentile by assets (of 127,072 plans): $272,290
avg assets per participant

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 →

State

North Carolina

Industry

Professional & Technical Services

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 3,646 participants - 4.5x that state average ($993M EOY assets).

North Carolina filing particulars

Total Assets (Beginning of Year)	$809M
Net Assets (End of Year)	$993M
Net Income	$183M
Employer EIN	560686338
Plan Effective Date	1963-01-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Research Triangle Institute)

Total plan assets by year, all Research Triangle Institute plans on file

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 $54.8B · 173,899
Honeywell 401(k) Plan $15.4B · 40,004
Duke Energy Retirement Savings Plan $10.4B · 28,121
Truist Financial Corporation 401(k) Savings Plan $10.1B · 55,480
Nucor Corporation Profit Sharing and Retirement Savings Plan $8.5B · 24,174

Compare Retirement Plan of Research Triangle Ins… side-by-side with 3 peers →

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.

Qurate Retail Group 401(k) Retirement Savings Plan for Qvc and Hsn (PA) $993M · 6,917
Virtua 401(k) Savings Plan (NJ) $990M · 11,249
Gen Digital Inc. 401(k) Plan (AZ) $996M · 1,209
Univar Solutions 401(k) Plan (IL) $996M · 5,442

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).

Next read for Retirement Plan of Research Triangle Ins…

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

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.