Research Affiliates, LLC

Form 5500

RESEARCH AFFILIATES, LLC

660 Newport Center Dr, STE 300, Newport Beach, Ca 92660 (949) 325-8700 EIN:02-0570299 Plan Admin:Jennifer A Arias

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2023	Plan NameRESEARCH AFFILIATES, LLC DEFINED BENEFIT PLAN Plan #002 Participants BOY/EOY91 / 88 Assets BOY/EOY$8,327,334 / $8,318,018	2023	RESEARCH AFFILIATES, LLC DEFINED BENEFIT PLAN - Plan #002	91 / 88	$8,327,334 / $8,318,018
2022	Plan NameRESEARCH AFFILIATES, LLC 401(K) PLAN Plan #001 Participants BOY/EOY133 / 103 Assets BOY/EOY$31,016,392 / $23,790,120	2022	RESEARCH AFFILIATES, LLC 401(K) PLAN - Plan #001	133 / 103	$31,016,392 / $23,790,120
2022	Plan NameRESEARCH AFFILIATES, LLC DEFINED BENEFIT PLAN Plan #002 Participants BOY/EOY95 / 85 Assets BOY/EOY$11,314,140 / $8,327,334	2022	RESEARCH AFFILIATES, LLC DEFINED BENEFIT PLAN - Plan #002	95 / 85	$11,314,140 / $8,327,334
2021	Plan NameRESEARCH AFFILIATES, LLC 401(K) PLAN Plan #001 Participants BOY/EOY125 / 133 Assets BOY/EOY$28,428,590 / $31,016,392	2021	RESEARCH AFFILIATES, LLC 401(K) PLAN - Plan #001	125 / 133	$28,428,590 / $31,016,392
2021	Plan NameRESEARCH AFFILIATES, LLC DEFINED BENEFIT PLAN Plan #002 Participants BOY/EOY103 / 92 Assets BOY/EOY$10,751,704 / $11,314,140	2021	RESEARCH AFFILIATES, LLC DEFINED BENEFIT PLAN - Plan #002	103 / 92	$10,751,704 / $11,314,140
2020	Plan NameRESEARCH AFFILIATES, LLC 401(K) PLAN Plan #001 Participants BOY/EOY126 / 125 Assets BOY/EOY$28,714,576 / $28,428,590	2020	RESEARCH AFFILIATES, LLC 401(K) PLAN - Plan #001	126 / 125	$28,714,576 / $28,428,590
2020	Plan NameRESEARCH AFFILIATES, LLC DEFINED BENEFIT PLAN Plan #002 Participants BOY/EOY108 / 101 Assets BOY/EOY$9,198,898 / $10,751,704	2020	RESEARCH AFFILIATES, LLC DEFINED BENEFIT PLAN - Plan #002	108 / 101	$9,198,898 / $10,751,704
2019	Plan NameRESEARCH AFFILIATES, LLC 401(K) PLAN Plan #001 Participants BOY/EOY125 / 126 Assets BOY/EOY$24,614,175 / $28,714,576	2019	RESEARCH AFFILIATES, LLC 401(K) PLAN - Plan #001	125 / 126	$24,614,175 / $28,714,576
2019	Plan NameRESEARCH AFFILIATES, LLC DEFINED BENEFIT PLAN Plan #002 Participants BOY/EOY105 / 102 Assets BOY/EOY$6,999,216 / $9,198,898	2019	RESEARCH AFFILIATES, LLC DEFINED BENEFIT PLAN - Plan #002	105 / 102	$6,999,216 / $9,198,898