401(k) · DOL Form 5500 · 2023

Research Triangle Institute 401(k) Plan

Data updated 2026-08-25

$830K
Total assets Small plan by assets
914
Participants Near avg headcount
22nd
Percentile by assets National rank
$908
Avg per participant Low balance/head
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Official DOL plan name: Rti Business Segment 401(k) Plan · Sponsored by Research Triangle Institute · North Carolina · Professional & Technical Services

$830K in assets, 914 participants

Research Triangle Institute's Rti Business Segment 401(k) Plan reported $830K in total assets and 914 participants in its 2023 DOL Form 5500 filing, ranking in the 22nd 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.

  • #3,486 in Professional & Technical Services (20,321 peers)

Research Triangle Institute multi-year trail

Research Triangle Institute's plans moved +42.1% in assets from 2022 to 2024; this filing shows Rti Business Segment 401(k) Plan at $830K / 914 participants.

#3,486
in Professional & Technical Services (20,321 peers)
+16.3%
assets growth YoY

Rti Business Segment 401(k) Plan among the smaller filed plans by assets

Rti Business Segment 401(k) Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$829,512 22nd percentile higher than 22% 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

Rti Business Segment 401(k) Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Rti Business Segment 401(k) Plan sits mid-pack in the medium band (914 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Rti Business Segment 401(k) Plan reported net income rose from -$218K in the plan year 2022 filing to $117K in the plan year 2023 filing.
  • Rti Business Segment 401(k) Plan reported participants fell from 1,829 in the plan year 2022 filing to 914 in the plan year 2023 filing.
  • Rti Business Segment 401(k) Plan end-of-year assets rose from $713K in the plan year 2022 filing to $830K in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

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

Rti Business Segment 401(k) Plan · $830K · 914 · 22nd

  • RANK $830K
  • RANK 914
  • RANK 22nd
  • RANK 401(k)
  • RANK near Jd Rock Incorporated 401(k) Plan
  • RANK ind #3486

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 →

Rti Business Segment 401(k) Plan in the asset neighbourhood

Rti Business Segment 401(k) PlanRti Business Segment 401(k) …$830KJd Rock Incorporated 401(k) PlanJd Rock Incorporated 401(k) …$830KSpectrum Intermediate 401(k) PlanSpectrum Intermediate 401(k)…$830KDoyle and Mattheson, Inc. 401(k) Profit Sharing PlanDoyle and Mattheson, Inc. 40…$830KBoscogen Inc 401(k) Profit Sharing Plan & TrustBoscogen Inc 401(k) Profit S…$829K
End-of-year total assets ($M) among Rti Business Segment 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Research Triangle Institute multi-year asset trail

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

Research Triangle Institute filing trail (2023)

Total Assets (Beginning of Year)$713K
Net Assets (End of Year)$830K
Net Income$117K
Employer EIN560686338
Plan Effective Date2016-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in North Carolina

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

Rti Business Segment 401(k) Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -200204060 Total assets ($B) Participants Rti Business Segment 401(k) Plan, Total assets ($B): 0.000829512 · Participants: 914Rti Business Segment 401(k) PlanThe 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
Rti Business Segment 401(k) Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants
Compare Rti Business Segment 401(k) Plan side-by-side with 3 peers →

Rti Business Segment 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside North Carolina, the nearest 401(k) by assets is Jd Rock Incorporated 401(k) Plan in TN ($830K); by covered participants it is Centromotion 401(k) Plan in WI (914 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (914 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 Rti Business Segment 401(k) Plan assets move in 2023? ▼
Rti Business Segment 401(k) Plan grew sharply - up 16.3% during 2023, from $713K to $830K. Reported net income was $117K.
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 Rti Business Segment 401(k) Plan rank by assets among Form 5500 filers? ▼
Rti Business Segment 401(k) Plan ranks in the 22nd percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to Rti Business Segment 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Jd Rock Incorporated 401(k) Plan in TN ($830K, 1 participant).
Which 401(k) plans cover a similar participant headcount to Rti Business Segment 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Centromotion 401(k) Plan in WI (914 participants, $83M 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.