Washington University Retirement Savings Plan — Form 5500 plan (Washington University In St. Louis)

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, Washington University Retirement Savings Plan is a benefit plan reported by Washington University In St. Louis under EIN 43-0653611 and plan number 001. The latest loaded filing year is 2023. The filing reports 36,943 participants and $6,741,301,721 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Washington University In St. Louis
EIN
43-0653611
Plan number
001
Plan type
2
Location
St. Louis, MO
Latest filing year
2023
Participants
36,943
End-of-year plan assets
$6,741,301,721

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
202336,943H, C20241015160838NAL0015046915001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$6,741,301,721
Total liabilities (EOY)
$0
Net assets (EOY)
$6,741,301,721
Net assets (BOY)
$5,876,925,706

Income & contributions

Employer contributions
$135,469,420
Participant contributions
$171,610,046
Total contributions
$338,694,639
Total income / additions
$1,181,554,520

Expenses & distributions

Benefits paid
$315,502,266
Administrative expenses
$1,148,561
Total expenses
$317,178,505
Net increase / (decrease)
$864,376,015

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
TiaaNONE$1,031,183$02023
Capfinancial Partners, LLCNONE$75,000not reported in the loaded dataset2023
Forvis Mazars, LlpNONE$38,452not reported in the loaded dataset2023

Related Form 5500 pages