2023 Form 5500 filing — Amherst College Staff 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 20250414111940NAL0003006112002) for Amherst College Staff Retirement Plan, reported by Amherst College Trustees under EIN 04-2103542 and plan number 003. It reports 352 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)$21.4MReported net assets$21,444,876
Participants352
Provider compensation$15K1 Schedule C row(s)$15,000
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20250414111940NAL0003006112002
Plan sponsor
Amherst College Trustees
EIN
04-2103542
Plan number
003
Location
Amherst, MA
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)$21.4M total assets
Net assets$21.4MLiabilities
Money in vs. money out
Total income / additions$2.4M
Total expenses$1.7M
Benefits paid / distributions$1.7M
Contributions
Employer$0
ParticipantNot reported
Full reported line items
Total assets (EOY)
$21,444,876
Net assets (EOY)
$21,444,876
Employer contributions
$0
Total income / additions
$2,365,673
Benefits paid
$1,653,766
Total expenses
$1,653,766
Net increase / (decrease)
$711,907
Schedule C

Reported service provider compensation

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

  1. 1
    Tiaa$15K
    NONE · Direct $15K · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20250414111940NAL0003006112002 cover?
It is the 2023 Form 5500 filing for Amherst College Staff Retirement Plan, reported by Amherst College Trustees (EIN 04-2103542).
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