Ohio 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, Ohio Wesleyan University (EIN 31-4379585) is a plan sponsor located in Delaware, OH with 2 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
31-4379585
Location
Delaware, OH
Loaded plans
2
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$183,165,243
Total reported liabilities (EOY)
$0
Total reported net assets (EOY)
$183,165,243

Contributions & income

Employer contributions
$1,659,315
Participant contributions
$1,442,412
Total income / additions
$25,591,876

Expenses & distributions

Benefits paid / distributions
$10,453,763
Total expenses
$10,487,127
Net increase / (decrease)
$15,104,749

Coverage

Total reported participants
1,520
Plans with financial statements
1
Plans with provider compensation
1

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.

Largest loaded plans by reported assets

Ohio Wesleyan University plans by reported end-of-year assets
PlanPlan #ParticipantsReported assets (EOY)Year
Ohio Wesleyan University Defined Contribution Retirement Plan And Tax Deferred Annuity Plan0021,201$183,165,2432023
Ohio Wesleyan University Benefit Plan511319not reported in the loaded dataset2023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Ohio Wesleyan University
YearPlanParticipantsSchedulesFiling
2023Ohio Wesleyan University Benefit Plan31920241220094049NAL0009190096001
2023Ohio Wesleyan University Defined Contribution Retirement Plan And Tax Deferred Annuity Plan1,201H, C20250415152659NAL0005881360001

Related Form 5500 pages