Plan Ledger DOL Form 5500 · updated monthly

Rithm Capital LLC401(k)

CALIBER NEWREZ FAMILY OF COMPANIES 401(K) PLAN · COPPELL, TX · plan year 2022

Reported admin expense ratio · 2022
0.17%

Peer grade: C · admin costs + employer contributions vs same-size plans · how grading works

Rithm Capital LLC reported $744,577 in plan administrative expenses for 2022: 0.17% of average plan assets, higher than ~75% of peers. Employer contributions averaged $3,552 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 1 year on file its reported administrative ratio fell from 0.17% to 0.14%. The plan sits in the $250M–$1B size bracket, benchmarked here against 2,568 comparable plans and shown alongside other finance & insurance employers. By assets it is the 217th-largest of 5,688 plans among Texas employers on file, and the 335th of 4,798 in finance & insurance. In 2022, employees put in $2.77 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$445,958,386
Participants with balances8,737
Active participants5,883
Employer contributions$20,895,197
Employee contributions$57,963,305
Employer contribution per active participant$3,552
Average account balance$51,043
Benefits paid to participants$134,727,305
Plan auditUnmodified (clean) audit opinion
Plan history2
Yearassets · accounts · employer contribution
2023$437.4M · 7,590 accts · $9.3M emplr
2022$446.0M · 8,737 accts · $20.9M emplr
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$734,792
Professional / advisory$9,785
Total administrative$744,577
The Rithm Capital LLC 401(k) match · 2022
Employer contribution per active participant$3,552
Median for plans this size$4,065
2023$1,767 per active participant
2022$3,552 per active participant

Rithm Capital LLC's 2022 employer contribution ran below the $4,065 median for plans its size. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history2
2023$629,330 · 0.14%
2022$744,577 · 0.17%
Similar plansFinance & Insurance · Texas
Mr. Cooper Group Inc. TX$603.8M · 0.06%
Hcc Insurance Holdings, Inc. TX$560.6M · 0.10%
Rithm Capital LLC TX$516.7M · 0.07%
Dimensional Investment LLC TX$450.4M · 0.00%
Prosperity Bancshares, Inc. TX$383.0M · 0.09%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 136131491 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.