Plan5500

La Salle University Defined Contribution And Tax-Deferred Annuity Plan — Form 5500 plan (La Salle University)

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, La Salle University Defined Contribution And Tax-Deferred Annuity Plan is a benefit plan reported by La Salle University under EIN 23-1352654 and plan number 001. The latest loaded filing year is 2023. The filing reports 2,389 participants and $219,300,908 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$219.3MPlan net assets, end of year$219,300,908
Participants2.4KCovered participants reported2,389
Assets / participant$91.8KComputed: assets ÷ participants$91,796 (computed)
Provider compensation$100.9K4 Schedule C provider row(s)$100,885
Plan sponsor
La Salle University
EIN
23-1352654
Plan number
001
Plan type
2
Location
Philadelphia, PA
Latest filing year
2023
How to read this plan profile
  • Net assets = total assets minus total liabilities, end of year (Schedule H/I).
  • Assets / participant is computed (assets ÷ reported participants) — a ratio, not a filed figure.
  • Schedule chips (Sch H / I / C) show which schedules each filing includes.
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • Figures are reported as filed, in whole dollars; verify against the official DOL/EBSA record before relying on them.
EFAST2 filings

Form 5500 filing history

Each loaded annual filing for this plan. Open one for its full reported snapshot.

  1. 2023
    2,389 participants · 2Sch HSch C
    View filing →
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$219.3M total assets
Net assets$219.3MLiabilities$0
Money in vs. money out
Total income / additions$30.7M
Total expenses$20.2M
Benefits paid / distributions$20.1M
Contributions
Employer$553.1K
Participant$2.7M
Full reported line items

Net assets

Total assets (EOY)
$219,300,908
Total liabilities (EOY)
$0
Net assets (EOY)
$219,300,908
Net assets (BOY)
$208,799,948

Income & contributions

Employer contributions
$553,112
Participant contributions
$2,679,695
Total contributions
$3,421,383
Total income / additions
$30,657,903

Expenses & distributions

Benefits paid
$20,056,058
Administrative expenses
$100,885
Total expenses
$20,156,943
Net increase / (decrease)
$10,500,960
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)
Employer 17%Participant 83%
Total expenses ÷ net assets9%Computed ratio
Benefits paid ÷ total income65%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Schedule C

Service provider compensation

Reported direct + indirect compensation per provider, ranked. Bars show relative scale.

  1. 1
    Tiaa$48.3K
    NONE · Direct $48.3K · Indirect $0
  2. 2
    Cliftonlarsonallen Llp$30.1K
    NONE · Direct $30.1K
  3. 3
    Resources Investment Advisors, Inc$15K
    NONE · Direct $15K
  4. 4
    Onedigital Investment Advisors$7.5K
    NONE · Direct $7.5K

What to inspect next

Frequently asked questions

Who sponsors the La Salle University Defined Contribution And Tax-Deferred Annuity Plan?
La Salle University Defined Contribution And Tax-Deferred Annuity Plan is reported as sponsored by La Salle University (EIN 23-1352654, plan number 001) in public Form 5500 filings.
What is the most recent Form 5500 filing year for La Salle University Defined Contribution And Tax-Deferred Annuity Plan?
The latest Form 5500 filing year loaded for La Salle University Defined Contribution And Tax-Deferred Annuity Plan is 2023.
How many participants does La Salle University Defined Contribution And Tax-Deferred Annuity Plan report?
La Salle University Defined Contribution And Tax-Deferred Annuity Plan reports 2,389 participants in its latest loaded Form 5500 filing.
What are the reported plan assets for La Salle University Defined Contribution And Tax-Deferred Annuity Plan?
La Salle University Defined Contribution And Tax-Deferred Annuity Plan reports $219,300,908 in end-of-year plan assets in its latest loaded Form 5500 filing.
Form 5500 terms, in plain English
Form 5500
The annual report most U.S. employee benefit plans file with the Department of Labor through the EFAST2 system. It documents the plan sponsor, participants, finances, and service-provider compensation.
Schedule H
The financial statement for larger plans (generally 100+ participants): assets, liabilities, net assets, income, expenses, and the net change.
Schedule I
The condensed financial statement for smaller plans, covering the same kinds of figures in less detail.
Schedule C
Reports compensation paid to the plan’s service providers — both direct and indirect.
Net assets
Total assets minus total liabilities at the end of the year — what the plan holds for participants.
Employer / participant contributions
Money contributed to the plan by the employer and by participants during the year.

Figures are reported as filed and may contain errors or omissions. Verify against the official DOL/EBSA record before relying on any value.

Related Form 5500 pages