Plan5500

Bay Path University 403(B) Retirement Plan — Form 5500 plan (Bay Path University)

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, Bay Path University 403(B) Retirement Plan is a benefit plan reported by Bay Path University under EIN 04-2103865 and plan number 003. The latest loaded filing year is 2023. The filing reports 1,306 participants and $59,369,783 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$59.4MPlan net assets, end of year$59,369,783
Participants1.3KCovered participants reported1,306
Assets / participant$45.5KComputed: assets ÷ participants$45,459 (computed)
Provider compensation$93.7K2 Schedule C provider row(s)$93,683
Plan sponsor
Bay Path University
EIN
04-2103865
Plan number
003
Plan type
2
Location
Longmeadow, MA
Latest filing year
2023
EFAST2 filings

Form 5500 filing history

Each loaded annual filing for this plan. Open one for its full reported snapshot.

  1. 2023
    1,306 participants · 2Sch HSch C
    View filing →
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$59.4M total assets
Net assets$59.4MLiabilities$0
Money in vs. money out
Total income / additions$11.3M
Total expenses$2.6M
Benefits paid / distributions$2.4M
Contributions
Employer$1.7M
Participant$1.7M
Full reported line items

Net assets

Total assets (EOY)
$59,369,783
Total liabilities (EOY)
$0
Net assets (EOY)
$59,369,783
Net assets (BOY)
$50,658,895

Income & contributions

Employer contributions
$1,687,623
Participant contributions
$1,716,958
Total contributions
$3,472,386
Total income / additions
$11,268,847

Expenses & distributions

Benefits paid
$2,447,736
Administrative expenses
$92,333
Total expenses
$2,558,248
Net increase / (decrease)
$8,710,599
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)
Employer 50%Participant 50%
Total expenses ÷ net assets4%Computed ratio
Benefits paid ÷ total income22%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Schedule C

Service provider compensation

Reported direct + indirect compensation per provider, ranked. Bars show relative scale.

  1. 1
    Tiaa-Teachers Ins & Annuity Assoc$61.1K
    CONTRACT ADMINISTRATOR · Direct $61.1K · Indirect $0
  2. 2
    Fiducient Advisors$32.6K
    ADVISORY · Direct $32.6K

Related Form 5500 pages