2023 Form 5500 filing — Whitworth University 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 20241018115129NAL0057173568001) for Whitworth University Retirement Plan, reported by Whitworth University under EIN 91-0473310 and plan number 001. It reports 749 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)$86.7MReported net assets$86,679,756
Participants749
Provider compensation$75.7K1 Schedule C row(s)$75,697
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241018115129NAL0057173568001
Plan sponsor
Whitworth University
EIN
91-0473310
Plan number
001
Location
Spokane, WA
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)$86.7M total assets
Net assets$86.7MLiabilities$0
Money in vs. money out
Total income / additions$19.8M
Total expenses$10.2M
Benefits paid / distributions$10.2M
Contributions
Employer$2.4M
Participant$3.4M
Full reported line items
Total assets (EOY)
$86,679,756
Total liabilities (EOY)
$0
Net assets (EOY)
$86,679,756
Employer contributions
$2,366,200
Participant contributions
$3,431,465
Total income / additions
$19,793,919
Benefits paid
$10,150,184
Administrative expenses
$75,698
Total expenses
$10,228,006
Net increase / (decrease)
$9,565,913
Schedule C

Reported service provider compensation

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

  1. 1
    CONTRACT ADMINISTRATOR · Direct $75.7K · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241018115129NAL0057173568001 cover?
It is the 2023 Form 5500 filing for Whitworth University Retirement Plan, reported by Whitworth University (EIN 91-0473310).
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