Department of Labor filing

RIVERSTONE EQUITY PARTNERS, LP

RIVERSTONE EQUITY PARTNERS, LP 401(K) PROFIT SHARING PLAN & TRUST · For the plan year ended Dec 31, 2023

Public filing 2023 · received Oct 15, 2024Verified current terms Not available

Plan at a glance

How good does the filing look?

72filing comparison
out of 100

The filing looks somewhat better than typical peers on the measures we can compare. This is a filing comparison, not a complete benefits score.

$Employer support

$27,966

Reported employer contributions per active participant.

Higher than about 97% of comparable plans

#People in the filing

Active participants reported for 2023.

The filing does not say how many employees are currently contributing.

¢Visible plan-paid fees

$483 / participant

Reported administrative expense—not every fee an employee may pay.

Lower cost than about 12% of comparable plans

↗Investment performance

Not available

Plan assets changed -13.2%, but that includes contributions, withdrawals, and market movement.

Asset change is not investment performance.

What we still need to judge the benefit

Current match formula, vesting, eligibility, investment choices, fund expense ratios, and employee-level fees.

See missing terms ↓

Filing comparison · 202372out of 100 among similar-size plans in the same industry when enough peers exist

How this filing compares

Reported employer contributions97th percentileTypical peer $8,144 · based on 76 comparable plans

Lower reported administrative expense12th percentileTypical peer $119 · based on 74 comparable plans

This comparison uses historical filing figures. It does not compare current match formulas, vesting, investments, or employee fees.

The short version

What the latest filing tells us

For the plan year ended Dec 31, 2023, RIVERSTONE EQUITY PARTNERS, LP reported $1,062,692 in employer contributions across the plan and 38 active participants. That works out to $27,966 per active participant. It is useful context, but it is not the current match formula and it does not show what any one employee received.

Participation proxy38%

Active participants divided by all end-of-year plan participants. This is not the company participation rate because the filing does not report every eligible employee.

Employer money trendUp 268.8%

Change in reported employer contribution per active participant across the filing history shown.

Expense trendDown 39.6%

Change in reported administrative expense per participant. Investment expenses may not be included.

Peer context72/100

A filing comparison among similar-size plans in the same industry when enough peers exist.

Where the public filing stops

Current match, vesting, eligibility, employee fees, and investment choices require a dated plan document. Until we have one, those details stay blank.

Latest financial record

Contributions, assets, and expenses

These figures are reported totals for the plan—not individual account balances or promises to any employee.

Employer contributions: $1,062,692
Participant contributions: $2,107,497
Other contributions: $2,527,504
Employer share of reported contributions: 33.5%
Beginning assets: $31,127,042
Ending assets: $27,004,782
Ending net assets: $27,004,782
Ending liabilities: $0
Total income: $10,685,379
Total expenses: $4,268,266
Administrative expenses: $88,885
Participant loans: $128,926

Three-year filing history

How the reported figures changed

Each chart uses its own scale and starts at zero. When the filing has no value, the chart says so rather than turning it into a zero.

Employer contributions reported per active participant

2022

$7,582

2023

$27,966

Plan-paid administrative expenses per participant

2022

$800

2023

$483

Active participants

2022

126

2023

Detailed filing history
Plan year	Per active participant	Active participants	Plan assets	Filing ID
2023	$27,966	38	27M	20241015154534NAL0015001555001
2022	$7,582	126	31.1M	20231013083055NAL0032748993001

Changes in plan assets are not the same as investment performance. Each row uses the selected public filing for that year.

Plan operations

Details worth knowing

Participant loans as a share of plan assets: 0.5%
Independent accountant’s opinion: Unqualified opinion Code 1
Late participant contributions reported: Not stated in the filing
Public plan identifier: 061591215-001

Reported plan details

Identity and filing status

Plan type: Retirement plan
Employer arrangement: Single-employer plan
Plan effective date: Nov 19, 2015
Industry: Finance and insurance
Amended filing: No
Final filing for this plan: No
Short plan year: No
401(k) feature reported: Yes
Show DOL characteristic codes
2A2E2J2K2F2G2R3D

Current plan terms

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Filing ACK_ID20241015154534NAL0015001555001

Data sourceDOL Form 5500 bulk data ↗

Filing searchEFAST2 ↗