Waynesburg University Defined Contribution Retirement Plan — Form 5500 plan (Waynesburg 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, Waynesburg University Defined Contribution Retirement Plan is a benefit plan reported by Waynesburg University under EIN 25-0965603 and plan number 001. The latest loaded filing year is 2023. The filing reports 652 participants and $55,280,400 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$55.3MPlan net assets, end of year$55,280,400
Participants652Covered participants reported
Assets / participant$84.8KComputed: assets ÷ participants$84,786 (computed)
Provider compensation$15K1 Schedule C provider row(s)$15,042
Plan sponsor
Waynesburg University
EIN
25-0965603
Plan number
001
Plan type
2
Location
Waynesburg, PA
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023652H, C20241015101954NAL0048807088001
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)$55.3M total assets
Net assets$55.3MLiabilities
Money in vs. money out
Total income / additions$8.8M
Total expenses$4.2M
Benefits paid / distributions$4.2M
Contributions
Employer$990.5K
Participant$664.3K
Full reported line items

Net assets

Total assets (EOY)
$55,280,400
Net assets (EOY)
$55,280,400
Net assets (BOY)
$50,727,082

Income & contributions

Employer contributions
$990,519
Participant contributions
$664,312
Total contributions
$1,687,913
Total income / additions
$8,777,383

Expenses & distributions

Benefits paid
$4,206,963
Administrative expenses
$17,102
Total expenses
$4,224,065
Net increase / (decrease)
$4,553,318
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 60%Participant 40%
Total expenses ÷ net assets8%Computed ratio
Benefits paid ÷ total income48%Computed ratio
Provider comp. ÷ net assets0%Computed ratio

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Teachers Insurance & Annuity AssocCUSTODIAN/RK$15,042$02023

Related Form 5500 pages