Wofford College Defined Contribution Retirement Plan — Form 5500 plan (Wofford 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, Wofford College Defined Contribution Retirement Plan is a benefit plan reported by Wofford College under EIN 57-0314422 and plan number 001. The latest loaded filing year is 2023. The filing reports 772 participants and $96,435,333 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Wofford College
- EIN
- 57-0314422
- Plan number
- 001
- Plan type
- 2
- Location
- Spartanburg, SC
- Latest filing year
- 2023
- Participants
- 772
- End-of-year plan assets
- $96,435,333
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 772 | H, C | 20250501162335NAL0003480065001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $96,435,333
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $96,435,333
- Net assets (BOY)
- $85,296,278
Income & contributions
- Employer contributions
- $2,837,922
- Participant contributions
- $1,370,114
- Total contributions
- $4,413,677
- Total income / additions
- $17,498,825
Expenses & distributions
- Benefits paid
- $6,355,864
- Administrative expenses
- $2,505
- Total expenses
- $6,359,770
- Net increase / (decrease)
- $11,139,055
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Tiaa | NONE | $2,446 | $0 | 2023 |