Arcadia University Defined Contribution Retirement Plan — Form 5500 plan (Arcadia 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, Arcadia University Defined Contribution Retirement Plan is a benefit plan reported by Arcadia University under EIN 23-1352620 and plan number 001. The latest loaded filing year is 2023. The filing reports 2,454 participants and $156,471,471 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Arcadia University
EIN
23-1352620
Plan number
001
Plan type
2
Location
Glenside, PA
Latest filing year
2023
Participants
2,454
End-of-year plan assets
$156,471,471

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20232,454H, C20241004101604NAL0020213424001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$156,471,471
Total liabilities (EOY)
$0
Net assets (EOY)
$156,471,471
Net assets (BOY)
$140,879,777

Income & contributions

Employer contributions
$2,248,295
Participant contributions
$2,837,830
Total contributions
$5,484,893
Total income / additions
$25,479,475

Expenses & distributions

Benefits paid
$9,870,896
Administrative expenses
$6,505
Total expenses
$9,887,781
Net increase / (decrease)
$15,591,694

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Newport Group, Inc.NONE$4,805not reported in the loaded dataset2023
TiaaNONE$1,700$02023

Related Form 5500 pages