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, Carleton College Defined Contribution Plan is a benefit plan reported by Carleton College under EIN 41-0694747 and plan number 001. The latest loaded filing year is 2023. The filing reports 2,162 participants and $364,970,261 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $364,970,261
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $364,970,261
- Net assets (BOY)
- $321,008,247
Income & contributions
- Employer contributions
- $6,400,365
- Participant contributions
- $5,043,524
- Total contributions
- $12,344,693
- Total income / additions
- $60,371,906
Expenses & distributions
- Benefits paid
- $16,142,182
- Administrative expenses
- $271,240
- Total expenses
- $16,413,422
- Net increase / (decrease)
- $43,958,484