Oberlin College Defined Contribution And Tax Deferred Annuity Retirement Plan — Form 5500 plan (Oberlin 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, Oberlin College Defined Contribution And Tax Deferred Annuity Retirement Plan is a benefit plan reported by Oberlin College under EIN 34-0714363 and plan number 001. The latest loaded filing year is 2023. The filing reports 2,420 participants and $498,649,013 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$498.6MPlan net assets, end of year$498,649,013
Participants2.4KCovered participants reported2,420
Assets / participant$206.1KComputed: assets ÷ participants$206,053 (computed)
Provider compensation$127.6K4 Schedule C provider row(s)$127,615
- Plan sponsor
- Oberlin College
- EIN
- 34-0714363
- Plan number
- 001
- Plan type
- 2
- Location
- Oberlin, OH
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2,420 | H, C | 20241015191239NAL0029468289001 |
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)$498.6M total assets
Net assets$498.6MLiabilities$0
Full reported line items
Net assets
- Total assets (EOY)
- $498,649,013
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $498,649,013
- Net assets (BOY)
- $464,407,381
Income & contributions
- Employer contributions
- $6,074,637
- Participant contributions
- $6,911,034
- Total contributions
- $16,063,984
- Total income / additions
- $74,358,126
Expenses & distributions
- Benefits paid
- $39,991,346
- Administrative expenses
- $125,148
- Total expenses
- $40,116,494
- Net increase / (decrease)
- $34,241,632
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.
47%53%
Employer 47%Participant 53%
Total expenses ÷ net assets8%Computed ratio
Benefits paid ÷ total income54%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Cbiz Investment Advisory Svcs LLC | NONE | $57,812 | not reported in the loaded dataset | 2023 |
| Tiaa | NONE | $38,676 | $0 | 2023 |
| Rsm Us Llp | NONE | $26,000 | not reported in the loaded dataset | 2023 |
| Ameriprise Financial Services, Inc. | NONE | $0 | $5,127 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Oberlin College
- 2023 Form 5500 filing
- Form 5500 filings in OH
- 401(k) and benefit plan filings in Oberlin, OH
- Cbiz Investment Advisory Svcs LLC — Schedule C compensation
- Tiaa — Schedule C compensation
- Rsm Us Llp — Schedule C compensation
- Ameriprise Financial Services, Inc. — Schedule C compensation