Swarthmore College Regular Retirement Plan — Form 5500 plan (Swarthmore 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, Swarthmore College Regular Retirement Plan is a benefit plan reported by Swarthmore College under EIN 23-1352683 and plan number 001. The latest loaded filing year is 2023. The filing reports 2,152 participants and $424,876,239 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Swarthmore College
- EIN
- 23-1352683
- Plan number
- 001
- Plan type
- 2
- Location
- Swarthmore, PA
- Latest filing year
- 2023
- Participants
- 2,152
- End-of-year plan assets
- $424,876,239
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2,152 | H, C | 20241007135837NAL0007652803001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $424,876,239
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $424,876,239
- Net assets (BOY)
- $385,098,202
Income & contributions
- Employer contributions
- $8,161,273
- Participant contributions
- $6,824,777
- Total contributions
- $16,932,369
- Total income / additions
- $71,997,178
Expenses & distributions
- Benefits paid
- $32,134,597
- Administrative expenses
- $84,544
- Total expenses
- $32,219,141
- Net increase / (decrease)
- $39,778,037
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Mma Securities | NONE | $30,625 | not reported in the loaded dataset | 2023 |
| Fiducient Advisors LLC | NONE | $24,169 | not reported in the loaded dataset | 2023 |
| Torrillo And Associates | NONE | $23,850 | not reported in the loaded dataset | 2023 |
| The Vanguard Group | NONE | $5,800 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Swarthmore College
- 2023 Form 5500 filing
- Form 5500 filings in PA
- 401(k) and benefit plan filings in Swarthmore, PA
- Mma Securities — Schedule C compensation
- Fiducient Advisors LLC — Schedule C compensation
- Torrillo And Associates — Schedule C compensation
- The Vanguard Group — Schedule C compensation