New York › Information › 5,000 to 24,999 participants
Form 5500 statement · plan year 1 Jan 2025 to 31 Dec 2025
Relx Inc. US Retirement Plan
Sponsored by Relx Inc., New York, NY
Form 5500 information is as filed by the plan administrator with the Department of Labor and may be amended. Figures reflect the plan year shown, not current balances. Form 5500 contains no individual account balances. Look up the original filing at EFAST2.
Relx Inc. US Retirement Plan is a cash balance pension plan sponsored by Relx Inc. of New York, New York. For the plan year ending 31 Dec 2025 it reported 8,314 participants, 2,157 of them active, and net assets of $1.03B.
Net assets came to $91,771 per participant in plan year 2024, close to the $87,623 median for defined benefit plans with 5,000 to 24,999 participants and above the $76,035 median for defined benefit plans in information. The figure is an average across everyone in the plan, including former employees with small balances; Form 5500 holds no individual account data.
Schedule C lists 12 service provider organisations paid $5,000 or more, with reported compensation of $3.9M: $470 per participant, well above the same-size median of $232. Administrative expenses charged to the plan were $5.1M. Schedule C does not capture every cost: fees netted from fund returns and fees the employer pays directly are outside it.
Across the filings on record, net assets went from $906M in 2009 to $1.03B in 2025 (up 13%), and participants from 28,849 to 8,314 (down 71%).
The independent accountant's opinion on the financial statements was unmodified (unqualified), from an audit whose scope was limited under ERISA section 103(a)(3)(C) to exclude investment information certified by a bank or insurer.
Compared with similar plans
| Measure, plan year 2024 | This plan | Same size | Same industry | All US DB plans |
|---|---|---|---|---|
| Net assets per participant | $91,771 | $87,623 | $76,035 | $86,221 |
| Employer contributions per active participant | — | $9,468 | $7,015 | $10,244 |
| Schedule C compensation per participant | $345 | $232 | $354 | $344 |
| Schedule C compensation, share of net assets | 0.38% | 0.30% | 0.46% | 0.42% |
| Administrative expenses per participant | $449 | $396 | $671 | $527 |
Peer columns are medians for plan year 2024 across defined benefit plans with 100 or more participants: 5,000 to 24,999 participants (651 plans), information (147) and all US plans (5,308). Fee medians cover plans that report an amount.
Trend by plan year
| Plan year | Participants | Net assets | Per participant | Employer contributions | Participant contributions | Schedule C compensation |
|---|---|---|---|---|---|---|
| 2025 | 8,314 | $1.03B | $123,509 | — | — | $3.9M |
| 2024 | 10,928 | $1.00B | $91,771 | — | — | $3.8M |
| 2023 | 11,285 | $1.06B | $94,346 | — | — | $3.6M |
| 2022 | 11,662 | $1.03B | $88,445 | — | — | $4.2M |
| 2021 | 11,999 | $1.36B | $113,576 | — | — | $4.4M |
| 2020 | 12,538 | $1.47B | $117,286 | — | — | $4.7M |
| 2019 | 12,928 | $1.32B | $102,220 | — | — | $4.8M |
| 2018 | 15,299 | $1.23B | $80,446 | — | — | $5.5M |
| 2017 | 15,837 | $1.37B | $86,447 | — | — | $5.8M |
| 2016 | 16,506 | $1.25B | $75,809 | $45.0M | — | $6.1M |
| 2015 | 20,360 | $1.26B | $61,741 | $45.0M | — | $5.4M |
| 2014 | 21,111 | $1.31B | $61,948 | $45.0M | — | $4.7M |
| 2013 | 21,764 | $1.16B | $53,413 | $40.0M | — | $5.9M |
| 2012 | 24,772 | $1.20B | $48,409 | $40.0M | — | $3.2M |
| 2011 | 28,744 | $1.18B | $40,930 | $50.0M | — | $2.7M |
| 2010 | 29,488 | $1.05B | $35,478 | $60.0M | — | $3.7M |
| 2009 | 28,849 | $906M | $31,405 | $95.0M | — | $3.0M |
Years in which the plan filed the full Form 5500 with 100 or more participants, from 2009. Plan year is the year in which the plan year began.
Statement for the year
- Net assets, beginning of year$1,002,875,750
- Employer contributions—
- Participant contributions—
- Rollovers and other contributions—
- Total contributions$0
- Total income, including investment results$99,999,525
- Benefits paid$70,952,997
- Administrative expenses$5,064,956
- Total expenses$76,017,953
- Net income$23,981,572
- Net transfers$0
- Net assets, end of year$1,026,857,322
Participants
- Active participants2,157
- Retired or separated, receiving benefits1,096
- Retired or separated, entitled to future benefits4,927
- Total participants, end of year8,314
Fees and service providers
| Organisation | Services reported | Direct | Indirect |
|---|---|---|---|
| Pacific Investment Management Co. | Investment management | $1,320,568 | $0 |
| Loomis Sayles | Investment management | $514,643 | $0 |
| Nisa Investment Advisors L.L.C | Investment management | $505,478 | $0 |
| Alight Solutions, LLC | Recordkeeping and information management | $492,233 | $1,127 |
| Willis Towers Watson | Actuarial; Consulting (general) | $414,000 | $0 |
| Northern Trust Company | Trustee (bank, trust company, or similar financial institution) | $359,036 | $0 |
| Aon Investments USA Inc. | Consulting (pension) | $128,897 | $0 |
| Proskauer Rose LLP | Legal | $56,108 | $0 |
| Deloitte Tax LLP | Accounting (including auditing) | $46,620 | $0 |
| Grant Thornton LLP | Accounting (including auditing) | $45,305 | $0 |
| Gallagher Benefit Services, Inc. | Consulting (pension) | $17,500 | $0 |
| Wollmuth Maher & Deutsch LLP | Legal | $5,000 | $0 |
Schedule C, Part I line 2: providers that received $5,000 or more, with the form's own service codes. Individuals named on Schedule C (plan employees, individual trustees) are never shown and their compensation is excluded. Eligible indirect compensation disclosed by formula carries no dollar amount. See how to read Schedule C fees.
