Other
2023 plan-year Other DOL Form 5500

ROLLS-ROYCE CORPORATION HOURLY-RATE EMPLOYEES PENSION PLAN

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

ROLLS-ROYCE CORPORATION

This Other plan holds $374M in total assets and serves 705 participants as of 2023. It is sponsored by ROLLS-ROYCE CORPORATION in Virginia. The plan reported positive net income of $13M for the year.

Total Assets (2023)
$374M
Participants
705
State
Industry
Manufacturing

What the Filing Says About ROLLS-ROYCE CORPORATION HOURLY-RATE EMPLOYEES PENSION PLAN

ROLLS-ROYCE CORPORATION HOURLY-RATE EMPLOYEES PENSION PLAN is a Other retirement plan sponsored by ROLLS-ROYCE CORPORATION, headquartered in Virginia. As of the 2023 Form 5500 filing, the plan reports $374M in total end-of-year assets and covers 705 participants across the Manufacturing industry. The sponsor's EIN on file with the U.S. Department of Labor is 351899021, and the plan has been effective since 1994-01-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $361M at the beginning of 2023 to $374M at year-end — a gain of 3.6%. Net assets (after liabilities) closed the year at $370M, with reported net income of $13M driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$361M
Total Assets (End of Year)$374M
Net Assets (End of Year)$370M
Net Income$13M
Plan TypeOther
Employer EIN351899021
Plan Effective Date1994-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (ROLLS-ROYCE CORPORATION)

Year Plans Participants Total Assets
2022 2 1,657 $562M
2023 2 1,644 $594M
2024 2 1,516 $597M

Nearby Other Plans in Virginia

Peer Other plans — same state, same plan type — ranked by total assets.

Frequently Asked Questions

How much money is in the ROLLS-ROYCE CORPORATION HOURLY-RATE EMPLOYEES PENSION PLAN?
As of the 2023 Form 5500 filing, ROLLS-ROYCE CORPORATION HOURLY-RATE EMPLOYEES PENSION PLAN holds $374M in total assets with 705 participants. It is sponsored by ROLLS-ROYCE CORPORATION.
What type of plan is ROLLS-ROYCE CORPORATION HOURLY-RATE EMPLOYEES PENSION PLAN?
ROLLS-ROYCE CORPORATION HOURLY-RATE EMPLOYEES PENSION PLAN is a Other plan. It has been effective since 1994-01-01. The plan is filed with the U.S. Department of Labor under EIN 351899021.
Who sponsors the ROLLS-ROYCE CORPORATION HOURLY-RATE EMPLOYEES PENSION PLAN?
ROLLS-ROYCE CORPORATION HOURLY-RATE EMPLOYEES PENSION PLAN is sponsored by ROLLS-ROYCE CORPORATION, located in Virginia. The sponsor's EIN is 351899021 and the plan operates in the Manufacturing industry.
How did ROLLS-ROYCE CORPORATION HOURLY-RATE EMPLOYEES PENSION PLAN perform in 2023?
ROLLS-ROYCE CORPORATION HOURLY-RATE EMPLOYEES PENSION PLAN grew by 3.6% during 2023, moving from $361M to $374M in total assets. Net income was $13M.
Where can I find official filings for ROLLS-ROYCE CORPORATION HOURLY-RATE EMPLOYEES PENSION PLAN?
Official Form 5500 filings for ROLLS-ROYCE CORPORATION HOURLY-RATE EMPLOYEES PENSION PLAN are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 351899021 or plan name at efast.dol.gov.
How does ROLLS-ROYCE CORPORATION HOURLY-RATE EMPLOYEES PENSION PLAN compare to other plans?
You can compare ROLLS-ROYCE CORPORATION HOURLY-RATE EMPLOYEES PENSION PLAN against other Other plans on the plan type page, or view plans in Virginia on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

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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 351899021.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from official public datasets. See our methodology for details.