Retirement plan

THOMSON REUTERS 401(K) SAVINGS PLAN

Name: THOMSON REUTERS HOLDINGS INC. - THOMSON REUTERS 401(K) SAVINGS PLAN (2022) Form 5500
Creator: THOMSON REUTERS HOLDINGS INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, THOMSON REUTERS 401(K) SAVINGS PLAN, THOMSON REUTERS HOLDINGS INC.

THOMSON REUTERS HOLDINGS INC.EIN 06-1497995Plan #002PY 2022

610 OPPERMAN DRIVE - EAGAN, MN 55123651-687-7000

Other plans on this EIN

1 filing

#001Retirement-$1.53B assets

Prospect flagsLow returns

Top hat statement on fileNQDC

Filed February 26, 2009 (most recent of 3 filings on file)

This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.

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Total assets (EOY)

$3622.3M

-21.3% from 2021

Total participants

22,485

-0.9% from 2021

Average account balance

$164,965

-20.1% from 2021

Annual return

-17.76%

-30.99 pp from 2021

Benchmarks

See 30 peers

Peer group

Industry51 - Information

Plan typeDefined contribution

Participants5,000-9,999

Cohort30 peers

Snapshot2022

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Analytics

Total assets (EOY)

Plan-year ending balance

$4.47B

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$225K

Not enough data

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

19,924

Not enough data

1 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

95.5%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$156.41M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$19K

Not enough data

1 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+14.19%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

$126

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

1 years with F_SCH_H allocation on file

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Service providers

Top 7 by compensation

Provider	Service type	Compensation
VOYA RETIREMENT INSURANCE & ANNUITY6 years Filed as: VOYA RETIREMENT ADVISORS, LLC Service code 26 · EIN 22-1862786	Advisory (Participants)	$1,353,606
VOYA RETIREMENT INSURANCE & ANNUITY6 years Filed as: VOYA INSTITUTIONAL PLAN SERVICES Service code 15 · EIN 04-3516284	Recordkeeping	$653,104
GOLDMAN SACHS2 years Filed as: GSAM, ROCATON Service code 28 · EIN 13-3575636	Investment Management	$301,137
PRICEWATERHOUSECOOPERS LLP8+ years Filed as: PRICEWATERHOUSECOOPERS LLC Service code 10 · EIN 13-4008324	Accounting	$104,650
WILLIS TOWERS WATSON US LLC4 years Service code 16 · EIN 53-0181291	Consulting	$37,500
MORGAN LEWIS1 year Service code 29 · EIN 23-0891050	Legal	$30,852
KELLEY DRYE & WARREN LLP8+ years Filed as: KELLY DRYE & WARREN LLP Service code 29 · EIN 13-5335107	Legal	$5,482

Plan features & details

Pension benefit codes2E2F2G2J2K2S2T3H

Plan features

2E
Profit-sharing
Profit-sharing plan.
2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
2K
Code section 401(m) arrangement
Employee contributions are allocated to separate accounts under the plan or employer contributions are based in whole or in part on employee deferrals or contributions to the plan. Not applicable to 401(k) plans with only QNECs and/or QMACs or to 403(b)(1) 403(b)(7) or 408 arrangements.
2S
Automatic enrollment
Plan provides for automatic enrollment in plan that has elective contributions deducted from payroll.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
3H
Controlled group member
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b) (c) or (m)).

Opportunity flags

1 tripped

OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.

Expense breakdown

Schedule H Part II

Admin total

$2.5M

$255 / participant

Investment mgmt$2M66.4%
Contract admin$653K26.2%
Other / not subdivided$182K7.3%

% of EOY assets

0.069%

all-in expense ratio

Categories reported

2 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

The auditor signed off without reservation. This is the cleanest opinion.

Auditor firm: PRICEWATERHOUSECOOPERS LLC
Auditor EIN: 134008324
Audit fees: (not subdivided)
Opinion code: Unqualified

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Metric

This plan

Peer set

Industry

Size

Avg account balance

$164,965

$83,595+97.3%

$86,436+90.9%

$78,044+111.4%

Participation rate

94.6%

81.9%+12.8pp

80.3%+14.3pp

74.4%+20.2pp

Annual return

-17.76%

-10.64%-7.1pp

4394.89%-4412.6pp

10.87%-28.6pp

Employer contribution / active EE

$5,315

$3,111+70.9%

$3,769+41.0%

$3,125+70.1%

Participant deferral / active EE

$11,916

$6,427+85.4%

$6,952+71.4%

$5,084+134.4%

Admin fee / account holder

$113

$82+37.5%

$6,731-98.3%

$79+43.6%

Provider

Service type

Compensation

VOYA RETIREMENT INSURANCE & ANNUITY6 years

Filed as: VOYA RETIREMENT ADVISORS, LLC

Service code 26 · EIN 22-1862786

Advisory (Participants)

$1,353,606

VOYA RETIREMENT INSURANCE & ANNUITY6 years

Filed as: VOYA INSTITUTIONAL PLAN SERVICES

Service code 15 · EIN 04-3516284

Recordkeeping

$653,104

GOLDMAN SACHS2 years

Filed as: GSAM, ROCATON

Service code 28 · EIN 13-3575636

Investment Management

$301,137

PRICEWATERHOUSECOOPERS LLP8+ years

Filed as: PRICEWATERHOUSECOOPERS LLC

Service code 10 · EIN 13-4008324

Accounting

$104,650

WILLIS TOWERS WATSON US LLC4 years

Service code 16 · EIN 53-0181291

Consulting

$37,500

MORGAN LEWIS1 year

Service code 29 · EIN 23-0891050

Legal

$30,852

KELLEY DRYE & WARREN LLP8+ years

Filed as: KELLY DRYE & WARREN LLP

Service code 29 · EIN 13-5335107

Legal

$5,482

THOMSON REUTERS 401(K) SAVINGS PLAN

Top hat statement on fileNQDC

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

THOMSON REUTERS 401(K) SAVINGS PLAN

Top hat statement on fileNQDC

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion