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, Ohio Wesleyan University Defined Contribution Retirement Plan And Tax Deferred Annuity Plan is a benefit plan reported by Ohio Wesleyan University under EIN 31-4379585 and plan number 002. The latest loaded filing year is 2023. The filing reports 1,201 participants and $183,165,243 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $183,165,243
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $183,165,243
- Net assets (BOY)
- $168,060,494
Income & contributions
- Employer contributions
- $1,659,315
- Participant contributions
- $1,442,412
- Total contributions
- $4,364,739
- Total income / additions
- $25,591,876
Expenses & distributions
- Benefits paid
- $10,453,763
- Administrative expenses
- $33,364
- Total expenses
- $10,487,127
- Net increase / (decrease)
- $15,104,749