Plan5500

Sarah Lawrence College 403(B) Retirement Plan — Form 5500 plan (Sarah Lawrence College)

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, Sarah Lawrence College 403(B) Retirement Plan is a benefit plan reported by Sarah Lawrence College under EIN 23-7223216 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,377 participants and $178,574,325 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$178.6MPlan net assets, end of year$178,574,325
Participants1.4KCovered participants reported1,377
Assets / participant$129.7KComputed: assets ÷ participants$129,684 (computed)
Provider compensation$48K3 Schedule C provider row(s)$47,966
Plan sponsor
Sarah Lawrence College
EIN
23-7223216
Plan number
001
Plan type
2
Location
Bronxville, NY
Latest filing year
2023
How to read this plan profile
  • Net assets = total assets minus total liabilities, end of year (Schedule H/I).
  • Assets / participant is computed (assets ÷ reported participants) — a ratio, not a filed figure.
  • Schedule chips (Sch H / I / C) show which schedules each filing includes.
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • Figures are reported as filed, in whole dollars; verify against the official DOL/EBSA record before relying on them.
EFAST2 filings

Form 5500 filing history

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

  1. 2023
    1,377 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)$178.6M total assets
Net assets$178.6MLiabilities$0
Money in vs. money out
Total income / additions$25.9M
Total expenses$9.8M
Benefits paid / distributions$9.7M
Contributions
Employer$2.1M
Participant$1.7M
Full reported line items

Net assets

Total assets (EOY)
$178,574,325
Total liabilities (EOY)
$0
Net assets (EOY)
$178,574,325
Net assets (BOY)
$162,487,761

Income & contributions

Employer contributions
$2,055,467
Participant contributions
$1,671,615
Total contributions
$3,971,939
Total income / additions
$25,885,371

Expenses & distributions

Benefits paid
$9,737,086
Administrative expenses
$47,965
Total expenses
$9,798,807
Net increase / (decrease)
$16,086,564
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 55%Participant 45%
Total expenses ÷ net assets5%Computed ratio
Benefits paid ÷ total income38%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
    Sentinel Pension Advisors$27K
    NONE · Direct $27K
  2. 2
    Caron & Bletzer, Pllc$15.7K
    NONE · Direct $15.7K
  3. 3
    The Angell Pension Group, Inc.$5.3K
    NONE · Direct $5.3K

What to inspect next

Frequently asked questions

Who sponsors the Sarah Lawrence College 403(B) Retirement Plan?
Sarah Lawrence College 403(B) Retirement Plan is reported as sponsored by Sarah Lawrence College (EIN 23-7223216, plan number 001) in public Form 5500 filings.
What is the most recent Form 5500 filing year for Sarah Lawrence College 403(B) Retirement Plan?
The latest Form 5500 filing year loaded for Sarah Lawrence College 403(B) Retirement Plan is 2023.
How many participants does Sarah Lawrence College 403(B) Retirement Plan report?
Sarah Lawrence College 403(B) Retirement Plan reports 1,377 participants in its latest loaded Form 5500 filing.
What are the reported plan assets for Sarah Lawrence College 403(B) Retirement Plan?
Sarah Lawrence College 403(B) Retirement Plan reports $178,574,325 in end-of-year plan assets in its latest loaded Form 5500 filing.
Form 5500 terms, in plain English
Form 5500
The annual report most U.S. employee benefit plans file with the Department of Labor through the EFAST2 system. It documents the plan sponsor, participants, finances, and service-provider compensation.
Schedule H
The financial statement for larger plans (generally 100+ participants): assets, liabilities, net assets, income, expenses, and the net change.
Schedule I
The condensed financial statement for smaller plans, covering the same kinds of figures in less detail.
Schedule C
Reports compensation paid to the plan’s service providers — both direct and indirect.
Net assets
Total assets minus total liabilities at the end of the year — what the plan holds for participants.
Employer / participant contributions
Money contributed to the plan by the employer and by participants during the year.

Figures are reported as filed and may contain errors or omissions. Verify against the official DOL/EBSA record before relying on any value.

Related Form 5500 pages