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 Academy Retirement Plan is a benefit plan reported by Trustees Of Phillips Academy under EIN 04-2103579 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,422 participants and $322,517,219 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $322,517,219
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $322,517,219
- Net assets (BOY)
- $280,823,130
Income & contributions
- Employer contributions
- $4,718,198
- Participant contributions
- $5,595,056
- Total contributions
- $11,830,221
- Total income / additions
- $53,721,151
Expenses & distributions
- Benefits paid
- $11,864,519
- Administrative expenses
- $162,543
- Total expenses
- $12,027,062
- Net increase / (decrease)
- $41,694,089