Washington College Defined Contribution Retirement Plan — Form 5500 plan (Washington 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, Washington College Defined Contribution Retirement Plan is a benefit plan reported by Washington College under EIN 52-0591691 and plan number 469. The latest loaded filing year is 2023. The filing reports 1,068 participants and $95,669,127 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$95.7MPlan net assets, end of year$95,669,127
Participants1.1KCovered participants reported1,068
Assets / participant$89.6KComputed: assets ÷ participants$89,578 (computed)
Provider compensation$70.5K2 Schedule C provider row(s)$70,491
- Plan sponsor
- Washington College
- EIN
- 52-0591691
- Plan number
- 469
- Plan type
- 2
- Location
- Chestertown, MD
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,068 | H, C | 20241011145353NAL0022098593001 |
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)$95.7M total assets
Net assets$95.7MLiabilities$0
Full reported line items
Net assets
- Total assets (EOY)
- $95,669,127
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $95,669,127
- Net assets (BOY)
- $85,704,970
Income & contributions
- Employer contributions
- $854,681
- Participant contributions
- $1,760,517
- Total contributions
- $2,989,105
- Total income / additions
- $15,631,860
Expenses & distributions
- Benefits paid
- $5,612,337
- Administrative expenses
- $55,366
- Total expenses
- $5,667,703
- Net increase / (decrease)
- $9,964,157
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.
33%67%
Employer 33%Participant 67%
Total expenses ÷ net assets6%Computed ratio
Benefits paid ÷ total income36%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Tiaa - Teachers Insurance And Annui | RECORDKEEPER | $38,991 | $0 | 2023 |
| Cbiz Investment Advisory Services | INVESTMENT ADVISORS | $31,500 | not reported in the loaded dataset | 2023 |