Plan5500

Oberlin College — 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, Oberlin College (EIN 34-0714363) is a plan sponsor located in Oberlin, 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
34-0714363
Location
Oberlin, OH
Loaded plans
2
Latest filing year
2023
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$498.6MSummed across loaded plans$498,649,013
Total reported assets$498.6M$498,649,013
Total reported participants2.8K2,777
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$498.6M total assets
Net assets$498.6MLiabilities$0
Contributions & income
Employer contributions$6.1M
Participant contributions$6.9M
Total income / additions$74.4M
Expenses & distributions
Benefits paid / distributions$40M
Total expenses$40.1M
Net increase / (decrease)$34.2M

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%Oberlin College Defined Contribution And Tax Deferred Annuity Retirement Plan
Participants per plan1,389Average 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
    Oberlin College Defined Contribution And Tax Deferred Annuity Retirement Plan$498.6M
    Plan #001 · 2,420 participants · 2023
  2. 2
    Oberlin College Group Medicare Advantag Plannot reported in the loaded dataset
    Plan #510 · 357 participants · 2023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Oberlin College
YearPlanParticipantsSchedulesFiling
2023Oberlin College Group Medicare Advantag Plan357—20240729134743NAL0032118576001
2023Oberlin College Defined Contribution And Tax Deferred Annuity Retirement Plan2,420H, C20241015191239NAL0029468289001

Related Form 5500 pages