2023 Form 5500 filing — Pomona College Academic 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 20241015154749NAL0016794931001) for Pomona College Academic Retirement Plan, reported by Pomona College under EIN 95-1664112 and plan number 001. It reports 2,233 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)$345.9MReported net assets$345,915,589
Participants2.2K2,233
Provider compensation$77.5K1 Schedule C row(s)$77,487
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241015154749NAL0016794931001
Plan sponsor
Pomona College
EIN
95-1664112
Plan number
001
Location
Claremont, CA
Received date
not reported in the loaded dataset
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)$345.9M total assets
Net assets$345.9MLiabilities$0
Money in vs. money out
Total income / additions$60.6M
Total expenses$27.3M
Benefits paid / distributions$27.2M
Contributions
Employer$8M
Participant$5.2M
Full reported line items
Total assets (EOY)
$345,915,589
Total liabilities (EOY)
$0
Net assets (EOY)
$345,915,589
Employer contributions
$7,987,373
Participant contributions
$5,177,885
Total income / additions
$60,640,914
Benefits paid
$27,191,173
Administrative expenses
$77,487
Total expenses
$27,268,660
Net increase / (decrease)
$33,372,254
Schedule C

Reported service provider compensation

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

  1. 1
    Tiaa$77.5K
    NONE · Direct $77.5K · Indirect $0

Related Form 5500 pages