How big is Research Affiliates, LLC's plan?

Research Affiliates, LLC's plan reported $9.0M in assets and 44 participants for 2025.

Original filing (PDF)20260518175326NAL0000162883001

Research Affiliates, LLC

Name: Research Affiliates, LLC — Research Affiliates, LLC, Form 5500 (2025)
Creator: Research Affiliates, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Research Affiliates, LLC Defined Benefit Plan

Defined-benefit pension plan · Research Affiliates, LLC's Research Affiliates, LLC Defined Benefit Plan held $9.0M in plan assets for 44 participants in 2025.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$9.0M

Net assets (EOY)

$9.0M

Plan identifiers

Research Affiliates, LLC's EIN is 02-0570299.

EIN 02-0570299

Plan number 002

Plan year 2025

ACK ID 20260518175326NAL0000162883001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Research Affiliates, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Research Affiliates, LLC's plan includes a defined-benefit pension formula, a cash-balance formula.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for RESEARCH AFFILIATES, LLC.

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score