Widener University Defined Contribution Retirement Plan — Form 5500 plan (Widener 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, Widener University Defined Contribution Retirement Plan is a benefit plan reported by Widener University under EIN 23-1386178 and plan number 001. The latest loaded filing year is 2023. The filing reports 2,297 participants and $407,316,684 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Widener University
EIN
23-1386178
Plan number
001
Plan type
2
Location
Chester, PA
Latest filing year
2023
Participants
2,297
End-of-year plan assets
$407,316,684

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20232,297H, C20240930172227NAL0011723154001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$407,316,684
Total liabilities (EOY)
$0
Net assets (EOY)
$407,316,684
Net assets (BOY)
$372,762,878

Income & contributions

Employer contributions
$1,388,671
Participant contributions
$4,757,237
Total contributions
$6,473,813
Total income / additions
$58,944,974

Expenses & distributions

Benefits paid
$24,361,715
Administrative expenses
$29,453
Total expenses
$24,391,168
Net increase / (decrease)
$34,553,806

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fiducient AdvisorsNONE$27,481not reported in the loaded dataset2023

Related Form 5500 pages