2023 Form 5500 filing — American Council On Education 403(B) Retirement Plan

Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240909085917NAL0005291745001) for American Council On Education 403(B) Retirement Plan, reported by American Council On Education under EIN 53-0196573 and plan number 002. It reports 852 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$71.8MReported net assets$71,773,265
Participants852
Provider compensation$37.7K2 Schedule C row(s)$37,709
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20240909085917NAL0005291745001
Plan sponsor
American Council On Education
EIN
53-0196573
Plan number
002
Location
Washington, DC
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$71.8M total assets
Net assets$71.8MLiabilities$0
Money in vs. money out
Total income / additions$11.2M
Total expenses$7.4M
Benefits paid / distributions$7.3M
Contributions
Employer$978.8K
Participant$1.1M
Full reported line items
Total assets (EOY)
$71,773,265
Total liabilities (EOY)
$0
Net assets (EOY)
$71,773,265
Employer contributions
$978,804
Participant contributions
$1,065,690
Total income / additions
$11,159,268
Benefits paid
$7,330,521
Administrative expenses
$37,259
Total expenses
$7,367,780
Net increase / (decrease)
$3,791,488
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    Tiaa$22.2K
    RECORDKEEPER · Direct $22.2K · Indirect $0
  2. 2
    RECORDKEEPER · Direct $15.6K · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240909085917NAL0005291745001 cover?
It is the 2023 Form 5500 filing for American Council On Education 403(B) Retirement Plan, reported by American Council On Education (EIN 53-0196573).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages