Plain-English plan summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Phillips Exeter Academy Retirement Plan is a benefit plan reported by Phillips Exeter Academy under EIN 02-0222174 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,664 participants and $220,590,595 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $220,590,595
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $220,590,595
- Net assets (BOY)
- $199,872,858
Income & contributions
- Employer contributions
- $5,189,773
- Participant contributions
- $4,768,405
- Total contributions
- $11,182,699
- Total income / additions
- $40,259,950
Expenses & distributions
- Benefits paid
- $19,463,775
- Administrative expenses
- $78,438
- Total expenses
- $19,542,213
- Net increase / (decrease)
- $20,717,737