Plan5500

Roberts Wesleyan University — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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, Roberts Wesleyan University (EIN 16-0743126) is a plan sponsor located in Rochester, NY with 1 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
16-0743126
Location
Rochester, NY
Loaded plans
2
Latest filing year
2023

This is a company / sponsor profile — aggregate totals across all of this employer's loaded plans. Open an individual plan below for its own full financial statement.

What stands out for Roberts Wesleyan University

  • 2 loaded plans hold $43.9M in reported assets.
  • The largest, Roberts Wesleyan University Retirement Plan, holds 100% of this company's reported plan assets.
  • Plans cover 1,295 reported participants.
  • 1 of 2 plans report full financial statements.
  • 1 report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$43.9MSummed across loaded plans$43,882,360
Total reported assets$43.9M$43,882,360
Total reported participants1.3K1,295
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$43.9M total assets
Net assets$43.9MLiabilities$0
Contributions & income
Employer contributions$343.6K
Participant contributions$1.2M
Total income / additions$7.3M
Expenses & distributions
Benefits paid / distributions$4.1M
Total expenses$4.3M
Net increase / (decrease)$3.1M

Data coverage

Plans with financial statements1 / 2 (50%)
Plans with provider compensation1 / 2 (50%)

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Computed from loaded plans

Portfolio comparison

Largest plan share of assets100%Roberts Wesleyan University Retirement Plan
Participants per plan648Average across loaded plans
Loaded plans2
Ranked by reported assets

Largest loaded plans

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    Roberts Wesleyan University Retirement Plan$43.9M
    Plan #001 · 1,044 participants · 2023
  2. 2
    Roberts Wesleyan University And Northeastern Seminary Welfare Benefits Plannot reported in the loaded dataset
    Plan #501 · 251 participants · 2023

All loaded plans by assets → · By participants → · With financial statements → · With provider compensation →

EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for Roberts Wesleyan University. Open one for its full reported snapshot.

  1. 2023
    Roberts Wesleyan University And Northeastern Seminary Welfare Benefits Plan251 participants · 2No schedules
    View filing →
  2. 2023
    Roberts Wesleyan University Retirement Plan1,044 participants · 2Sch HSch C
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Roberts Wesleyan University report on Form 5500?
Roberts Wesleyan University (EIN 16-0743126) reports 1 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Roberts Wesleyan University?
The Employer Identification Number (EIN) reported for Roberts Wesleyan University is 16-0743126.
What is the latest Form 5500 filing year for Roberts Wesleyan University?
The latest loaded Form 5500 filing year for Roberts Wesleyan University is 2023.

Related Form 5500 pages