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, University Of Notre Dame 403(B) Retirement Plan is a benefit plan reported by University Of Notre Dame Du Lac under EIN 35-0868188 and plan number 002. The latest loaded filing year is 2023. The filing reports 14,179 participants and $2,360,767,219 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $2,360,767,219
- Total liabilities (EOY)
- $359,633
- Net assets (EOY)
- $2,360,407,586
- Net assets (BOY)
- $2,065,751,254
Income & contributions
- Employer contributions
- $50,431,074
- Participant contributions
- $52,906,849
- Total contributions
- $110,024,463
- Total income / additions
- $442,205,229
Expenses & distributions
- Benefits paid
- $146,921,328
- Administrative expenses
- $459,824
- Total expenses
- $147,548,897
- Net increase / (decrease)
- $294,656,332