401(k) · DOL Form 5500 · 2024

Research Triangle Institute 401(k) Plan

Data updated 2026-08-11

$1.2B
Total assets
3,758
Participants
99th
Percentile by assets
$306,057
Avg per participant
PlainRetire home → About this data

Official DOL plan name: Retirement Plan of Research Triangle Institute · Sponsored by Research Triangle Institute · North Carolina · Professional & Technical Services

$1.2B in assets, 3,758 participants

Research Triangle Institute's Retirement Plan of Research Triangle Institute reported $1.2B in total assets and 3,758 participants in its 2024 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 123,622 plans)
  • #19,988 in Professional & Technical Services (20,173 peers)

Coverage in North Carolina

Retirement Plan of Research Triangle Institute covers 3,758 participants in North Carolina, 4.6x the typical North Carolina plan (state average ~819 per filing). Assets: $1.2B.

$1.2B
total plan assets (2024 EOY)
3,758
covered participants
99th
percentile by assets (of 123,622 plans)
$306,057
avg assets per participant

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Retirement Plan of Research Triangle Institute end-of-year assets rose from $993M in the plan year 2023 filing to $1.2B in the plan year 2024 filing.
  • Retirement Plan of Research Triangle Institute reported net income fell from $183M in the plan year 2023 filing to $157M in the plan year 2024 filing.
  • Retirement Plan of Research Triangle Institute reported participants rose from 3,646 in the plan year 2023 filing to 3,758 in the plan year 2024 filing.

See the national 2023→2024 release diff →

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 3,758 participants - 4.6x that state average ($1.2B EOY assets).

North Carolina filing particulars

Total Assets (Beginning of Year)$993M
Net Assets (End of Year)$1.2B
Net Income$157M
Employer EIN560686338
Plan Effective Date1963-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Research Triangle Institute)

$0.6B$0.8B$1B$1.2B 202220232024 $0.81B $1.15B ▲ +42.0%
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

Retirement Plan of Research Triangle Institute vs. nearby 401(k) plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -20020406080 Total assets ($B) Participants Retirement Plan of R…The Bank of America …Honeywell 401(k) PlanDuke Energy Retireme…Nucor Corporation Pr…Truist Financial Cor…
Retirement Plan of Research Triangle Institute vs. nearby 401(k) plans in North Carolina, assets vs. participants

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.

Frequently Asked Questions

How did Retirement Plan of Research Triangle Institute assets move in 2024?
Retirement Plan of Research Triangle Institute grew sharply - up 15.9% during 2024, from $993M to $1.2B. Reported net income was $157M.
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 123,622 plans that reported assets for plan year 2024 (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 Kaiser Permanente Tax Sheltered Annuity Plan in CA ($1.2B, 5,565 participants).

Filing takeaways

Ways to act on Retirement Plan of Research Triangle Institute's numbers.