Plan5500

Oglethorpe 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, Oglethorpe University (EIN 58-0568698) is a plan sponsor located in Atlanta, GA with 3 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
58-0568698
Location
Atlanta, GA
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 Oglethorpe University

  • 3 loaded plans hold $37M in reported assets.
  • The largest, Oglethorpe University 403(B) Retirement Program, holds 100% of this company's reported plan assets.
  • Plans cover 937 reported participants.
  • 1 of 3 plans report full financial statements.
  • 1 report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$37MSummed across loaded plans$36,977,837
Total reported assets$37M$36,977,837
Total reported participants937
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$37M total assets
Net assets$37MLiabilities$0
Contributions & income
Employer contributions$880.7K
Participant contributions$1.3M
Total income / additions$7.3M
Expenses & distributions
Benefits paid / distributions$3.1M
Total expenses$3.1M
Net increase / (decrease)$4.2M

Data coverage

Plans with financial statements1 / 3 (33%)
Plans with provider compensation1 / 3 (33%)

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%Oglethorpe University 403(B) Retirement Program
Participants per plan312Average 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
    Oglethorpe University 403(B) Retirement Program$37M
    Plan #001 · 536 participants · 2023
  2. 2
    Oglethorpe University Welfare Benefit Plannot reported in the loaded dataset
    Plan #502 · 202 participants · 2023
  3. 3
    Oglethorpe University Group Medical & Dental Plannot reported in the loaded dataset
    Plan #501 · 199 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 Oglethorpe University. Open one for its full reported snapshot.

  1. 2023
    Oglethorpe University Group Medical & Dental Plan199 participants · 2No schedules
    View filing →
  2. 2023
    Oglethorpe University Welfare Benefit Plan202 participants · 2No schedules
    View filing →
  3. 2023
    Oglethorpe University 403(B) Retirement Program536 participants · 2Sch HSch C
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Oglethorpe University report on Form 5500?
Oglethorpe University (EIN 58-0568698) reports 3 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Oglethorpe University?
The Employer Identification Number (EIN) reported for Oglethorpe University is 58-0568698.
What is the latest Form 5500 filing year for Oglethorpe University?
The latest loaded Form 5500 filing year for Oglethorpe University is 2023.

Related Form 5500 pages