Administrative expenses on Schedule H
- Investment advisory and management fees$2,340,689
- Other administrative expenses$1,158,368
- Recordkeeping fees$492,233
- Actuarial fees$414,000
- Trustee and custodial fees$359,036
- Contract administrator fees$147,597
- IQPA audit fees$91,925
- Legal fees$61,108
- Total administrative expenses$5,064,956
Investment structure
Assets at year end by Schedule H category. The form shows the kind of vehicle holding the money, not the funds on the menu.
- Corporate debt instruments$489M · 35.9%
- U.S. Government securities$389M · 28.6%
- Other investments$279M · 20.5%
- Receivables$128M · 9.4%
- Registered investment companies (mutual funds)$61.1M · 4.5%
- Common/collective trusts$11.8M · 0.9%
- Cash (interest and non-interest bearing)$2.9M · 0.2%
- Partnership/joint venture interests$1.4M · 0.1%
Audit and compliance answers, as filed
- Accountant's opinionUnmodified (unqualified)
- Audit scope limited under ERISA section 103(a)(3)(C)Yes
- Accounting firmGrant Thornton
- Participant contributions reported as transmitted lateNo
- Covered by a fidelity bondYes, $500,000
- Blackout period during the year—
These are the plan administrator's own answers on Schedule H, Part IV. A reported late transmittal is the filer's disclosure of a timing lapse, usually corrected through the Department of Labor's voluntary program; the amount is the total involved, not a loss.
Plan characteristics
1CCash balance or similar plan3HPlan sponsor(s) is (are) a member(s) of a controlled group
Codes entered on Form 5500 line 8a, with the labels from the official instructions. Business code 511120: Periodical Publishers.
Other plans of Relx Inc.
| Plan | Participants | Net assets |
|---|---|---|
| Relx Inc. US Salary Investment Plan | 20,442 | $4.75B |
Similar plans in New York
| Plan | Sponsor | Participants | Net assets | Per participant |
|---|---|---|---|---|
| Employee Retirement Plan of S&P Global Inc. and Its Subsidiaries | S&P Global Inc. | 10,010 | $1.13B | $112,764 |
| Viacom Pension Plan | Paramount Global | 7,781 | $529M | $67,944 |
| Gannett Retirement Plan | Gannett Media Corp. | 11,234 | $864M | $76,948 |
| The New York Times Companies Pension Plan | The New York Times Company | 5,857 | $985M | $168,219 |
| Iue-Cwa Pension Plan | Trustees of Iue- Cwa AFL-CIO Pension Fund | 11,832 | $472M | $39,897 |
| Cablevision Cash Balance Pension Plan | CSC Holdings, LLC | 4,760 | $149M | $31,290 |
Defined benefit plans in information closest in size.
Questions and answers
How big is Relx Inc. US Retirement Plan?
8,314 participants at the end of the plan year ending 31 Dec 2025, of whom 2,157 were active employees, with net assets of $1,026,857,322. Among defined benefit plans that places it in the 5,000 to 24,999 participants band, which held 651 plans in plan year 2024.
What does Relx Inc. contribute per participant?
This filing has no Schedule H financial statement, so employer contributions are not reported here.
What fees does the plan pay and how do they compare?
Schedule C reports $3,906,515 in compensation to service provider organisations, $470 per participant or 0.38% of net assets. The same-size median among plans reporting any Schedule C compensation was $232 per participant. Administrative expenses on Schedule H were $5,064,956. Investment costs deducted inside mutual funds and other pooled vehicles are not itemised on Form 5500, so these figures are a floor rather than a full cost.
Who runs the plan?
The sponsor is Relx Inc.. Recordkeeping or administration: Alight Solutions, LLC. Investment advisory or management: Pacific Investment Management Co., Loomis Sayles and Nisa Investment Advisors L.L.C. Trustee or custodian: Northern Trust Company. The financial statements were audited by Grant Thornton. Form 5500 also names the plan administrator's signer and other individuals; this site publishes organisations only.
Was the audit opinion unqualified?
The filing reports an unmodified (unqualified) opinion from a limited-scope audit, in which the accountant did not audit investment information certified by a bank or insurance company. Unmodified (formerly "unqualified") is the standard clean opinion.
How current is this, and does it show my balance?
This is the Form 5500 for the plan year 1 Jan 2025 to 31 Dec 2025, received by the Department of Labor on 30 Jun 2026. Filings are due seven months after the plan year ends, or nine and a half with an extension, so the public record always runs a year or more behind. It contains plan-level totals only: no individual balances, contributions or names of participants exist in the data.
Provenance
Source: U.S. Department of Labor, Employee Benefits Security Administration, Form 5500 research files (Form 5500, Schedule H, Schedule C) for plan years 2009 to 2025, public domain, with filings received through 24 Aug 2026. This page shows the latest filing on record for EIN 52-1471842, plan 004, received 30 Jun 2026; an amended filing replaces it at the next build. Medians and percentiles are computed by this site; see the methodology. Report an error through corrections.