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, St. Olaf College 403(B) Retirement Plan is a benefit plan reported by St. Olaf College under EIN 41-0693979 and plan number 001. The latest loaded filing year is 2023. The filing reports 2,080 participants and $301,874,691 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $301,874,691
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $301,874,691
- Net assets (BOY)
- $272,523,252
Income & contributions
- Employer contributions
- $4,382,148
- Participant contributions
- $4,156,849
- Total contributions
- $9,792,432
- Total income / additions
- $50,112,250
Expenses & distributions
- Benefits paid
- $20,498,204
- Administrative expenses
- $262,607
- Total expenses
- $20,760,811
- Net increase / (decrease)
- $29,351,439