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, Willamette University Defined Contribution Retirement Plan is a benefit plan reported by Willamette University under EIN 93-0386972 and plan number 002. The latest loaded filing year is 2023. The filing reports 1,533 participants and $194,758,742 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $194,758,742
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $194,758,742
- Net assets (BOY)
- $176,596,092
Income & contributions
- Employer contributions
- $4,486,252
- Participant contributions
- $3,177,336
- Total contributions
- $8,087,999
- Total income / additions
- $33,940,865
Expenses & distributions
- Benefits paid
- $15,676,505
- Administrative expenses
- $89,193
- Total expenses
- $15,778,215
- Net increase / (decrease)
- $18,162,650