Plan5500

Pomona College Academic Retirement Plan — Form 5500 plan (Pomona 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, Pomona College Academic Retirement Plan is a benefit plan reported by Pomona College under EIN 95-1664112 and plan number 001. The latest loaded filing year is 2023. The filing reports 2,233 participants and $345,915,589 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Pomona College
EIN
95-1664112
Plan number
001
Plan type
2
Location
Claremont, CA
Latest filing year
2023
Participants
2,233
End-of-year plan assets
$345,915,589

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20232,233H, C20241015154749NAL0016794931001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$345,915,589
Total liabilities (EOY)
$0
Net assets (EOY)
$345,915,589
Net assets (BOY)
$312,543,335

Income & contributions

Employer contributions
$7,987,373
Participant contributions
$5,177,885
Total contributions
$15,526,947
Total income / additions
$60,640,914

Expenses & distributions

Benefits paid
$27,191,173
Administrative expenses
$77,487
Total expenses
$27,268,660
Net increase / (decrease)
$33,372,254

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
TiaaNONE$77,487$02023

Related Form 5500 pages