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, Santa Clara University Defined Contribution Retirement Plan is a benefit plan reported by Santa Clara University under EIN 94-1156617 and plan number 002. The latest loaded filing year is 2023. The filing reports 3,190 participants and $455,145,631 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $455,145,631
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $455,145,631
- Net assets (BOY)
- $388,507,336
Income & contributions
- Employer contributions
- $17,932,697
- Total contributions
- $18,665,669
- Total income / additions
- $90,223,063
Expenses & distributions
- Benefits paid
- $23,579,774
- Administrative expenses
- $9,355
- Total expenses
- $23,584,768
- Net increase / (decrease)
- $66,638,295