2023 Form 5500 filing — Loyola University Maryland 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 20241010101641NAL0040408738001) for Loyola University Maryland Retirement Plan, reported by Loyola University Maryland under EIN 52-0591623 and plan number 001. It reports 2,554 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)$406.2MReported net assets$406,233,714
Participants2.6K2,554
Provider compensation$183.3K2 Schedule C row(s)$183,279
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241010101641NAL0040408738001
Plan sponsor
Loyola University Maryland
EIN
52-0591623
Plan number
001
Location
Baltimore, MD
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)$406.2M total assets
Net assets$406.2MLiabilities$0
Money in vs. money out
Total income / additions$67.3M
Total expenses$23.5M
Benefits paid / distributions$23.3M
Contributions
Employer$6.2M
Participant$5.3M
Full reported line items
Total assets (EOY)
$406,233,714
Total liabilities (EOY)
$0
Net assets (EOY)
$406,233,714
Employer contributions
$6,172,746
Participant contributions
$5,340,399
Total income / additions
$67,255,921
Benefits paid
$23,311,418
Administrative expenses
$183,279
Total expenses
$23,500,413
Net increase / (decrease)
$43,755,508
Schedule C

Reported service provider compensation

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

  1. 1
    Tiaa$118.3K
    NONE · Direct $118.3K · Indirect $0
  2. 2
    NONE · Direct $65K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241010101641NAL0040408738001 cover?
It is the 2023 Form 5500 filing for Loyola University Maryland Retirement Plan, reported by Loyola University Maryland (EIN 52-0591623).
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