Plan5500

The Wistar Institute — 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, The Wistar Institute (EIN 23-6434390) is a plan sponsor located in Philadelphia, PA 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
23-6434390
Location
Philadelphia, PA
Loaded plans
3
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 The Wistar Institute

  • 3 loaded plans hold $127.9M in reported assets.
  • The largest, The Wistar Institute Retirement Savings Program, holds 89% of this company's reported plan assets.
  • Plans cover 1,553 reported participants.
  • 2 of 3 plans report full financial statements.
  • 2 report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$127.9MSummed across loaded plans$127,858,282
Total reported assets$127.9M$127,893,892
Total reported participants1.6K1,553
Total reported liabilities$35.6K$35,610

Reported net position

Reported assets = net assets + liabilities (summed)$127.9M total assets
Net assets$127.9MLiabilities$35.6K
Contributions & income
Employer contributions$2.4M
Participant contributions$1.7M
Total income / additions$19.4M
Expenses & distributions
Benefits paid / distributions$5.1M
Total expenses$5.3M
Net increase / (decrease)$14.1M

Data coverage

Plans with financial statements2 / 3 (67%)
Plans with provider compensation2 / 3 (67%)

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 assets89%The Wistar Institute Retirement Savings Program
Participants per plan518Average across loaded plans
Loaded plans3
Ranked by reported assets

Largest loaded plans

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

  1. 1
    The Wistar Institute Retirement Savings Program$113.5M
    Plan #002 · 872 participants · 2023
  2. 2
    The Wistar Institute Of Anatomy And Biology Technical And Support Personnel Pension Plan$14.3M
    Plan #001 · 381 participants · 2023
  3. 3
    The Wistar Institute Of Anatomy And Biology Benefits Programnot reported in the loaded dataset
    Plan #513 · 300 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 The Wistar Institute. Open one for its full reported snapshot.

  1. 2023
    The Wistar Institute Of Anatomy And Biology Benefits Program300 participants · 2No schedules
    View filing →
  2. 2023
    The Wistar Institute Retirement Savings Program872 participants · 2Sch HSch C
    View filing →
  3. 2023
    The Wistar Institute Of Anatomy And Biology Technical And Support Personnel Pension Plan381 participants · 2Sch HSch C
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does The Wistar Institute report on Form 5500?
The Wistar Institute (EIN 23-6434390) reports 1 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for The Wistar Institute?
The Employer Identification Number (EIN) reported for The Wistar Institute is 23-6434390.
What is the latest Form 5500 filing year for The Wistar Institute?
The latest loaded Form 5500 filing year for The Wistar Institute is 2023.

Related Form 5500 pages