Other
2023 plan-year Other DOL Form 5500

BERT BELL/PETE ROZELLE NFL PLAYER RETIREMENT PLAN

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

RETIREMENT BOARD OF BERT BELL/PETE ROZELLE NFL PLAYER RETIREMENT PLAN

This Other plan holds $3.9B in total assets and serves 2,484 participants as of 2023. It is sponsored by RETIREMENT BOARD OF BERT BELL/PETE ROZELLE NFL PLAYER RETIREMENT PLAN in Maryland. The plan reported positive net income of $350M for the year.

Total Assets (2023)
$3.9B
Participants
2,484
State
Industry
Arts, Entertainment & Recreation

What the Filing Says About BERT BELL/PETE ROZELLE NFL PLAYER RETIREMENT PLAN

BERT BELL/PETE ROZELLE NFL PLAYER RETIREMENT PLAN is a Other retirement plan sponsored by RETIREMENT BOARD OF BERT BELL/PETE ROZELLE NFL PLAYER RETIREMENT PLAN, headquartered in Maryland. As of the 2023 Form 5500 filing, the plan reports $3.9B in total end-of-year assets and covers 2,484 participants across the Arts, Entertainment & Recreation industry. The sponsor's EIN on file with the U.S. Department of Labor is 136043636, and the plan has been effective since 1962-09-09. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $3.7B at the beginning of 2023 to $3.9B at year-end — a gain of 5.0%. Net assets (after liabilities) closed the year at $3.8B, with reported net income of $350M 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)$3.7B
Total Assets (End of Year)$3.9B
Net Assets (End of Year)$3.8B
Net Income$350M
Plan TypeOther
Employer EIN136043636
Plan Effective Date1962-09-09
Filing StatusFILING RECEIVED

Sponsor Plan History (RETIREMENT BOARD OF BERT BELL/PETE ROZELLE NFL PLAYER RETIREMENT PLAN)

Year Plans Participants Total Assets
2022 1 2,587 $3.7B
2023 1 2,484 $3.9B
2024 1 2,463 $4.0B

Nearby Other Plans in Maryland

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

Frequently Asked Questions

How much money is in the BERT BELL/PETE ROZELLE NFL PLAYER RETIREMENT PLAN?
As of the 2023 Form 5500 filing, BERT BELL/PETE ROZELLE NFL PLAYER RETIREMENT PLAN holds $3.9B in total assets with 2,484 participants. It is sponsored by RETIREMENT BOARD OF BERT BELL/PETE ROZELLE NFL PLAYER RETIREMENT PLAN.
What type of plan is BERT BELL/PETE ROZELLE NFL PLAYER RETIREMENT PLAN?
BERT BELL/PETE ROZELLE NFL PLAYER RETIREMENT PLAN is a Other plan. It has been effective since 1962-09-09. The plan is filed with the U.S. Department of Labor under EIN 136043636.
Who sponsors the BERT BELL/PETE ROZELLE NFL PLAYER RETIREMENT PLAN?
BERT BELL/PETE ROZELLE NFL PLAYER RETIREMENT PLAN is sponsored by RETIREMENT BOARD OF BERT BELL/PETE ROZELLE NFL PLAYER RETIREMENT PLAN, located in Maryland. The sponsor's EIN is 136043636 and the plan operates in the Arts, Entertainment & Recreation industry.
How did BERT BELL/PETE ROZELLE NFL PLAYER RETIREMENT PLAN perform in 2023?
BERT BELL/PETE ROZELLE NFL PLAYER RETIREMENT PLAN grew by 5.0% during 2023, moving from $3.7B to $3.9B in total assets. Net income was $350M.
Where can I find official filings for BERT BELL/PETE ROZELLE NFL PLAYER RETIREMENT PLAN?
Official Form 5500 filings for BERT BELL/PETE ROZELLE NFL PLAYER RETIREMENT PLAN are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 136043636 or plan name at efast.dol.gov.
How does BERT BELL/PETE ROZELLE NFL PLAYER RETIREMENT PLAN compare to other plans?
You can compare BERT BELL/PETE ROZELLE NFL PLAYER RETIREMENT PLAN against other Other plans on the plan type page, or view plans in Maryland on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

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 136043636.

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.