Vassar College 403(B) Retirement Plan — Form 5500 plan (Vassar College)

Plain-English plan 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, Vassar College 403(B) Retirement Plan is a benefit plan reported by Vassar College under EIN 14-1338587 and plan number 002. The latest loaded filing year is 2023. The filing reports 3,963 participants and $510,695,397 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Vassar College
EIN
14-1338587
Plan number
002
Plan type
2
Location
Poughkeepsie, NY
Latest filing year
2023
Participants
3,963
End-of-year plan assets
$510,695,397

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20233,963H, C20241011083959NAL0038225120001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$510,695,397
Total liabilities (EOY)
$0
Net assets (EOY)
$510,695,397
Net assets (BOY)
$463,735,905

Income & contributions

Employer contributions
$8,244,175
Participant contributions
$7,602,805
Total contributions
$16,803,946
Total income / additions
$82,456,087

Expenses & distributions

Benefits paid
$35,410,217
Administrative expenses
$82,065
Total expenses
$35,496,595
Net increase / (decrease)
$46,959,492

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
TiaaNONE$134,187$02023
Fidelity Investments InstitutionalNONE$52,760$02023

Related Form 5500 pages