Plan Ledger DOL Form 5500 · updated monthly

Thomson Reuters Holdings Inc.401(k)

THOMSON REUTERS 401(K) SAVINGS PLAN · EAGAN, MN · plan year 2024

Reported admin expense ratio · 2024
0.06%

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

Thomson Reuters Holdings Inc. reported $2,503,404 in plan administrative expenses for 2024: 0.06% of average plan assets, above the peer median. Employer contributions averaged $5,955 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 3 years on file its reported administrative ratio has held roughly steady near 0.058%. The plan sits in the over $1B size bracket, benchmarked here against 1,229 comparable plans and shown alongside other information & media employers. By assets it is the 12th-largest of 1,918 plans among Minnesota employers on file, and the 21st of 2,199 in information & media. In 2024, employees put in $2.23 for every $1.00 the employer contributed; active participation has shrunk from 9,774 to 8,130 since 2022.

Plan summary
Net assets, end of year$4,472,895,687
Participants with balances19,924
Active participants8,130
Employer contributions$48,410,183
Employee contributions$107,998,008
Employer contribution per active participant$5,955
Average account balance$224,498
Benefits paid to participants$418,889,124
Plan auditUnmodified (clean) audit opinion
AuditorPRICEWATERHOUSECOOPERS LLC
Plan history3
Yearassets · accounts · employer contribution
2024$4.5B · 19,924 accts · $48.4M emplr
2023$4.1B · 21,009 accts · $48.9M emplr
2022$3.6B · 21,958 accts · $51.9M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$611,520
Investment management$1,626,422
Audit (IQPA)$116,465
Total administrative$2,503,404
The Thomson Reuters Holdings Inc. 401(k) match · 2024
Employer contribution per active participant$5,955
Median for plans this size$5,259
2024$5,955 per active participant
2023$5,520 per active participant
2022$5,315 per active participant

Thomson Reuters Holdings Inc.'s 2024 employer contribution ran above the $5,259 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 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20247
VOYA INSTITUTIONAL PLAN SERVICES · Recordkeeping · Trustee$611,520
VOYA RETIREMENT ADVISORS, LLC · Investment advisory (participants)$1,483,922
FIDUCIENT · Investment advisory (plan)$142,500
PRICEWATERHOUSECOOPERS LLC · Accounting / audit$116,465
MORGAN LEWIS & BOCKIUS LLP · Legal$106,397
WILLIS TOWERS WATSON US LLC · Consulting$37,500
QDRO CONSULTANTS · Other services$5,100

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Recordkeeper by year2
2024Voya
2023Voya

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Administrative cost history3
2024$2,503,404 · 0.06%
2023$2,497,916 · 0.06%
2022$2,490,231 · 0.06%
Same employer
Similar plansInformation & Media · Minnesota
Adobe Inc. CA$5.0B · 0.02%
Relx Inc. NY$4.8B · 0.05%
Ericsson Inc. TX$3.8B · 0.12%
Nc Transaction, Inc. NY$3.7B · 0.04%

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Source: U.S. Department of Labor, Form 5500 series, EIN 061497995 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.